Latest Institutional Transactions on Proshares Tr Bitcoin Strategy (BITO)
This table provides information on the latest institutional transactions involving Proshares Tr Bitcoin Strategy (BITO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
44.8KNew |
$761K - $1.23M
|
44.8K
$1.01M
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
280+ 48.7% |
$4.76K - $7.68K
|
855
$19.3K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
871New |
$14.8K - $23.9K
|
871
$19.7K
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2.03K+ 12.32% |
$34.4K - $55.6K
|
18.5K
$418K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
70+ 50.0% |
$1.19K - $1.92K
|
210
$4.75K
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-310- 1.6% |
$5.27K - $8.5K
|
19.1K
$432K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14New |
$238 - $384
|
14
$317
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
279+ 19.12% |
$4.74K - $7.65K
|
1.74K
$39.3K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
109New |
$1.85K - $2.99K
|
109
$2.47K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
206New |
$3.5K - $5.65K
|
206
$4.66K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.16KNew |
$36.7K - $59.2K
|
2.16K
$48.8K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.03K- 9.77% |
$68.4K - $110K
|
37.2K
$841K
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-129- 0.98% |
$2.19K - $3.54K
|
13K
$294K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
582+ 2.22% |
$9.89K - $16K
|
26.8K
$607K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-533- 2.63% |
$9.06K - $14.6K
|
19.7K
$447K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.38K+ 34.03% |
$57.4K - $92.7K
|
13.3K
$301K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
464+ 9.26% |
$7.88K - $12.7K
|
5.47K
$124K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.7K+ 29.27% |
$302K - $487K
|
78.4K
$1.77M
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-839- 47.43% |
$14.3K - $23K
|
930
$21K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
34.6KNew |
$588K - $949K
|
34.6K
$782K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-94- 54.02% |
$1.6K - $2.58K
|
80
$1.81K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
517+ 3.99% |
$8.78K - $14.2K
|
13.5K
$305K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-82.4K- 86.97% |
$1.4M - $2.26M
|
12.3K
$279K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 1.93% |
$561 - $905
|
1.74K
$39.3K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-10Closed |
$170 - $274
|
0
$0
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.2K+ 17.98% |
$71.4K - $115K
|
27.6K
$624K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
524New |
$8.9K - $14.4K
|
524
$11.9K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
29+ 0.8% |
$493 - $795
|
3.63K
$82.2K
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-5.61K- 32.6% |
$95.3K - $154K
|
11.6K
$262K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
250KNew |
$4.05M - $5.97M
|
250K
$5.66M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-130K- 78.56% |
$2.11M - $3.11M
|
35.5K
$803K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
CALL |
-2K- 42.55% |
$32.4K - $47.8K
|
2.7K
$61.1K
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
290K+ 1389.1% |
$4.7M - $6.93M
|
311K
$7.04M
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
23.5KNew |
$380K - $561K
|
23.5K
$532K
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
60KNew |
$971K - $1.43M
|
60K
$1.36M
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
13.1KNew |
$212K - $313K
|
13.1K
$297K
|
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
115K+ 19.73% |
$1.86M - $2.74M
|
697K
$15.8M
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-395- 0.87% |
$6.4K - $9.43K
|
45.2K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
13.2KNew |
$213K - $314K
|
13.2K
$297K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500New |
$8.1K - $11.9K
|
500
$11.3K
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
74New |
$1.2K - $1.77K
|
74
$1.67K
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
22.3KNew |
$360K - $531K
|
22.3K
$503K
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
32.1K+ 55.93% |
$519K - $766K
|
89.4K
$2.02M
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-524- 14.92% |
$8.48K - $12.5K
|
2.99K
$67.6K
|
|
Nov 13, 2024
Q3 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
CALL |
100KNew |
$1.62M - $2.39M
|
100K
$2.26M
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
5New |
$81 - $119
|
5
$113
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
535+ 76.43% |
$8.66K - $12.8K
|
1.24K
$27.9K
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
CALL |
20KNew |
$324K - $478K
|
20K
$452K
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-6.05K- 36.68% |
$98K - $145K
|
10.4K
$236K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2K+ 10.27% |
$32.4K - $47.8K
|
21.5K
$486K
|