Purchases and Sales Made in Q3 2023 in Coinbase Global, Inc. (COIN)
This table provides information about the institutional ownership of Coinbase Global, Inc. (COIN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
117+ 585.0% |
$8.25K - $12.9K
|
137
$35.5K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
101+ 374.07% |
$7.12K - $11.1K
|
128
$33.1K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
97+ 53.59% |
$6.84K - $10.7K
|
278
$71.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
96New |
$6.77K - $10.6K
|
96
$24.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
92+ 2.69% |
$6.49K - $10.1K
|
3.51K
$909K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
89+ 1.68% |
$6.28K - $9.8K
|
5.39K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
76New |
$5.36K - $8.37K
|
76
$19.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
71+ 15.43% |
$5.01K - $7.82K
|
531
$137K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
65+ 10.32% |
$4.58K - $7.16K
|
695
$180K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 572.73% |
$4.44K - $6.94K
|
74
$19.1K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
61New |
$4.3K - $6.72K
|
61
$15.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
61+ 0.03% |
$4.3K - $6.72K
|
195K
$50.4M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
60+ 0.31% |
$4.23K - $6.61K
|
19.7K
$5.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
59+ 0.04% |
$4.16K - $6.5K
|
150K
$38.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59+ 15.82% |
$4.16K - $6.5K
|
432
$112K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50New |
$3.53K - $5.51K
|
50
$12.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
50New |
$3.53K - $5.51K
|
50
$12.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
42+ 0.29% |
$2.96K - $4.63K
|
14.6K
$3.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
40+ 125.0% |
$2.82K - $4.41K
|
72
$18.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
37+ 0.53% |
$2.61K - $4.08K
|
7.05K
$1.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36New |
$2.54K - $3.97K
|
36
$9.32K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32+ 4.07% |
$2.26K - $3.52K
|
819
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
31+ 7.56% |
$2.19K - $3.41K
|
441
$114K
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
30New |
$2.12K - $3.3K
|
30
$7.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
30+ 0.92% |
$2.12K - $3.3K
|
3.29K
$852K
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
30+ 0.01% |
$2.12K - $3.3K
|
218K
$56.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$1.76K - $2.75K
|
25
$6.47K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
25New |
$1.76K - $2.75K
|
25
$6.47K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
25+ 27.47% |
$1.76K - $2.75K
|
116
$30K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
20+ 48.78% |
$1.41K - $2.2K
|
61
$15.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 13.43% |
$1.27K - $1.98K
|
152
$39.3K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18+ 25.71% |
$1.27K - $1.98K
|
88
$22.8K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
17+ 3.89% |
$1.2K - $1.87K
|
454
$117K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17New |
$1.2K - $1.87K
|
17
$4.4K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 24.19% |
$1.06K - $1.65K
|
77
$19.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
15New |
$1.06K - $1.65K
|
15
$3.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
15+ 0.23% |
$1.06K - $1.65K
|
6.65K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15New |
$1.06K - $1.65K
|
15
$3.88K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14+ 350.0% |
$987 - $1.54K
|
18
$4.66K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 130.0% |
$917 - $1.43K
|
23
$5.95K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 6.67% |
$846 - $1.32K
|
192
$49.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
10New |
$705 - $1.1K
|
10
$2.59K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7+ 7.0% |
$494 - $771
|
107
$27.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6New |
$423 - $661
|
6
$1.55K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 35.29% |
$423 - $661
|
23
$5.95K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5+ 0.15% |
$353 - $551
|
3.31K
$856K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5+ 0.15% |
$353 - $551
|
3.31K
$856K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 4.95% |
$353 - $551
|
106
$27.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 2.03% |
$353 - $551
|
251
$65K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4+ 0.4% |
$282 - $441
|
1K
$260K
|