Blucora, Inc. BCOR
We take great care to ensure that the data presented and summarized in this overview for BLUCORA, INC. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding BCOR
View all-
Rothschild & CO Asset Management Us Inc. New York, NY295KShares$7.43 Million0.11% of portfolio
-
Kula Investments, LLC Chicago, IL11.9KShares$300,0560.08% of portfolio
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Ancora Advisors, LLC Cleveland, OH100Shares$2,5200.0% of portfolio
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Wipfli Financial Advisors Llc,28Shares$7050.0% of portfolio
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Huntington National Bank Columbus, OH1Shares$250.0% of portfolio
Latest Institutional Activity in BCOR
Top Purchases
Top Sells
About BCOR
Blucora, Inc. provides technology-enabled financial solutions to consumers, small business owners, tax professionals, financial advisors, and certified public accounting firms in the United States. The company operates through two segments, Wealth Management and Tax Preparation. The Wealth Management segment offers an integrated platform of brokerage, investment advisory, and insurance services to financial advisors. The Tax Preparation segment provides digital do-it-yourself tax preparation solutions through TaxAct.com; and ancillary services, including refund payment transfer, audit defense, stored value cards, retirement plan services, and e-filing services. This segment also offers professional tax preparer software that allows professional tax preparers to prepare and file individual and business returns. The company was formerly known as InfoSpace, Inc. and changed its name to Blucora, Inc. in June 2012. Blucora, Inc. was founded in 1996 and is headquartered in Dallas, Texas.
Insider Transactions at BCOR
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Nov 27
2023
|
Marc Mehlman Chief Financial Officer |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
2,025
-100.0%
|
$52,650
$26.0 P/Share
|
|
Nov 27
2023
|
Marc Mehlman Chief Financial Officer |
SELL
Sale (or disposition) back to the issuer
|
Direct |
169,085
-100.0%
|
$4,396,210
$26.0 P/Share
|
|
Nov 27
2023
|
Marc Mehlman Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
80,718
+50.0%
|
-
|
|
Nov 27
2023
|
Stacy Murray Principal Accounting Officer |
SELL
Sale (or disposition) back to the issuer
|
Direct |
2,846
-100.0%
|
$73,996
$26.0 P/Share
|
|
Nov 27
2023
|
Christopher William Walters Chief Executive Officer |
SELL
Sale (or disposition) back to the issuer
|
Direct |
867,379
-100.0%
|
$22,551,854
$26.0 P/Share
|
|
Nov 27
2023
|
Christopher William Walters Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Direct |
513,258
+50.0%
|
-
|
|
Nov 27
2023
|
Tabitha Bailey Chief Legal Officer & Corp Sec |
SELL
Sale (or disposition) back to the issuer
|
Direct |
18,787
-100.0%
|
$488,462
$26.0 P/Share
|
|
Nov 27
2023
|
Tabitha Bailey Chief Legal Officer & Corp Sec |
BUY
Grant, award, or other acquisition
|
Direct |
9,222
+50.0%
|
-
|
|
Nov 27
2023
|
Carol Hayles Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
42,980
-100.0%
|
$1,117,480
$26.0 P/Share
|
|
Nov 27
2023
|
Mark A Ernst Director |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
14,000
-100.0%
|
$364,000
$26.0 P/Share
|
|
Nov 27
2023
|
Mark A Ernst Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
102,566
-100.0%
|
$2,666,716
$26.0 P/Share
|
|
Nov 27
2023
|
Todd C Mackay President of Wealth Mgmt |
SELL
Sale (or disposition) back to the issuer
|
Direct |
247,048
-100.0%
|
$6,423,248
$26.0 P/Share
|
|
Nov 27
2023
|
Todd C Mackay President of Wealth Mgmt |
BUY
Grant, award, or other acquisition
|
Direct |
99,132
+50.0%
|
-
|
|
Nov 27
2023
|
J Richard Leaman Iii Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
22,249
-100.0%
|
$578,474
$26.0 P/Share
|
|
Nov 27
2023
|
Kanayalal Amritlal Kotecha Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
27,249
-100.0%
|
$708,474
$26.0 P/Share
|
|
Nov 27
2023
|
Georganne Proctor Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
64,643
-100.0%
|
$1,680,718
$26.0 P/Share
|
|
Nov 27
2023
|
Tina Perry Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
31,763
-100.0%
|
$825,838
$26.0 P/Share
|
|
Nov 27
2023
|
Karthik Rao Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
41,412
-100.0%
|
$1,076,712
$26.0 P/Share
|
|
Nov 27
2023
|
Jana R Schreuder Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
42,566
-100.0%
|
$1,106,716
$26.0 P/Share
|
|
Jun 26
2023
|
Stacy Murray Principal Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
264
-8.49%
|
$5,808
$22.14 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 702K shares |
|---|
| Sale (or disposition) back to the issuer | 1.7M shares |
|---|