Purchases and Sales Made in Q4 2021 in Coinbase Global, Inc. (COIN)
This table provides information about the institutional ownership of Coinbase Global, Inc. (COIN) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
15New |
$3.44K - $5.36K
|
15
$4.47K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
15+ 75.0% |
$3.44K - $5.36K
|
35
$10.4K
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
15+ 1.39% |
$3.44K - $5.36K
|
1.1K
$326K
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15New |
$3.44K - $5.36K
|
15
$4.47K
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$3.44K - $5.36K
|
15
$4.47K
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
15New |
$3.44K - $5.36K
|
15
$4.47K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
15New |
$3.44K - $5.36K
|
15
$4.47K
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
14New |
$3.21K - $5K
|
14
$4.17K
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14New |
$3.21K - $5K
|
14
$4.17K
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
14+ 56.0% |
$3.21K - $5K
|
39
$11.6K
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
13New |
$2.98K - $4.65K
|
13
$3.88K
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12+ 0.16% |
$2.75K - $4.29K
|
7.6K
$2.26M
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10New |
$2.29K - $3.57K
|
10
$2.98K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10New |
$2.29K - $3.57K
|
10
$2.98K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 6.99% |
$2.29K - $3.57K
|
153
$45.6K
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
10+ 1.38% |
$2.29K - $3.57K
|
733
$219K
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9New |
$2.06K - $3.22K
|
9
$2.68K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 5.81% |
$2.06K - $3.22K
|
164
$48.9K
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 47.37% |
$2.06K - $3.22K
|
28
$8.35K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8+ 11.11% |
$1.83K - $2.86K
|
80
$23.8K
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
8New |
$1.83K - $2.86K
|
8
$2.38K
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8+ 50.0% |
$1.83K - $2.86K
|
24
$7.15K
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
8+ 8.7% |
$1.83K - $2.86K
|
100
$29.8K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
6New |
$1.38K - $2.14K
|
6
$1.79K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
6New |
$1.38K - $2.14K
|
6
$1.79K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
6New |
$1.38K - $2.14K
|
6
$1.79K
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
6New |
$1.38K - $2.14K
|
6
$1.79K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 11.32% |
$1.38K - $2.14K
|
59
$17.6K
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
5New |
$1.15K - $1.79K
|
5
$1.49K
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
5New |
$1.15K - $1.79K
|
5
$1.49K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 13.33% |
$917 - $1.43K
|
34
$10.1K
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3+ 2.4% |
$688 - $1.07K
|
128
$38.2K
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
3+ 16.67% |
$688 - $1.07K
|
21
$6.26K
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 50.0% |
$688 - $1.07K
|
9
$2.68K
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3New |
$688 - $1.07K
|
3
$894
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3New |
$688 - $1.07K
|
3
$894
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2New |
$459 - $715
|
2
$596
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
2New |
$459 - $715
|
2
$596
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
2+ 5.56% |
$459 - $715
|
38
$11.3K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$459 - $715
|
2
$596
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
2+ 8.0% |
$459 - $715
|
27
$8.05K
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1Closed |
$229 - $357
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 2.0% |
$229 - $357
|
49
$14.6K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1- 0.38% |
$229 - $357
|
262
$78.1K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-2Closed |
$459 - $715
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-4- 0.08% |
$917 - $1.43K
|
5.25K
$1.57M
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4Closed |
$917 - $1.43K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-4- 0.24% |
$917 - $1.43K
|
1.67K
$497K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-6- 24.0% |
$1.38K - $2.14K
|
19
$5.66K
|