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 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
400New |
$14K - $26.2K
|
400
$29.1K
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
380New |
$13.3K - $24.9K
|
380
$27.7K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
350New |
$12.2K - $23K
|
350
$25.5K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
325New |
$11.3K - $21.3K
|
325
$23.7K
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
300New |
$10.5K - $19.7K
|
300
$21.8K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
300New |
$10.5K - $19.7K
|
300
$21.8K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
300New |
$10.5K - $19.7K
|
300
$21.8K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
286New |
$9.98K - $18.8K
|
286
$20.8K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
269New |
$9.38K - $17.6K
|
269
$19.6K
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
264New |
$9.21K - $17.3K
|
264
$19.2K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
259New |
$9.03K - $17K
|
259
$18.9K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
256New |
$8.93K - $16.8K
|
256
$18.6K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
250New |
$8.72K - $16.4K
|
250
$18.2K
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
236New |
$8.23K - $15.5K
|
236
$17.2K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
217New |
$7.57K - $14.2K
|
217
$15.8K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
204New |
$7.12K - $13.4K
|
204
$14.9K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
200New |
$6.98K - $13.1K
|
200
$14.6K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
200New |
$6.98K - $13.1K
|
200
$14.6K
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
200New |
$6.98K - $13.1K
|
200
$14.6K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
190New |
$6.63K - $12.5K
|
190
$13.8K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
190New |
$6.63K - $12.5K
|
190
$13.8K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
182New |
$6.35K - $11.9K
|
182
$13.3K
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
182New |
$6.35K - $11.9K
|
182
$13.3K
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
182New |
$6.35K - $11.9K
|
182
$13.3K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
166New |
$5.79K - $10.9K
|
166
$12.1K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
160New |
$5.58K - $10.5K
|
160
$11.6K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
158New |
$5.51K - $10.4K
|
158
$11.5K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
157New |
$5.48K - $10.3K
|
157
$11.4K
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
145New |
$5.06K - $9.51K
|
145
$10.6K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
138New |
$4.81K - $9.05K
|
138
$10K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
123New |
$4.29K - $8.07K
|
123
$8.96K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
110New |
$3.84K - $7.21K
|
110
$8.01K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
104+ 208.0% |
$3.63K - $6.82K
|
154
$11.2K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100New |
$3.49K - $6.56K
|
100
$7.28K
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
100New |
$3.49K - $6.56K
|
100
$7.28K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100New |
$3.49K - $6.56K
|
100
$7.28K
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
100New |
$3.49K - $6.56K
|
100
$7.28K
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$3.49K - $6.56K
|
100
$7.28K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
96New |
$3.35K - $6.3K
|
96
$6.99K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
94New |
$3.28K - $6.16K
|
94
$6.84K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
74New |
$2.58K - $4.85K
|
74
$5.39K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
65+ 1.12% |
$2.27K - $4.26K
|
5.88K
$428K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
50New |
$1.74K - $3.28K
|
50
$3.64K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
50New |
$1.74K - $3.28K
|
50
$3.64K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50New |
$1.74K - $3.28K
|
50
$3.64K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40New |
$1.4K - $2.62K
|
40
$2.91K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
35New |
$1.22K - $2.3K
|
35
$2.55K
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
33New |
$1.15K - $2.16K
|
33
$2.4K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
29New |
$1.01K - $1.9K
|
29
$2.11K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
21+ 12.73% |
$732 - $1.38K
|
186
$13.5K
|