Purchases and Sales Made in Q4 2023 in Proshares Tr Bitcoin Strategy (BITO)
This table provides information about the institutional ownership of Proshares Tr Bitcoin Strategy (BITO) during Q4 2023. 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 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.7K+ 29.78% |
$186K - $303K
|
59.8K
$1.64M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
13.4KNew |
$182K - $296K
|
13.4K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.9KNew |
$162K - $264K
|
11.9K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 76.06% |
$162K - $263K
|
27.6K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.4K+ 2849.5% |
$155K - $252K
|
11.8K
$324K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.6KNew |
$144K - $234K
|
10.6K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 85.29% |
$140K - $228K
|
22.4K
$614K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
10.3KNew |
$139K - $226K
|
10.3K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.1KNew |
$137K - $222K
|
10.1K
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
10K+ 50.0% |
$136K - $221K
|
30K
$823K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
10KNew |
$136K - $221K
|
10K
$274K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.67K+ 120.68% |
$118K - $191K
|
15.8K
$435K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.95K+ 23.47% |
$94.4K - $153K
|
36.6K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.87KNew |
$93.3K - $152K
|
6.87K
$188K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.42KNew |
$87.2K - $142K
|
6.42K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.25K+ 33.76% |
$57.7K - $93.9K
|
16.8K
$462K
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.21K+ 10.66% |
$57.2K - $93.1K
|
43.7K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.17K+ 19.7% |
$56.7K - $92.2K
|
25.4K
$695K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
4.08K+ 22.64% |
$55.4K - $90.1K
|
22.1K
$606K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.6KNew |
$48.9K - $79.5K
|
3.6K
$98.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3K+ 241.55% |
$40.7K - $66.3K
|
4.24K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.85K+ 2.49% |
$38.7K - $63K
|
117K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2.8KNew |
$38K - $61.9K
|
2.8K
$76.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.28K+ 450.3% |
$31K - $50.4K
|
2.79K
$76.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.28K+ 16.78% |
$30.9K - $50.3K
|
15.8K
$434K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.98KNew |
$26.9K - $43.7K
|
1.98K
$54.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.94K+ 7.96% |
$26.3K - $42.8K
|
26.3K
$721K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.84KNew |
$25K - $40.6K
|
1.84K
$50.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.81KNew |
$24.6K - $40K
|
1.81K
$49.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.73K+ 5.1% |
$23.5K - $38.3K
|
35.8K
$980K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.42K+ 1182.5% |
$19.3K - $31.3K
|
1.54K
$42.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28K+ 43.68% |
$17.4K - $28.3K
|
4.22K
$116K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.24KNew |
$16.9K - $27.5K
|
1.24K
$34.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06K+ 1685.71% |
$14.4K - $23.5K
|
1.13K
$30.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1KNew |
$13.6K - $22.1K
|
1K
$27.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
836New |
$11.4K - $18.5K
|
836
$22.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
597+ 445.52% |
$8.11K - $13.2K
|
731
$20K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
527+ 19.5% |
$7.16K - $11.6K
|
3.23K
$88.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
520+ 288.89% |
$7.06K - $11.5K
|
700
$19.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
506New |
$6.87K - $11.2K
|
506
$13.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
496New |
$6.74K - $11K
|
496
$13.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
379+ 3.54% |
$5.15K - $8.37K
|
11.1K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
348New |
$4.73K - $7.69K
|
348
$9.54K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
314New |
$4.26K - $6.94K
|
314
$8.61K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
216+ 160.0% |
$2.93K - $4.77K
|
351
$9.62K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
200+ 20.0% |
$2.72K - $4.42K
|
1.2K
$32.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
125New |
$1.7K - $2.76K
|
125
$3.43K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
106New |
$1.44K - $2.34K
|
106
$2.91K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
100New |
$1.36K - $2.21K
|
100
$2.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
37New |
$502 - $817
|
37
$1.01K
|