Purchases and Sales Made in Q4 2023 in Bill.Com Holdings, Inc. (BILL)
This table provides information about the institutional ownership of Bill.Com Holdings, Inc. (BILL) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
114+ 3.62% |
$6.39K - $13.2K
|
3.26K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
103New |
$5.77K - $11.9K
|
103
$4.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.57% |
$5.6K - $11.6K
|
17.7K
$827K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
88+ 32.23% |
$4.93K - $10.2K
|
361
$16.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
84New |
$4.71K - $9.72K
|
84
$3.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
72+ 0.14% |
$4.03K - $8.33K
|
51.4K
$2.4M
|
|
|
May 15, 2025
Q4 2023
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
69New |
$3.87K - $7.98K
|
69
$3.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
58+ 7.81% |
$3.25K - $6.71K
|
801
$37.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 41.44% |
$2.58K - $5.32K
|
157
$7.33K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
40+ 1.08% |
$2.24K - $4.63K
|
3.74K
$175K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
37+ 10.66% |
$2.07K - $4.28K
|
384
$17.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
37+ 0.34% |
$2.07K - $4.28K
|
11K
$514K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
36New |
$2.02K - $4.17K
|
36
$1.68K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
33+ 0.5% |
$1.85K - $3.82K
|
6.62K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
33+ 0.08% |
$1.85K - $3.82K
|
40.5K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
31+ 0.01% |
$1.74K - $3.59K
|
335K
$15.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
30New |
$1.68K - $3.47K
|
30
$1.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
26+ 0.47% |
$1.46K - $3.01K
|
5.53K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
21+ 5.92% |
$1.18K - $2.43K
|
376
$17.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21New |
$1.18K - $2.43K
|
21
$981
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
18New |
$1.01K - $2.08K
|
18
$841
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17+ 48.57% |
$952 - $1.97K
|
52
$2.43K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16+ 3.2% |
$896 - $1.85K
|
516
$24.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16New |
$896 - $1.85K
|
16
$747
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
14+ 0.23% |
$784 - $1.62K
|
6.08K
$284K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
14+ 0.23% |
$784 - $1.62K
|
6.08K
$284K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
13+ 0.36% |
$728 - $1.5K
|
3.61K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10+ 1.29% |
$560 - $1.16K
|
784
$36.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9New |
$504 - $1.04K
|
9
$420
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7New |
$392 - $810
|
7
$327
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
7+ 1.41% |
$392 - $810
|
503
$23.5K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 120.0% |
$336 - $694
|
11
$514
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5New |
$280 - $579
|
5
$234
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 71.43% |
$280 - $579
|
12
$561
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5New |
$280 - $579
|
5
$234
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3+ 0.41% |
$168 - $347
|
737
$34.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2New |
$112 - $231
|
2
$93.4
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2+ 0.05% |
$112 - $231
|
4.4K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2New |
$112 - $231
|
2
$93.4
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.43% |
$56 - $116
|
71
$3.32K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.14% |
$56 - $116
|
89
$4.16K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.65% |
$56 - $116
|
155
$7.24K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 20.0% |
$112 - $231
|
8
$374
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2- 3.85% |
$112 - $231
|
50
$2.34K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 8.93% |
$280 - $579
|
51
$2.38K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 45.95% |
$952 - $1.97K
|
20
$934
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 54.29% |
$1.06K - $2.2K
|
16
$747
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 79.17% |
$1.06K - $2.2K
|
5
$234
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-20- 10.99% |
$1.12K - $2.31K
|
162
$7.57K
|