Purchases and Sales Made in Q4 2024 in Exchange Traded Concepts Tr Bi (BITQ)
This table provides information about the institutional ownership of Exchange Traded Concepts Tr Bi (BITQ) during Q4 2024. The information is specifically focused on institutions that hold shares of EXCHANGE TRADED CONCEPTS TR BI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
109KNew |
$1.39M - $2.44M
|
109K
$1.84M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
104K+ 799.06% |
$1.32M - $2.32M
|
117K
$1.97M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
93K+ 415.75% |
$1.18M - $2.08M
|
115K
$1.94M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
84.8K+ 164.25% |
$1.08M - $1.89M
|
136K
$2.29M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
49.4K+ 31.52% |
$628K - $1.1M
|
206K
$3.46M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.9K+ 202.37% |
$520K - $913K
|
61.1K
$1.03M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.8K+ 61.93% |
$506K - $889K
|
104K
$1.75M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
36.5K+ 120.54% |
$463K - $814K
|
66.7K
$1.12M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
31.7KNew |
$403K - $708K
|
31.7K
$532K
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
28.7KNew |
$364K - $640K
|
28.7K
$482K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
28.2KNew |
$358K - $629K
|
28.2K
$473K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.6K+ 102.36% |
$300K - $526K
|
46.6K
$783K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.8K+ 88.04% |
$226K - $397K
|
38K
$638K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
15.7KNew |
$200K - $352K
|
15.7K
$264K
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14.9KNew |
$190K - $333K
|
14.9K
$251K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12KNew |
$153K - $269K
|
12K
$202K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.4KNew |
$132K - $232K
|
10.4K
$174K
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.93K+ 49.42% |
$75.4K - $132K
|
17.9K
$301K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.38K+ 24.06% |
$68.4K - $120K
|
27.8K
$466K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.75KNew |
$47.7K - $83.8K
|
3.75K
$63.1K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.7K+ 13.81% |
$47K - $82.6K
|
30.5K
$512K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.75KNew |
$34.9K - $61.3K
|
2.75K
$46.1K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.57K+ 4.34% |
$32.6K - $57.3K
|
61.7K
$1.04M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2K+ 10.44% |
$25.4K - $44.7K
|
21.2K
$355K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.82K+ 0.69% |
$23.1K - $40.6K
|
267K
$4.48M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.75K+ 10.61% |
$22.2K - $39.1K
|
18.3K
$307K
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.73K+ 2.09% |
$22K - $38.6K
|
84.3K
$1.42M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.5K+ 6.91% |
$19.1K - $33.5K
|
23.2K
$390K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.16K+ 100.0% |
$14.7K - $25.8K
|
2.31K
$38.8K
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
1.04K+ 2.28% |
$13.2K - $23.2K
|
46.6K
$784K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 59.19% |
$13K - $22.9K
|
2.75K
$46.3K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1KNew |
$12.7K - $22.3K
|
1K
$16.8K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
950New |
$12.1K - $21.2K
|
950
$16K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
941New |
$12K - $21K
|
941
$15.8K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
876+ 203.72% |
$11.1K - $19.6K
|
1.31K
$21.9K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
231+ 1.62% |
$2.94K - $5.16K
|
14.5K
$243K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
211New |
$2.68K - $4.71K
|
211
$3.54K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
175+ 111.46% |
$2.22K - $3.91K
|
332
$5.58K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
71New |
$902 - $1.59K
|
71
$1.19K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
60+ 4.76% |
$763 - $1.34K
|
1.32K
$22.2K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 0.86% |
$445 - $782
|
4.12K
$69.2K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
26New |
$330 - $581
|
26
$437
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 0.88% |
$127 - $223
|
1.14K
$19.2K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 0.9% |
$114 - $201
|
1.01K
$17K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7New |
$89 - $156
|
7
$118
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2+ 0.38% |
$25.4 - $44.7
|
532
$8.94K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2New |
$25.4 - $44.7
|
2
$33.6
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-35- 0.31% |
$445 - $782
|
11.2K
$189K
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-156- 4.53% |
$1.98K - $3.48K
|
3.29K
$55.2K
|