Latest Institutional Transactions on Coinbase Global, Inc. (COIN)
This table provides information on the latest institutional transactions involving Coinbase Global, Inc. (COIN) 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$294 - $530
|
4.17K
$1.08M
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
121+ 7.93% |
$17.8K - $32.1K
|
1.65K
$426K
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-37- 0.21% |
$5.44K - $9.81K
|
17.2K
$4.46M
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
695+ 60.07% |
$102K - $184K
|
1.85K
$479K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
45+ 12.33% |
$6.62K - $11.9K
|
410
$106K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
97+ 0.78% |
$14.3K - $25.7K
|
12.6K
$3.26M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
48+ 4.36% |
$7.06K - $12.7K
|
1.15K
$298K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
5New |
$735 - $1.33K
|
5
$1.29K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.13K+ 122.25% |
$607K - $1.09M
|
7.5K
$1.94M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
211+ 11.03% |
$31K - $55.9K
|
2.12K
$550K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.67K+ 21.08% |
$246K - $443K
|
9.59K
$2.48M
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-347- 3.37% |
$51K - $92K
|
9.95K
$2.58M
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.28K+ 16.23% |
$1.22M - $2.2M
|
59.3K
$15.3M
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
310New |
$45.6K - $82.2K
|
310
$80.2K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 10.0% |
$147 - $265
|
11
$2.85K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 5.63% |
$588 - $1.06K
|
75
$19.4K
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.97K+ 65.87% |
$290K - $523K
|
4.97K
$1.29M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 16, 2024
Q3 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
42K+ 247.06% |
$6.18M - $11.1M
|
59K
$15.3M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
25New |
$3.68K - $6.63K
|
25
$6.47K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 15.72% |
$3.68K - $6.63K
|
134
$34.7K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-264- 7.03% |
$38.8K - $70K
|
3.49K
$904K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.54K+ 135.09% |
$227K - $408K
|
2.68K
$694K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-61- 0.81% |
$8.97K - $16.2K
|
7.48K
$1.94M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$735 - $1.33K
|
10.3K
$2.67M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 57.14% |
$588 - $1.06K
|
11
$2.85K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1- 9.09% |
$147 - $265
|
10
$2.59K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
901+ 24.27% |
$133K - $239K
|
4.61K
$1.19M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 1.09% |
$294 - $530
|
186
$48.1K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-71- 5.3% |
$10.4K - $18.8K
|
1.27K
$328K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
824+ 23.54% |
$121K - $218K
|
4.32K
$1.12M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
5+ 0.44% |
$735 - $1.33K
|
1.15K
$299K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
313+ 10.14% |
$46K - $83K
|
3.4K
$880K
|
|
Oct 15, 2024
Q3 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.36K+ 42.88% |
$199K - $359K
|
4.52K
$1.17M
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 50.0% |
$735 - $1.33K
|
5
$1.29K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
226+ 13.06% |
$33.2K - $59.9K
|
1.96K
$506K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
12+ 0.85% |
$1.77K - $3.18K
|
1.43K
$369K
|
|
Oct 15, 2024
Q3 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-7.4K- 38.76% |
$1.09M - $1.96M
|
11.7K
$3.03M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-43- 51.81% |
$6.32K - $11.4K
|
40
$10.4K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-10.3K- 34.91% |
$1.51M - $2.73M
|
19.2K
$4.96M
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
500+ 9.09% |
$73.5K - $133K
|
6K
$1.55M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.71K+ 128.2% |
$251K - $452K
|
3.04K
$785K
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
4.9KNew |
$721K - $1.3M
|
4.9K
$1.27M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.5KNew |
$1.4M - $2.52M
|
9.5K
$2.46M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 47.83% |
$1.62K - $2.92K
|
34
$8.8K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.3K+ 42.49% |
$3.14M - $5.66M
|
71.5K
$18.5M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 1.91% |
$2.65K - $4.77K
|
958
$248K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.25K+ 14.99% |
$184K - $331K
|
9.58K
$2.48M
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.66K- 14.15% |
$244K - $441K
|
10.1K
$2.61M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-35- 1.7% |
$5.15K - $9.28K
|
2.02K
$523K
|