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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-27.1K- 76.9% |
$1.19M - $1.46M
|
8.14K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-5.01K- 31.67% |
$219K - $270K
|
10.8K
$793K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.83K- 2.72% |
$430K - $529K
|
351K
$25.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.21KNew |
$96.7K - $119K
|
2.21K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-202- 1.04% |
$8.83K - $10.9K
|
19.2K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
45+ 36.0% |
$1.97K - $2.42K
|
170
$12.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7+ 0.19% |
$306 - $377
|
3.71K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.8K+ 34.03% |
$78.8K - $97.1K
|
7.1K
$521K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
40.1K+ 6.97% |
$1.75M - $2.16M
|
615K
$45.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.67K- 6.45% |
$72.9K - $89.7K
|
24.2K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-490- 7.46% |
$21.4K - $26.4K
|
6.08K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
111+ 236.17% |
$4.85K - $5.98K
|
158
$11.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-361- 0.33% |
$15.8K - $19.4K
|
108K
$7.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
13.6KNew |
$593K - $730K
|
13.6K
$994K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-105- 2.04% |
$4.59K - $5.65K
|
5.03K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.99K+ 17.02% |
$87.2K - $107K
|
13.7K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
60.1K+ 188.41% |
$2.63M - $3.24M
|
92K
$6.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-267- 1.86% |
$11.7K - $14.4K
|
14.1K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
12New |
$525 - $646
|
12
$880
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.3K- 4.82% |
$101K - $124K
|
45.5K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-27.9K- 9.7% |
$1.22M - $1.5M
|
260K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
14.5K+ 10.29% |
$635K - $782K
|
156K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
13+ 10.32% |
$568 - $700
|
139
$10.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
55.9K+ 179.46% |
$2.44M - $3.01M
|
87K
$6.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-508- 3.18% |
$22.2K - $27.3K
|
15.5K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
8.55KNew |
$374K - $460K
|
8.55K
$627K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34K+ 40.86% |
$1.49M - $1.83M
|
117K
$8.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
19.5K+ 35.71% |
$853K - $1.05M
|
74.1K
$5.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-74- 5.02% |
$3.24K - $3.98K
|
1.4K
$103K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.5K+ 1.48% |
$197K - $242K
|
309K
$22.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
11.2K+ 3.11% |
$489K - $602K
|
371K
$27.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.96KNew |
$173K - $213K
|
3.96K
$290K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.02K+ 190.11% |
$88.3K - $109K
|
3.08K
$226K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10K- 25.0% |
$437K - $538K
|
30K
$2.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
536+ 5.08% |
$23.4K - $28.9K
|
11.1K
$812K
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
37+ 0.37% |
$1.62K - $1.99K
|
10K
$733K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.65K+ 6.28% |
$159K - $196K
|
61.7K
$4.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
5.48KNew |
$240K - $295K
|
5.48K
$402K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
857+ 7.8% |
$37.5K - $46.1K
|
11.9K
$869K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
25.5K+ 79.94% |
$1.11M - $1.37M
|
57.4K
$4.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
700+ 8.54% |
$30.6K - $37.7K
|
8.9K
$652K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 4.76% |
$43.7 - $53.8
|
22
$1.61K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.3KNew |
$232K - $285K
|
5.3K
$388K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
46New |
$2.01K - $2.48K
|
46
$3.37K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.98KNew |
$305K - $376K
|
6.98K
$511K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
166+ 3.69% |
$7.26K - $8.94K
|
4.67K
$342K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
83New |
$3.63K - $4.47K
|
83
$6.08K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-164- 1.48% |
$7.17K - $8.83K
|
10.9K
$799K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 18.98% |
$43.7K - $53.8K
|
4.27K
$313K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.32K- 7.75% |
$57.8K - $71.2K
|
15.7K
$1.15M
|