Purchases and Sales Made in Q4 2023 in Bp PLC (BP)
This table provides information about the institutional ownership of Bp PLC (BP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
549+ 661.45% |
$19K - $22.4K
|
632
$18.4K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
541+ 31.09% |
$18.8K - $22.1K
|
2.28K
$66.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
536+ 7.18% |
$18.6K - $21.9K
|
8K
$233K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
534+ 1.41% |
$18.5K - $21.8K
|
38.4K
$1.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
512+ 4.71% |
$17.8K - $20.9K
|
11.4K
$331K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
500New |
$17.3K - $20.4K
|
500
$14.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
500+ 6.3% |
$17.3K - $20.4K
|
8.44K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
500+ 18.34% |
$17.3K - $20.4K
|
3.23K
$93.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
474+ 0.2% |
$16.4K - $19.3K
|
237K
$6.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
463New |
$16.1K - $18.9K
|
463
$13.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
461+ 1.19% |
$16K - $18.8K
|
39.1K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
459New |
$15.9K - $18.7K
|
459
$13.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
443+ 82.96% |
$15.4K - $18.1K
|
977
$28.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
439+ 4.4% |
$15.2K - $17.9K
|
10.4K
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
434+ 1.01% |
$15.1K - $17.7K
|
43.6K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
433+ 0.69% |
$15K - $17.7K
|
63K
$1.83M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
421+ 4.63% |
$14.6K - $17.2K
|
9.51K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
410+ 1.81% |
$14.2K - $16.7K
|
23K
$669K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
409+ 5.53% |
$14.2K - $16.7K
|
7.81K
$227K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
404+ 20200.0% |
$14K - $16.5K
|
406
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
400New |
$13.9K - $16.3K
|
400
$11.6K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
400New |
$13.9K - $16.3K
|
400
$11.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
398+ 0.73% |
$13.8K - $16.2K
|
55.2K
$1.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
385New |
$13.4K - $15.7K
|
385
$11.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
381+ 0.49% |
$13.2K - $15.5K
|
78.4K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
380+ 4.24% |
$13.2K - $15.5K
|
9.35K
$272K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
362+ 2.77% |
$12.6K - $14.8K
|
13.4K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
357+ 1.63% |
$12.4K - $14.6K
|
22.2K
$647K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
350+ 0.77% |
$12.1K - $14.3K
|
45.9K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
350+ 41.22% |
$12.1K - $14.3K
|
1.2K
$34.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
345+ 1.69% |
$12K - $14.1K
|
20.7K
$602K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
345New |
$12K - $14.1K
|
345
$10K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
333+ 2.58% |
$11.5K - $13.6K
|
13.2K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
328New |
$11.4K - $13.4K
|
328
$9.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
325New |
$11.3K - $13.3K
|
325
$9.45K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
316New |
$11K - $12.9K
|
316
$9.19K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
315+ 92.65% |
$10.9K - $12.9K
|
655
$19K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
309+ 280.91% |
$10.7K - $12.6K
|
419
$12.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
300New |
$10.4K - $12.2K
|
300
$8.72K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
293New |
$10.2K - $12K
|
293
$8.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
292+ 5.07% |
$10.1K - $11.9K
|
6.06K
$176K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
291+ 4.48% |
$10.1K - $11.9K
|
6.78K
$197K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
286+ 11.15% |
$9.92K - $11.7K
|
2.85K
$82.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
275+ 20.03% |
$9.54K - $11.2K
|
1.65K
$47.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
265+ 0.64% |
$9.19K - $10.8K
|
42K
$1.22M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
264New |
$9.16K - $10.8K
|
264
$7.68K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
256+ 2.15% |
$8.88K - $10.4K
|
12.2K
$354K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
255+ 2.58% |
$8.84K - $10.4K
|
10.1K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
253+ 23.94% |
$8.77K - $10.3K
|
1.31K
$38.1K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
253+ 12.5% |
$8.77K - $10.3K
|
2.28K
$66.2K
|