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 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.2K- 13.18% |
$358K - $504K
|
7.9K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
30+ 1.97% |
$8.94K - $12.6K
|
1.55K
$440K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.59KNew |
$771K - $1.09M
|
2.59K
$735K
|
|
|
Oct 14, 2025
Q3 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
844New |
$252K - $354K
|
844
$240K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
169+ 2.63% |
$50.4K - $70.9K
|
6.59K
$1.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.54K+ 2.39% |
$757K - $1.07M
|
109K
$30.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-81- 4.92% |
$24.1K - $34K
|
1.57K
$445K
|
|
|
Oct 14, 2025
Q3 2025
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
SELL
|
- |
-198- 0.13% |
$59K - $83.1K
|
157K
$44.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
8.36K+ 658.79% |
$2.49M - $3.51M
|
9.63K
$2.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-142- 15.92% |
$42.3K - $59.6K
|
750
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
89+ 0.04% |
$26.5K - $37.4K
|
234K
$66.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.13K+ 51.76% |
$337K - $474K
|
3.31K
$941K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
54+ 0.23% |
$16.1K - $22.7K
|
23.5K
$6.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
96+ 0.25% |
$28.6K - $40.3K
|
39K
$11.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.31KNew |
$389K - $549K
|
1.31K
$371K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
134New |
$39.9K - $56.3K
|
134
$38.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-86.6K- 48.68% |
$25.8M - $36.3M
|
91.3K
$25.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-62- 6.84% |
$18.5K - $26K
|
845
$240K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
202+ 25.16% |
$60.2K - $84.8K
|
1.01K
$285K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
1.07KNew |
$319K - $449K
|
1.07K
$304K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
69.6K+ 499.14% |
$20.7M - $29.2M
|
83.5K
$23.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
18+ 1.43% |
$5.36K - $7.56K
|
1.28K
$363K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
26New |
$7.75K - $10.9K
|
26
$7.38K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
57+ 8.91% |
$17K - $23.9K
|
697
$198K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.16KNew |
$345K - $486K
|
1.16K
$329K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.02KNew |
$1.5M - $2.11M
|
5.02K
$1.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.02K+ 101.7% |
$303K - $426K
|
2.02K
$572K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 57.14% |
$1.19K - $1.68K
|
11
$3.12K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-33.6K- 14.16% |
$10M - $14.1M
|
203K
$57.8M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
189+ 5.04% |
$56.3K - $79.3K
|
3.94K
$1.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
33+ 4.55% |
$9.83K - $13.9K
|
758
$215K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
200New |
$59.6K - $84K
|
200
$56.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
1.41K+ 44.95% |
$419K - $590K
|
4.53K
$1.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
62+ 1.46% |
$18.5K - $26K
|
4.3K
$1.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20+ 95.24% |
$5.96K - $8.4K
|
41
$11.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
710+ 4.02% |
$212K - $298K
|
18.4K
$5.22M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 42.86% |
$1.79K - $2.52K
|
20
$5.68K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
900New |
$268K - $378K
|
900
$256K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.2K+ 1408.24% |
$357K - $502K
|
1.28K
$364K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
533+ 1184.44% |
$159K - $224K
|
578
$164K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
25New |
$7.45K - $10.5K
|
25
$7.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.5K+ 735.74% |
$3.44M - $4.84M
|
13.1K
$3.72M
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.13KNew |
$335K - $472K
|
1.13K
$320K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
175+ 52.87% |
$52.1K - $73.5K
|
506
$144K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3New |
$894 - $1.26K
|
3
$852
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
SELL
|
- |
-10.1K- 73.74% |
$3.02M - $4.26M
|
3.61K
$1.03M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
756+ 74.63% |
$225K - $317K
|
1.77K
$502K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4- 11.11% |
$1.19K - $1.68K
|
32
$9.09K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-306- 6.83% |
$91.2K - $128K
|
4.17K
$1.19M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
BUY
|
- |
57+ 4.51% |
$17K - $23.9K
|
1.32K
$375K
|
|