Purchases and Sales Made in Q4 2022 in Bill.Com Holdings, Inc. (BILL)
This table provides information about the institutional ownership of Bill.Com Holdings, Inc. (BILL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
9New |
$894 - $1.35K
|
9
$420
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$696 - $1.05K
|
7
$327
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7New |
$696 - $1.05K
|
7
$327
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
7+ 350.0% |
$696 - $1.05K
|
9
$420
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
5+ 0.01% |
$497 - $753
|
56.1K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5New |
$497 - $753
|
5
$234
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
4New |
$397 - $602
|
4
$187
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4+ 80.0% |
$397 - $602
|
9
$420
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$298 - $452
|
3
$140
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3New |
$298 - $452
|
3
$140
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
2+ 40.0% |
$199 - $301
|
7
$327
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.41% |
$199 - $301
|
491
$22.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2New |
$199 - $301
|
2
$93.4
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 3.85% |
$199 - $301
|
54
$2.52K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
BUY
|
- |
2+ 0.04% |
$199 - $301
|
5.33K
$249K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$99.4 - $151
|
1
$46.7
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$99.4 - $151
|
1
$46.7
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.82% |
$99.4 - $151
|
121
$5.65K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.41% |
$99.4 - $151
|
70
$3.27K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 33.33% |
$199 - $301
|
4
$187
|
|
|
Feb 14, 2023
Q4 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.05% |
$199 - $301
|
4.22K
$197K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-3- 0.3% |
$298 - $452
|
1K
$46.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3- 9.09% |
$298 - $452
|
30
$1.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 14.29% |
$397 - $602
|
24
$1.12K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4- 0.2% |
$397 - $602
|
2.04K
$95.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 24.0% |
$596 - $903
|
19
$887
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 31.82% |
$696 - $1.05K
|
15
$701
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-7- 0.68% |
$696 - $1.05K
|
1.02K
$47.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-8- 44.44% |
$795 - $1.2K
|
10
$467
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9- 75.0% |
$894 - $1.35K
|
3
$140
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-9- 0.06% |
$894 - $1.35K
|
15.7K
$734K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-10- 58.82% |
$994 - $1.51K
|
7
$327
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-11- 25.0% |
$1.09K - $1.66K
|
33
$1.54K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-15- 36.59% |
$1.49K - $2.26K
|
26
$1.21K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 34.78% |
$1.59K - $2.41K
|
30
$1.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-16- 0.15% |
$1.59K - $2.41K
|
10.4K
$485K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-18- 16.36% |
$1.79K - $2.71K
|
92
$4.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-19- 0.76% |
$1.89K - $2.86K
|
2.48K
$116K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 1.62% |
$1.99K - $3.01K
|
1.22K
$56.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-26- 0.42% |
$2.58K - $3.91K
|
6.24K
$291K
|
|
|
Feb 10, 2023
Q4 2022
|
Nea Management Company, LLC
Timonium, MD |
SELL
|
- |
-30- 0.05% |
$2.98K - $4.52K
|
66.1K
$3.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-32- 49.23% |
$3.18K - $4.82K
|
33
$1.54K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 0.67% |
$4.27K - $6.47K
|
6.4K
$299K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-54- 60.67% |
$5.37K - $8.13K
|
35
$1.63K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-57- 14.39% |
$5.66K - $8.58K
|
339
$15.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-65- 92.86% |
$6.46K - $9.78K
|
5
$234
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-78- 8.02% |
$7.75K - $11.7K
|
895
$41.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-78- 47.27% |
$7.75K - $11.7K
|
87
$4.06K
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-89- 0.25% |
$8.84K - $13.4K
|
34.9K
$1.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-93- 4.34% |
$9.24K - $14K
|
2.05K
$95.7K
|