Purchases and Sales Made in Q4 2021 in Coupa Software Inc (COUP)
This table provides information about the institutional ownership of Coupa Software Inc (COUP) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
30+ 75.0% |
$4.55K - $7.7K
|
70
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
25+ 0.03% |
$3.8K - $6.41K
|
98.5K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
21New |
$3.19K - $5.39K
|
21
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
20+ 2000.0% |
$3.04K - $5.13K
|
21
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
20+ 1.11% |
$3.04K - $5.13K
|
1.82K
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
20New |
$3.04K - $5.13K
|
20
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$3.04K - $5.13K
|
20
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
19New |
$2.88K - $4.87K
|
19
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
18New |
$2.73K - $4.62K
|
18
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
16New |
$2.43K - $4.1K
|
16
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
16New |
$2.43K - $4.1K
|
16
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
15New |
$2.28K - $3.85K
|
15
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
10New |
$1.52K - $2.57K
|
10
$0
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
10+ 40.0% |
$1.52K - $2.57K
|
35
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
9New |
$1.37K - $2.31K
|
9
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7New |
$1.06K - $1.8K
|
7
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
6New |
$911 - $1.54K
|
6
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$607 - $1.03K
|
4
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
4New |
$607 - $1.03K
|
4
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3New |
$455 - $770
|
3
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
3New |
$455 - $770
|
3
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3New |
$455 - $770
|
3
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 18.75% |
$455 - $770
|
19
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2+ 0.5% |
$304 - $513
|
402
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1New |
$152 - $257
|
1
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.96% |
$152 - $257
|
52
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 5.26% |
$152 - $257
|
20
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 2.7% |
$152 - $257
|
36
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1- 0.03% |
$152 - $257
|
3.94K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 21.43% |
$455 - $770
|
11
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5Closed |
$759 - $1.28K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-6- 0.02% |
$911 - $1.54K
|
25.3K
$0
|
|
|
Oct 18, 2022
Q4 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-6- 0.02% |
$911 - $1.54K
|
25.3K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7Closed |
$1.06K - $1.8K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-7Closed |
$1.06K - $1.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-8- 38.1% |
$1.21K - $2.05K
|
13
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10- 33.33% |
$1.52K - $2.57K
|
20
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12Closed |
$1.82K - $3.08K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-12- 0.11% |
$1.82K - $3.08K
|
10.8K
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13Closed |
$1.97K - $3.33K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-14- 8.38% |
$2.13K - $3.59K
|
153
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Baillie Gifford & CO
|
SELL
|
- |
-15- 4.63% |
$2.28K - $3.85K
|
309
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 18.75% |
$2.28K - $3.85K
|
65
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-16Closed |
$2.43K - $4.1K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20- 90.91% |
$3.04K - $5.13K
|
2
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
SELL
|
- |
-20Closed |
$3.04K - $5.13K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 13.61% |
$3.04K - $5.13K
|
127
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20- 0.91% |
$3.04K - $5.13K
|
2.17K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-21Closed |
$3.19K - $5.39K
|
0
$0
|