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 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.36K+ 6.24% |
$588K - $751K
|
108K
$11.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-1.93K- 11.31% |
$179K - $228K
|
15.2K
$1.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-598- 5.17% |
$55.3K - $70.6K
|
11K
$1.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
SELL
|
- |
-7.34K- 44.68% |
$678K - $866K
|
9.09K
$953K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9- 6.43% |
$832 - $1.06K
|
131
$13.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
96New |
$8.87K - $11.3K
|
96
$10.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
79+ 138.6% |
$7.3K - $9.32K
|
136
$14.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-995- 11.92% |
$91.9K - $117K
|
7.35K
$771K
|
|
|
Nov 10, 2025
Q3 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-1.18K- 6.56% |
$109K - $139K
|
16.7K
$1.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.05K- 29.1% |
$190K - $242K
|
5K
$524K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-819- 6.97% |
$75.7K - $96.6K
|
10.9K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-783- 65.3% |
$72.3K - $92.4K
|
416
$43.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
194New |
$17.9K - $22.9K
|
194
$20.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-678- 10.44% |
$62.6K - $80K
|
5.82K
$610K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.8K+ 0.5% |
$351K - $449K
|
766K
$80.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 14.29% |
$462 - $590
|
30
$3.15K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-16.8K- 11.87% |
$1.55M - $1.98M
|
125K
$13.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-140K- 44.97% |
$12.9M - $16.5M
|
171K
$18M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-7- 11.29% |
$647 - $826
|
55
$5.77K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-254- 1.33% |
$23.5K - $30K
|
18.8K
$1.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
156KNew |
$14.4M - $18.4M
|
156K
$16.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
99New |
$9.15K - $11.7K
|
99
$10.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3New |
$277 - $354
|
3
$315
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-441- 16.67% |
$40.7K - $52K
|
2.21K
$231K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.19K- 26.33% |
$110K - $140K
|
3.32K
$348K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5New |
$462 - $590
|
5
$524
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.66K+ 11.07% |
$431K - $550K
|
46.8K
$4.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-150- 4.77% |
$13.9K - $17.7K
|
2.99K
$314K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13K- 26.76% |
$1.2M - $1.53M
|
35.5K
$3.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.37K- 23.75% |
$403K - $515K
|
14K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Summer Haven Investment Management, LLC
|
SELL
|
- |
-8.99K- 51.98% |
$831K - $1.06M
|
8.31K
$871K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.4K- 50.05% |
$2.16M - $2.76M
|
23.4K
$2.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
56+ 1.42% |
$5.17K - $6.61K
|
3.99K
$418K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
78+ 3.65% |
$7.21K - $9.2K
|
2.22K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
32.7KNew |
$3.02M - $3.85M
|
32.7K
$3.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-183- 0.61% |
$16.9K - $21.6K
|
29.6K
$3.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
51.7K+ 696.2% |
$4.77M - $6.1M
|
59.1K
$6.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 8.33% |
$185 - $236
|
22
$2.31K
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-813- 1.03% |
$75.1K - $95.9K
|
78.2K
$8.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.12KNew |
$196K - $250K
|
2.12K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.7KNew |
$434K - $555K
|
4.7K
$493K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-516- 11.05% |
$47.7K - $60.9K
|
4.15K
$435K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-6.99K- 86.1% |
$646K - $825K
|
1.13K
$118K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
592New |
$54.7K - $69.9K
|
592
$62.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
6.86K+ 4.88% |
$634K - $809K
|
148K
$15.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.46K+ 13.62% |
$135K - $173K
|
12.2K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
126KNew |
$11.6M - $14.8M
|
126K
$13.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-36- 22.22% |
$3.33K - $4.25K
|
126
$13.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 61.11% |
$1.02K - $1.3K
|
29
$3.04K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 1.96% |
$277 - $354
|
156
$16.4K
|
|