Institutional Ownership Coinbase Global, Inc. (COIN)
This table provides information about the institutional ownership of Coinbase Global, Inc. (COIN). We have compiled data on the 1,021 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $30.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
55
shares
|
$14,232
0.0% of portfolio
|
Q1 2022
Reduced 56.69%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
54
shares
|
$13,974
0.0% of portfolio
|
Q3 2024
Reduced 90.25%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
53
shares
|
$13,715
0.0% of portfolio
|
Q2 2022
Added 39.47%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
52
shares
|
$13,456
0.0% of portfolio
|
Q3 2023
Reduced 98.31%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
52
shares
|
$13,456
0.0% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
50
shares
|
$12,938
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
50
shares
|
$12,938
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
50
shares
|
$12,938
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
50
shares
|
$12,938
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
50
shares
|
$12,938
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
49
shares
|
$12,680
0.0% of portfolio
|
Q2 2023
Reduced 89.09%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
49
shares
|
$12,680
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
48
shares
|
$12,421
0.0% of portfolio
|
Q2 2024
Added 23.08%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
48
shares
|
$12,421
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
47
shares
|
$12,162
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
47
shares
|
$12,162
0.01% of portfolio
|
Q2 2024
Reduced 93.73%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
46
shares
|
$11,903
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
45
shares
|
$11,645
0.0% of portfolio
|
Q3 2024
Added 350.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
45
shares
|
$11,645
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
45
shares
|
$11,645
0.0% of portfolio
|
Q4 2024
Added 125.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
43
shares
|
$11,127
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
43
shares
|
$11,127
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
43
shares
|
$11,127
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
43
shares
|
$11,127
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
42
shares
|
$10,868
0.0% of portfolio
|
Q4 2023
New holding
|