Purchases and Sales Made in Q1 2023 in Proshares Tr Bitcoin Strategy (BITO)
This table provides information about the institutional ownership of Proshares Tr Bitcoin Strategy (BITO) during Q1 2023. The information is specifically focused on institutions that hold shares of PROSHARES TR BITCOIN STRATEGY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
243New |
$2.55K - $4.27K
|
243
$5.41K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
200+ 22.22% |
$2.1K - $3.52K
|
1.1K
$24.5K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
200+ 1.44% |
$2.1K - $3.52K
|
14.1K
$313K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
195New |
$2.05K - $3.43K
|
195
$4.34K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
138New |
$1.45K - $2.43K
|
138
$3.07K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
122+ 30.5% |
$1.28K - $2.14K
|
522
$11.6K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
113+ 38.97% |
$1.19K - $1.99K
|
403
$8.98K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
113+ 38.97% |
$1.19K - $1.99K
|
403
$8.98K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
100New |
$1.05K - $1.76K
|
100
$2.23K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$1.05K - $1.76K
|
100
$2.23K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
99+ 59.64% |
$1.04K - $1.74K
|
265
$5.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
94+ 1.83% |
$986 - $1.65K
|
5.24K
$117K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
81New |
$850 - $1.42K
|
81
$1.8K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72+ 36.0% |
$755 - $1.27K
|
272
$6.06K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53+ 0.41% |
$556 - $932
|
13.1K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
38New |
$399 - $668
|
38
$847
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
36+ 1.22% |
$378 - $633
|
2.99K
$66.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
30+ 8.57% |
$315 - $527
|
380
$8.47K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15+ 0.84% |
$157 - $264
|
1.79K
$39.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
13+ 1.83% |
$136 - $229
|
723
$16.1K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
10+ 1.62% |
$105 - $176
|
628
$14K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
8+ 0.55% |
$83.9 - $141
|
1.46K
$32.6K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7+ 1.8% |
$73.4 - $123
|
396
$8.82K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.22% |
$42 - $70.3
|
1.79K
$39.8K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$10.5 - $17.6
|
1
$22.3
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.35% |
$10.5 - $17.6
|
75
$1.67K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4- 6.67% |
$42 - $70.3
|
56
$1.25K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30Closed |
$315 - $527
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-62- 31.63% |
$650 - $1.09K
|
134
$2.99K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-123- 0.93% |
$1.29K - $2.16K
|
13.1K
$292K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-135- 0.99% |
$1.42K - $2.37K
|
13.5K
$302K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-247- 81.25% |
$2.59K - $4.34K
|
57
$1.27K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-300- 1.48% |
$3.15K - $5.27K
|
20K
$446K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-313- 25.72% |
$3.28K - $5.5K
|
904
$20.1K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-315- 0.28% |
$3.3K - $5.54K
|
113K
$2.51M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-398- 97.07% |
$4.18K - $7K
|
12
$267
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-436- 1.8% |
$4.57K - $7.66K
|
23.8K
$530K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-450- 2.13% |
$4.72K - $7.91K
|
20.7K
$460K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-912- 5.73% |
$9.57K - $16K
|
15K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.8K- 12.94% |
$18.9K - $31.7K
|
12.1K
$270K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.29K- 64.79% |
$24K - $40.2K
|
1.24K
$27.7K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.43K- 52.24% |
$25.5K - $42.7K
|
2.22K
$49.5K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.91K- 32.85% |
$30.6K - $51.2K
|
5.96K
$133K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.09K- 24.99% |
$32.4K - $54.3K
|
9.28K
$207K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-4.82K- 19.12% |
$50.5K - $84.6K
|
20.4K
$454K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.86K- 12.22% |
$61.5K - $103K
|
42.1K
$938K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-6.71K- 25.45% |
$70.3K - $118K
|
19.6K
$438K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.89K- 16.39% |
$72.2K - $121K
|
35.1K
$783K
|
|
|
May 22, 2023
Q1 2023
|
Ctc LLC
|
SELL
|
- |
-7.53K- 3.35% |
$79K - $132K
|
217K
$4.85M
|