Latest Institutional Transactions on Grayscale Bitcoin Trust (Btc) (GBTC)
This table provides information on the latest institutional transactions involving Grayscale Bitcoin Trust (Btc) (GBTC) 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 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-439- 7.11% |
$32.4K - $43.2K
|
5.73K
$423K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-774- 3.32% |
$57.1K - $76.2K
|
22.6K
$1.66M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.99K+ 21.02% |
$368K - $491K
|
28.7K
$2.12M
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
BUY
|
- |
7+ 0.18% |
$516 - $689
|
3.96K
$292K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
367+ 25.21% |
$27.1K - $36.1K
|
1.82K
$135K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-128- 8.95% |
$9.44K - $12.6K
|
1.3K
$96.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.16K+ 23.85% |
$159K - $213K
|
11.2K
$828K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.69K+ 15.26% |
$124K - $166K
|
12.7K
$940K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-11- 5.98% |
$812 - $1.08K
|
173
$12.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
9New |
$664 - $886
|
9
$664
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 1.68% |
$87.8K - $117K
|
72.1K
$5.32M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.58K- 20.79% |
$485K - $647K
|
25.1K
$1.85M
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-526- 1.88% |
$38.8K - $51.8K
|
27.4K
$2.02M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
32+ 0.3% |
$2.36K - $3.15K
|
10.8K
$796K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
532+ 11.26% |
$39.3K - $52.4K
|
5.26K
$388K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11+ 2.24% |
$812 - $1.08K
|
502
$37K
|
|
|
Jan 22, 2026
Q4 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.93K+ 712.96% |
$142K - $189K
|
2.2K
$162K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.61K- 44.71% |
$193K - $257K
|
3.23K
$238K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.25K- 78.41% |
$314K - $419K
|
1.17K
$86.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-25.6K- 83.16% |
$1.89M - $2.52M
|
5.18K
$382K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 0.05% |
$959 - $1.28K
|
27.6K
$2.03M
|
|
|
Jan 21, 2026
Q4 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-781- 2.73% |
$57.6K - $76.9K
|
27.9K
$2.06M
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
67.3KNew |
$4.96M - $6.62M
|
67.3K
$4.96M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
860+ 14.65% |
$63.5K - $84.6K
|
6.73K
$497K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.92K- 23.35% |
$289K - $386K
|
12.9K
$949K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-20K- 24.93% |
$1.48M - $1.97M
|
60.2K
$4.44M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.72K+ 35.36% |
$348K - $464K
|
18.1K
$1.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
87+ 2.65% |
$6.42K - $8.56K
|
3.37K
$248K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-107- 4.27% |
$7.89K - $10.5K
|
2.4K
$177K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-266- 7.69% |
$19.6K - $26.2K
|
3.19K
$235K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.24K- 25.15% |
$386K - $515K
|
15.6K
$1.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.62K- 1.67% |
$120K - $160K
|
95.7K
$7.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2- -0.0% |
$148 - $197
|
52.5K
$3.87M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-333- 5.57% |
$24.6K - $32.8K
|
5.65K
$416K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
SELL
|
- |
-4.85K- 37.7% |
$358K - $477K
|
8.01K
$591K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-36.9K- 69.35% |
$2.72M - $3.63M
|
16.3K
$1.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-1.41K- 1.37% |
$104K - $139K
|
102K
$7.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.17K+ 29.25% |
$160K - $214K
|
9.59K
$708K
|
|
|
Jan 20, 2026
Q4 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
10.6K+ 407.69% |
$782K - $1.04M
|
13.2K
$974K
|
|
|
Jan 20, 2026
Q4 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
390+ 0.58% |
$28.8K - $38.4K
|
67.3K
$4.97M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-511- 14.63% |
$37.7K - $50.3K
|
2.98K
$220K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-805- 2.35% |
$59.4K - $79.2K
|
33.5K
$2.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.54K+ 27.95% |
$113K - $151K
|
7.03K
$519K
|
|
|
Jan 20, 2026
Q4 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-143- 0.39% |
$10.6K - $14.1K
|
36.4K
$2.69M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
298+ 1.44% |
$22K - $29.3K
|
20.9K
$1.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3K- 33.15% |
$221K - $295K
|
6.05K
$446K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.55K+ 9.26% |
$114K - $152K
|
18.2K
$1.35M
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
8.27KNew |
$610K - $814K
|
8.27K
$610K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-275- 3.24% |
$20.3K - $27.1K
|
8.23K
$607K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.18K- 6.22% |
$87.1K - $116K
|
17.8K
$1.31M
|
|