Orion Portfolio Solutions, LLC Coastal Financial Corp Transaction History
Orion Portfolio Solutions, LLC
- $9.27 Billion
- Q1 2025
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 59,831 shares of CCB stock, worth $6.55 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
59,831
Previous 82,347
27.34%
Holding current value
$6.55 Million
Previous $7.44 Million
27.34%
% of portfolio
0.06%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding CCB
# of Institutions
186Shares Held
11.3MCall Options Held
19.4KPut Options Held
6.4K-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.29MShares$142 Million0.08% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$117 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA762KShares$83.5 Million0.0% of portfolio
-
Azora Capital LP Miami, FL751KShares$82.2 Million3.5% of portfolio
-
American Century Companies Inc Kansas City, MO482KShares$52.8 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 $1.42B
- 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...