Purchases and Sales Made in Q4 2023 in Booz Allen Hamilton Holding Corp (BAH)
This table provides information about the institutional ownership of Booz Allen Hamilton Holding Corp (BAH) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
15+ 0.17% |
$1.7K - $1.97K
|
8.9K
$1.16M
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
14+ 30.43% |
$1.59K - $1.84K
|
60
$7.84K
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13+ 0.46% |
$1.48K - $1.71K
|
2.84K
$371K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
12New |
$1.36K - $1.57K
|
12
$1.57K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12+ 12.0% |
$1.36K - $1.57K
|
112
$14.6K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
11New |
$1.25K - $1.44K
|
11
$1.44K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 26.32% |
$1.14K - $1.31K
|
48
$6.28K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10New |
$1.14K - $1.31K
|
10
$1.31K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 80.0% |
$909 - $1.05K
|
18
$2.35K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8New |
$909 - $1.05K
|
8
$1.05K
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7+ 0.23% |
$795 - $919
|
2.99K
$390K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7+ 0.05% |
$795 - $919
|
13.7K
$1.8M
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
7+ 0.09% |
$795 - $919
|
7.68K
$1M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 10.17% |
$681 - $787
|
65
$8.5K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
6New |
$681 - $787
|
6
$784
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 2.3% |
$568 - $656
|
222
$29K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.14% |
$341 - $394
|
2.14K
$280K
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$341 - $394
|
3.23K
$422K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.27% |
$341 - $394
|
1.12K
$146K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 6.25% |
$341 - $394
|
51
$6.67K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3New |
$341 - $394
|
3
$392
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.14% |
$341 - $394
|
267
$34.9K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 2.94% |
$114 - $131
|
35
$4.58K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1New |
$114 - $131
|
1
$131
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 1.3% |
$114 - $131
|
78
$10.2K
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.96% |
$114 - $131
|
105
$13.7K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 1.19% |
$114 - $131
|
85
$11.1K
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$114 - $131
|
3.04K
$398K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.83% |
$114 - $131
|
121
$15.8K
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 3.45% |
$114 - $131
|
28
$3.66K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 10.81% |
$454 - $525
|
33
$4.31K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5- 21.74% |
$568 - $656
|
18
$2.35K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-5- 2.84% |
$568 - $656
|
171
$22.4K
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-6- 0.13% |
$681 - $787
|
4.64K
$607K
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-6- 0.07% |
$681 - $787
|
9.22K
$1.21M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6- 75.0% |
$681 - $787
|
2
$261
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8- 0.15% |
$909 - $1.05K
|
5.39K
$704K
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-9- 0.15% |
$1.02K - $1.18K
|
6.16K
$805K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-10- 0.09% |
$1.14K - $1.31K
|
11.2K
$1.46M
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-16- 0.64% |
$1.82K - $2.1K
|
2.48K
$324K
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-17- 0.88% |
$1.93K - $2.23K
|
1.92K
$251K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-17- 2.11% |
$1.93K - $2.23K
|
787
$103K
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-20- 0.37% |
$2.27K - $2.62K
|
5.32K
$695K
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-20- 0.26% |
$2.27K - $2.62K
|
7.77K
$1.02M
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21- 0.17% |
$2.38K - $2.76K
|
12.6K
$1.65M
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-23- 0.14% |
$2.61K - $3.02K
|
16K
$2.09M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-28- 1.38% |
$3.18K - $3.67K
|
2K
$262K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31- 15.74% |
$3.52K - $4.07K
|
166
$21.7K
|