Purchases and Sales Made in Q1 2022 in Coupa Software Inc (COUP)
This table provides information about the institutional ownership of Coupa Software Inc (COUP) during Q1 2022. The information is specifically focused on institutions that hold shares of Coupa Software Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
70+ 36.84% |
$5.08K - $11.5K
|
260
$0
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
62+ 295.24% |
$4.5K - $10.2K
|
83
$0
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
62+ 8.02% |
$4.5K - $10.2K
|
835
$0
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
55New |
$3.99K - $9.02K
|
55
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
53+ 1.29% |
$3.85K - $8.7K
|
4.17K
$0
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
51+ 12.26% |
$3.7K - $8.37K
|
467
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
50+ 71.43% |
$3.63K - $8.2K
|
120
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
30New |
$2.18K - $4.92K
|
30
$0
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
27+ 62.79% |
$1.96K - $4.43K
|
70
$0
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
25+ 1.8% |
$1.81K - $4.1K
|
1.41K
$0
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21+ 6.38% |
$1.52K - $3.45K
|
350
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20+ 0.7% |
$1.45K - $3.28K
|
2.86K
$0
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20New |
$1.45K - $3.28K
|
20
$0
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
20New |
$1.45K - $3.28K
|
20
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
18New |
$1.31K - $2.95K
|
18
$0
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
17New |
$1.23K - $2.79K
|
17
$0
|
|
|
May 05, 2022
Q1 2022
|
Baillie Gifford & CO
|
BUY
|
- |
16+ 5.18% |
$1.16K - $2.62K
|
325
$0
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
16+ 0.47% |
$1.16K - $2.62K
|
3.45K
$0
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 2.54% |
$1.09K - $2.46K
|
605
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
11+ 550.0% |
$798 - $1.8K
|
13
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
10New |
$726 - $1.64K
|
10
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
9New |
$653 - $1.48K
|
9
$0
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 61.54% |
$580 - $1.31K
|
21
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
6+ 46.15% |
$435 - $984
|
19
$0
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6+ 16.67% |
$435 - $984
|
42
$0
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5New |
$363 - $820
|
5
$0
|
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
5+ 0.01% |
$363 - $820
|
98.6K
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4New |
$290 - $656
|
4
$0
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3New |
$218 - $492
|
3
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$145 - $328
|
2
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 33.33% |
$72.6 - $164
|
2
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 1.92% |
$72.6 - $164
|
51
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1Closed |
$72.6 - $164
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1- 0.25% |
$72.6 - $164
|
401
$0
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 9.09% |
$72.6 - $164
|
10
$0
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3Closed |
$218 - $492
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-3Closed |
$218 - $492
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4Closed |
$290 - $656
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4Closed |
$290 - $656
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-6Closed |
$435 - $984
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6- 31.58% |
$435 - $984
|
13
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-6Closed |
$435 - $984
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-7Closed |
$508 - $1.15K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-9Closed |
$653 - $1.48K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-9Closed |
$653 - $1.48K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-10Closed |
$726 - $1.64K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-11- 0.34% |
$798 - $1.8K
|
3.21K
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-13Closed |
$943 - $2.13K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 3.07% |
$943 - $2.13K
|
410
$0
|