Purchases and Sales Made in Q2 2024 in Coinbase Global, Inc. (COIN)
This table provides information about the institutional ownership of Coinbase Global, Inc. (COIN) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
46New |
$9.16K - $12.1K
|
46
$11.9K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
46New |
$9.16K - $12.1K
|
46
$11.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
45+ 11.97% |
$8.96K - $11.8K
|
421
$109K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
43New |
$8.56K - $11.3K
|
43
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
38+ 1.43% |
$7.57K - $9.99K
|
2.7K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
38+ 2.27% |
$7.57K - $9.99K
|
1.71K
$442K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
37+ 12.98% |
$7.37K - $9.73K
|
322
$83.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
37+ 0.66% |
$7.37K - $9.73K
|
5.6K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35+ 2.09% |
$6.97K - $9.21K
|
1.71K
$441K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
34+ 0.21% |
$6.77K - $8.94K
|
16.2K
$4.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
34+ 178.95% |
$6.77K - $8.94K
|
53
$13.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
30New |
$5.98K - $7.89K
|
30
$7.76K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
28+ 2.8% |
$5.58K - $7.36K
|
1.03K
$266K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
26+ 18.98% |
$5.18K - $6.84K
|
163
$42.2K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 58.14% |
$4.98K - $6.58K
|
68
$17.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
22+ 0.89% |
$4.38K - $5.79K
|
2.5K
$646K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 11.28% |
$4.38K - $5.79K
|
217
$56.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
22+ 0.13% |
$4.38K - $5.79K
|
16.5K
$4.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
21+ 1.82% |
$4.18K - $5.52K
|
1.17K
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20+ 142.86% |
$3.98K - $5.26K
|
34
$8.8K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20New |
$3.98K - $5.26K
|
20
$5.18K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
20New |
$3.98K - $5.26K
|
20
$5.18K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
20New |
$3.98K - $5.26K
|
20
$5.18K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
20+ 200.0% |
$3.98K - $5.26K
|
30
$7.76K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
19New |
$3.78K - $5K
|
19
$4.92K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
19New |
$3.78K - $5K
|
19
$4.92K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
19+ 1.05% |
$3.78K - $5K
|
1.82K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17+ 5.04% |
$3.39K - $4.47K
|
354
$91.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 1.61% |
$3.19K - $4.21K
|
1.01K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
16+ 5.32% |
$3.19K - $4.21K
|
317
$82K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 80.0% |
$3.19K - $4.21K
|
36
$9.32K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15New |
$2.99K - $3.95K
|
15
$3.88K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13New |
$2.59K - $3.42K
|
13
$3.36K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13+ 0.94% |
$2.59K - $3.42K
|
1.39K
$360K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 7.14% |
$2.59K - $3.42K
|
195
$50.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12+ 44.44% |
$2.39K - $3.16K
|
39
$10.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
12+ 15.19% |
$2.39K - $3.16K
|
91
$23.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11+ 1.23% |
$2.19K - $2.89K
|
904
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11+ 0.49% |
$2.19K - $2.89K
|
2.26K
$586K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
10New |
$1.99K - $2.63K
|
10
$2.59K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10+ 0.26% |
$1.99K - $2.63K
|
3.93K
$1.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
10New |
$1.99K - $2.63K
|
10
$2.59K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
10New |
$1.99K - $2.63K
|
10
$2.59K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10New |
$1.99K - $2.63K
|
10
$2.59K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 29.03% |
$1.79K - $2.37K
|
40
$10.4K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
9New |
$1.79K - $2.37K
|
9
$2.33K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
9+ 23.08% |
$1.79K - $2.37K
|
48
$12.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 53.33% |
$1.59K - $2.1K
|
23
$5.95K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8New |
$1.59K - $2.1K
|
8
$2.07K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
7New |
$1.39K - $1.84K
|
7
$1.81K
|