Latest Institutional Transactions on Coinbase Global, Inc. (COIN)
This table provides information on the latest institutional transactions involving Coinbase Global, Inc. (COIN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 9.71% |
$3.44K - $6.03K
|
226
$84.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4+ 40.0% |
$689 - $1.21K
|
14
$5.23K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2New |
$344 - $603
|
2
$748
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
38+ 3.11% |
$6.54K - $11.4K
|
1.26K
$471K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4New |
$689 - $1.21K
|
4
$1.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
2.08KNew |
$358K - $626K
|
2.08K
$777K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
14+ 77.78% |
$2.41K - $4.22K
|
32
$12K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.79K+ 45.1% |
$1.34M - $2.35M
|
25.1K
$9.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21+ 60.0% |
$3.62K - $6.33K
|
56
$20.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
15New |
$2.58K - $4.52K
|
15
$5.61K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
215+ 4.61% |
$37K - $64.8K
|
4.88K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
59.5K+ 222.73% |
$10.2M - $17.9M
|
86.2K
$32.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
45+ 5.88% |
$7.75K - $13.6K
|
810
$303K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
400+ 46.62% |
$68.9K - $121K
|
1.26K
$470K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10- 1.25% |
$1.72K - $3.01K
|
790
$295K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.37K- 15.9% |
$235K - $412K
|
7.23K
$2.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-925- 27.13% |
$159K - $279K
|
2.49K
$929K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.39KNew |
$239K - $418K
|
1.39K
$519K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
80New |
$13.8K - $24.1K
|
80
$29.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
257+ 17.85% |
$44.3K - $77.4K
|
1.7K
$634K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-426- 52.14% |
$73.4K - $128K
|
391
$146K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.88K+ 103.93% |
$1.01M - $1.77M
|
11.5K
$4.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
45+ 3.06% |
$7.75K - $13.6K
|
1.52K
$566K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
12+ 0.59% |
$2.07K - $3.62K
|
2.05K
$766K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.05KNew |
$353K - $618K
|
2.05K
$766K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.82K+ 5.47% |
$658K - $1.15M
|
73.6K
$27.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
25New |
$4.31K - $7.53K
|
25
$9.35K
|
|
|
Apr 23, 2025
Q1 2025
|
Syquant Capital Sas
|
BUY
|
- |
5.4KNew |
$930K - $1.63M
|
5.4K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
1.28KNew |
$220K - $385K
|
1.28K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
246+ 69.89% |
$42.4K - $74.1K
|
598
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
6.74KNew |
$1.16M - $2.03M
|
6.74K
$2.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.02KNew |
$864K - $1.51M
|
5.02K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
96+ 3.35% |
$16.5K - $28.9K
|
2.96K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-16- 0.4% |
$2.76K - $4.82K
|
3.94K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
113+ 297.37% |
$19.5K - $34K
|
151
$56.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
304+ 3.92% |
$52.4K - $91.6K
|
8.07K
$3.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-134- 26.91% |
$23.1K - $40.4K
|
364
$136K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-418- 9.87% |
$72K - $126K
|
3.82K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
36.2K+ 34.93% |
$6.23M - $10.9M
|
140K
$52.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
184+ 13.24% |
$31.7K - $55.4K
|
1.57K
$588K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
5.88KNew |
$1.01M - $1.77M
|
5.88K
$2.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.45KNew |
$594K - $1.04M
|
3.45K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-10- 9.09% |
$1.72K - $3.01K
|
100
$37.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-1.6K- 32.92% |
$276K - $482K
|
3.26K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
35+ 2.67% |
$6.03K - $10.5K
|
1.35K
$503K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-13- 0.19% |
$2.24K - $3.92K
|
6.9K
$2.58M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
42New |
$7.23K - $12.7K
|
42
$15.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
355New |
$61.1K - $107K
|
355
$133K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
35+ 100.0% |
$6.03K - $10.5K
|
70
$26.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
13.8KNew |
$2.38M - $4.17M
|
13.8K
$5.17M
|