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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2New |
$66.5 - $168
|
2
$518
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1New |
$33.3 - $84
|
1
$259
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.17% |
$33.3 - $84
|
584
$151K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 50.0% |
$66.5 - $168
|
2
$518
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 11.11% |
$66.5 - $168
|
16
$4.14K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5- 14.29% |
$166 - $420
|
30
$7.76K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 11.11% |
$166 - $420
|
40
$10.4K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6Closed |
$200 - $504
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 3.74% |
$233 - $588
|
180
$46.6K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10- 0.97% |
$333 - $840
|
1.03K
$266K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-10- 0.1% |
$333 - $840
|
9.93K
$2.57M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10- 0.88% |
$333 - $840
|
1.12K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-11- 22.92% |
$366 - $924
|
37
$9.57K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-13- 14.94% |
$432 - $1.09K
|
74
$19.1K
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-14- 0.23% |
$466 - $1.18K
|
6.14K
$1.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 10.0% |
$499 - $1.26K
|
135
$34.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-20- 3.82% |
$665 - $1.68K
|
504
$130K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-28- 35.44% |
$931 - $2.35K
|
51
$13.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-29- 7.9% |
$965 - $2.44K
|
338
$87.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-29- 11.03% |
$965 - $2.44K
|
234
$60.6K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-31- 3.08% |
$1.03K - $2.6K
|
976
$253K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-32- 51.61% |
$1.06K - $2.69K
|
30
$7.76K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-35- 2.13% |
$1.16K - $2.94K
|
1.61K
$416K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 46.05% |
$1.16K - $2.94K
|
41
$10.6K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-37Closed |
$1.23K - $3.11K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-39- 8.97% |
$1.3K - $3.28K
|
396
$102K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-43- 13.96% |
$1.43K - $3.61K
|
265
$68.6K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-43- 14.05% |
$1.43K - $3.61K
|
263
$68.1K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-47- 40.17% |
$1.56K - $3.95K
|
70
$18.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-47- 79.66% |
$1.56K - $3.95K
|
12
$3.11K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-56- 44.44% |
$1.86K - $4.7K
|
70
$18.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-57- 89.06% |
$1.9K - $4.79K
|
7
$1.81K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-61- 10.0% |
$2.03K - $5.12K
|
549
$142K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-71- 0.89% |
$2.36K - $5.96K
|
7.92K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-75- 87.21% |
$2.49K - $6.3K
|
11
$2.85K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-82- 3.65% |
$2.73K - $6.89K
|
2.16K
$559K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-82- 3.31% |
$2.73K - $6.89K
|
2.39K
$620K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-83- 0.88% |
$2.76K - $6.97K
|
9.35K
$2.42M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-84- 84.85% |
$2.79K - $7.06K
|
15
$3.88K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-98- 93.33% |
$3.26K - $8.23K
|
7
$1.81K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-101- 1.76% |
$3.36K - $8.48K
|
5.64K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-103- 89.57% |
$3.43K - $8.65K
|
12
$3.11K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-111- 22.29% |
$3.69K - $9.32K
|
387
$100K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-123- 20.6% |
$4.09K - $10.3K
|
474
$123K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-129- 14.08% |
$4.29K - $10.8K
|
787
$204K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-147- 90.74% |
$4.89K - $12.3K
|
15
$3.88K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-159- 2.47% |
$5.29K - $13.4K
|
6.27K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-161- 2.7% |
$5.35K - $13.5K
|
5.79K
$1.5M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-172- 2.88% |
$5.72K - $14.4K
|
5.79K
$1.5M
|