Institutional Ownership Coinbase Global, Inc. (COIN)
This table provides information about the institutional ownership of Coinbase Global, Inc. (COIN). We have compiled data on the 1,021 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $30.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
26
shares
|
$6,728
0.0% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$6,469
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
25
shares
|
$6,469
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
25
shares
|
$6,469
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
25
shares
|
$6,469
0.0% of portfolio
|
Q4 2023
Reduced 37.5%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
21
shares
|
$5,434
0.0% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
21
shares
|
$5,434
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
21
shares
|
$5,434
0.0% of portfolio
|
Q2 2022
Reduced 32.26%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
21
shares
|
$5,434
0.0% of portfolio
|
Q4 2024
Reduced 85.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
21
shares
|
$5,434
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
20
shares
|
$5,175
0.0% of portfolio
|
Q4 2022
Reduced 25.93%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
20
shares
|
$5,175
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
20
shares
|
$5,175
0.0% of portfolio
|
Q4 2022
Reduced 25.93%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
20
shares
|
$5,175
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
20
shares
|
$5,175
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
20
shares
|
$5,175
0.0% of portfolio
|
Q1 2022
Reduced 67.74%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
19
shares
|
$4,916
0.0% of portfolio
|
Q1 2023
Added 111.11%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
19
shares
|
$4,916
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17
shares
|
$4,399
0.0% of portfolio
|
Q4 2021
Added 1600.0%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
16
shares
|
$4,140
0.0% of portfolio
|
Q3 2024
Reduced 40.74%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
16
shares
|
$4,140
0.0% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
15
shares
|
$3,881
0.0% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
13
shares
|
$3,364
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
13
shares
|
$3,364
0.0% of portfolio
|
Q3 2024
Reduced 67.5%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
12
shares
|
$3,105
0.0% of portfolio
|
Q3 2024
New holding
|