Latest Institutional Purchases of Grayscale Bitcoin Trust (Btc) (GBTC)
This list provides information on the latest institutional transactions involving Grayscale Bitcoin Trust (Btc) (GBTC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.24KNew |
$181K - $257K
|
4.24K
$330K
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.17K+ 89.05% |
$178K - $253K
|
8.86K
$690K
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.04KNew |
$172K - $245K
|
4.04K
$315K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.86K+ 5.89% |
$164K - $234K
|
69.4K
$5.4M
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
3.82K+ 39.92% |
$163K - $231K
|
13.4K
$1.04M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.52KNew |
$150K - $213K
|
3.52K
$274K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.38K+ 18.64% |
$144K - $204K
|
21.5K
$1.67M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.17K+ 62.27% |
$135K - $192K
|
8.26K
$643K
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.17K+ 4.12% |
$135K - $192K
|
79.9K
$6.23M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
3K+ 6.19% |
$128K - $182K
|
51.5K
$4.01M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.51K+ 39.49% |
$107K - $152K
|
8.86K
$690K
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.45K+ 12.51% |
$105K - $149K
|
22.1K
$1.72M
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.44K+ 13.13% |
$104K - $148K
|
21K
$1.64M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.42K+ 193.83% |
$103K - $146K
|
3.66K
$285K
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.2K+ 210.92% |
$93.8K - $133K
|
3.25K
$253K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.14K+ 10.24% |
$90.9K - $129K
|
23K
$1.79M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.09K+ 19.46% |
$89K - $127K
|
12.8K
$999K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2K+ 16.6% |
$85.2K - $121K
|
14.1K
$1.09M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2K+ 255.3% |
$85.1K - $121K
|
2.78K
$217K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.98K+ 4.28% |
$84.2K - $120K
|
48.1K
$3.75M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.91K+ 9.76% |
$81.5K - $116K
|
21.5K
$1.68M
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.85KNew |
$78.7K - $112K
|
1.85K
$144K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.82K+ 1.61% |
$77.3K - $110K
|
114K
$8.91M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.65K+ 26.68% |
$70.3K - $99.9K
|
7.84K
$610K
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.56K+ 10.24% |
$66.5K - $94.5K
|
16.8K
$1.31M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.56K+ 58.71% |
$66.3K - $94.3K
|
4.21K
$328K
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.5K+ 16.13% |
$63.9K - $90.8K
|
10.8K
$841K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.5K+ 10.11% |
$63.9K - $90.8K
|
16.3K
$1.27M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.48K+ 0.5% |
$63K - $89.6K
|
297K
$23.1M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.42K+ 13.15% |
$60.3K - $85.7K
|
12.2K
$948K
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.38K+ 7.48% |
$58.7K - $83.5K
|
19.8K
$1.54M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.35K+ 2.28% |
$57.5K - $81.7K
|
60.4K
$4.7M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.31K+ 0.35% |
$55.6K - $79K
|
369K
$28.7M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.24KNew |
$52.6K - $74.8K
|
1.24K
$96.2K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.24KNew |
$52.6K - $74.8K
|
1.24K
$96.2K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.21K+ 30.89% |
$51.7K - $73.5K
|
5.14K
$400K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 11.47% |
$49.9K - $70.9K
|
11.4K
$886K
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.13K+ 25.98% |
$48.2K - $68.6K
|
5.49K
$427K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.11KNew |
$47.4K - $67.5K
|
1.11K
$86.8K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.06K+ 140.61% |
$45K - $64K
|
1.81K
$141K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.03KNew |
$43.9K - $62.4K
|
1.03K
$80.2K
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1K+ 2.84% |
$42.7K - $60.7K
|
36.3K
$2.83M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1KNew |
$42.6K - $60.6K
|
1K
$77.9K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
999+ 22.94% |
$42.5K - $60.5K
|
5.35K
$417K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
932+ 20.95% |
$39.7K - $56.4K
|
5.38K
$419K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
925+ 175.52% |
$39.4K - $56K
|
1.45K
$113K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
920+ 0.32% |
$39.2K - $55.7K
|
289K
$22.5M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
903New |
$38.5K - $54.7K
|
903
$70.3K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
879+ 3.86% |
$37.4K - $53.2K
|
23.7K
$1.84M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
874+ 4.5% |
$37.2K - $52.9K
|
20.3K
$1.58M
|