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
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10.5KNew |
$366K - $687K
|
10.5K
$816K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.5KNew |
$365K - $687K
|
10.5K
$815K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
10.5KNew |
$365K - $686K
|
10.5K
$814K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10.4KNew |
$363K - $682K
|
10.4K
$810K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.2KNew |
$357K - $671K
|
10.2K
$797K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.2KNew |
$356K - $669K
|
10.2K
$794K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
10.2KNew |
$355K - $668K
|
10.2K
$793K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10.2KNew |
$354K - $666K
|
10.2K
$791K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10KNew |
$350K - $658K
|
10K
$782K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10KNew |
$350K - $658K
|
10K
$782K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10KNew |
$349K - $656K
|
10K
$779K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
10KNew |
$349K - $656K
|
10K
$779K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
10KNew |
$349K - $656K
|
10K
$779K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
9.95KNew |
$347K - $652K
|
9.95K
$775K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.86KNew |
$344K - $646K
|
9.86K
$768K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
9.81KNew |
$342K - $643K
|
9.81K
$764K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.7KNew |
$338K - $636K
|
9.7K
$756K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
9.3KNew |
$324K - $610K
|
9.3K
$724K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.2KNew |
$321K - $603K
|
9.2K
$716K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9.15KNew |
$319K - $600K
|
9.15K
$712K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
9.09KNew |
$317K - $596K
|
9.09K
$708K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.99KNew |
$314K - $589K
|
8.99K
$700K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8.88KNew |
$310K - $582K
|
8.88K
$691K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.87KNew |
$309K - $582K
|
8.87K
$691K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.72KNew |
$304K - $572K
|
8.72K
$679K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.45KNew |
$295K - $554K
|
8.45K
$658K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
8.35KNew |
$291K - $548K
|
8.35K
$651K
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
8.32KNew |
$290K - $546K
|
8.32K
$648K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.3KNew |
$290K - $545K
|
8.3K
$647K
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
8.26KNew |
$288K - $541K
|
8.26K
$643K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
8.25KNew |
$288K - $541K
|
8.25K
$643K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
8.22KNew |
$287K - $539K
|
8.22K
$640K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.19KNew |
$286K - $537K
|
8.19K
$638K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.14KNew |
$284K - $534K
|
8.14K
$634K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.11KNew |
$283K - $532K
|
8.11K
$631K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
8.05KNew |
$281K - $528K
|
8.05K
$627K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.93KNew |
$277K - $520K
|
7.93K
$617K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.92KNew |
$276K - $519K
|
7.92K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.83KNew |
$273K - $514K
|
7.83K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.8KNew |
$272K - $512K
|
7.8K
$608K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
7.78KNew |
$271K - $510K
|
7.78K
$606K
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
7.77KNew |
$271K - $509K
|
7.77K
$605K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.73KNew |
$270K - $507K
|
7.73K
$602K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
7.7KNew |
$269K - $505K
|
7.7K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
7.67KNew |
$268K - $503K
|
7.67K
$597K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.65KNew |
$267K - $501K
|
7.65K
$595K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.57KNew |
$264K - $496K
|
7.57K
$590K
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.53KNew |
$263K - $494K
|
7.53K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.53KNew |
$262K - $493K
|
7.53K
$586K
|
|
|
May 13, 2024
Q1 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
7.44KNew |
$260K - $488K
|
7.44K
$580K
|