Orion Portfolio Solutions, LLC Coastal Financial Corp Transaction History
Orion Portfolio Solutions, LLC
- $9.52 Billion
- Q4 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 82,347 shares of CCB stock, worth $6.55 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
82,347
Previous 84,513
2.56%
Holding current value
$6.55 Million
Previous $4.55 Million
53.7%
% of portfolio
0.07%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding CCB
# of Institutions
170Shares Held
9.9MCall Options Held
3.8KPut Options Held
0-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.32MShares$105 Million0.07% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$85.1 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA685KShares$54.5 Million0.0% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT455KShares$36.2 Million13.05% of portfolio
-
Azora Capital LP Miami, FL398KShares$31.7 Million1.6% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $1.03B
- 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...