Purchases and Sales Made in Q4 2024 in Proshares Tr Bitcoin Strategy (BITO)
This table provides information about the institutional ownership of Proshares Tr Bitcoin Strategy (BITO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.05M+ 1183.99% |
$34.9M - $56.3M
|
2.23M
$49.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
117KNew |
$1.98M - $3.2M
|
117K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
92.2K+ 898.43% |
$1.57M - $2.53M
|
102K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
44.8KNew |
$761K - $1.23M
|
44.8K
$999K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
38KNew |
$645K - $1.04M
|
38K
$846K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
34.6KNew |
$588K - $949K
|
34.6K
$771K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
25.1K+ 14.17% |
$427K - $689K
|
203K
$4.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.7K+ 29.27% |
$302K - $487K
|
78.4K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
16.2KNew |
$275K - $444K
|
16.2K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.9KNew |
$270K - $436K
|
15.9K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
15.3KNew |
$260K - $420K
|
15.3K
$341K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.6KNew |
$231K - $373K
|
13.6K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$190K - $306K
|
11.2K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.1KNew |
$171K - $276K
|
10.1K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.31KNew |
$158K - $255K
|
9.31K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
9KNew |
$153K - $247K
|
9K
$201K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.82KNew |
$150K - $242K
|
8.82K
$197K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.2K+ 17.98% |
$71.4K - $115K
|
27.6K
$614K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.38K+ 34.03% |
$57.4K - $92.7K
|
13.3K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.12K+ 333.94% |
$53K - $85.5K
|
4.05K
$90.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.98K+ 224.79% |
$50.7K - $81.8K
|
4.31K
$96K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.16KNew |
$36.7K - $59.2K
|
2.16K
$48.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2.03K+ 12.32% |
$34.4K - $55.6K
|
18.5K
$412K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.15K+ 88.46% |
$19.5K - $31.5K
|
2.45K
$54.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
1.09K+ 1090.0% |
$18.5K - $29.9K
|
1.19K
$26.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
904+ 152.19% |
$15.4K - $24.8K
|
1.5K
$33.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
871New |
$14.8K - $23.9K
|
871
$19.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
820+ 35.75% |
$13.9K - $22.5K
|
3.11K
$69.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
803New |
$13.6K - $22K
|
803
$17.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
582+ 2.22% |
$9.89K - $16K
|
26.8K
$598K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
524New |
$8.9K - $14.4K
|
524
$11.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
517+ 3.99% |
$8.78K - $14.2K
|
13.5K
$301K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
494New |
$8.39K - $13.5K
|
494
$11K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
464+ 9.26% |
$7.88K - $12.7K
|
5.47K
$122K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
280+ 48.7% |
$4.76K - $7.68K
|
855
$19K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
279+ 19.12% |
$4.74K - $7.65K
|
1.74K
$38.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
206New |
$3.5K - $5.65K
|
206
$4.59K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
191+ 21.18% |
$3.25K - $5.24K
|
1.09K
$24.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
142New |
$2.41K - $3.89K
|
142
$3.16K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
109New |
$1.85K - $2.99K
|
109
$2.43K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
109New |
$1.85K - $2.99K
|
109
$2.43K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
70+ 50.0% |
$1.19K - $1.92K
|
210
$4.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
68+ 16.08% |
$1.16K - $1.86K
|
491
$10.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 1.93% |
$561 - $905
|
1.74K
$38.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
29+ 0.8% |
$493 - $795
|
3.63K
$81K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14New |
$238 - $384
|
14
$312
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 4.71% |
$204 - $329
|
267
$5.95K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
4+ 5.71% |
$68 - $110
|
74
$1.65K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-10Closed |
$170 - $274
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-94- 54.02% |
$1.6K - $2.58K
|
80
$1.78K
|