Latest Institutional Transactions on Bill.Com Holdings, Inc. (BILL)
This table provides information on the latest institutional transactions involving Bill.Com Holdings, Inc. (BILL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-962Closed |
$93.7K - $234K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
47New |
$4.58K - $11.4K
|
47
$2.32K
|
|
|
Aug 11, 2022
Q2 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-999Closed |
$97.4K - $243K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.04K- 62.02% |
$394K - $983K
|
2.48K
$122K
|
|
|
Aug 10, 2022
Q2 2022
|
Bleichroeder LP
New York, NY |
SELL
|
- |
-3.85KClosed |
$375K - $935K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200Closed |
$19.5K - $48.6K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Jeneq Management LP
New York, NY |
SELL
|
- |
-2KClosed |
$195K - $486K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Pathway Capital Management, LP
Irvine, CA |
SELL
|
- |
-35.9KClosed |
$3.5M - $8.74M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-90Closed |
$8.77K - $21.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 39.13% |
$877 - $2.19K
|
14
$692
|
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-11.2KClosed |
$1.09M - $2.73M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5Closed |
$487 - $1.22K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.92KClosed |
$285K - $710K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
3.89KNew |
$379K - $945K
|
3.89K
$192K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
621+ 51.75% |
$60.5K - $151K
|
1.82K
$90K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-33- 94.29% |
$3.22K - $8.02K
|
2
$98.9
|
|
|
Aug 08, 2022
Q2 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-3.61KClosed |
$352K - $879K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.94KNew |
$286K - $714K
|
2.94K
$145K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-48Closed |
$4.68K - $11.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-33.2KClosed |
$3.24M - $8.07M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-8.82KClosed |
$860K - $2.14M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.08KClosed |
$105K - $262K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-930Closed |
$90.6K - $226K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
15KNew |
$1.46M - $3.65M
|
15K
$742K
|
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.95KNew |
$190K - $473K
|
1.95K
$96.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1.34KClosed |
$131K - $326K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-1.27K- 40.51% |
$124K - $309K
|
1.87K
$92.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3- 25.0% |
$292 - $729
|
9
$445
|
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5.41KClosed |
$527K - $1.31M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Symmetry Investments LP
|
SELL
|
- |
-1KClosed |
$97.5K - $243K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-921Closed |
$89.8K - $224K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
SELL
|
- |
-5.83KClosed |
$568K - $1.42M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.53KNew |
$149K - $373K
|
1.53K
$75.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-657Closed |
$64K - $160K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-1.45KClosed |
$142K - $354K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-19.6KClosed |
$1.91M - $4.77M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-15Closed |
$1.46K - $3.65K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-50Closed |
$4.87K - $12.2K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100Closed |
$9.75K - $24.3K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3- 60.0% |
$292 - $729
|
2
$98.9
|
|
|
Jul 12, 2022
Q2 2022
|
Golden Green, Inc.
|
SELL
|
- |
-1.14KClosed |
$111K - $276K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.41KClosed |
$137K - $342K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
656+ 37.83% |
$63.9K - $160K
|
2.39K
$118K
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
2.16KNew |
$210K - $525K
|
2.16K
$107K
|
|
| Q1 2022 | |||||||
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
4.81KNew |
$751K - $1.24M
|
4.81K
$238K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.29KNew |
$357K - $587K
|
2.29K
$113K
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-60KClosed |
$9.37M - $15.4M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-890Closed |
$139K - $229K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Davidson Kempner Capital Management LP
New York, NY |
SELL
|
- |
-52.1K- 34.07% |
$8.13M - $13.4M
|
101K
$4.98M
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-170Closed |
$26.5K - $43.7K
|
0
$0
|
|