Purchases and Sales Made in Q1 2023 in Booz Allen Hamilton Holding Corp (BAH)
This table provides information about the institutional ownership of Booz Allen Hamilton Holding Corp (BAH) during Q1 2023. The information is specifically focused on institutions that hold shares of Booz Allen Hamilton Holding Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14+ 0.48% |
$1.24K - $1.46K
|
2.94K
$546K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13+ 0.31% |
$1.15K - $1.36K
|
4.19K
$780K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
12+ 1.09% |
$1.06K - $1.25K
|
1.11K
$206K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 7.23% |
$1.06K - $1.25K
|
178
$33.1K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$885 - $1.05K
|
10
$1.86K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 22.73% |
$885 - $1.05K
|
54
$10K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
10+ 0.54% |
$885 - $1.05K
|
1.87K
$348K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 1.6% |
$797 - $941
|
571
$106K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 6.06% |
$531 - $627
|
105
$19.5K
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
6New |
$531 - $627
|
6
$1.12K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6New |
$531 - $627
|
6
$1.12K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 20.69% |
$531 - $627
|
35
$6.51K
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
5+ 0.57% |
$443 - $523
|
877
$163K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.35% |
$443 - $523
|
1.43K
$265K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$443 - $523
|
5
$930
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.09% |
$443 - $523
|
5.34K
$994K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 150.0% |
$266 - $314
|
5
$930
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2+ 0.06% |
$177 - $209
|
3.46K
$644K
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$177 - $209
|
3.04K
$565K
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.04% |
$88.5 - $105
|
2.48K
$461K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.28% |
$88.5 - $105
|
357
$66.4K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 100.0% |
$88.5 - $105
|
2
$372
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.52% |
$88.5 - $105
|
193
$35.9K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1- 0.09% |
$88.5 - $105
|
1.05K
$196K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 8.82% |
$266 - $314
|
31
$5.77K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4- 2.76% |
$354 - $418
|
141
$26.2K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8- 0.06% |
$708 - $836
|
14.2K
$2.64M
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-11- 0.47% |
$974 - $1.15K
|
2.31K
$429K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 16.92% |
$974 - $1.15K
|
54
$10K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 4.44% |
$1.06K - $1.25K
|
258
$48K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-12- 0.19% |
$1.06K - $1.25K
|
6.31K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-12- 0.32% |
$1.06K - $1.25K
|
3.79K
$704K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-12- 1.36% |
$1.06K - $1.25K
|
873
$162K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13- 0.31% |
$1.15K - $1.36K
|
4.18K
$777K
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-13- 0.1% |
$1.15K - $1.36K
|
13.5K
$2.51M
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-14- 16.28% |
$1.24K - $1.46K
|
72
$13.4K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-19- 54.29% |
$1.68K - $1.99K
|
16
$2.98K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-20- 0.75% |
$1.77K - $2.09K
|
2.66K
$494K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-21- 27.27% |
$1.86K - $2.2K
|
56
$10.4K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-21- 19.09% |
$1.86K - $2.2K
|
89
$16.6K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-24- 17.02% |
$2.12K - $2.51K
|
117
$21.8K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-25Closed |
$2.21K - $2.61K
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-26- 0.64% |
$2.3K - $2.72K
|
4.02K
$748K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-29- 0.55% |
$2.57K - $3.03K
|
5.25K
$977K
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-34- 1.04% |
$3.01K - $3.56K
|
3.22K
$599K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-42- 0.52% |
$3.72K - $4.39K
|
8.06K
$1.5M
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-44- 1.1% |
$3.89K - $4.6K
|
3.96K
$737K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-45- 5.23% |
$3.98K - $4.71K
|
816
$152K
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-47- 16.67% |
$4.16K - $4.91K
|
235
$43.7K
|