Latest Institutional Transactions on Coastal Financial Corp (CCB)
This table provides information on the latest institutional transactions involving Coastal Financial Corp (CCB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
600+ 28.57% |
$47.4K - $60K
|
2.7K
$273K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-131- 9.85% |
$10.4K - $13.1K
|
1.2K
$121K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-118- 9.46% |
$9.32K - $11.8K
|
1.13K
$114K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.7K+ 10.18% |
$134K - $170K
|
18.4K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
165+ 0.96% |
$13K - $16.5K
|
17.3K
$1.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-22- 55.0% |
$1.74K - $2.2K
|
18
$1.82K
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-802- 1.67% |
$63.4K - $80.2K
|
47.2K
$4.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.21K- 36.23% |
$95.8K - $121K
|
2.13K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5- 12.82% |
$395 - $500
|
34
$3.44K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
122New |
$9.64K - $12.2K
|
122
$12.3K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-579- 3.93% |
$45.7K - $57.9K
|
14.2K
$1.43M
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
2K+ 22.22% |
$159K - $201K
|
11K
$1.11M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-19.6K- 12.28% |
$1.56M - $1.97M
|
140K
$14.1M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.92K+ 60.59% |
$233K - $294K
|
7.75K
$783K
|
|
|
May 20, 2025
Q1 2025
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-15K- 50.0% |
$1.2M - $1.51M
|
15K
$1.52M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.05K+ 4.12% |
$83.5K - $106K
|
26.5K
$2.68M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
848+ 7.32% |
$67.6K - $85.4K
|
12.4K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.85K+ 3.72% |
$306K - $387K
|
107K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-57- 0.51% |
$4.54K - $5.74K
|
11.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
49.7K+ 274.99% |
$3.96M - $5.01M
|
67.8K
$6.86M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.5K+ 146.62% |
$1.96M - $2.47M
|
41.3K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.7K- 23.5% |
$1.17M - $1.48M
|
47.7K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.2K- 8.0% |
$176K - $222K
|
25.4K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-500- 6.5% |
$39.8K - $50.4K
|
7.2K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
10.1KNew |
$808K - $1.02M
|
10.1K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.5K- 27.34% |
$1.79M - $2.27M
|
59.8K
$6.05M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.58KNew |
$683K - $864K
|
8.58K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
32.2KNew |
$2.57M - $3.25M
|
32.2K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.8K- 0.47% |
$143K - $181K
|
384K
$38.8M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
121K+ 125.41% |
$9.61M - $12.2M
|
217K
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-515- 71.73% |
$41K - $51.9K
|
203
$20.5K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
48.8K+ 13.84% |
$3.89M - $4.91M
|
401K
$40.6M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
85New |
$6.77K - $8.56K
|
85
$8.59K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-30.4K- 24.9% |
$2.42M - $3.06M
|
91.7K
$9.27M
|
|
|
May 15, 2025
Q1 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
196K+ 49.28% |
$15.6M - $19.8M
|
594K
$60.1M
|
|
|
May 15, 2025
Q1 2025
|
Cooper Creek Partners Management LLC
New York, NY |
BUY
|
- |
64.7KNew |
$5.16M - $6.52M
|
64.7K
$6.54M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-384- 10.63% |
$30.6K - $38.7K
|
3.23K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.3KNew |
$183K - $232K
|
2.3K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
453+ 1.11% |
$36.1K - $45.6K
|
41.4K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.42K+ 317.67% |
$113K - $143K
|
1.87K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
968+ 2.73% |
$77.1K - $97.5K
|
36.5K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
8.63KNew |
$688K - $869K
|
8.63K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
49.9KNew |
$3.98M - $5.03M
|
49.9K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-904- 20.53% |
$72K - $91K
|
3.5K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.31% |
$717 - $906
|
2.91K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-4.07K- 20.1% |
$324K - $410K
|
16.2K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-6.94K- 34.43% |
$553K - $699K
|
13.2K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.13K+ 27.5% |
$170K - $215K
|
9.88K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-23.6K- 53.99% |
$1.88M - $2.38M
|
20.1K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-4.9K- 23.44% |
$390K - $493K
|
16K
$1.62M
|
|