Purchases and Sales Made in Q1 2024 in Coinbase Global, Inc. (COIN)
This table provides information about the institutional ownership of Coinbase Global, Inc. (COIN) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
21+ 8.05% |
$2.46K - $5.87K
|
282
$49.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
21+ 0.53% |
$2.46K - $5.87K
|
3.98K
$696K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
20New |
$2.35K - $5.59K
|
20
$3.5K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
19New |
$2.23K - $5.31K
|
19
$3.33K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
19+ 15.7% |
$2.23K - $5.31K
|
140
$24.5K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
19+ 95.0% |
$2.23K - $5.31K
|
39
$6.83K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
18+ 1.29% |
$2.11K - $5.03K
|
1.41K
$247K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
17+ 27.42% |
$1.99K - $4.76K
|
79
$13.8K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
17+ 1.01% |
$1.99K - $4.76K
|
1.69K
$297K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
15+ 0.92% |
$1.76K - $4.2K
|
1.65K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14New |
$1.64K - $3.92K
|
14
$2.45K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
13+ 5.24% |
$1.52K - $3.64K
|
261
$45.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
13New |
$1.52K - $3.64K
|
13
$2.28K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
10+ 0.83% |
$1.17K - $2.8K
|
1.22K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
10New |
$1.17K - $2.8K
|
10
$1.75K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
10New |
$1.17K - $2.8K
|
10
$1.75K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
10New |
$1.17K - $2.8K
|
10
$1.75K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 5.15% |
$821 - $1.96K
|
143
$25K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7+ 0.86% |
$821 - $1.96K
|
823
$144K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6New |
$704 - $1.68K
|
6
$1.05K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
5+ 0.36% |
$587 - $1.4K
|
1.39K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5New |
$587 - $1.4K
|
5
$875
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 5.0% |
$587 - $1.4K
|
105
$18.4K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5+ 0.13% |
$587 - $1.4K
|
3.92K
$686K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 14.81% |
$469 - $1.12K
|
31
$5.43K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 5.0% |
$352 - $839
|
63
$11K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 150.0% |
$352 - $839
|
5
$875
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 13.33% |
$235 - $559
|
17
$2.98K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 25.0% |
$235 - $559
|
10
$1.75K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1+ 0.03% |
$117 - $280
|
3.62K
$634K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 4.35% |
$117 - $280
|
24
$4.2K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 100.0% |
$117 - $280
|
2
$350
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 6.67% |
$117 - $280
|
16
$2.8K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 9.09% |
$117 - $280
|
10
$1.75K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 2.38% |
$117 - $280
|
41
$7.18K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 0.79% |
$117 - $280
|
125
$21.9K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 2.27% |
$235 - $559
|
86
$15.1K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 3.8% |
$352 - $839
|
76
$13.3K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.32% |
$352 - $839
|
925
$162K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3- 12.5% |
$352 - $839
|
21
$3.68K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5- 0.08% |
$587 - $1.4K
|
6.03K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 1.72% |
$587 - $1.4K
|
285
$49.9K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-8- 2.26% |
$938 - $2.24K
|
346
$60.6K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9- 47.37% |
$1.06K - $2.52K
|
10
$1.75K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10- 0.79% |
$1.17K - $2.8K
|
1.25K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 9.35% |
$1.17K - $2.8K
|
97
$17K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-10- 0.38% |
$1.17K - $2.8K
|
2.6K
$454K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-10- 11.76% |
$1.17K - $2.8K
|
75
$13.1K
|