Purchases and Sales Made in Q1 2023 in Coinbase Global, Inc. (COIN)
This table provides information about the institutional ownership of Coinbase Global, Inc. (COIN) during Q1 2023. The information is specifically focused on institutions that hold shares of Coinbase Global, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100+ 81.97% |
$3.33K - $8.4K
|
222
$57.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
100+ 25.0% |
$3.33K - $8.4K
|
500
$129K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
100New |
$3.33K - $8.4K
|
100
$25.9K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
99New |
$3.29K - $8.32K
|
99
$25.6K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
98+ 1400.0% |
$3.26K - $8.23K
|
105
$27.2K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
98New |
$3.26K - $8.23K
|
98
$25.4K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
86+ 145.76% |
$2.86K - $7.22K
|
145
$37.5K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
86+ 15.14% |
$2.86K - $7.22K
|
654
$169K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
80+ 19.37% |
$2.66K - $6.72K
|
493
$128K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
80+ 1.34% |
$2.66K - $6.72K
|
6.04K
$1.56M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
74+ 0.71% |
$2.46K - $6.22K
|
10.5K
$2.71M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
72New |
$2.39K - $6.05K
|
72
$18.6K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
65New |
$2.16K - $5.46K
|
65
$16.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
65New |
$2.16K - $5.46K
|
65
$16.8K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
50New |
$1.66K - $4.2K
|
50
$12.9K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
47+ 69.12% |
$1.56K - $3.95K
|
115
$29.8K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
38+ 15.9% |
$1.26K - $3.19K
|
277
$71.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
34+ 0.23% |
$1.13K - $2.86K
|
14.8K
$3.84M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
32New |
$1.06K - $2.69K
|
32
$8.28K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 5.94% |
$998 - $2.52K
|
535
$138K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
30New |
$998 - $2.52K
|
30
$7.76K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
24+ 0.08% |
$798 - $2.02K
|
30K
$7.77M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
22+ 0.27% |
$732 - $1.85K
|
8.14K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
20New |
$665 - $1.68K
|
20
$5.18K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 6.8% |
$665 - $1.68K
|
314
$81.3K
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
20+ 0.65% |
$665 - $1.68K
|
3.09K
$799K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
20New |
$665 - $1.68K
|
20
$5.18K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
19+ 38.78% |
$632 - $1.6K
|
68
$17.6K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 257.14% |
$599 - $1.51K
|
25
$6.47K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17New |
$565 - $1.43K
|
17
$4.4K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 15.96% |
$499 - $1.26K
|
109
$28.2K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 38.46% |
$499 - $1.26K
|
54
$14K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
15+ 41.67% |
$499 - $1.26K
|
51
$13.2K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
13+ 0.2% |
$432 - $1.09K
|
6.62K
$1.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
12+ 0.06% |
$399 - $1.01K
|
18.7K
$4.83M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
10+ 111.11% |
$333 - $840
|
19
$4.92K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
10New |
$333 - $840
|
10
$2.59K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10+ 10.87% |
$333 - $840
|
102
$26.4K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
8New |
$266 - $672
|
8
$2.07K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
7+ 5.51% |
$233 - $588
|
134
$34.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 8.14% |
$233 - $588
|
93
$24.1K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7+ 0.21% |
$233 - $588
|
3.31K
$856K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
5New |
$166 - $420
|
5
$1.29K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5+ 50.0% |
$166 - $420
|
15
$3.88K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 83.33% |
$166 - $420
|
11
$2.85K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$166 - $420
|
5
$1.29K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
5+ 16.67% |
$166 - $420
|
35
$9.06K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
4New |
$133 - $336
|
4
$1.04K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3New |
$99.8 - $252
|
3
$776
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.17% |
$99.8 - $252
|
1.77K
$459K
|