Purchases and Sales Made in Q1 2023 in Bp PLC (BP)
This table provides information about the institutional ownership of Bp PLC (BP) during Q1 2023. The information is specifically focused on institutions that hold shares of BP PLC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-319- 3.49% |
$10.8K - $13.1K
|
8.81K
$279K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-329- 6.99% |
$11.1K - $13.5K
|
4.38K
$139K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-334- 3.79% |
$11.3K - $13.7K
|
8.47K
$268K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-357- 46.36% |
$12.1K - $14.6K
|
413
$13.1K
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-366- 3.14% |
$12.4K - $15K
|
11.3K
$357K
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-373- 2.62% |
$12.6K - $15.3K
|
13.9K
$439K
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-388- 3.34% |
$13.1K - $15.9K
|
11.2K
$355K
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-396- 5.43% |
$13.4K - $16.2K
|
6.9K
$218K
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-397- 2.79% |
$13.4K - $16.3K
|
13.8K
$438K
|
|
Apr 25, 2023
Q1 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-400- 5.44% |
$13.5K - $16.4K
|
6.96K
$220K
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-425- 1.0% |
$14.4K - $17.4K
|
42K
$1.33M
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-446- 0.13% |
$15.1K - $18.3K
|
351K
$11.1M
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-447- 6.52% |
$15.1K - $18.3K
|
6.41K
$203K
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-452- 3.63% |
$15.3K - $18.5K
|
12K
$380K
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-460- 15.28% |
$15.5K - $18.9K
|
2.55K
$80.8K
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-465- 0.72% |
$15.7K - $19.1K
|
63.8K
$2.02M
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-468- 5.96% |
$15.8K - $19.2K
|
7.38K
$234K
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-474- 2.94% |
$16K - $19.4K
|
15.6K
$495K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-480- 3.84% |
$16.2K - $19.7K
|
12K
$381K
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-485- 0.24% |
$16.4K - $19.9K
|
202K
$6.39M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-487- 29.28% |
$16.5K - $20K
|
1.18K
$37.2K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-495- 0.88% |
$16.7K - $20.3K
|
55.9K
$1.77M
|
|
Feb 09, 2024
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-500- 2.26% |
$16.9K - $20.5K
|
21.6K
$684K
|
|
May 09, 2023
Q1 2023
|
Perkins Capital Management Inc
|
SELL
|
- |
-500- 6.54% |
$16.9K - $20.5K
|
7.15K
$226K
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-500- 7.96% |
$16.9K - $20.5K
|
5.78K
$183K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-500- 9.48% |
$16.9K - $20.5K
|
4.77K
$151K
|
|
May 15, 2023
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-500- 2.26% |
$16.9K - $20.5K
|
21.6K
$684K
|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-503- 3.6% |
$17K - $20.6K
|
13.5K
$427K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-503- 7.37% |
$17K - $20.6K
|
6.32K
$200K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-524- 48.7% |
$17.7K - $21.5K
|
552
$17.5K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-527- 14.31% |
$17.8K - $21.6K
|
3.16K
$100K
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-534- 3.18% |
$18K - $21.9K
|
16.3K
$516K
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-552- 0.55% |
$18.6K - $22.6K
|
100K
$3.17M
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-562- 4.58% |
$19K - $23.1K
|
11.7K
$371K
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-570- 6.02% |
$19.3K - $23.4K
|
8.91K
$282K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-584- 6.26% |
$19.7K - $24K
|
8.74K
$277K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-588- 1.51% |
$19.9K - $24.1K
|
38.4K
$1.22M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-588- 0.71% |
$19.9K - $24.1K
|
82.3K
$2.61M
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-600- 92.45% |
$20.3K - $24.6K
|
49
$1.55K
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-601- 5.41% |
$20.3K - $24.7K
|
10.5K
$333K
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-611- 0.15% |
$20.6K - $25.1K
|
396K
$12.5M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-615- 4.48% |
$20.8K - $25.2K
|
13.1K
$415K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-637- 1.43% |
$21.5K - $26.1K
|
43.9K
$1.39M
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-666- 22.26% |
$22.5K - $27.3K
|
2.33K
$73.7K
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-666- 22.26% |
$22.5K - $27.3K
|
2.33K
$73.7K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-669- 8.01% |
$22.6K - $27.4K
|
7.68K
$243K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-675- 8.17% |
$22.8K - $27.7K
|
7.59K
$240K
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-695- 96.53% |
$23.5K - $28.5K
|
25
$792
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-700- 9.98% |
$23.6K - $28.7K
|
6.31K
$200K
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-709- 0.69% |
$24K - $29.1K
|
103K
$3.26M
|