Purchases and Sales Made in Q3 2023 in Bp PLC (BP)
This table provides information about the institutional ownership of Bp PLC (BP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
100+ 1.7% |
$3.48K - $3.95K
|
5.98K
$182K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
99+ 0.29% |
$3.44K - $3.91K
|
33.9K
$1.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
97+ 0.75% |
$3.37K - $3.83K
|
13.1K
$398K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
93+ 0.95% |
$3.24K - $3.67K
|
9.87K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
90+ 0.03% |
$3.13K - $3.55K
|
258K
$7.87M
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
88+ 0.66% |
$3.06K - $3.47K
|
13.4K
$407K
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
88+ 0.98% |
$3.06K - $3.47K
|
9.09K
$277K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
83+ 0.27% |
$2.89K - $3.28K
|
30.8K
$939K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
80New |
$2.78K - $3.16K
|
80
$2.44K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
77+ 0.73% |
$2.68K - $3.04K
|
10.6K
$322K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
73+ 28.52% |
$2.54K - $2.88K
|
329
$10K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
70+ 0.99% |
$2.44K - $2.76K
|
7.16K
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
65+ 0.29% |
$2.26K - $2.57K
|
22.7K
$691K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
62+ 1.23% |
$2.16K - $2.45K
|
5.12K
$156K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
59+ 54.63% |
$2.05K - $2.33K
|
167
$5.09K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
57+ 9.0% |
$1.98K - $2.25K
|
690
$21K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
56+ 0.63% |
$1.95K - $2.21K
|
8.97K
$273K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
51+ 0.77% |
$1.77K - $2.01K
|
6.69K
$204K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
48+ 3.0% |
$1.67K - $1.9K
|
1.65K
$50.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
48+ 42.48% |
$1.67K - $1.9K
|
161
$4.91K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
48+ 0.12% |
$1.67K - $1.9K
|
38.6K
$1.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
44+ 2.09% |
$1.53K - $1.74K
|
2.15K
$65.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
41+ 0.12% |
$1.43K - $1.62K
|
34.3K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
40New |
$1.39K - $1.58K
|
40
$1.22K
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
34+ 0.5% |
$1.18K - $1.34K
|
6.86K
$209K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
34+ 1.12% |
$1.18K - $1.34K
|
3.06K
$93.3K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
33+ 0.5% |
$1.15K - $1.3K
|
6.62K
$202K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
31+ 0.28% |
$1.08K - $1.22K
|
11.2K
$342K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
31New |
$1.08K - $1.22K
|
31
$945
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
29+ 0.2% |
$1.01K - $1.14K
|
14.3K
$436K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
27+ 0.71% |
$939 - $1.07K
|
3.86K
$117K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
27+ 0.62% |
$939 - $1.07K
|
4.41K
$134K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
27+ 0.06% |
$939 - $1.07K
|
44.1K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
24+ 0.42% |
$835 - $948
|
5.76K
$176K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
24+ 0.98% |
$835 - $948
|
2.46K
$75.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
24+ 1.15% |
$835 - $948
|
2.12K
$64.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23+ 0.58% |
$800 - $908
|
4K
$122K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
22+ 1.95% |
$765 - $869
|
1.15K
$35.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
22+ 0.71% |
$765 - $869
|
3.13K
$95.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
21+ 0.2% |
$731 - $829
|
10.7K
$327K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
21+ 0.26% |
$731 - $829
|
8.18K
$249K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
21+ 0.25% |
$731 - $829
|
8.39K
$256K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
20+ 0.08% |
$696 - $790
|
25.7K
$783K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
18+ 0.19% |
$626 - $711
|
9.61K
$293K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
18+ 1.08% |
$626 - $711
|
1.68K
$51.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
BUY
|
- |
18+ 0.18% |
$626 - $711
|
9.92K
$302K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
18+ 0.89% |
$626 - $711
|
2.04K
$62.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
17+ 0.08% |
$591 - $671
|
22.6K
$688K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 0.16% |
$591 - $671
|
10.9K
$332K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
15+ 0.15% |
$522 - $592
|
9.83K
$300K
|