Purchases and Sales Made in Q2 2022 in Bill.Com Holdings, Inc. (BILL)
This table provides information about the institutional ownership of Bill.Com Holdings, Inc. (BILL) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$975 - $2.43K
|
10
$552
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 83.33% |
$975 - $2.43K
|
22
$1.21K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
8+ 200.0% |
$780 - $1.95K
|
12
$662
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7+ 0.34% |
$682 - $1.7K
|
2.06K
$113K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7New |
$682 - $1.7K
|
7
$386
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6New |
$585 - $1.46K
|
6
$331
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5+ 3.97% |
$487 - $1.22K
|
131
$7.23K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4New |
$390 - $973
|
4
$221
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
3New |
$292 - $729
|
3
$166
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 60.0% |
$292 - $729
|
8
$442
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 9.09% |
$97.5 - $243
|
12
$662
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 50.0% |
$97.5 - $243
|
1
$55.2
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 5.56% |
$97.5 - $243
|
17
$938
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-2Closed |
$195 - $486
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2- 28.57% |
$195 - $486
|
5
$276
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3- 60.0% |
$292 - $729
|
2
$110
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3- 25.0% |
$292 - $729
|
9
$497
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5Closed |
$487 - $1.22K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.23% |
$487 - $1.22K
|
2.14K
$118K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6Closed |
$585 - $1.46K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9- 33.33% |
$877 - $2.19K
|
18
$994
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 39.13% |
$877 - $2.19K
|
14
$773
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10- 0.76% |
$975 - $2.43K
|
1.3K
$71.9K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11- 1.43% |
$1.07K - $2.67K
|
756
$41.7K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-15- 34.09% |
$1.46K - $3.65K
|
29
$1.6K
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-15- 1.98% |
$1.46K - $3.65K
|
742
$41K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-15Closed |
$1.46K - $3.65K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-20- 3.92% |
$1.95K - $4.86K
|
490
$27K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-23- 43.4% |
$2.24K - $5.59K
|
30
$1.66K
|
|
Apr 01, 2024
Q2 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-28- 0.13% |
$2.73K - $6.81K
|
20.9K
$1.15M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-31- 4.07% |
$3.02K - $7.54K
|
730
$40.3K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-33- 94.29% |
$3.22K - $8.02K
|
2
$110
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-34- 8.99% |
$3.31K - $8.27K
|
344
$19K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-40Closed |
$3.9K - $9.73K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-43- 2.15% |
$4.19K - $10.5K
|
1.96K
$108K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-43- 33.08% |
$4.19K - $10.5K
|
87
$4.8K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-48Closed |
$4.68K - $11.7K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-49- 9.06% |
$4.78K - $11.9K
|
492
$27.2K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-50Closed |
$4.87K - $12.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-52- 12.32% |
$5.07K - $12.6K
|
370
$20.4K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-55- 1.25% |
$5.36K - $13.4K
|
4.33K
$239K
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-61- 1.42% |
$5.94K - $14.8K
|
4.24K
$234K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-63- 2.41% |
$6.14K - $15.3K
|
2.55K
$141K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-66Closed |
$6.43K - $16K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-69- 3.47% |
$6.72K - $16.8K
|
1.92K
$106K
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-75Closed |
$7.31K - $18.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-90Closed |
$8.77K - $21.9K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-91- 2.5% |
$8.87K - $22.1K
|
3.55K
$196K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-92- 1.05% |
$8.97K - $22.4K
|
8.7K
$480K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100Closed |
$9.75K - $24.3K
|
0
$0
|