Latest Institutional Transactions on Bill.Com Holdings, Inc. (BILL)
This table provides information on the latest institutional transactions involving Bill.Com Holdings, Inc. (BILL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
First Beijing Investment LTD
Hong Kong, K3 |
BUY
|
- |
143New |
$8.01K - $16.5K
|
143
$7.07K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2New |
$112 - $231
|
2
$98.9
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
231+ 1.98% |
$12.9K - $26.7K
|
11.9K
$588K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3+ 0.41% |
$168 - $347
|
737
$36.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.49K+ 81.61% |
$139K - $288K
|
5.54K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
18New |
$1.01K - $2.08K
|
18
$890
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2- 3.85% |
$112 - $231
|
50
$2.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
205+ 8.42% |
$11.5K - $23.7K
|
2.64K
$131K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5New |
$280 - $579
|
5
$247
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-29- 65.91% |
$1.62K - $3.36K
|
15
$742
|
|
|
Feb 08, 2024
Q4 2023
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
17.2KNew |
$964K - $1.99M
|
17.2K
$850K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.67K+ 175.02% |
$205K - $424K
|
5.76K
$285K
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
19KNew |
$1.07M - $2.2M
|
19K
$942K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21New |
$1.18K - $2.43K
|
21
$1.04K
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
9.23KNew |
$517K - $1.07M
|
9.23K
$456K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.11K- 45.06% |
$399K - $823K
|
8.68K
$429K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
895+ 45.34% |
$50.1K - $104K
|
2.87K
$142K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
36New |
$2.02K - $4.17K
|
36
$1.78K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.2K- 20.27% |
$67.2K - $139K
|
4.72K
$233K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-457- 24.7% |
$25.6K - $52.9K
|
1.39K
$68.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
13+ 0.36% |
$728 - $1.5K
|
3.61K
$178K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
7+ 1.41% |
$392 - $810
|
503
$24.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
2KNew |
$112K - $231K
|
2K
$98.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
41K+ 105.74% |
$2.3M - $4.74M
|
79.8K
$3.94M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
30New |
$1.68K - $3.47K
|
30
$1.48K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
118New |
$6.61K - $13.7K
|
118
$5.83K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
118New |
$6.61K - $13.7K
|
118
$5.83K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5New |
$280 - $579
|
5
$247
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-44- 0.86% |
$2.46K - $5.09K
|
5.05K
$250K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
9KNew |
$504K - $1.04M
|
9K
$445K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
378+ 6.21% |
$21.2K - $43.7K
|
6.47K
$320K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
4.35K+ 62.59% |
$244K - $504K
|
11.3K
$559K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.66K- 35.65% |
$317K - $655K
|
10.2K
$505K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
276+ 5.98% |
$15.5K - $31.9K
|
4.89K
$242K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
86.9K+ 662.49% |
$4.87M - $10.1M
|
100K
$4.95M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-112- 4.88% |
$6.27K - $13K
|
2.18K
$108K
|
|
| Q3 2023 | |||||||
|
Feb 07, 2025
Q3 2023
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
40KNew |
$3.92M - $5.42M
|
40K
$1.98M
|
|
|
Jun 03, 2024
Q3 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
27.1KNew |
$2.65M - $3.67M
|
27.1K
$1.34M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
200New |
$19.6K - $27.1K
|
200
$9.89K
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-304- 15.92% |
$29.8K - $41.2K
|
1.61K
$79.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.22K- 37.57% |
$119K - $165K
|
2.03K
$100K
|
|
|
Nov 14, 2023
Q3 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
53+ 0.09% |
$5.19K - $7.18K
|
60K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
52+ 1.87% |
$5.09K - $7.05K
|
2.83K
$140K
|
|
|
Nov 14, 2023
Q3 2023
|
Fernbridge Capital Management LP
Los Angeles, CA |
BUY
|
- |
37.9K+ 17.09% |
$3.71M - $5.13M
|
259K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Sands Capital Management, LLC
Arlington, VA |
BUY
|
- |
1.26KNew |
$123K - $170K
|
1.26K
$62K
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
2.06KNew |
$201K - $279K
|
2.06K
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Alta Park Capital, LP
San Francisco, CA |
BUY
|
- |
235KNew |
$23M - $31.8M
|
235K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Nishkama Capital, LLC
Dorado, PR |
SELL
|
- |
-25.9K- 89.6% |
$2.54M - $3.51M
|
3.01K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
78.6KNew |
$7.69M - $10.6M
|
78.6K
$3.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Calixto Global Investors, LP
Coral Gables, FL |
BUY
|
- |
121KNew |
$11.8M - $16.4M
|
121K
$5.98M
|
|