Purchases and Sales Made in Q1 2022 in Bill.Com Holdings, Inc. (BILL)
This table provides information about the institutional ownership of Bill.Com Holdings, Inc. (BILL) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Noble Path Asset Management LP
New York, NY |
BUY
|
- |
150+ 1.05% |
$23.4K - $38.5K
|
14.4K
$672K
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
139+ 15.27% |
$21.7K - $35.7K
|
1.05K
$49K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
131+ 12.49% |
$20.4K - $33.7K
|
1.18K
$55.1K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
117+ 1300.0% |
$18.3K - $30.1K
|
126
$5.89K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
102+ 5100.0% |
$15.9K - $26.2K
|
104
$4.86K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
98New |
$15.3K - $25.2K
|
98
$4.58K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
90New |
$14K - $23.1K
|
90
$4.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
83+ 4.15% |
$13K - $21.3K
|
2.08K
$97.3K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81+ 31.52% |
$12.6K - $20.8K
|
338
$15.8K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
78+ 9.25% |
$12.2K - $20K
|
921
$43K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
75New |
$11.7K - $19.3K
|
75
$3.5K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
66New |
$10.3K - $17K
|
66
$3.08K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
63New |
$9.83K - $16.2K
|
63
$2.94K
|
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
62+ 6.17% |
$9.68K - $15.9K
|
1.07K
$49.8K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
55+ 3.02% |
$8.58K - $14.1K
|
1.88K
$87.6K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
50New |
$7.8K - $12.8K
|
50
$2.34K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
50+ 2.58% |
$7.8K - $12.8K
|
1.99K
$92.9K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
49+ 2.82% |
$7.65K - $12.6K
|
1.78K
$83.3K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
48New |
$7.49K - $12.3K
|
48
$2.24K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
43+ 20.98% |
$6.71K - $11K
|
248
$11.6K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
40New |
$6.24K - $10.3K
|
40
$1.87K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
38+ 0.97% |
$5.93K - $9.76K
|
3.95K
$185K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 140.0% |
$5.46K - $8.99K
|
60
$2.8K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
35New |
$5.46K - $8.99K
|
35
$1.63K
|
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
35+ 3.5% |
$5.46K - $8.99K
|
1.04K
$48.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
33+ 32.67% |
$5.15K - $8.48K
|
134
$6.26K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
33New |
$5.15K - $8.48K
|
33
$1.54K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
32+ 7.24% |
$4.99K - $8.22K
|
474
$22.1K
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
30+ 1.72% |
$4.68K - $7.71K
|
1.77K
$82.8K
|
|
|
May 16, 2022
Q1 2022
|
Nea Management Company, LLC
Timonium, MD |
BUY
|
- |
30+ 0.05% |
$4.68K - $7.71K
|
66.1K
$3.09M
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
28+ 6.75% |
$4.37K - $7.19K
|
443
$20.7K
|
|
|
May 13, 2022
Q1 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
25+ 0.02% |
$3.9K - $6.42K
|
165K
$7.72M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
24New |
$3.75K - $6.17K
|
24
$1.12K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
24+ 600.0% |
$3.75K - $6.17K
|
28
$1.31K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
24+ 2.3% |
$3.75K - $6.17K
|
1.07K
$49.9K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 76.67% |
$3.59K - $5.91K
|
53
$2.48K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18+ 16.07% |
$2.81K - $4.62K
|
130
$6.07K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
18New |
$2.81K - $4.62K
|
18
$841
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 9.4% |
$2.19K - $3.6K
|
163
$7.61K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10+ 200.0% |
$1.56K - $2.57K
|
15
$701
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 112.5% |
$1.4K - $2.31K
|
17
$794
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8+ 1.04% |
$1.25K - $2.06K
|
775
$36.2K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 200.0% |
$1.25K - $2.06K
|
12
$561
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6New |
$936 - $1.54K
|
6
$280
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5New |
$780 - $1.28K
|
5
$234
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 21.05% |
$624 - $1.03K
|
23
$1.07K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 7.32% |
$468 - $771
|
44
$2.06K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3+ 21.43% |
$468 - $771
|
17
$794
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 12.5% |
$468 - $771
|
27
$1.26K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$312 - $514
|
2
$93.4
|