Purchases and Sales Made in Q1 2022 in Bill.Com Holdings, Inc. (BILL)
This table provides information about the institutional ownership of Bill.Com Holdings, Inc. (BILL) during Q1 2022. The information is specifically focused on institutions that hold shares of Bill.com Holdings, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
2+ 40.0% |
$312 - $514
|
7
$386
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$312 - $514
|
2
$110
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
2+ 100.0% |
$312 - $514
|
4
$221
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$156 - $257
|
1
$55.2
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$156 - $257
|
1
$55.2
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 16.67% |
$156 - $257
|
5
$276
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1- 10.0% |
$156 - $257
|
9
$497
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2Closed |
$312 - $514
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2Closed |
$312 - $514
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-3- 6.82% |
$468 - $771
|
41
$2.26K
|
|
May 16, 2022
Q1 2022
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-3- 0.39% |
$468 - $771
|
763
$42.1K
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-5Closed |
$780 - $1.28K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5- 0.41% |
$780 - $1.28K
|
1.21K
$66.7K
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-8- 15.69% |
$1.25K - $2.06K
|
43
$2.37K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-9- 4.19% |
$1.4K - $2.31K
|
206
$11.4K
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-11- 1.11% |
$1.72K - $2.83K
|
983
$54.3K
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-17Closed |
$2.65K - $4.37K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19- 3.74% |
$2.97K - $4.88K
|
489
$27K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-22- 3.24% |
$3.43K - $5.65K
|
657
$36.3K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-22- 81.48% |
$3.43K - $5.65K
|
5
$276
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-23Closed |
$3.59K - $5.91K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-30- 0.64% |
$4.68K - $7.71K
|
4.63K
$256K
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-39Closed |
$6.09K - $10K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-41- 1.29% |
$6.4K - $10.5K
|
3.14K
$173K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-45- 78.95% |
$7.02K - $11.6K
|
12
$662
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-47Closed |
$7.34K - $12.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-47Closed |
$7.34K - $12.1K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-52Closed |
$8.12K - $13.4K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Tcw Group Inc
|
SELL
|
- |
-66- 0.07% |
$10.3K - $17K
|
92.8K
$5.12M
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-74- 4.84% |
$11.5K - $19K
|
1.45K
$80.3K
|
|
Apr 14, 2022
Q1 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-77- 3.78% |
$12K - $19.8K
|
1.96K
$108K
|
|
Apr 29, 2022
Q1 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-84Closed |
$13.1K - $21.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-84- 9.94% |
$13.1K - $21.6K
|
761
$42K
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-98- 15.34% |
$15.3K - $25.2K
|
541
$29.9K
|
|
May 13, 2022
Q1 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-101- 4.7% |
$15.8K - $25.9K
|
2.05K
$113K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-110- 4.1% |
$17.2K - $28.3K
|
2.57K
$142K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-120Closed |
$18.7K - $30.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-150- 9.06% |
$23.4K - $38.5K
|
1.51K
$83.1K
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-170Closed |
$26.5K - $43.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-189- 3.35% |
$29.5K - $48.6K
|
5.46K
$301K
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-250Closed |
$39K - $64.2K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-262- 22.72% |
$40.9K - $67.3K
|
891
$49.2K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-268- 13.65% |
$41.8K - $68.8K
|
1.7K
$93.6K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-276- 85.45% |
$43.1K - $70.9K
|
47
$2.59K
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-281- 23.2% |
$43.9K - $72.2K
|
930
$51.3K
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-295- 12.09% |
$46K - $75.8K
|
2.15K
$118K
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-300Closed |
$46.8K - $77.1K
|
0
$0
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-301- 10.46% |
$47K - $77.3K
|
2.58K
$142K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-301- 10.46% |
$47K - $77.3K
|
2.58K
$142K
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-320- 1.02% |
$49.9K - $82.2K
|
31.2K
$1.72M
|