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
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.31KNew |
$150K - $282K
|
4.31K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
BUY
|
- |
4.3KNew |
$150K - $282K
|
4.3K
$335K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.3KNew |
$150K - $282K
|
4.3K
$335K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.26KNew |
$148K - $279K
|
4.26K
$332K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
4.25KNew |
$148K - $279K
|
4.25K
$331K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.25KNew |
$148K - $279K
|
4.25K
$331K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.22KNew |
$147K - $277K
|
4.22K
$329K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.22KNew |
$147K - $277K
|
4.22K
$329K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.15KNew |
$145K - $272K
|
4.15K
$323K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.13KNew |
$144K - $271K
|
4.13K
$322K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.12KNew |
$144K - $270K
|
4.12K
$321K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.12KNew |
$144K - $270K
|
4.12K
$321K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.11KNew |
$143K - $270K
|
4.11K
$320K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
4.05KNew |
$141K - $266K
|
4.05K
$316K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
4.05KNew |
$141K - $266K
|
4.05K
$315K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.04KNew |
$141K - $265K
|
4.04K
$315K
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
4.04KNew |
$141K - $265K
|
4.04K
$315K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.01KNew |
$140K - $263K
|
4.01K
$313K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
4.01KNew |
$140K - $263K
|
4.01K
$313K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
4.01KNew |
$140K - $263K
|
4.01K
$312K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.98KNew |
$139K - $261K
|
3.98K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.97KNew |
$139K - $260K
|
3.97K
$309K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.96KNew |
$138K - $259K
|
3.96K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.94KNew |
$137K - $258K
|
3.94K
$307K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.94KNew |
$137K - $258K
|
3.94K
$307K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.9KNew |
$136K - $256K
|
3.9K
$304K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.86KNew |
$134K - $253K
|
3.86K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.85KNew |
$134K - $253K
|
3.85K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.85KNew |
$134K - $252K
|
3.85K
$299K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
3.84KNew |
$134K - $252K
|
3.84K
$299K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.84KNew |
$134K - $251K
|
3.84K
$299K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.83KNew |
$134K - $251K
|
3.83K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.79KNew |
$132K - $248K
|
3.79K
$295K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
3.78KNew |
$132K - $248K
|
3.78K
$294K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$132K - $247K
|
3.77K
$294K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.75KNew |
$131K - $246K
|
3.75K
$292K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.73KNew |
$130K - $245K
|
3.73K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
3.72KNew |
$130K - $244K
|
3.72K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.72KNew |
$130K - $244K
|
3.72K
$290K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.72KNew |
$130K - $244K
|
3.72K
$290K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
3.7KNew |
$129K - $243K
|
3.7K
$288K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.7KNew |
$129K - $242K
|
3.7K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
3.65KNew |
$127K - $240K
|
3.65K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3.65KNew |
$127K - $239K
|
3.65K
$284K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
3.64KNew |
$127K - $239K
|
3.64K
$284K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.64KNew |
$127K - $239K
|
3.64K
$283K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.62KNew |
$126K - $237K
|
3.62K
$282K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.57KNew |
$124K - $234K
|
3.57K
$278K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.57KNew |
$124K - $234K
|
3.57K
$278K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.56KNew |
$124K - $234K
|
3.56K
$277K
|