Skip to content
Disclosery

COIN COINBASE GLOBAL INC

Follow

Stock (common), issuer CIK 1679788

1,014 managers (1,031 13F filers) reported a position in COIN shares at 2024-12-31, 120,745,745 shares in all. 186 filers opened a position and 87 filers sold out during the quarter.

Managers
1,014
13F filers
1,031
New
186
Added
373
Reduced
262
Sold out
87
Shares held by filers
120,745,745

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Westside Investment Management, Inc.306$76K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.305$75.7K0.03%-4913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC303$75.2K0.03%new13F-HRTimeline
WealthTrak Capital Management LLC303$75.2K0.06%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.300$74.5K0.01%013F-HRTimelineGroup
Versant Capital Management, Inc298$74K0.02%+15413F-HRTimeline
Center for Financial Planning, Inc.291$72.3K0.01%-4113F-HRTimeline
Capital Advisors, Ltd. LLC284$71K0.01%-3213F-HRTimeline
QUADRANT CAPITAL GROUP LLC284$70.5K<0.01%+2013F-HRTimeline
Bradley & Co. Private Wealth Management…284$70.5K0.04%13F-HRTimeline
Medallion Wealth Advisors, LLC281$69.8K0.03%13F-HRTimeline
Financial Life Planners276$68.5K0.06%13F-HRTimeline
Gould Capital, LLC267$66.3K0.05%-5013F-HRTimeline
SOA Wealth Advisors, LLC.266$66K0.01%+4013F-HR/ATimeline
IMG Wealth Management, Inc.256$63.6K0.06%13F-HRTimeline
HighMark Wealth Management LLC253$62.8K0.04%-15713F-HRTimeline
Groupe la Francaisein group Groupe la Francaise57$62.3K<0.01%13F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY250$62.1K0.01%+10013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding249$61.8KnewTimeline
Venturi Wealth Management, LLC238$59.1K<0.01%+1313F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P238$59K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust235$58.4K0.01%+1413F-HRTimeline
Bernard Wealth Management Corp.225$55.9K0.03%13F-HR/ATimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …221$54.9K0.01%+17813F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…220$54.6K0.02%013F-HRTimeline
Bogart Wealth, LLC208$51.6K<0.01%+14913F-HRTimeline
VALLEY NATIONAL ADVISERS INC206$51K0.01%013F-HRTimeline
BNP PARIBASin group BNP PARIBAS195$49.7K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.200$49.7K<0.01%new13F-HRTimelineGroup
Addison Advisors LLC200$49.7K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC184$45.7K<0.01%-213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Colonial Trust Advisorsgroup of 2 filers holding184$45.7K-117Timeline
Cedar Mountain Advisors, LLC177$43.9K0.01%-2513F-HRTimeline
AMERIFLEX GROUP, INC.150$43.7K0.02%13F-HRTimeline
NCP Inc.167$41.5K0.02%-3313F-HRTimeline
Riverview Trust Co165$41K0.04%+413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT160$39.7K<0.01%-14413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC154$38.2K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.150$37.2K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC149$37K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.145$36K<0.01%-7013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC144$35.8K0.01%+1813F-HRTimeline
Elequin Capital, LP141$35K<0.01%+2513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC140$34.8K0.03%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.138$34.3K0.02%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB135$33.5K<0.01%+10613F-HRTimeline
AlphaMark Advisors, LLC134$33K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.132$32.8K0.01%new13F-HRTimeline
Manchester Capital Management LLC131$32.5K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT126$31.3K<0.01%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…121$30K0.02%new13F-HRTimelineGroup
Covestor Ltd114$28K0.02%+1813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…111$27.7K<0.01%+613F-HR/ATimeline
Atala Financial Inc110$27.3K0.02%13F-HRTimeline
Wingate Wealth Advisors, Inc.108$26.8K0.03%13F-HRTimeline
Copia Wealth Management106$26.3K0.03%13F-HRTimeline
Quent Capital, LLC104$25.8K<0.01%-113F-HRTimeline
Bayforest Capital Ltd103$25.6K0.03%13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.100$24.8K0.01%013F-HRTimeline
