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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.07K+ 10.3% |
$643K - $812K
|
86.4K
$8.73M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
87.1KNew |
$6.94M - $8.77M
|
87.1K
$8.8M
|
|
|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-14.5K- 28.43% |
$1.15M - $1.46M
|
36.5K
$3.69M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
318+ 13.34% |
$25.3K - $32K
|
2.7K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$4.38K - $5.54K
|
55
$5.56K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
359K+ 400.45% |
$28.6M - $36.2M
|
449K
$45.4M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.12K- 8.22% |
$89.5K - $113K
|
12.6K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.7K+ 44.75% |
$1.81M - $2.29M
|
73.5K
$7.43M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
53.9K+ 7.87% |
$4.3M - $5.43M
|
739K
$74.8M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.9K+ 6.35% |
$470K - $594K
|
98.9K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-128- 1.13% |
$10.2K - $12.9K
|
11.2K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10New |
$797 - $1.01K
|
10
$1.01K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-490- 15.32% |
$39K - $49.3K
|
2.71K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
900+ 8.23% |
$71.7K - $90.6K
|
11.8K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
22.1KNew |
$1.76M - $2.23M
|
22.1K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-1.94K- 9.29% |
$155K - $196K
|
19K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.3KNew |
$502K - $635K
|
6.3K
$637K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
230New |
$18.3K - $23.2K
|
230
$23.3K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
207New |
$16.5K - $20.8K
|
207
$20.9K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
16.8K+ 18.74% |
$1.34M - $1.69M
|
106K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.41KNew |
$192K - $242K
|
2.41K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-11- 12.5% |
$876 - $1.11K
|
77
$7.79K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-25.5K- 8.41% |
$2.03M - $2.57M
|
278K
$28.1M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 1.96% |
$319 - $403
|
208
$21K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-21.3K- 73.87% |
$1.7M - $2.15M
|
7.53K
$762K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
80+ 74.77% |
$6.37K - $8.06K
|
187
$18.9K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
5.87K+ 9.95% |
$468K - $591K
|
64.9K
$6.56M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
1.79K+ 32.76% |
$142K - $180K
|
7.24K
$732K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
524+ 15.78% |
$41.7K - $52.8K
|
3.84K
$389K
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-13.7K- 13.44% |
$1.09M - $1.38M
|
88.5K
$8.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
13+ 10.24% |
$1.04K - $1.31K
|
140
$14.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
12.6KNew |
$1.01M - $1.27M
|
12.6K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.28K- 23.25% |
$261K - $330K
|
10.8K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.9K- 23.46% |
$1.18M - $1.5M
|
48.5K
$4.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.67K+ 87.46% |
$532K - $672K
|
14.3K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-311- 13.13% |
$24.8K - $31.3K
|
2.06K
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
57New |
$4.54K - $5.74K
|
57
$5.76K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
65+ 17.76% |
$5.18K - $6.55K
|
431
$43.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
113KNew |
$8.97M - $11.3M
|
113K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-6.83K- 18.62% |
$544K - $688K
|
29.9K
$3.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$398 - $504
|
5
$506
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600+ 15.0% |
$47.8K - $60.4K
|
4.6K
$465K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-187- 12.98% |
$14.9K - $18.8K
|
1.25K
$127K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-167- 2.56% |
$13.3K - $16.8K
|
6.35K
$642K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-76- 73.79% |
$6.05K - $7.65K
|
27
$2.73K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.1K- 23.03% |
$87.4K - $110K
|
3.67K
$371K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-805- 14.71% |
$64.1K - $81.1K
|
4.67K
$472K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 40.0% |
$797 - $1.01K
|
35
$3.54K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2K- 25.04% |
$159K - $201K
|
5.98K
$604K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
99+ 125.32% |
$7.89K - $9.97K
|
178
$18K
|