Purchases and Sales Made in Q1 2024 in Proshares Tr Bitcoin Strategy (BITO)
This table provides information about the institutional ownership of Proshares Tr Bitcoin Strategy (BITO) during Q1 2024. The information is specifically focused on institutions that hold shares of PROSHARES TR BITCOIN STRATEGY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 4.0% |
$189 - $337
|
260
$5.76K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5New |
$94.6 - $168
|
5
$111
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4New |
$75.7 - $135
|
4
$88.6
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 3.33% |
$18.9 - $33.7
|
31
$686
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.25% |
$18.9 - $33.7
|
404
$8.94K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4- 44.44% |
$75.7 - $135
|
5
$111
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-33- 24.63% |
$624 - $1.11K
|
101
$2.24K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-36- 16.07% |
$681 - $1.21K
|
188
$4.16K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-48- 0.33% |
$908 - $1.62K
|
14.7K
$326K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-59- 11.9% |
$1.12K - $1.99K
|
437
$9.68K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-64- 6.83% |
$1.21K - $2.15K
|
873
$19.3K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-120- 34.48% |
$2.27K - $4.04K
|
228
$5.05K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-131- 24.81% |
$2.48K - $4.41K
|
397
$8.79K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-193- 12.54% |
$3.65K - $6.49K
|
1.35K
$29.8K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-206- 24.64% |
$3.9K - $6.93K
|
630
$13.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-249- 14.43% |
$4.71K - $8.38K
|
1.48K
$32.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-400- 33.33% |
$7.57K - $13.5K
|
800
$17.7K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-530- 42.64% |
$10K - $17.8K
|
713
$15.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-567- 29.49% |
$10.7K - $19.1K
|
1.36K
$30K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-630- 3.15% |
$11.9K - $21.2K
|
19.3K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-691- 94.53% |
$13.1K - $23.3K
|
40
$886
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-820- 76.28% |
$15.5K - $27.6K
|
255
$5.65K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-911- 46.01% |
$17.2K - $30.7K
|
1.07K
$23.7K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-986- 8.88% |
$18.7K - $33.2K
|
10.1K
$224K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.01K- 65.8% |
$19.2K - $34.1K
|
527
$11.7K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.09K- 96.71% |
$20.6K - $36.6K
|
37
$819
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.23K- 7.74% |
$23.2K - $41.2K
|
14.6K
$323K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.26K- 45.09% |
$23.8K - $42.3K
|
1.53K
$33.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.61K- 4.03% |
$30.4K - $54.1K
|
38.3K
$848K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.79K- 8.81% |
$33.8K - $60.1K
|
18.5K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.9K- 17.53% |
$36K - $64.1K
|
8.96K
$198K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2.02K- 64.87% |
$38.2K - $68K
|
1.09K
$24.2K
|
|
|
May 15, 2024
Q1 2024
|
Sassicaia Capital Advisers LLC
Jericho, NY |
SELL
|
- |
-2.8K- 8.0% |
$53K - $94.2K
|
32.2K
$713K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.01K- 93.16% |
$56.9K - $101K
|
221
$4.89K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.76K- 13.43% |
$71.2K - $127K
|
24.3K
$537K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.94K- 92.93% |
$74.6K - $133K
|
300
$6.64K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.51K- 18.23% |
$85.3K - $152K
|
20.2K
$448K
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-4.61K- 12.99% |
$87.3K - $155K
|
30.9K
$684K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5.4K- 20.86% |
$102K - $182K
|
20.5K
$453K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.12K- 8.17% |
$116K - $206K
|
68.8K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-8.63K- 19.74% |
$163K - $291K
|
35.1K
$777K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-8.86K- 34.93% |
$168K - $298K
|
16.5K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.94K- 34.31% |
$169K - $301K
|
17.1K
$379K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.02K- 15.08% |
$171K - $304K
|
50.8K
$1.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.51K- 83.99% |
$180K - $320K
|
1.81K
$40.1K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-10K- 33.33% |
$189K - $337K
|
20K
$443K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 93.43% |
$209K - $371K
|
775
$17.2K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-12.1K- 1.53% |
$229K - $408K
|
777K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15K- 66.86% |
$283K - $504K
|
7.42K
$164K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.6K- 22.93% |
$295K - $524K
|
52.3K
$1.16M
|