Aspetuck Financial Management LLC98$24.3K0.02%13F-HRTimeline
Bell Investment Advisors, Inc94$23.3K<0.01%+1013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC93$23.1K<0.01%+1513F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC88$21.9K0.01%+1813F-HRTimeline
SIMA Wealth Partners, LLC86$21.4K0.02%013F-HRTimeline
WR Wealth Planners, LLC85$21.1K0.01%+4713F-HRTimeline
Evelyn Partners Investment Management (…83$20.6K0.01%13F-HRTimeline
Transce3nd, LLC75$20.2K0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp81$20.1K<0.01%013F-HRTimelineGroup
Tidemark, LLC81$20.1K0.01%+3813F-HRTimeline
Legacy Investment Solutions, LLC71$19.5K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…71$19.5K0.01%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.78$19.4K<0.01%+4613F-HRTimeline
Raleigh Capital Management Inc.77$19.1K0.01%013F-HRTimeline
Asset Dedication, LLC76$18.9K<0.01%-1313F-HRTimeline
Global Wealth Strategies & Associates75$18.6K0.01%-2613F-HRTimeline
Rosenberg Matthew Hamilton74$18.4K<0.01%+2513F-HRTimeline
Signature Resources Capital Management,…73$18.1K0.02%013F-HRTimeline
Private Wealth Management Group, LLC73$18.1K0.01%-7013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…61$18K<0.01%+4013F-HRTimeline
MONTAG A & ASSOCIATES INC71$17.6K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp70$17.4K0.02%13F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC70$17.4K0.01%new13F-HRTimeline
CVA Family Office, LLC66$16.4K<0.01%+4513F-HRTimeline
Centricity Wealth Management, LLC65$16.1K0.02%13F-HRTimeline
Painted Porch Advisors LLC62$15.4K0.01%+513F-HRTimeline
DT Investment Partners, LLC59$14.7K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC59$14.7K<0.01%+513F-HRTimeline
PFS Partners, LLC58$14.4K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC57$14.2K<0.01%-17013F-HRTimeline
Centerpoint Advisors, LLC56$14K<0.01%+3913F-HRTimeline
North Star Investment Management Corp.55$13.7K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC54$13.4K0.01%-2113F-HRTimeline
Nova Wealth Management, Inc.54$13.4K0.01%13F-HRTimeline
WPG Advisers, LLC54$13.4K0.01%13F-HRTimeline
Creekmur Asset Management LLC52$12.9K<0.01%013F-HRTimeline
Sachetta, LLC51$12.7K<0.01%+213F-HRTimeline
Sanctuary Wealth Management, L.L.C.51$12.7K0.01%-5313F-HRTimeline
Game Plan Financial Advisors, LLC50$12.5K0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC50$12.4K0.01%13F-HRTimeline
Princeton Global Asset Management LLC50$12.4K<0.01%-5013F-HRTimeline
Mechanics Financial Corp50$12.4K0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.50$12.4K<0.01%-1213F-HRTimeline
Park Square Financial Group, LLC50$12.4K0.01%13F-HRTimeline
Sandy Spring Bank48$11.9K<0.01%013F-HRTimeline
Fortitude Family Office, LLC48$11.9K<0.01%+3213F-HRTimeline
Valued Wealth Advisors LLC46$11.4K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC45$11.2K<0.01%013F-HRTimelineGroup
Hilltop National Bank45$11.2K<0.01%+2513F-HRTimeline
GF FUND MANAGEMENT CO. LTD.45$11.2K<0.01%13F-HRTimeline
OARSMAN CAPITAL, INC.44$10.9K<0.01%+413F-HRTimeline
JFS WEALTH ADVISORS, LLC43$10.7K<0.01%+913F-HRTimeline
Transcendent Capital Group LLC42$10.4K0.01%013F-HRTimeline
Hartford Financial Management Inc.40$9.93K<0.01%013F-HRTimeline
Clean Yield Group40$9.93K<0.01%013F-HRTimeline
PayPay Securities Corp40$9.93K0.43%+3413F-HRTimeline
Financial Management Professionals, Inc.39$9.68K<0.01%-12013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC38$9K<0.01%013F-HRTimelineGroup
ZynergyRetirementPlanningLLC50$8.91K0.01%013F-HRTimeline
Friedenthal Financial35$8.69K0.01%+3013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC35$8.69K<0.01%-1013F-HRTimeline
Glass Jacobson Investment Advisors llc35$8.69K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Park Place Capital Corp35$8.69K<0.01%+413F-HRTimeline
Financially Speaking Inc35$8.69K0.01%13F-HRTimeline
Investors Research Corp33$8.19K<0.01%013F-HRTimeline
IFS Advisors, LLC33$8.19K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC31$7.7K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.31$7.7K<0.01%013F-HRTimeline
Archer Investment Corp31$7.7K<0.01%+313F-HRTimeline
Bruce G. Allen Investments, LLC31$7.7K0.01%+513F-HRTimeline
