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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-155- 10.44% |
$22.8K - $41.1K
|
1.33K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
966+ 64.4% |
$142K - $256K
|
2.47K
$701K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$294 - $530
|
4.17K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
121+ 7.93% |
$17.8K - $32.1K
|
1.65K
$468K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-347- 3.37% |
$51K - $92K
|
9.95K
$2.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.97K+ 65.87% |
$290K - $523K
|
4.97K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
42K+ 247.06% |
$6.18M - $11.1M
|
59K
$16.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
25New |
$3.68K - $6.63K
|
25
$7.11K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 15.72% |
$3.68K - $6.63K
|
134
$38.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1- 9.09% |
$147 - $265
|
10
$2.84K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
5+ 0.44% |
$735 - $1.33K
|
1.15K
$328K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 50.0% |
$735 - $1.33K
|
5
$1.42K
|
|
|
Oct 15, 2024
Q3 2024
|
Touchstone Capital, Inc.
|
SELL
|
- |
-7.4K- 38.76% |
$1.09M - $1.96M
|
11.7K
$3.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-43- 51.81% |
$6.32K - $11.4K
|
40
$11.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
4.9KNew |
$721K - $1.3M
|
4.9K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.5KNew |
$1.4M - $2.52M
|
9.5K
$2.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 47.83% |
$1.62K - $2.92K
|
34
$9.67K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.3K+ 42.49% |
$3.14M - $5.66M
|
71.5K
$20.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 1.91% |
$2.65K - $4.77K
|
958
$272K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
200+ 100.0% |
$29.4K - $53K
|
400
$114K
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-33- 2.85% |
$4.85K - $8.75K
|
1.13K
$320K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-400- 8.0% |
$58.8K - $106K
|
4.6K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 41.67% |
$2.21K - $3.98K
|
21
$5.97K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
14KNew |
$2.06M - $3.71M
|
14K
$3.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
10.6KNew |
$1.56M - $2.81M
|
10.6K
$3.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
12New |
$1.77K - $3.18K
|
12
$3.41K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.64KNew |
$1.12M - $2.03M
|
7.64K
$2.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-22- 5.1% |
$3.24K - $5.83K
|
409
$116K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
11.2KNew |
$1.65M - $2.97M
|
11.2K
$3.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
4.9KNew |
$721K - $1.3M
|
4.9K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9- 0.52% |
$1.32K - $2.39K
|
1.71K
$486K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
17+ 1.59% |
$2.5K - $4.51K
|
1.09K
$309K
|
|
| Q2 2024 | |||||||
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-26- 1.74% |
$5.18K - $6.84K
|
1.47K
$417K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.97K+ 54.76% |
$393K - $519K
|
5.58K
$1.59M
|
|
|
Nov 21, 2024
Q2 2024
|
Clear Street Derivatives LLC
New York, NY |
SELL
|
- |
-289K- 12.54% |
$57.5M - $75.9M
|
2.01M
$572M
|
|
|
Oct 07, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
9.82K+ 2.3% |
$1.96M - $2.58M
|
437K
$124M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-885- 92.19% |
$176K - $233K
|
75
$21.3K
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.08KNew |
$414K - $547K
|
2.08K
$592K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
46New |
$9.16K - $12.1K
|
46
$13.1K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
9New |
$1.79K - $2.37K
|
9
$2.56K
|
|
|
Aug 16, 2024
Q2 2024
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
3.46KNew |
$690K - $911K
|
3.46K
$985K
|
|
|
Aug 16, 2024
Q2 2024
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.73KNew |
$345K - $456K
|
1.73K
$493K
|
|
|
Aug 15, 2024
Q2 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-5K- 31.04% |
$996K - $1.32M
|
11.1K
$3.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
49+ 3.55% |
$9.76K - $12.9K
|
1.43K
$407K
|
|
|
Aug 15, 2024
Q2 2024
|
Empirical Capital Management, LLC
Hendersonville, TN |
BUY
|
- |
1.2K+ 92.31% |
$239K - $316K
|
2.5K
$711K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-253- 14.13% |
$50.4K - $66.5K
|
1.54K
$437K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 10.0% |
$199 - $263
|
11
$3.13K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
7New |
$1.39K - $1.84K
|
7
$1.99K
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
9.91K+ 204.35% |
$1.97M - $2.61M
|
14.8K
$4.2M
|
|