Lpl Financial LLC Coastal Financial Corp Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 2025
A detailed history of Lpl Financial LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Lpl Financial LLC holds 3,811 shares of CCB stock, worth $399,583. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,811
Previous 3,113
22.42%
Holding current value
$399,583
Previous $301,000
36.88%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CCB
# of Institutions
196Shares Held
12.1MCall Options Held
40KPut Options Held
0-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.38MShares$145 Million0.09% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$112 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA766KShares$80.3 Million0.0% of portfolio
-
Azora Capital LP Miami, FL591KShares$62 Million3.41% of portfolio
-
American Century Companies Inc Kansas City, MO511KShares$53.5 Million0.03% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $1.36B
- 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...