Grayscale Bitcoin Trust (GBTC) Institutional Ownership

$55.00
-1.74 (-3.07%)
(As of 09:53 AM ET)

Institutional Ownership Changes (13F Filings) for Grayscale Bitcoin Trust (NYSEARCA:GBTC)

Number of
Institutional Buyers
(last 12 months)
136
Total
Institutional Inflows
(last 12 months)
$250.91M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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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%
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%
4/18/2024 Mirador Capital Partners LP7,113$449K0.1%N/A0.000%
4/18/2024 Pettinga Financial Advisors LLC43,074$2.72M0.7%N/A0.000%
4/18/2024 Compass Ion Advisors LLC47,181$2.98M0.4%N/A0.000%
4/18/2024 SteelPeak Wealth LLC4,543$287K0.0%N/A0.000%
4/17/2024 Deltec Asset Management LLC14,150$894K0.2%N/A0.000%
4/17/2024 Fiduciary Alliance LLC53,279$3.31M0.6%N/A0.000%
4/17/2024 Trilogy Capital Inc.4,300$272K0.0%N/A0.000%
4/17/2024 Cornerstone Wealth Group LLC4,364$276K0.0%N/A0.000%
4/17/2024 Annapolis Financial Services LLC2,362$149K0.0%N/A0.000%
4/17/2024 Atticus Wealth Management LLC527$33K0.0%N/A0.000%
4/17/2024 CRA Financial Services LLC32,503$2.05M0.4%N/A0.000%
4/17/2024 Kathleen S. Wright Associates Inc.2,702$162K0.1%+73.5%0.000%
4/17/2024 Grimes & Company Inc.31,722$2.00M0.1%N/A0.000%
4/16/2024 Toth Financial Advisory Corp441$28K0.0%N/A0.000%
4/16/2024 Total Investment Management Inc.3,567$225K0.0%N/A0.000%
4/16/2024 OneAscent Financial Services LLC14,201$897K0.1%N/A0.000%
4/16/2024 Financial Management Professionals Inc.35,929$2.27M0.3%N/A0.000%
4/16/2024Kathmere Capital Management LLC8,141$514K0.1%N/A0.000%
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4/16/2024 Tsfg LLC23,566$1.49M0.4%N/A0.000%
4/16/2024 Cypress Wealth Services LLC8,869$560K0.1%N/A0.000%
4/16/2024 Edge Wealth Management LLC5,988$378K0.1%N/A0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC193,292$12.21M0.0%N/A0.000%
4/16/2024 PFS Partners LLC788$50K0.0%N/A0.000%
4/15/2024 Graybill Wealth Management LTD.5,000$316K0.1%N/A0.000%
4/15/2024 Sinecera Capital LLC6,806$430K0.6%N/A0.000%
4/15/2024 Epiq Partners LLC59,250$3.74M2.5%N/A0.000%
4/15/2024 Sovereign Financial Group Inc.3,395$214K0.1%N/A0.000%
4/15/2024 Future Financial Wealth Managment LLC1,000$63K0.0%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, 136 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), Wealth Enhancement Advisory Services LLC ($12.21M), Sapient Capital LLC ($11.86M), and Brookstone Capital Management ($8.44M).Learn more on GBTC's institutional investors.

Which institutional investors have been buying Grayscale Bitcoin Trust stock?

Of the 136 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), Wealth Enhancement Advisory Services LLC ($193.29K), Sapient Capital LLC ($187.72K), and Brookstone Capital Management ($133.53K).

How much institutional buying is happening at Grayscale Bitcoin Trust?

Institutional investors have bought a total of 4,035,618 shares in the last 24 months. This purchase volume represents approximately $250.91M in transactions.


This page (NYSEARCA:GBTC) was last updated on 4/29/2024 by MarketBeat.com Staff

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