Coastal Bridge Advisors, LLC Purchases in Q2 2025

Coastal Bridge Advisors, LLC

  • $1.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
763
New
$301.89 - $340.04 $230K - $259K
763 $252K
HALO
Halozyme Therapeutics, Inc.

Healthcare
4.74K
New
$47.91 - $70.14 $227K - $332K
4.74K $246K
GNRC
Generac Holdings Inc.

Industrials
1.72K
New
$101.92 - $143.21 $176K - $247K
1.72K $246K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.62K
New
$113.67 - $150.4 $184K - $244K
1.62K $243K
ERIE
Erie Indemnity CO

Financial Services
692
New
$340.45 - $423.93 $236K - $293K
692 $239K
ITB
Ishares Tr

ETFs
2.53K
New
$85.52 - $96.61 $216K - $244K
2.53K $235K
FDN
First Tr Fd Dow Jones

ETFs
855
New
$200.29 - $269.33 $171K - $230K
855 $230K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.37K
New
$55.13 - $75.25 $186K - $253K
3.37K $230K
TDG
Trans Digm Group Inc

Industrials
100
+ 18.12%
$1231.75 - $1520.64 $123K - $152K
652 $991K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
11.5K
New
$18.65 - $19.82 $214K - $227K
11.5K $227K
ROK
Rockwell Automation, Inc

Industrials
682
New
$218.97 - $332.17 $149K - $227K
682 $226K
CARR
Carrier Global Corp

Industrials
3.1K
New
$55.55 - $75.83 $172K - $235K
3.1K $226K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
14.8K
New
$12.23 - $15.46 $181K - $229K
14.8K $223K
AWI
Armstrong World Industries Inc

Industrials
1.37K
New
$126.1 - $163.12 $173K - $223K
1.37K $222K
XSW
Spdr S&P Software & Services E

ETFs
1.17K
New
$141.65 - $189.82 $165K - $222K
1.17K $221K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
19.7K
New
$10.78 - $11.28 $213K - $223K
19.7K $219K
MUB
Ishares National Muni Bond ETF

ETFs
2.08K
New
$102.31 - $105.8 $213K - $220K
2.08K $217K
BITO
Proshares Tr Bitcoin Strategy

ETFs
9.96K
New
$16.69 - $23.43 $166K - $233K
9.96K $214K
VOT
Vanguard Mid Cap Growth Index

ETFs
750
New
$216.28 - $284.39 $162K - $213K
750 $213K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.59K
New
$114.78 - $133.31 $183K - $212K
1.59K $212K
SHOP
Shopify Inc.

Technology
1.84K
New
$76.89 - $115.35 $142K - $213K
1.84K $212K
DXCM
Dexcom Inc

Healthcare
2.39K
New
$59.83 - $87.57 $143K - $210K
2.39K $208K
DFIV
Dimensional ETF Tr

ETFs
4.88K
New
$34.67 - $43.21 $169K - $211K
4.88K $208K
PRU
Prudential Financial Inc

Financial Services
1.94K
New
$95.12 - $112.71 $184K - $219K
1.94K $208K
COIN
Coinbase Global, Inc.

Technology
589
New
$151.47 - $375.07 $89.2K - $221K
589 $206K
IDU
Ishares Tr U S Utils ETF

ETFs
1.97K
New
$93.98 - $106.11 $185K - $209K
1.97K $205K
MPC
Marathon Petroleum Corp

Energy
1.02K
+ 57.05%
$118.55 - $170.08 $121K - $173K
2.81K $465K
RHI
Robert Half International Inc.

Industrials
4.96K
New
$40.31 - $54.71 $200K - $271K
4.96K $203K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.46K
New
$104.34 - $138.68 $152K - $202K
1.46K $202K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.19K
New
$122.04 - $169.14 $145K - $201K
1.19K $201K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
8.55K
New
$23.03 - $23.64 $197K - $202K
8.55K $200K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.75K
New
$58.41 - $72.69 $161K - $200K
2.75K $200K
AEP
American Electric Power CO Inc

Utilities
1.93K
New
$98.59 - $109.11 $190K - $210K
1.93K $200K
KLAC
Kla Corp

Technology
101
+ 20.65%
$576.53 - $902.94 $58.2K - $91.2K
590 $528K
GLW
Corning Inc

Technology
2.4K
+ 25.68%
$39.07 - $52.59 $93.7K - $126K
11.7K $617K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
13.7K
New
$10.79 - $14.14 $148K - $194K
13.7K $188K
CMCSA
Comcast Corp

Communication Services
5.45K
+ 39.17%
$32.84 - $36.72 $179K - $200K
19.4K $691K
F
Ford Motor CO

Consumer Cyclical
16.4K
New
$8.69 - $10.85 $143K - $178K
16.4K $177K
IYM
Ishares Tr

ETFs
1.16K
+ 71.67%
$116.16 - $140.01 $134K - $162K
2.77K $387K
SSRM
Ssr Mining Inc.

Basic Materials
13.1K
New
$9.09 - $13.07 $119K - $171K
13.1K $166K
RVT
Royce Value Trust, Inc.

Financial Services
10.7K
New
$12.5 - $15.21 $134K - $163K
10.7K $160K
DEI
Douglas Emmett Inc

Real Estate
10.3K
New
$13.09 - $16.29 $135K - $168K
10.3K $154K
ABC
Amerisourcebergen Corp

Healthcare
822
New
N/A
822 $152K
TV
Grupo Televisa, S.A.B.

Communication Services
47.9K
+ 46.37%
$1.6 - $2.48 $76.6K - $119K
151K $330K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
10.7K
New
$12.21 - $13.9 $131K - $149K
10.7K $139K
ALL
Allstate Corp

Financial Services
719
+ 33.24%
$180.53 - $212.64 $130K - $153K
2.88K $580K
PATH
Ui Path, Inc.

Technology
10.3K
New
$9.79 - $13.31 $101K - $138K
10.3K $132K
SLV
I Shares Silver Trust

ETFs
2.57K
+ 21.8%
$27.08 - $33.74 $69.6K - $86.7K
14.4K $471K
BMY
Bristol Myers Squibb CO

Healthcare
3.45K
+ 89.75%
$44.12 - $59.6 $152K - $206K
7.3K $337K
Activity Summary
Buys All Purchases 417 New Holdings 282 Increased Positions 135 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 3
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