Purchases and Sales Made in Q2 2023 in Coinbase Global, Inc. (COIN)
This table provides information about the institutional ownership of Coinbase Global, Inc. (COIN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
60+ 375.0% |
$2.91K - $4.35K
|
76
$19.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
57+ 17.59% |
$2.76K - $4.13K
|
381
$98.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
50+ 32.89% |
$2.42K - $3.62K
|
202
$52.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
48New |
$2.33K - $3.48K
|
48
$12.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
46New |
$2.23K - $3.33K
|
46
$11.9K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
45New |
$2.18K - $3.26K
|
45
$11.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
42+ 0.61% |
$2.04K - $3.04K
|
6.96K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
41+ 0.26% |
$1.99K - $2.97K
|
15.9K
$4.12M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
40New |
$1.94K - $2.9K
|
40
$10.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 266.67% |
$1.94K - $2.9K
|
55
$14.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
35+ 87.5% |
$1.7K - $2.54K
|
75
$19.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34+ 0.48% |
$1.65K - $2.46K
|
7.19K
$1.86M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
31+ 310.0% |
$1.5K - $2.25K
|
41
$10.6K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
31+ 0.59% |
$1.5K - $2.25K
|
5.26K
$1.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
30New |
$1.45K - $2.17K
|
30
$7.76K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
30New |
$1.45K - $2.17K
|
30
$7.76K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
28New |
$1.36K - $2.03K
|
28
$7.25K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
27+ 6.7% |
$1.31K - $1.96K
|
430
$111K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25New |
$1.21K - $1.81K
|
25
$6.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
25+ 0.09% |
$1.21K - $1.81K
|
27.1K
$7.01M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
25+ 7.99% |
$1.21K - $1.81K
|
338
$87.5K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
25+ 131.58% |
$1.21K - $1.81K
|
44
$11.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
23+ 10.7% |
$1.12K - $1.67K
|
238
$61.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
23+ 0.35% |
$1.12K - $1.67K
|
6.64K
$1.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 5.38% |
$1.07K - $1.59K
|
431
$112K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
22+ 0.36% |
$1.07K - $1.59K
|
6.21K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
20New |
$970 - $1.45K
|
20
$5.18K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20+ 4.42% |
$970 - $1.45K
|
472
$122K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17New |
$824 - $1.23K
|
17
$4.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
15+ 16.13% |
$727 - $1.09K
|
108
$27.9K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 38.46% |
$727 - $1.09K
|
54
$14K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$727 - $1.09K
|
15
$3.88K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$727 - $1.09K
|
15
$3.88K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12New |
$582 - $869
|
12
$3.11K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
12New |
$582 - $869
|
12
$3.11K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11New |
$533 - $797
|
11
$2.85K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11+ 0.18% |
$533 - $797
|
5.96K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
10+ 0.21% |
$485 - $724
|
4.86K
$1.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 12.31% |
$388 - $579
|
73
$18.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
8New |
$388 - $579
|
8
$2.07K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7+ 3.57% |
$339 - $507
|
203
$52.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 233.33% |
$339 - $507
|
10
$2.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4+ 0.08% |
$194 - $290
|
5.3K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4New |
$194 - $290
|
4
$1.04K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4New |
$194 - $290
|
4
$1.04K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3New |
$145 - $217
|
3
$776
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2New |
$97 - $145
|
2
$518
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.14% |
$97 - $145
|
177
$45.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Block.One
George Town, Grand Cayman, E9 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1- 0.03% |
$48.5 - $72.4
|
3.51K
$907K
|