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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
325+ 162.5% |
$15.4K - $27.5K
|
525
$45.2K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
321New |
$15.2K - $27.2K
|
321
$27.6K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
302New |
$14.3K - $25.6K
|
302
$26K
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
275New |
$13K - $23.3K
|
275
$23.7K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
202+ 0.39% |
$9.55K - $17.1K
|
51.7K
$4.45M
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
200+ 0.84% |
$9.46K - $16.9K
|
24K
$2.07M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
165+ 0.99% |
$7.8K - $14K
|
16.9K
$1.46M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
156New |
$7.38K - $13.2K
|
156
$13.4K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
146+ 2.03% |
$6.9K - $12.4K
|
7.33K
$631K
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
144+ 79.12% |
$6.81K - $12.2K
|
326
$28.1K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
130+ 0.91% |
$6.15K - $11K
|
14.5K
$1.25M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
129New |
$6.1K - $10.9K
|
129
$11.1K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
122+ 2.96% |
$5.77K - $10.3K
|
4.24K
$365K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
110New |
$5.2K - $9.32K
|
110
$9.47K
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
106+ 1.28% |
$5.01K - $8.98K
|
8.41K
$724K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$4.73K - $8.47K
|
100
$8.61K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
100+ 1.44% |
$4.73K - $8.47K
|
7.06K
$608K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
100+ 2.35% |
$4.73K - $8.47K
|
4.36K
$375K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
95New |
$4.49K - $8.05K
|
95
$8.18K
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
70+ 1.54% |
$3.31K - $5.93K
|
4.61K
$397K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
64+ 0.44% |
$3.03K - $5.42K
|
14.8K
$1.27M
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
64+ 38.55% |
$3.03K - $5.42K
|
230
$19.8K
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
50+ 0.22% |
$2.36K - $4.24K
|
23K
$1.98M
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
50New |
$2.36K - $4.24K
|
50
$4.3K
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
50+ 1.11% |
$2.36K - $4.24K
|
4.55K
$392K
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
30New |
$1.42K - $2.54K
|
30
$2.58K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
27New |
$1.28K - $2.29K
|
27
$2.32K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
27New |
$1.28K - $2.29K
|
27
$2.32K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
19+ 1.7% |
$899 - $1.61K
|
1.14K
$97.9K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
11New |
$520 - $932
|
11
$947
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
7+ 46.67% |
$331 - $593
|
22
$1.89K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 0.23% |
$284 - $508
|
2.6K
$223K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5+ 8.2% |
$236 - $424
|
66
$5.68K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3+ 0.04% |
$142 - $254
|
7.72K
$664K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1New |
$47.3 - $84.7
|
1
$86.1
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.06% |
$47.3 - $84.7
|
1.62K
$139K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
77.9KNew |
$3.32M - $4.72M
|
77.9K
$6.71M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
23.5KNew |
$1M - $1.42M
|
23.5K
$2.02M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15.9K+ 233.78% |
$675K - $960K
|
22.6K
$1.95M
|
|
Nov 06, 2024
Q3 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
11.2K+ 176.46% |
$476K - $676K
|
17.5K
$1.51M
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
5.83KNew |
$248K - $353K
|
5.83K
$502K
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
4.7KNew |
$200K - $285K
|
4.7K
$405K
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.51KNew |
$192K - $273K
|
4.51K
$388K
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.04KNew |
$172K - $245K
|
4.04K
$348K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.52KNew |
$150K - $213K
|
3.52K
$303K
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.13K+ 25.98% |
$48.2K - $68.6K
|
5.49K
$472K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.11KNew |
$47.4K - $67.5K
|
1.11K
$95.9K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.06K+ 140.61% |
$45K - $64K
|
1.81K
$156K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.03KNew |
$43.9K - $62.4K
|
1.03K
$88.7K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1KNew |
$42.6K - $60.6K
|
1K
$86.1K
|