Purchases and Sales Made in Q3 2024 in Grayscale Bitcoin Trust (Btc) (GBTC)
This table provides information about the institutional ownership of Grayscale Bitcoin Trust (Btc) (GBTC) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
130New |
$5.54K - $7.87K
|
130
$9.86K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
130New |
$5.54K - $7.87K
|
130
$9.86K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
120+ 0.93% |
$5.11K - $7.27K
|
13K
$987K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
120+ 2.6% |
$5.11K - $7.27K
|
4.73K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
112New |
$4.77K - $6.78K
|
112
$8.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
110+ 17.13% |
$4.68K - $6.66K
|
752
$57K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
110+ 1.1% |
$4.68K - $6.66K
|
10.1K
$767K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
106+ 0.81% |
$4.51K - $6.42K
|
13.2K
$999K
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
106+ 0.4% |
$4.51K - $6.42K
|
26.5K
$2.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
101+ 1.29% |
$4.3K - $6.12K
|
7.92K
$601K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$4.26K - $6.06K
|
100
$7.58K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
100+ 2.21% |
$4.26K - $6.06K
|
4.62K
$351K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
100+ 8.55% |
$4.26K - $6.06K
|
1.27K
$96.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
99+ 3.56% |
$4.22K - $6K
|
2.88K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
96+ 0.65% |
$4.09K - $5.81K
|
14.8K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
94+ 0.6% |
$4K - $5.69K
|
15.8K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81+ 207.69% |
$3.45K - $4.91K
|
120
$9.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
76+ 0.62% |
$3.24K - $4.6K
|
12.3K
$934K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
70+ 0.92% |
$2.98K - $4.24K
|
7.71K
$585K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
50New |
$2.13K - $3.03K
|
50
$3.79K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
50+ 2.53% |
$2.13K - $3.03K
|
2.03K
$154K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
50+ 0.22% |
$2.13K - $3.03K
|
22.6K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
47+ 100.0% |
$2K - $2.85K
|
94
$7.13K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46+ 0.12% |
$1.96K - $2.79K
|
38.4K
$2.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
39+ 0.65% |
$1.66K - $2.36K
|
6.01K
$456K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
35+ 0.18% |
$1.49K - $2.12K
|
19.9K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
25+ 0.55% |
$1.06K - $1.51K
|
4.58K
$347K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 4.54% |
$1.06K - $1.51K
|
576
$43.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
20New |
$852 - $1.21K
|
20
$1.52K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 3.62% |
$852 - $1.21K
|
573
$43.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
20New |
$852 - $1.21K
|
20
$1.52K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
19+ 1900.0% |
$809 - $1.15K
|
20
$1.52K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17+ 0.3% |
$724 - $1.03K
|
5.71K
$433K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.19% |
$681 - $969
|
8.24K
$625K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 0.38% |
$639 - $908
|
4K
$303K
|
|
|
Oct 25, 2024
Q3 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
10+ 0.11% |
$426 - $606
|
8.74K
$663K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
10New |
$426 - $606
|
10
$759
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.11% |
$256 - $363
|
5.4K
$410K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5+ 50.0% |
$213 - $303
|
15
$1.14K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1- 0.23% |
$42.6 - $60.6
|
440
$33.4K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2- 0.02% |
$85.2 - $121
|
11.7K
$884K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5- 0.07% |
$213 - $303
|
6.94K
$527K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5- 0.11% |
$213 - $303
|
4.51K
$342K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-6- 8.96% |
$256 - $363
|
61
$4.63K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-9- 0.82% |
$383 - $545
|
1.09K
$82.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$383 - $545
|
5.05K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-10- 0.05% |
$426 - $606
|
18.8K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-13- 0.3% |
$554 - $787
|
4.28K
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-16- 18.18% |
$681 - $969
|
72
$5.46K
|