Coastal Bridge Advisors, LLC Purchases and Sells in Q3 2024

Coastal Bridge Advisors, LLC

$360 Million
Q3 2024

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	5.94K + 53.91%	$341.08 - $391.94 $2.03M - $2.33M	17K $6.51M
JEPI	8.29K + 1.61%	$54.98 - $59.51 $456K - $493K	523K $31.1M
RSP	8.63K + 308.99%	$162.83 - $179.16 $1.4M - $1.55M	11.4K $2.05M
JEPQ	26.2K + 20.59%	$49.7 - $56.11 $1.3M - $1.47M	154K $8.44M
META	135 + 1.37%	$453.41 - $572.44 $61.2K - $77.3K	10K $5.74M
QQQ	1.39K + 80.3%	$434.77 - $502.96 $606K - $701K	3.13K $1.53M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USRT	7.54K New	$53.07 - $62.66 $400K - $472K	7.54K $463K
FLJP	10.8K New	$26.79 - $31.0 $289K - $334K	10.8K $327K
BABA	2.73K New	$72.18 - $107.33 $197K - $292K	2.73K $289K
YUMC	5.94K New	$29.24 - $45.37 $174K - $270K	5.94K $267K
ZETA	7.8K New	$16.61 - $30.24 $130K - $236K	7.8K $232K
K	2.87K New	$56.19 - $80.81 $161K - $232K	2.87K $231K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LZ	-647K - 32.39%	$5.57 - $8.26 $3.6M - $5.34M	1.35M $8.57M
BGB	-195K - 5.12%	$11.61 - $12.42 $2.27M - $2.43M	3.62M $44.6M
HAS	-13.2K - 62.18%	$56.54 - $72.32 $747K - $955K	8.03K $580K
LLY	-322 - 37.18%	$772.14 - $960.02 $249K - $309K	544 $481K
AMZN	-385 - 1.72%	$161.02 - $200.0 $62K - $77K	22.1K $4.11M
GOOG	-47 - 0.47%	$149.54 - $192.66 $7.03K - $9.06K	9.98K $1.67M

Activity Summary All Purchases 73 New Holdings 15 Increased Positions 58 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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