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Grayscale Bitcoin Trust (GBTC) Institutional Ownership

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$50.61
-1.90 (-3.62%)
(As of 05/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Grayscale Bitcoin Trust (NYSEARCA:GBTC)

Number of
Institutional Buyers
(last 12 months)
164
Total
Institutional Inflows
(last 12 months)
$299.03M
Number of
Institutional Sellers
(last 12 months)
0
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GBTC Institutional Buying and Selling by Quarter

Grayscale Bitcoin Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Mission Wealth Management LP11,642$735K0.0%N/A0.002%
5/1/2024Starfox Financial Services LLC12,713$803K0.7%N/A0.002%
5/1/2024Flynn Zito Capital Management LLC5,946$376K0.2%N/A0.001%
5/1/2024Bray Capital Advisors60,112$3.80M1.0%N/A0.012%
5/1/2024Sequoia Financial Advisors LLC174,976$11.05M0.1%N/A0.034%
4/30/2024Private Advisor Group LLC22,052$1.39M0.0%N/A0.004%
4/30/2024Consolidated Portfolio Review Corp17,602$1.11M0.3%N/A0.003%
4/30/2024J.W. Cole Advisors Inc.8,989$566K0.0%N/A0.002%
4/30/2024Stephenson & Company Inc.8,322$526K0.4%N/A0.002%
4/30/2024Cutter & CO Brokerage Inc.3,900$246K0.1%N/A0.001%
4/30/2024Hartline Investment Corp3,465$219K0.0%N/A0.001%
4/30/2024North Star Investment Management Corp.2,550$161K0.0%N/A0.000%
4/30/2024MA Private Wealth3,837$242K0.0%N/A0.001%
4/30/2024BlueChip Wealth Advisors LLC4,250$268K0.2%N/A0.001%
4/30/2024Mainstay Capital Management LLC ADV23,848$1.51M0.3%N/A0.005%
4/30/2024Fountainhead AM LLC15,991$1.01M0.2%N/A0.003%
4/30/2024Harel Insurance Investments & Financial Services Ltd.1,725$109K0.0%N/A0.000%
4/30/2024Delta Financial Group Inc.5,360$339K0.1%N/A0.001%
4/30/2024Joel Isaacson & Co. LLC4,608$291K0.0%N/A0.001%
4/30/2024Windle Wealth LLC17,059$1.08M0.7%N/A0.003%
4/30/2024Arkadios Wealth Advisors4,453$281K0.0%N/A0.001%
4/30/2024 Perigon Wealth Management LLC29,579$1.87M0.1%N/A0.006%
4/30/2024 Madison Wealth Partners Inc3,330$210K0.1%N/A0.001%
4/29/2024Commonwealth Equity Services LLC283,308$17.90M0.0%N/A0.055%
4/29/2024 Silicon Valley Capital Partners9,300$587K0.1%N/A0.002%
4/29/2024 Onyx Bridge Wealth Group LLC4,609$291K0.1%N/A0.001%
4/29/2024 Heritage Investors Management Corp9,092$574K0.0%N/A0.002%
4/29/2024 PBMares Wealth Management LLC9,147$578K0.2%N/A0.002%
4/27/2024 Finer Wealth Management Inc.19,021$1.20M0.8%N/A0.004%
4/27/2024 Foster Victor Wealth Advisors LLC3,195$201K0.0%N/A0.001%
4/27/2024 Capital Performance Advisors LLP10,897$688K0.3%N/A0.002%
4/26/2024 Pinnacle Associates Ltd.15,955$1.01M0.0%N/A0.003%
4/26/2024 Sterling Investment Counsel LLC4,823$305K0.1%N/A0.001%
4/26/2024 JNBA Financial Advisors2,250$142K0.0%N/A0.000%
4/26/2024 YHB Investment Advisors Inc.450$28K0.0%N/A0.000%
4/26/2024 SlateStone Wealth LLC4,113$260K0.0%N/A0.001%
4/26/2024 Guild Investment Management Inc.68,400$4.32M5.5%N/A0.013%
4/26/2024 McKinley Carter Wealth Services Inc.33,273$2.10M0.1%N/A0.007%
4/26/2024 Clear Creek Financial Management LLC4,357$275K0.0%N/A0.001%
4/26/2024 Mesirow Financial Investment Management Inc.10,233$646K0.0%N/A0.002%
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4/26/2024 MONECO Advisors LLC104,630$6.61M1.1%N/A0.020%
4/26/2024 Verdence Capital Advisors LLC27,452$1.73M0.2%N/A0.005%
4/26/2024 Meridian Wealth Management LLC22,889$1.45M0.2%N/A0.004%
4/26/2024 Bogart Wealth LLC1,817$115K0.0%N/A0.000%
4/25/2024 Lindbrook Capital LLC2,503$158K0.0%N/A0.000%
4/25/2024 Horrell Capital Management Inc.8,726$551K0.2%N/A0.002%
4/25/2024 Ulland Investment Advisors LLC500$32K0.0%N/A0.000%
4/25/2024 Schnieders Capital Management LLC4,750$300K0.1%N/A0.001%
4/25/2024 Capital Investment Advisory Services LLC3,359$212K0.0%N/A0.001%
4/25/2024 Fielder Capital Group LLC130,756$8.26M3.7%N/A0.026%
4/25/2024 Eudaimonia Partners LLC3,936$249K0.1%N/A0.001%
4/25/2024 Valeo Financial Advisors LLC10,516$664K0.0%N/A0.002%
4/25/2024 Eudaimonia Advisors LLC15,642$988K0.5%N/A0.003%
4/25/2024 Summit Financial LLC4,386$277K0.0%N/A0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.341,473$21.57M0.1%N/A0.067%
4/24/2024 Zhang Financial LLC84,907$5.36M0.4%N/A0.017%
4/24/2024 CENTRAL TRUST Co2,425$153K0.0%N/A0.000%
4/24/2024 Newbridge Financial Services Group Inc.21,210$1.34M0.6%N/A0.004%
4/24/2024 Arlington Capital Management Inc.21,499$1.36M1.1%N/A0.004%
4/24/2024 U S Global Investors Inc.1,100$69K0.0%N/A0.000%
4/24/2024 Smith Anglin Financial LLC3,721$235K0.0%N/A0.001%
4/24/2024 Simplicity Wealth LLC75,480$4.77M0.1%N/A0.015%
4/24/2024 Childress Capital Advisors LLC15,614$986K0.3%N/A0.003%
4/24/2024 Essex Financial Services Inc.7,157$452K0.0%N/A0.001%
4/23/2024 Bfsg LLC910$57K0.0%N/A0.000%
4/23/2024 Global Retirement Partners LLC39,823$2.52M0.1%N/A0.000%
4/23/2024 DeDora Capital Inc.5,201$329K0.1%N/A0.000%
4/23/2024 Gradient Investments LLC1,010$64K0.0%N/A0.000%
4/23/2024 TrueWealth Advisors LLC3,185$201K0.1%N/A0.000%
4/23/2024 McAdam LLC3,732$236K0.0%N/A0.000%
4/23/2024 KLR Investment Advisors LLC10,000$593K0.4%N/A0.000%
4/23/2024 Revisor Wealth Management LLC5,552$351K0.2%N/A0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.23,831$1.51M0.0%N/A0.000%
4/23/2024 Sapient Capital LLC187,718$11.86M0.3%N/A0.000%
4/22/2024 Nicholas Hoffman & Company LLC.4,467$282K0.0%N/A0.000%
4/22/2024 Strategic Financial Concepts LLC3,856$244K0.1%N/A0.000%
4/22/2024 PFG Investments LLC26,441$1.67M0.1%N/A0.000%
4/22/2024 Sentry LLC3,531$223K0.0%N/A0.000%
4/22/2024 Aurora Private Wealth Inc.24,058$1.50M1.3%N/A0.000%
4/22/2024 Strategies Wealth Advisors LLC13,788$871K0.1%N/A0.000%
4/19/2024 Level Financial Advisors4,041$255K0.1%N/A0.000%
4/19/2024 Financial Perspectives Inc2,898$183K0.1%N/A0.000%
4/19/2024 Mad River Investors399,725$25.25M17.5%N/A0.000%
4/19/2024 Legacy Wealth Asset Management LLC104,705$6.61M1.8%N/A0.000%
4/19/2024 Pachira Investments Inc.21,778$1.38M1.1%N/A0.000%
4/19/2024 United Capital Management of KS Inc.5,401$341K0.1%N/A0.000%
4/19/2024 Wallington Asset Management LLC5,325$336K0.1%N/A0.000%
4/19/2024 Valley National Advisers Inc.553$34K0.0%N/A0.000%
4/19/2024 E&G Advisors LP4,050$256K0.1%N/A0.000%
4/19/2024 Sloy Dahl & Holst LLC521,747$32.96M7.8%N/A0.000%
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4/18/2024 SeaCrest Wealth Management LLC5,865$370K0.0%N/A0.000%
4/18/2024 Dixon Mitchell Investment Counsel Inc.425$27K0.0%N/A0.000%
4/18/2024 Financial Security Advisor Inc.3,777$239K0.1%N/A0.000%
4/18/2024 Synergy Asset Management LLC5,960$376K0.1%N/A0.000%
4/18/2024 Narus Financial Partners LLC3,199$202K0.1%N/A0.000%
4/18/2024 Panoramic Investment Advisors LLC8,048$508K0.4%N/A0.000%
4/18/2024 Claro Advisors LLC111,927$7.07M1.2%N/A0.000%
4/18/2024 Miracle Mile Advisors LLC4,798$303K0.0%N/A0.000%
4/18/2024 Horizon Wealth Management LLC3,772$238K0.1%N/A0.000%
4/18/2024 Wolff Wiese Magana LLC713$45K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

GBTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GBTC shares?

During the previous two years, 165 institutional investors and hedge funds held shares of Grayscale Bitcoin Trust. The most heavily invested institutionals were Sloy Dahl & Holst LLC ($32.96M), Mad River Investors ($25.25M), Global Assets Advisory LLC ($22.08M), Cambridge Investment Research Advisors Inc. ($21.57M), Commonwealth Equity Services LLC ($17.90M), Wealth Enhancement Advisory Services LLC ($12.21M), and Sapient Capital LLC ($11.86M).Learn more on GBTC's institutional investors.

Which institutional investors have been buying Grayscale Bitcoin Trust stock?

Of the 165 institutional investors that purchased Grayscale Bitcoin Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sloy Dahl & Holst LLC ($521.75K), Mad River Investors ($399.73K), Global Assets Advisory LLC ($349.51K), Cambridge Investment Research Advisors Inc. ($341.47K), Commonwealth Equity Services LLC ($283.31K), Wealth Enhancement Advisory Services LLC ($193.29K), and Sapient Capital LLC ($187.72K).

How much institutional buying is happening at Grayscale Bitcoin Trust?

Institutional investors have bought a total of 4,812,213 shares in the last 24 months. This purchase volume represents approximately $299.97M in transactions.


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This page (NYSEARCA:GBTC) was last updated on 5/1/2024 by MarketBeat.com Staff

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