Purchases and Sales Made in Q3 2023 in Bill.Com Holdings, Inc. (BILL)
This table provides information about the institutional ownership of Bill.Com Holdings, Inc. (BILL) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
157+ 13.71% |
$15.4K - $21.3K
|
1.3K
$71.9K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
128+ 0.89% |
$12.5K - $17.3K
|
14.5K
$798K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
119New |
$11.7K - $16.1K
|
119
$6.57K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.57% |
$9.79K - $13.6K
|
17.6K
$972K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
88+ 47.57% |
$8.62K - $11.9K
|
273
$15.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
80+ 2.21% |
$7.83K - $10.8K
|
3.7K
$204K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
77+ 3.13% |
$7.54K - $10.4K
|
2.54K
$140K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
68New |
$6.66K - $9.22K
|
68
$3.75K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
66+ 49.25% |
$6.46K - $8.94K
|
200
$11K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
61+ 1.05% |
$5.97K - $8.27K
|
5.89K
$325K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57+ 105.56% |
$5.58K - $7.72K
|
111
$6.13K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
56+ 17.13% |
$5.48K - $7.59K
|
383
$21.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
55+ 1.58% |
$5.39K - $7.45K
|
3.55K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
53+ 0.09% |
$5.19K - $7.18K
|
60K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
52+ 1.87% |
$5.09K - $7.05K
|
2.83K
$156K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
48+ 11.74% |
$4.7K - $6.5K
|
457
$25.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40New |
$3.92K - $5.42K
|
40
$2.21K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
36New |
$3.52K - $4.88K
|
36
$1.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
32+ 266.67% |
$3.13K - $4.34K
|
44
$2.43K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
28+ 60.87% |
$2.74K - $3.79K
|
74
$4.08K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 20.33% |
$2.45K - $3.39K
|
148
$8.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 191.67% |
$2.25K - $3.12K
|
35
$1.93K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22+ 1100.0% |
$2.15K - $2.98K
|
24
$1.32K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 6.25% |
$2.06K - $2.85K
|
357
$19.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19+ 105.56% |
$1.86K - $2.57K
|
37
$2.04K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
16+ 400.0% |
$1.57K - $2.17K
|
20
$1.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$1.47K - $2.03K
|
15
$828
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14+ 0.27% |
$1.37K - $1.9K
|
5.18K
$286K
|
|
|
Oct 16, 2023
Q3 2023
|
Barton Investment Management
|
BUY
|
- |
12+ 0.16% |
$1.17K - $1.63K
|
7.62K
$420K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 45.83% |
$1.08K - $1.49K
|
35
$1.93K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
11+ 7.69% |
$1.08K - $1.49K
|
154
$8.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
$881 - $1.22K
|
9
$497
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 3.86% |
$783 - $1.08K
|
215
$11.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$783 - $1.08K
|
8
$442
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
6New |
$587 - $813
|
6
$331
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6+ 0.09% |
$587 - $813
|
6.95K
$383K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5New |
$490 - $678
|
5
$276
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 9.8% |
$490 - $678
|
56
$3.09K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5+ 0.65% |
$490 - $678
|
774
$42.7K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5New |
$490 - $678
|
5
$276
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3+ 0.15% |
$294 - $407
|
2.03K
$112K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3+ 0.15% |
$294 - $407
|
2.03K
$112K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 42.86% |
$294 - $407
|
10
$552
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$97.9 - $136
|
2
$110
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1+ 0.29% |
$97.9 - $136
|
347
$19.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$97.9 - $136
|
1
$55.2
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 0.85% |
$196 - $271
|
232
$12.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 1.52% |
$294 - $407
|
195
$10.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-3- 0.08% |
$294 - $407
|
3.6K
$199K
|