Purchases and Sales Made in Q4 2021 in Bill.Com Holdings, Inc. (BILL)
This table provides information about the institutional ownership of Bill.Com Holdings, Inc. (BILL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
5New |
$1.16K - $1.71K
|
5
$276
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
5New |
$1.16K - $1.71K
|
5
$276
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4New |
$931 - $1.37K
|
4
$221
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 15.79% |
$698 - $1.03K
|
22
$1.21K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
2New |
$466 - $685
|
2
$110
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 50.0% |
$466 - $685
|
6
$331
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$466 - $685
|
2
$110
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$466 - $685
|
2
$110
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 11.11% |
$233 - $342
|
10
$552
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.88% |
$233 - $342
|
112
$6.18K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3- 0.25% |
$698 - $1.03K
|
1.22K
$67.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 46.67% |
$1.63K - $2.4K
|
8
$442
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9- 1.74% |
$2.1K - $3.08K
|
508
$28K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-10- 14.93% |
$2.33K - $3.42K
|
57
$3.15K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-10Closed |
$2.33K - $3.42K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-11- 13.75% |
$2.56K - $3.76K
|
69
$3.81K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-12Closed |
$2.79K - $4.11K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-12Closed |
$2.79K - $4.11K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-17Closed |
$3.96K - $5.82K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-20- 16.53% |
$4.66K - $6.85K
|
101
$5.58K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-29- 1.46% |
$6.75K - $9.93K
|
1.96K
$108K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-30- 1.04% |
$6.98K - $10.3K
|
2.84K
$157K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-35- 79.55% |
$8.15K - $12K
|
9
$497
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-36- 26.47% |
$8.38K - $12.3K
|
100
$5.52K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-36- 1.59% |
$8.38K - $12.3K
|
2.23K
$123K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-38- 12.58% |
$8.85K - $13K
|
264
$14.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-38- 18.27% |
$8.85K - $13K
|
170
$9.38K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-40- 95.24% |
$9.31K - $13.7K
|
2
$110
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-44- 1.86% |
$10.2K - $15.1K
|
2.32K
$128K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
SELL
|
- |
-50- 4.76% |
$11.6K - $17.1K
|
1K
$55.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-64- 9.1% |
$14.9K - $21.9K
|
639
$35.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-67- 8.98% |
$15.6K - $22.9K
|
679
$37.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-77- 9.13% |
$17.9K - $26.4K
|
766
$42.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-80- 1.98% |
$18.6K - $27.4K
|
3.97K
$219K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-88Closed |
$20.5K - $30.1K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-89- 4.39% |
$20.7K - $30.5K
|
1.94K
$107K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-100- 7.18% |
$23.3K - $34.2K
|
1.29K
$71.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-105- 0.2% |
$24.4K - $35.9K
|
52.6K
$2.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-130- 22.73% |
$30.3K - $44.5K
|
442
$24.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-147- 13.16% |
$34.2K - $50.3K
|
970
$53.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-159Closed |
$37K - $54.4K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-196Closed |
$45.6K - $67.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-200- 0.25% |
$46.6K - $68.5K
|
79K
$4.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-214- 20.21% |
$49.8K - $73.2K
|
845
$46.6K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-227- 29.6% |
$52.8K - $77.7K
|
540
$29.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-234- 0.58% |
$54.5K - $80.1K
|
40.1K
$2.21M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-259- 0.32% |
$60.3K - $88.6K
|
79.7K
$4.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-279- 18.72% |
$65K - $95.5K
|
1.21K
$66.8K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-300- 2.1% |
$69.8K - $103K
|
14K
$771K
|