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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 10.71% |
$490 - $1.03K
|
31
$11.6K
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
972New |
$159K - $334K
|
972
$363K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.05KNew |
$171K - $361K
|
1.05K
$393K
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
915New |
$149K - $314K
|
915
$342K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.03% |
$163 - $344
|
3.11K
$1.16M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
108New |
$17.6K - $37.1K
|
108
$40.4K
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
25.5KNew |
$4.16M - $8.76M
|
25.5K
$9.53M
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
68KNew |
$11.1M - $23.4M
|
68K
$25.4M
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-109- 84.5% |
$17.8K - $37.5K
|
20
$7.48K
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
898New |
$147K - $309K
|
898
$336K
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.23KNew |
$200K - $421K
|
1.23K
$458K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-79- 2.26% |
$12.9K - $27.1K
|
3.41K
$1.28M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-152- 27.54% |
$24.8K - $52.2K
|
400
$150K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-60- 92.31% |
$9.79K - $20.6K
|
5
$1.87K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.9KNew |
$800K - $1.69M
|
4.9K
$1.83M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
22.9KNew |
$3.74M - $7.88M
|
22.9K
$8.58M
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-565- 40.5% |
$92.2K - $194K
|
830
$310K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.01KNew |
$165K - $347K
|
1.01K
$378K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150+ 70.75% |
$24.5K - $51.5K
|
362
$135K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 9.26% |
$816 - $1.72K
|
59
$22.1K
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
810New |
$132K - $278K
|
810
$303K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 50.0% |
$8.16K - $17.2K
|
50
$18.7K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
276New |
$45K - $94.8K
|
276
$103K
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-200- 0.07% |
$32.6K - $68.7K
|
303K
$113M
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
1KNew |
$163K - $344K
|
1K
$374K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
500+ 200.0% |
$81.6K - $172K
|
750
$280K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
$326 - $687
|
2
$748
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
303New |
$49.4K - $104K
|
303
$113K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5New |
$816 - $1.72K
|
5
$1.87K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
155+ 6.45% |
$25.3K - $53.3K
|
2.56K
$956K
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1- 3.7% |
$163 - $344
|
26
$9.72K
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.85KNew |
$301K - $635K
|
1.85K
$691K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 9.09% |
$163 - $344
|
12
$4.49K
|
|
Jan 22, 2025
Q4 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-61.9K- 98.16% |
$10.1M - $21.3M
|
1.16K
$434K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
400New |
$65.3K - $137K
|
400
$150K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
309+ 0.09% |
$50.4K - $106K
|
328K
$123M
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-25- 12.38% |
$4.08K - $8.59K
|
177
$66.2K
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$174K - $367K
|
1.07K
$399K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.05KNew |
$334K - $704K
|
2.05K
$766K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
70+ 7.82% |
$11.4K - $24.1K
|
965
$361K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12KNew |
$183K - $385K
|
1.12K
$419K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
250+ 0.22% |
$40.8K - $85.9K
|
113K
$42.3M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.28KNew |
$210K - $441K
|
1.28K
$480K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-120- 75.47% |
$19.6K - $41.2K
|
39
$14.6K
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.02KNew |
$167K - $351K
|
1.02K
$382K
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$166K - $349K
|
1.02K
$380K
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
822New |
$134K - $282K
|
822
$307K
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-50.4K- 22.54% |
$8.22M - $17.3M
|
173K
$64.7M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-21.9K- 56.8% |
$3.58M - $7.53M
|
16.7K
$6.23M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
829New |
$135K - $285K
|
829
$310K
|