Purchases and Sales Made in Q1 2025 in Bill.Com Holdings, Inc. (BILL)
This table provides information about the institutional ownership of Bill.Com Holdings, Inc. (BILL) during Q1 2025. 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 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59+ 22.18% |
$2.57K - $5.73K
|
325
$15.2K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42+ 144.83% |
$1.83K - $4.08K
|
71
$3.32K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
33New |
$1.44K - $3.2K
|
33
$1.54K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
26+ 136.84% |
$1.13K - $2.52K
|
45
$2.1K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
25New |
$1.09K - $2.43K
|
25
$1.17K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 140.0% |
$915 - $2.04K
|
36
$1.68K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
20New |
$872 - $1.94K
|
20
$934
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
15New |
$654 - $1.46K
|
15
$701
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
15New |
$654 - $1.46K
|
15
$701
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14New |
$610 - $1.36K
|
14
$654
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
13+ 26.0% |
$567 - $1.26K
|
63
$2.94K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10New |
$436 - $971
|
10
$467
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
10New |
$436 - $971
|
10
$467
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
$392 - $874
|
9
$420
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8+ 266.67% |
$349 - $777
|
11
$514
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7New |
$305 - $679
|
7
$327
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 350.0% |
$305 - $679
|
9
$420
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4New |
$174 - $388
|
4
$187
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$131 - $291
|
3
$140
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$131 - $291
|
3
$140
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$131 - $291
|
3
$140
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
3+ 0.01% |
$131 - $291
|
59.6K
$2.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 25.0% |
$87.2 - $194
|
10
$467
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1New |
$43.6 - $97.1
|
1
$46.7
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 5.26% |
$87.2 - $194
|
36
$1.68K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6- 27.27% |
$262 - $582
|
16
$747
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-13- 0.07% |
$567 - $1.26K
|
18.4K
$859K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 93.33% |
$610 - $1.36K
|
1
$46.7
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16- 11.11% |
$697 - $1.55K
|
128
$5.98K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-19- 73.08% |
$828 - $1.84K
|
7
$327
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-25- 6.54% |
$1.09K - $2.43K
|
357
$16.7K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 38.03% |
$1.18K - $2.62K
|
44
$2.06K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-29- 54.72% |
$1.26K - $2.82K
|
24
$1.12K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-32- 50.0% |
$1.39K - $3.11K
|
32
$1.49K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-37- 0.27% |
$1.61K - $3.59K
|
13.7K
$640K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-41- 69.49% |
$1.79K - $3.98K
|
18
$841
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-42- 0.62% |
$1.83K - $4.08K
|
6.75K
$315K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-47- 46.08% |
$2.05K - $4.56K
|
55
$2.57K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-47- 0.11% |
$2.05K - $4.56K
|
43.8K
$2.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-65- 0.93% |
$2.83K - $6.31K
|
6.92K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-67- 83.75% |
$2.92K - $6.5K
|
13
$607
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-68- 8.77% |
$2.96K - $6.6K
|
707
$33K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-84- 11.48% |
$3.66K - $8.15K
|
648
$30.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-88- 3.35% |
$3.84K - $8.54K
|
2.54K
$119K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-97- 23.43% |
$4.23K - $9.42K
|
317
$14.8K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.39% |
$4.36K - $9.71K
|
7.1K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.38% |
$4.36K - $9.71K
|
26.3K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-127- 12.97% |
$5.54K - $12.3K
|
852
$39.8K
|