Tradewinds Capital Management, LLC29$7.2K<0.01%+2513F-HRTimeline
Rialto Wealth Management, LLC29$7.2K<0.01%13F-HRTimeline
TrinityBridge Ltd30$7K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC25$6.95K<0.01%+1213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC26$6.46K<0.01%-113F-HRTimeline
CBIZ Investment Advisory Services, LLC26$6.46K<0.01%+713F-HRTimeline
TRUST CO OF VERMONT25$6.21K<0.01%013F-HRTimeline
Eukles Asset Management25$6.21K<0.01%013F-HRTimeline
Orion Capital Management LLC25$6.21K<0.01%new13F-HRTimeline
Graney & King, LLC25$6.21K<0.01%13F-HRTimeline
Ransom Advisory, Ltd25$6.21K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC23$5.71K<0.01%-413F-HRTimeline
Main Street Group, LTD23$5.71K<0.01%-2013F-HRTimeline
Sugarloaf Wealth Management, LLC21$5.23K<0.01%-11913F-HRTimeline
Plante Moran Financial Advisors, LLC21$5.21K<0.01%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA21$5.18K<0.01%13F-HRTimelineGroup
Tortoise Investment Management, LLC20$4.97K<0.01%013F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC20$4.97K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.20$4.97K<0.01%-10913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC20$4.97K<0.01%013F-HRTimeline
Promus Capital, LLC20$4.97K<0.01%13F-HR/ATimeline
Prestige Wealth Management Group LLC19$4.72K<0.01%013F-HR/ATimeline
Capital A Wealth Management, LLC19$4.72K0.01%13F-HRTimeline
MATHER GROUP, LLC.18$4.36K<0.01%+1413F-HRTimeline
Riggs Asset Managment Co. Inc.17$4.34K<0.01%+213F-HRTimeline
Clearstead Trust, LLC17$4.22K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.17$4.22K<0.01%new13F-HRTimeline
LRI Investments, LLC17$4.22K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc16$4K<0.01%013F-HRTimeline
Mainstream Capital Management LLC14$3.48K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC14$3.48K<0.01%13F-HRTimeline
Independence Bank of Kentucky13$3.23K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…12$3.2K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.12$2.98K<0.01%+113F-HRTimeline
Truvestments Capital LLC11$2.73K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP11$2.73K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC10$2.56K<0.01%+713F-HRTimeline
Washington Trust Advisors, Inc.10$2.53K<0.01%new13F-HRTimeline
CENTRAL TRUST Co10$2.48K<0.01%013F-HRTimeline
WASHINGTON TRUST Co10$2.48K<0.01%013F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$2.48K<0.01%013F-HRTimeline
Trust Co10$2.48K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.10$2.48K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.10$2.48K<0.01%-113F-HRTimeline
Beacon Capital Management, LLC10$2.48K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.16$2.23K<0.01%13F-HRTimeline
Kimelman & Baird, LLC9$2.23K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC8$1.99K<0.01%new13F-HRTimeline
Evergreen Private Wealth LLC8$1.99K<0.01%013F-HRTimeline
TFC Financial Management, Inc.7$1.74K<0.01%-1913F-HRTimeline
WealthCollab, LLC7$1.74K<0.01%013F-HRTimeline
William B. Walkup & Associates, Inc.7$1.74K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6$1.49K<0.01%013F-HRTimeline
GODSEY & GIBB, INC6$1.49K<0.01%013F-HRTimeline
Millstone Evans Group, LLC6$1.49K<0.01%13F-HRTimeline
Hurley Capital, LLC5$1.35K<0.01%13F-HRTimeline
GHP Investment Advisors, Inc.5$1.24K<0.01%-6013F-HRTimeline
Pacer Advisors, Inc.5$1.24K<0.01%-113F-HRTimeline
Continuum Advisory, LLC5$1.24K<0.01%013F-HRTimeline
CGC Financial Services, LLC5$1.24K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.5$1.24K<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC5$1.24K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.6$1K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC5$1K<0.01%new13F-HRTimeline
Horrell Capital Management, Inc.3$1K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC4$781<0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3$745<0.01%013F-HRTimeline
Estabrook Capital Management3$745<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC3$745<0.01%013F-HRTimeline
Denver PWM, LLC3$745<0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC3$712<0.01%13F-HRTimelineGroup