Purchases and Sales Made in Q1 2024 in Bp PLC (BP)
This table provides information about the institutional ownership of Bp PLC (BP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
175+ 5.05% |
$5.92K - $6.7K
|
3.64K
$106K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
175+ 1.58% |
$5.92K - $6.7K
|
11.2K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
169+ 2.11% |
$5.72K - $6.47K
|
8.17K
$238K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
166+ 1.48% |
$5.62K - $6.35K
|
11.4K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
166+ 13.07% |
$5.62K - $6.35K
|
1.44K
$41.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
164New |
$5.55K - $6.27K
|
164
$4.77K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
162+ 0.31% |
$5.48K - $6.2K
|
53.1K
$1.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
162+ 2.52% |
$5.48K - $6.2K
|
6.6K
$192K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
151+ 7.43% |
$5.11K - $5.78K
|
2.18K
$63.5K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
150+ 0.52% |
$5.08K - $5.74K
|
29.2K
$848K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
147+ 1.01% |
$4.98K - $5.62K
|
14.7K
$427K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
147+ 1.37% |
$4.98K - $5.62K
|
10.9K
$316K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
141+ 1.29% |
$4.77K - $5.39K
|
11.1K
$322K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
139+ 0.6% |
$4.71K - $5.32K
|
23.1K
$673K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135+ 5.48% |
$4.57K - $5.17K
|
2.6K
$75.6K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
134+ 1.49% |
$4.54K - $5.13K
|
9.12K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
132+ 0.58% |
$4.47K - $5.05K
|
22.8K
$662K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
130+ 8.19% |
$4.4K - $4.97K
|
1.72K
$50K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
128+ 6.46% |
$4.33K - $4.9K
|
2.11K
$61.4K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
125+ 10.79% |
$4.23K - $4.78K
|
1.28K
$37.3K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
116+ 1.49% |
$3.93K - $4.44K
|
7.9K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
115+ 40.07% |
$3.89K - $4.4K
|
402
$11.7K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
112+ 2.7% |
$3.79K - $4.29K
|
4.27K
$124K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
109New |
$3.69K - $4.17K
|
109
$3.17K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
104+ 1.06% |
$3.52K - $3.98K
|
9.94K
$289K
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
103+ 1.12% |
$3.49K - $3.94K
|
9.29K
$270K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
102+ 1.19% |
$3.45K - $3.9K
|
8.68K
$252K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
100+ 30.49% |
$3.39K - $3.83K
|
428
$12.4K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
100+ 1.26% |
$3.39K - $3.83K
|
8.04K
$234K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
100New |
$3.39K - $3.83K
|
100
$2.91K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
95+ 1.0% |
$3.22K - $3.63K
|
9.6K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
94New |
$3.18K - $3.6K
|
94
$2.73K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
92New |
$3.11K - $3.52K
|
92
$2.68K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
86+ 3.38% |
$2.91K - $3.29K
|
2.63K
$76.6K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
86+ 3.38% |
$2.91K - $3.29K
|
2.63K
$76.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
83+ 0.39% |
$2.81K - $3.18K
|
21.2K
$618K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
81+ 0.56% |
$2.74K - $3.1K
|
14.6K
$426K
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
76+ 1.26% |
$2.57K - $2.91K
|
6.1K
$177K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
75+ 0.95% |
$2.54K - $2.87K
|
8.01K
$233K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
72+ 0.63% |
$2.44K - $2.75K
|
11.5K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
70+ 0.45% |
$2.37K - $2.68K
|
15.5K
$451K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
68+ 87.18% |
$2.3K - $2.6K
|
146
$4.25K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68+ 2.19% |
$2.3K - $2.6K
|
3.18K
$92.5K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
67+ 3.73% |
$2.27K - $2.56K
|
1.86K
$54.1K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
67+ 0.1% |
$2.27K - $2.56K
|
65.1K
$1.89M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
64+ 0.21% |
$2.17K - $2.45K
|
29.9K
$870K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
63+ 0.15% |
$2.13K - $2.41K
|
43.3K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
60New |
$2.03K - $2.3K
|
60
$1.74K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
59+ 36.88% |
$2K - $2.26K
|
219
$6.37K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
57+ 13.6% |
$1.93K - $2.18K
|
476
$13.8K
|