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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.55KNew |
$194K - $364K
|
5.55K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
5.54KNew |
$193K - $363K
|
5.54K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.52KNew |
$193K - $362K
|
5.52K
$402K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.5KNew |
$192K - $361K
|
5.5K
$400K
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
5.5KNew |
$192K - $361K
|
5.5K
$400K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.47KNew |
$191K - $359K
|
5.47K
$398K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.43KNew |
$189K - $356K
|
5.43K
$396K
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
5.4KNew |
$188K - $354K
|
5.4K
$393K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
5.39KNew |
$188K - $353K
|
5.39K
$392K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.37KNew |
$187K - $352K
|
5.37K
$391K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.36KNew |
$187K - $352K
|
5.36K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.34KNew |
$186K - $350K
|
5.34K
$388K
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
5.33KNew |
$186K - $349K
|
5.33K
$388K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.23KNew |
$182K - $343K
|
5.23K
$381K
|
|
|
Apr 23, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
5.2KNew |
$181K - $341K
|
5.2K
$379K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.02KNew |
$175K - $329K
|
5.02K
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
5KNew |
$174K - $328K
|
5K
$364K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.99KNew |
$174K - $327K
|
4.99K
$363K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.99KNew |
$174K - $327K
|
4.99K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.94KNew |
$172K - $324K
|
4.94K
$360K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.87KNew |
$170K - $319K
|
4.87K
$354K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
4.84KNew |
$169K - $317K
|
4.84K
$352K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.82KNew |
$168K - $316K
|
4.82K
$351K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.8KNew |
$167K - $315K
|
4.8K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.78KNew |
$167K - $314K
|
4.78K
$348K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.75KNew |
$166K - $312K
|
4.75K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.73KNew |
$165K - $310K
|
4.73K
$344K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.69KNew |
$163K - $307K
|
4.69K
$341K
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
4.68KNew |
$163K - $307K
|
4.68K
$341K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.61KNew |
$161K - $302K
|
4.61K
$336K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.61KNew |
$161K - $302K
|
4.61K
$336K
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.6KNew |
$160K - $302K
|
4.6K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.57KNew |
$160K - $300K
|
4.57K
$333K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.54KNew |
$158K - $298K
|
4.54K
$331K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.54KNew |
$158K - $298K
|
4.54K
$331K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.52KNew |
$158K - $297K
|
4.52K
$329K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.52KNew |
$158K - $296K
|
4.52K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
4.5KNew |
$157K - $295K
|
4.5K
$328K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$157K - $295K
|
4.5K
$328K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.48KNew |
$156K - $294K
|
4.48K
$326K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.47KNew |
$156K - $293K
|
4.47K
$325K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.45KNew |
$155K - $292K
|
4.45K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.44KNew |
$155K - $291K
|
4.44K
$323K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.4KNew |
$153K - $289K
|
4.4K
$320K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.39KNew |
$153K - $288K
|
4.39K
$319K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
4.36KNew |
$152K - $286K
|
4.36K
$318K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.36KNew |
$152K - $286K
|
4.36K
$318K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.36KNew |
$152K - $286K
|
4.36K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
4.36KNew |
$152K - $286K
|
4.36K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.31KNew |
$150K - $282K
|
4.31K
$314K
|