Purchases and Sales Made in Q3 2023 in Grayscale Bitcoin Trust (Btc) (GBTC)
This table provides information about the institutional ownership of Grayscale Bitcoin Trust (Btc) (GBTC) during Q3 2023. 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 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31.9K+ 967.22% |
$542K - $681K
|
35.2K
$2.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
17.5KNew |
$298K - $375K
|
17.5K
$1.37M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.56KNew |
$26.5K - $33.3K
|
1.56K
$121K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.5K+ 8.84% |
$25.5K - $32.1K
|
18.5K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
275+ 1.38% |
$4.68K - $5.88K
|
20.1K
$1.57M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
166+ 0.85% |
$2.82K - $3.55K
|
19.6K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100+ 0.58% |
$1.7K - $2.14K
|
17.2K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-400- 2.55% |
$6.8K - $8.55K
|
15.3K
$1.19M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.97K- 4.9% |
$33.4K - $42K
|
38.1K
$2.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.2K- 88.0% |
$37.4K - $47K
|
300
$23.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.07K- 11.92% |
$52.1K - $65.6K
|
22.7K
$1.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.4K- 96.18% |
$57.7K - $72.6K
|
135
$10.5K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.97K- 33.07% |
$101K - $128K
|
12.1K
$940K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-12.3K- 0.08% |
$209K - $263K
|
15.8M
$1.23B
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-14K- 2.74% |
$238K - $299K
|
498K
$38.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-190K- 3.26% |
$3.23M - $4.06M
|
5.63M
$439M
|
|
|
Nov 14, 2023
Q3 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-211K- 30.65% |
$3.59M - $4.52M
|
478K
$37.2M
|