Purchases and Sales Made in Q1 2025 in Grayscale Bitcoin Trust (Btc) (GBTC)
This table provides information about the institutional ownership of Grayscale Bitcoin Trust (Btc) (GBTC) during Q1 2025. 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 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.17K+ 28.05% |
$73.1K - $98.5K
|
5.35K
$460K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.16K+ 17.22% |
$72.3K - $97.4K
|
7.88K
$678K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.12K+ 90.32% |
$69.9K - $94.2K
|
2.36K
$203K
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.1K+ 27.85% |
$68.7K - $92.5K
|
5.05K
$435K
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.02K+ 34.58% |
$63.4K - $85.4K
|
3.95K
$340K
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1K+ 17.25% |
$62.4K - $84.1K
|
6.8K
$585K
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
974+ 20.0% |
$60.8K - $81.9K
|
5.84K
$503K
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
950+ 34.55% |
$59.3K - $79.9K
|
3.7K
$318K
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
940+ 6.4% |
$58.7K - $79.1K
|
15.6K
$1.35M
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
900+ 31.38% |
$56.2K - $75.7K
|
3.77K
$324K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
882+ 179.27% |
$55.1K - $74.2K
|
1.37K
$118K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
874+ 2.41% |
$54.6K - $73.5K
|
37.2K
$3.2M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
800+ 24.65% |
$49.9K - $67.3K
|
4.05K
$348K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
783+ 226.96% |
$48.9K - $65.9K
|
1.13K
$97.1K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
750+ 600.0% |
$46.8K - $63.1K
|
875
$75.3K
|
|
May 15, 2025
Q1 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
750+ 10.49% |
$46.8K - $63.1K
|
7.9K
$680K
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
715+ 20.91% |
$44.6K - $60.1K
|
4.14K
$356K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
667+ 7.75% |
$41.6K - $56.1K
|
9.28K
$799K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
621+ 0.43% |
$38.8K - $52.2K
|
144K
$12.4M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
599New |
$37.4K - $50.4K
|
599
$51.6K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
599+ 14.22% |
$37.4K - $50.4K
|
4.81K
$414K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
556+ 89.82% |
$34.7K - $46.8K
|
1.18K
$101K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
550+ 59.33% |
$34.3K - $46.3K
|
1.48K
$127K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
528+ 10.21% |
$33K - $44.4K
|
5.7K
$491K
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
527+ 10.39% |
$32.9K - $44.3K
|
5.6K
$482K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
517New |
$32.3K - $43.5K
|
517
$44.5K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
514+ 10.39% |
$32.1K - $43.2K
|
5.46K
$470K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
501+ 3.46% |
$31.3K - $42.1K
|
15K
$1.29M
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
500+ 25.0% |
$31.2K - $42.1K
|
2.5K
$215K
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
492+ 9.47% |
$30.7K - $41.4K
|
5.69K
$489K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
483+ 1.73% |
$30.2K - $40.6K
|
28.3K
$2.44M
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
452+ 12.27% |
$28.2K - $38K
|
4.14K
$356K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
425+ 3.62% |
$26.5K - $35.8K
|
12.2K
$1.05M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
418+ 10.98% |
$26.1K - $35.2K
|
4.23K
$364K
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
400+ 3.18% |
$25K - $33.6K
|
13K
$1.12M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
398+ 2.44% |
$24.8K - $33.5K
|
16.7K
$1.44M
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
397+ 12.91% |
$24.8K - $33.4K
|
3.47K
$299K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
383+ 3.38% |
$23.9K - $32.2K
|
11.7K
$1.01M
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
350+ 5.58% |
$21.9K - $29.4K
|
6.62K
$570K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
350+ 24.82% |
$21.9K - $29.4K
|
1.76K
$151K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
350+ 16.9% |
$21.9K - $29.4K
|
2.42K
$208K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
345+ 1.07% |
$21.5K - $29K
|
32.5K
$2.8M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
341+ 34.9% |
$21.3K - $28.7K
|
1.32K
$113K
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
331+ 8.74% |
$20.7K - $27.8K
|
4.12K
$355K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
330+ 7.17% |
$20.6K - $27.8K
|
4.93K
$424K
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
316+ 0.21% |
$19.7K - $26.6K
|
153K
$13.2M
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
300+ 5.45% |
$18.7K - $25.2K
|
5.8K
$499K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
298+ 0.75% |
$18.6K - $25.1K
|
40.1K
$3.46M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
277+ 3.25% |
$17.3K - $23.3K
|
8.81K
$758K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
276+ 11.16% |
$17.2K - $23.2K
|
2.75K
$237K
|