Purchases and Sales Made in Q2 2024 in Bill.Com Holdings, Inc. (BILL)
This table provides information about the institutional ownership of Bill.Com Holdings, Inc. (BILL) during Q2 2024. 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, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
200New |
$9.39K - $13.3K
|
200
$11K
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
184+ 27.96% |
$8.64K - $12.2K
|
842
$46.5K
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
178+ 0.07% |
$8.36K - $11.8K
|
269K
$14.8M
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
177+ 0.06% |
$8.31K - $11.8K
|
281K
$15.5M
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
153+ 102.68% |
$7.18K - $10.2K
|
302
$16.7K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
152+ 30.58% |
$7.14K - $10.1K
|
649
$35.8K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
151New |
$7.09K - $10K
|
151
$8.34K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
118+ 256.52% |
$5.54K - $7.84K
|
164
$9.05K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
85New |
$3.99K - $5.65K
|
85
$4.69K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
78+ 40.63% |
$3.66K - $5.18K
|
270
$14.9K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
62+ 9.9% |
$2.91K - $4.12K
|
688
$38K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
49New |
$2.3K - $3.26K
|
49
$2.7K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
40+ 250.0% |
$1.88K - $2.66K
|
56
$3.09K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
40New |
$1.88K - $2.66K
|
40
$2.21K
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
39+ 0.65% |
$1.83K - $2.59K
|
6K
$331K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36+ 4.67% |
$1.69K - $2.39K
|
807
$44.5K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 200.0% |
$1.41K - $1.99K
|
45
$2.48K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
29+ 34.12% |
$1.36K - $1.93K
|
114
$6.29K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
25New |
$1.17K - $1.66K
|
25
$1.38K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
22New |
$1.03K - $1.46K
|
22
$1.21K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22+ 53.66% |
$1.03K - $1.46K
|
63
$3.48K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19+ 316.67% |
$892 - $1.26K
|
25
$1.38K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
19+ 17.92% |
$892 - $1.26K
|
125
$6.9K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13New |
$610 - $864
|
13
$718
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 18.03% |
$517 - $731
|
72
$3.97K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10New |
$470 - $665
|
10
$552
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$423 - $598
|
9
$497
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 0.49% |
$376 - $532
|
1.65K
$91K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
8New |
$376 - $532
|
8
$442
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 40.0% |
$282 - $399
|
21
$1.16K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6New |
$282 - $399
|
6
$331
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 200.0% |
$93.9 - $133
|
3
$166
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2New |
$93.9 - $133
|
2
$110
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1New |
$47 - $66.5
|
1
$55.2
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 14.29% |
$47 - $66.5
|
6
$331
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 7.14% |
$47 - $66.5
|
13
$718
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 14.29% |
$47 - $66.5
|
6
$331
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$47 - $66.5
|
43.8K
$2.42M
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-6- -0.0% |
$282 - $399
|
262K
$14.5M
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 43.75% |
$329 - $465
|
9
$497
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10- 52.63% |
$470 - $665
|
9
$497
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-11- 11.46% |
$517 - $731
|
85
$4.69K
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-13- 6.53% |
$610 - $864
|
186
$10.3K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17- 26.15% |
$798 - $1.13K
|
48
$2.65K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-19- 65.52% |
$892 - $1.26K
|
10
$552
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21- 18.1% |
$986 - $1.4K
|
95
$5.24K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-30- 8.24% |
$1.41K - $1.99K
|
334
$18.4K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-33- 70.21% |
$1.55K - $2.19K
|
14
$773
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-37Closed |
$1.74K - $2.46K
|
0
$0
|