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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-32- 51.61% |
$1.06K - $2.69K
|
30
$7.76K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
613KNew |
$20.4M - $51.5M
|
613K
$159M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2New |
$66.5 - $168
|
2
$518
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
72New |
$2.39K - $6.05K
|
72
$18.6K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
CALL |
2.5KNew |
$83.2K - $210K
|
2.5K
$647K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
86+ 145.76% |
$2.86K - $7.22K
|
145
$37.5K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
CALL |
9KNew |
$299K - $756K
|
9K
$2.33M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
110New |
$3.66K - $9.24K
|
110
$28.5K
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-14- 0.23% |
$466 - $1.18K
|
6.14K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-554- 6.38% |
$18.4K - $46.5K
|
8.12K
$2.1M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
100New |
$3.33K - $8.4K
|
100
$25.9K
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
15KNew |
$499K - $1.26M
|
15K
$3.88M
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
30KNew |
$998K - $2.52M
|
30K
$7.76M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
330+ 37.12% |
$11K - $27.7K
|
1.22K
$315K
|
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
49.3KNew |
$1.64M - $4.14M
|
49.3K
$12.8M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-13- 14.94% |
$432 - $1.09K
|
74
$19.1K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-386- 0.75% |
$12.8K - $32.4K
|
50.8K
$13.1M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
12KNew |
$399K - $1.01M
|
12K
$3.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
5.43KNew |
$181K - $456K
|
5.43K
$1.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-47- 79.66% |
$1.56K - $3.95K
|
12
$3.11K
|
|
|
Apr 26, 2023
Q1 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-4.02K- 96.4% |
$134K - $337K
|
150
$38.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
30New |
$998 - $2.52K
|
30
$7.76K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.55KNew |
$51.4K - $130K
|
1.55K
$400K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
8New |
$266 - $672
|
8
$2.07K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-57- 89.06% |
$1.9K - $4.79K
|
7
$1.81K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
100+ 25.0% |
$3.33K - $8.4K
|
500
$129K
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
BUY
|
PUT |
2K+ 28.57% |
$66.5K - $168K
|
9K
$2.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
4New |
$133 - $336
|
4
$1.04K
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-1.44K- 21.24% |
$47.7K - $121K
|
5.32K
$1.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
16.1KNew |
$535K - $1.35M
|
16.1K
$4.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
5KNew |
$166K - $420K
|
5K
$1.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
10New |
$333 - $840
|
10
$2.59K
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
200New |
$6.65K - $16.8K
|
200
$51.8K
|
|
| Q4 2022 | |||||||
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.55KNew |
$213K - $491K
|
6.55K
$1.69M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1Closed |
$32.5 - $75.1
|
0
$0
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-691Closed |
$22.5K - $51.9K
|
0
$0
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6Closed |
$195 - $450
|
0
$0
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7- 25.93% |
$228 - $525
|
20
$5.18K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-4.02KClosed |
$131K - $302K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.87KNew |
$60.9K - $140K
|
1.87K
$484K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$1.01K - $2.33K
|
31
$8.02K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
15New |
$488 - $1.13K
|
15
$3.88K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
12New |
$390 - $901
|
12
$3.11K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
PUT |
6.5KNew |
$211K - $488K
|
6.5K
$1.68M
|
|
|
Feb 15, 2023
Q4 2022
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
16.6K+ 35.1% |
$540K - $1.25M
|
63.9K
$16.5M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25New |
$813 - $1.88K
|
25
$6.47K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-8- 25.0% |
$260 - $600
|
24
$6.21K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
6.63KNew |
$216K - $498K
|
6.63K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-50- 15.24% |
$1.63K - $3.75K
|
278
$71.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
20KNew |
$651K - $1.5M
|
20K
$5.18M
|
|