Baystate Wealth Management LLC Coastal Financial Corp Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
Shares
2 transactions
Others Institutions Holding CCB
# of Institutions
146Shares Held
8.55MCall Options Held
3.8KPut Options Held
0-
Black Rock Inc. New York, NY1.07MShares$90.5 Million0.0% of portfolio
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T. Rowe Price Investment Management, Inc. Baltimore, MD898KShares$76 Million0.03% of portfolio
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Endeavour Capital Advisors Inc Greenwich, CT748KShares$63.3 Million13.11% of portfolio
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Vanguard Group Inc Valley Forge, PA615KShares$52 Million0.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX371KShares$31.4 Million0.0% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $1.1B
- Description
- Coastal Financial Corporation operates as the bank holding company for Coastal Community Bank that provides various banking products and services to small to medium-sized businesses, professionals, and individuals in the Puget Sound region in Washington. It accepts a range of deposit products, including demand and savings accounts, time deposits...