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 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.81K+ 35.02% |
$1.73M - $2.44M
|
22.4K
$6.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
30New |
$8.94K - $12.6K
|
30
$8.52K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
7.53K+ 41.14% |
$2.24M - $3.16M
|
25.8K
$7.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
389+ 0.46% |
$116K - $163K
|
84.8K
$24.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
91+ 13.48% |
$27.1K - $38.2K
|
766
$218K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
19+ 3.17% |
$5.66K - $7.98K
|
619
$176K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.51K- 6.55% |
$1.05M - $1.47M
|
50.1K
$14.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.61K+ 180.04% |
$1.08M - $1.51M
|
5.61K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
150+ 20.6% |
$44.7K - $63K
|
878
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
787New |
$235K - $330K
|
787
$224K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1- -0.0% |
$298 - $420
|
30.8K
$8.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
742New |
$221K - $311K
|
742
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-110- 8.2% |
$32.8K - $46.2K
|
1.23K
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.28K+ 14.27% |
$680K - $958K
|
18.3K
$5.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
486+ 25.09% |
$145K - $204K
|
2.42K
$688K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20+ 4.06% |
$5.96K - $8.4K
|
513
$146K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
194+ 5.44% |
$57.8K - $81.4K
|
3.76K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.59KNew |
$771K - $1.09M
|
2.59K
$735K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-360- 19.66% |
$107K - $151K
|
1.47K
$418K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-10- 6.33% |
$2.98K - $4.2K
|
148
$42K
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
1+ 0.13% |
$298 - $420
|
743
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.5K+ 25.41% |
$1.34M - $1.89M
|
22.2K
$6.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 25.0% |
$298 - $420
|
5
$1.42K
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
393+ 0.67% |
$117K - $165K
|
59.1K
$16.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-74- 2.42% |
$22.1K - $31.1K
|
2.99K
$849K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
100+ 33.33% |
$29.8K - $42K
|
400
$114K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.25KNew |
$372K - $525K
|
1.25K
$355K
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.4K+ 48.44% |
$416K - $586K
|
4.28K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
771New |
$230K - $324K
|
771
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-26- 2.93% |
$7.75K - $10.9K
|
860
$244K
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-66- 0.09% |
$19.7K - $27.7K
|
74.2K
$21.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
213+ 14.12% |
$63.5K - $89.4K
|
1.72K
$489K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2New |
$596 - $840
|
2
$568
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.81K+ 94.13% |
$1.43M - $2.02M
|
9.92K
$2.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
940New |
$280K - $395K
|
940
$267K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1KNew |
$298K - $420K
|
1K
$284K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-260- 19.68% |
$77.5K - $109K
|
1.06K
$301K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
20+ 2.47% |
$5.96K - $8.4K
|
831
$236K
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-49- 7.12% |
$14.6K - $20.6K
|
639
$181K
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
162+ 8.22% |
$48.3K - $68K
|
2.13K
$605K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
207+ 31.6% |
$61.7K - $86.9K
|
862
$245K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
135+ 0.37% |
$40.2K - $56.7K
|
36.3K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.12KNew |
$631K - $888K
|
2.12K
$601K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
4K+ 50.0% |
$1.19M - $1.68M
|
12K
$3.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
342+ 36.46% |
$102K - $144K
|
1.28K
$364K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-28- 3.44% |
$8.34K - $11.8K
|
785
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-31.2K- 94.63% |
$9.3M - $13.1M
|
1.77K
$503K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
820+ 52.7% |
$244K - $344K
|
2.38K
$675K
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1K- 16.67% |
$298K - $420K
|
5K
$1.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|