Purchases and Sales Made in Q1 2024 in Grayscale Bitcoin Trust (Btc) (GBTC)
This table provides information about the institutional ownership of Grayscale Bitcoin Trust (Btc) (GBTC) during Q1 2024. The information is specifically focused on institutions that hold shares of Grayscale Bitcoin Trust (BTC).
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$68K - $128K
|
1.95K
$152K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.93KNew |
$67.2K - $126K
|
1.93K
$150K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.93KNew |
$67.2K - $126K
|
1.93K
$150K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.84KNew |
$64.2K - $121K
|
1.84K
$143K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.82KNew |
$63.4K - $119K
|
1.82K
$142K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.77KNew |
$61.8K - $116K
|
1.77K
$138K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.73KNew |
$60.2K - $113K
|
1.73K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.69KNew |
$58.9K - $111K
|
1.69K
$132K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.63KNew |
$57K - $107K
|
1.63K
$127K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.5KNew |
$52.3K - $98.4K
|
1.5K
$117K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.49KNew |
$52K - $97.7K
|
1.49K
$116K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.47KNew |
$51.1K - $96.1K
|
1.47K
$114K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.42KNew |
$49.6K - $93.2K
|
1.42K
$111K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.41KNew |
$49.2K - $92.5K
|
1.41K
$110K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.39KNew |
$48.4K - $91K
|
1.39K
$108K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.3KNew |
$45.3K - $85.3K
|
1.3K
$101K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.28KNew |
$44.5K - $83.6K
|
1.28K
$99.3K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.23KNew |
$42.7K - $80.3K
|
1.23K
$95.4K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.18KNew |
$41.3K - $77.6K
|
1.18K
$92.1K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.18KNew |
$41.3K - $77.6K
|
1.18K
$92.1K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.17KNew |
$40.8K - $76.7K
|
1.17K
$91.1K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.15KNew |
$40.1K - $75.4K
|
1.15K
$89.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.15K+ 73.54% |
$39.9K - $75.1K
|
2.7K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.14KNew |
$39.9K - $75K
|
1.14K
$89.1K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
1.1KNew |
$38.4K - $72.1K
|
1.1K
$85.7K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.1KNew |
$38.2K - $71.9K
|
1.1K
$85.4K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.06KNew |
$36.9K - $69.4K
|
1.06K
$82.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.02KNew |
$35.7K - $67.1K
|
1.02K
$79.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.01KNew |
$35.2K - $66.2K
|
1.01K
$78.7K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.01KNew |
$35.1K - $66K
|
1.01K
$78.3K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1KNew |
$34.9K - $65.7K
|
1K
$78K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1KNew |
$34.9K - $65.6K
|
1K
$77.9K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1KNew |
$34.9K - $65.6K
|
1K
$77.9K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
999New |
$34.8K - $65.5K
|
999
$77.8K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
950New |
$33.1K - $62.3K
|
950
$74K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
910New |
$31.7K - $59.7K
|
910
$70.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
910New |
$31.7K - $59.7K
|
910
$70.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
788New |
$27.5K - $51.7K
|
788
$61.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
713New |
$24.9K - $46.8K
|
713
$55.5K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
642New |
$22.4K - $42.1K
|
642
$50K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
600New |
$20.9K - $39.3K
|
600
$46.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
553New |
$19.3K - $36.3K
|
553
$43.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
536New |
$18.7K - $35.2K
|
536
$41.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
527New |
$18.4K - $34.6K
|
527
$41K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
500New |
$17.4K - $32.8K
|
500
$38.9K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
500New |
$17.4K - $32.8K
|
500
$38.9K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
487New |
$17K - $31.9K
|
487
$37.9K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
450New |
$15.7K - $29.5K
|
450
$35K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
450New |
$15.7K - $29.5K
|
450
$35K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
441New |
$15.4K - $28.9K
|
441
$34.3K
|