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 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.44KNew |
$259K - $488K
|
7.44K
$541K
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.41KNew |
$258K - $486K
|
7.41K
$540K
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
7.34KNew |
$256K - $482K
|
7.34K
$535K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.33KNew |
$256K - $481K
|
7.33K
$534K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
7.29KNew |
$254K - $478K
|
7.29K
$531K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.23KNew |
$252K - $474K
|
7.23K
$527K
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.21KNew |
$252K - $473K
|
7.21K
$525K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.16KNew |
$250K - $469K
|
7.16K
$521K
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
7.11KNew |
$248K - $466K
|
7.11K
$518K
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.05KNew |
$246K - $462K
|
7.05K
$513K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.03KNew |
$245K - $461K
|
7.03K
$512K
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.92KNew |
$241K - $454K
|
6.92K
$504K
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
6.81KNew |
$237K - $446K
|
6.81K
$496K
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.78KNew |
$236K - $445K
|
6.78K
$494K
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6.7KNew |
$234K - $439K
|
6.7K
$488K
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
6.65KNew |
$232K - $436K
|
6.65K
$484K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
6.61KNew |
$230K - $433K
|
6.61K
$481K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.57KNew |
$229K - $431K
|
6.57K
$478K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.48KNew |
$226K - $425K
|
6.48K
$472K
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.46KNew |
$225K - $424K
|
6.46K
$470K
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
6.42KNew |
$224K - $421K
|
6.42K
$467K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.39KNew |
$223K - $419K
|
6.39K
$465K
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
6.37KNew |
$222K - $418K
|
6.37K
$464K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.31KNew |
$220K - $414K
|
6.31K
$460K
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
6.28KNew |
$219K - $412K
|
6.28K
$457K
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6.25KNew |
$218K - $410K
|
6.25K
$455K
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
6.23KNew |
$217K - $409K
|
6.23K
$454K
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.23KNew |
$217K - $409K
|
6.23K
$454K
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6.21KNew |
$217K - $407K
|
6.21K
$452K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.18KNew |
$216K - $405K
|
6.18K
$450K
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.15KNew |
$215K - $403K
|
6.15K
$448K
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.1KNew |
$213K - $400K
|
6.1K
$444K
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
6.1KNew |
$213K - $400K
|
6.1K
$444K
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
6.07KNew |
$212K - $398K
|
6.07K
$442K
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
6.05KNew |
$211K - $397K
|
6.05K
$441K
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.04KNew |
$211K - $396K
|
6.04K
$439K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
6KNew |
$209K - $394K
|
6K
$437K
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
5.99KNew |
$209K - $393K
|
5.99K
$436K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.98KNew |
$209K - $392K
|
5.98K
$436K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.97KNew |
$208K - $391K
|
5.97K
$435K
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.96KNew |
$208K - $391K
|
5.96K
$434K
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5.95KNew |
$207K - $390K
|
5.95K
$433K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.87KNew |
$205K - $385K
|
5.87K
$427K
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.79KNew |
$202K - $380K
|
5.79K
$422K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.76KNew |
$201K - $378K
|
5.76K
$420K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.75KNew |
$200K - $377K
|
5.75K
$419K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
5.72KNew |
$200K - $375K
|
5.72K
$417K
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.69KNew |
$198K - $373K
|
5.69K
$414K
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.68KNew |
$198K - $373K
|
5.68K
$414K
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
5.57KNew |
$194K - $365K
|
5.57K
$406K
|