Purchases and Sales Made in Q1 2024 in Coinbase Global, Inc. (COIN)
This table provides information about the institutional ownership of Coinbase Global, Inc. (COIN) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
100+ 7.19% |
$11.7K - $28K
|
1.49K
$418K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100New |
$11.7K - $28K
|
100
$28K
|
|
|
Apr 24, 2024
Q1 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 25.0% |
$11.7K - $28K
|
500
$140K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
98+ 35.25% |
$11.5K - $27.4K
|
376
$105K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
94+ 1.21% |
$11K - $26.3K
|
7.86K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
92+ 2.05% |
$10.8K - $25.7K
|
4.57K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
89New |
$10.4K - $24.9K
|
89
$25K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
87+ 322.22% |
$10.2K - $24.3K
|
114
$32K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
85+ 7.54% |
$9.97K - $23.8K
|
1.21K
$340K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
83New |
$9.74K - $23.2K
|
83
$23.3K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
82New |
$9.62K - $22.9K
|
82
$23K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
81+ 1.22% |
$9.5K - $22.7K
|
6.74K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
75New |
$8.8K - $21K
|
75
$21K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
72New |
$8.45K - $20.1K
|
72
$20.2K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
68+ 0.46% |
$7.98K - $19K
|
14.9K
$4.19M
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
65+ 9.35% |
$7.62K - $18.2K
|
760
$213K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
63New |
$7.39K - $17.6K
|
63
$17.7K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
60+ 11.01% |
$7.04K - $16.8K
|
605
$170K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
60+ 0.41% |
$7.04K - $16.8K
|
14.8K
$4.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
58New |
$6.8K - $16.2K
|
58
$16.3K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
55New |
$6.45K - $15.4K
|
55
$15.4K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
52+ 1.54% |
$6.1K - $14.5K
|
3.42K
$959K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
50+ 28.57% |
$5.87K - $14K
|
225
$63.1K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
45New |
$5.28K - $12.6K
|
45
$12.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
40+ 65.57% |
$4.69K - $11.2K
|
101
$28.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
40+ 1.6% |
$4.69K - $11.2K
|
2.54K
$713K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
38+ 1.56% |
$4.46K - $10.6K
|
2.47K
$693K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
35+ 1.98% |
$4.11K - $9.79K
|
1.8K
$505K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
35+ 1.55% |
$4.11K - $9.79K
|
2.3K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
34+ 5.31% |
$3.99K - $9.51K
|
674
$189K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 1.08% |
$3.87K - $9.23K
|
3.08K
$864K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
32+ 1.54% |
$3.75K - $8.95K
|
2.11K
$591K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
32+ 0.64% |
$3.75K - $8.95K
|
5.03K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
31New |
$3.64K - $8.67K
|
31
$8.69K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
30+ 1000.0% |
$3.52K - $8.39K
|
33
$9.25K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
30New |
$3.52K - $8.39K
|
30
$8.41K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
28New |
$3.28K - $7.83K
|
28
$7.85K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
27New |
$3.17K - $7.55K
|
27
$7.57K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
27New |
$3.17K - $7.55K
|
27
$7.57K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
26New |
$3.05K - $7.27K
|
26
$7.29K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
25+ 3.16% |
$2.93K - $6.99K
|
816
$229K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 7.35% |
$2.93K - $6.99K
|
365
$102K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
25New |
$2.93K - $6.99K
|
25
$7.01K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 138.89% |
$2.93K - $6.99K
|
43
$12.1K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25+ 8.2% |
$2.93K - $6.99K
|
330
$92.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
23+ 6.73% |
$2.7K - $6.43K
|
365
$102K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
21New |
$2.46K - $5.87K
|
21
$5.89K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
21+ 0.53% |
$2.46K - $5.87K
|
3.98K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
21+ 8.05% |
$2.46K - $5.87K
|
282
$79.1K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
20New |
$2.35K - $5.59K
|
20
$5.61K
|