Purchases and Sales Made in Q4 2023 in Coinbase Global, Inc. (COIN)
This table provides information about the institutional ownership of Coinbase Global, Inc. (COIN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
90+ 34.48% |
$6.37K - $16.8K
|
351
$102K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
86+ 2.6% |
$6.09K - $16K
|
3.4K
$988K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
81+ 0.55% |
$5.73K - $15.1K
|
14.7K
$4.29M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
81+ 6.35% |
$5.73K - $15.1K
|
1.36K
$395K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
81+ 2.09% |
$5.73K - $15.1K
|
3.96K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
78New |
$5.52K - $14.5K
|
78
$22.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
75New |
$5.31K - $14K
|
75
$21.8K
|
|
|
Feb 13, 2024
Q4 2023
|
First Beijing Investment LTD
Hong Kong, K3 |
BUY
|
- |
67New |
$4.74K - $12.5K
|
67
$19.5K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
65New |
$4.6K - $12.1K
|
65
$18.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
60New |
$4.25K - $11.2K
|
60
$17.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
57New |
$4.03K - $10.6K
|
57
$16.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
50New |
$3.54K - $9.32K
|
50
$14.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
47New |
$3.33K - $8.76K
|
47
$13.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
43New |
$3.04K - $8.01K
|
43
$12.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
43New |
$3.04K - $8.01K
|
43
$12.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
42New |
$2.97K - $7.83K
|
42
$12.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
42+ 0.21% |
$2.97K - $7.83K
|
19.8K
$5.75M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
42New |
$2.97K - $7.83K
|
42
$12.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37New |
$2.62K - $6.9K
|
37
$10.8K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
36New |
$2.55K - $6.71K
|
36
$10.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 140.0% |
$2.48K - $6.52K
|
60
$17.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 1.09% |
$2.34K - $6.15K
|
3.05K
$888K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
32+ 0.41% |
$2.26K - $5.96K
|
7.76K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
32+ 42.67% |
$2.26K - $5.96K
|
107
$31.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30+ 73.17% |
$2.12K - $5.59K
|
71
$20.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
29New |
$2.05K - $5.4K
|
29
$8.44K
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
29+ 0.55% |
$2.05K - $5.4K
|
5.27K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
29New |
$2.05K - $5.4K
|
29
$8.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Aequim Alternative Investments LP
Mill Valley, CA |
BUY
|
- |
25+ 0.08% |
$1.77K - $4.66K
|
32.4K
$9.43M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
23New |
$1.63K - $4.29K
|
23
$6.69K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23+ 10.22% |
$1.63K - $4.29K
|
248
$72.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
23+ 127.78% |
$1.63K - $4.29K
|
41
$11.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
20New |
$1.42K - $3.73K
|
20
$5.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19+ 0.05% |
$1.34K - $3.54K
|
41.3K
$12M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 29.51% |
$1.27K - $3.35K
|
79
$23K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
18+ 0.17% |
$1.27K - $3.35K
|
10.3K
$3M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
16+ 4.44% |
$1.13K - $2.98K
|
376
$109K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$1.06K - $2.8K
|
15
$4.37K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$1.06K - $2.8K
|
15
$4.37K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 11.11% |
$1.06K - $2.8K
|
150
$43.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
13+ 1.39% |
$920 - $2.42K
|
949
$276K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
12New |
$849 - $2.24K
|
12
$3.49K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 3.66% |
$849 - $2.24K
|
340
$98.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10New |
$708 - $1.86K
|
10
$2.91K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
10New |
$708 - $1.86K
|
10
$2.91K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10+ 11.36% |
$708 - $1.86K
|
98
$28.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 3.98% |
$708 - $1.86K
|
261
$76K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8+ 4.04% |
$566 - $1.49K
|
206
$59.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
8New |
$566 - $1.49K
|
8
$2.33K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 14.81% |
$566 - $1.49K
|
62
$18K
|