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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-2.2K- 10.24% |
$96.3K - $119K
|
19.3K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
30.4K+ 367.88% |
$1.33M - $1.64M
|
38.7K
$2.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.4K- 97.86% |
$192K - $237K
|
96
$7.04K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-52- 1.04% |
$2.27K - $2.8K
|
4.96K
$363K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 100.0% |
$437 - $538
|
20
$1.47K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
18.9KNew |
$826K - $1.02M
|
18.9K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
600+ 300.0% |
$26.2K - $32.3K
|
800
$58.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
17KNew |
$742K - $914K
|
17K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.51KNew |
$241K - $297K
|
5.51K
$404K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-474- 1.39% |
$20.7K - $25.5K
|
33.7K
$2.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
123New |
$5.38K - $6.62K
|
123
$9.02K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
30+ 49.18% |
$1.31K - $1.61K
|
91
$6.67K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
6KNew |
$262K - $323K
|
6K
$439K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
102+ 161.9% |
$4.46K - $5.49K
|
165
$12.1K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
7.2KNew |
$269K - $332K
|
7.2K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.41KNew |
$90K - $111K
|
2.41K
$176K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
175New |
$6.54K - $8.07K
|
175
$12.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14K+ 91.32% |
$524K - $647K
|
29.4K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
222K+ 26.27% |
$8.32M - $10.3M
|
1.07M
$78.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
20New |
$748 - $923
|
20
$1.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
93New |
$3.48K - $4.29K
|
93
$6.82K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
227+ 2.92% |
$8.49K - $10.5K
|
8.01K
$587K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
91New |
$3.4K - $4.2K
|
91
$6.67K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
204New |
$7.63K - $9.41K
|
204
$15K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
529+ 801.52% |
$19.8K - $24.4K
|
595
$43.6K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23+ 0.98% |
$860 - $1.06K
|
2.37K
$174K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.45K- 24.31% |
$54.2K - $66.9K
|
4.51K
$331K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
499New |
$18.7K - $23K
|
499
$36.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-12.4K- 66.22% |
$463K - $571K
|
6.32K
$463K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
39.1KNew |
$1.41M - $1.71M
|
39.1K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.45KNew |
$52.2K - $63.5K
|
1.45K
$106K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
600+ 54.55% |
$21.6K - $26.3K
|
1.7K
$125K
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.86KNew |
$247K - $300K
|
6.86K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
837New |
$30.1K - $36.6K
|
837
$61.4K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.33KNew |
$192K - $233K
|
5.33K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.44K+ 642.41% |
$51.8K - $63K
|
1.66K
$122K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-161- 44.35% |
$5.79K - $7.05K
|
202
$14.8K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.88KNew |
$248K - $301K
|
6.88K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.73KNew |
$242K - $295K
|
6.73K
$493K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-45- 0.84% |
$1.62K - $1.97K
|
5.34K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
361+ 1.95% |
$13K - $15.8K
|
18.9K
$1.38M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-16.3K- 61.95% |
$587K - $714K
|
10K
$734K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
79+ 0.82% |
$2.84K - $3.46K
|
9.67K
$709K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.38K- 19.41% |
$49.8K - $60.5K
|
5.74K
$421K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$72 - $87.6
|
2
$147
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.17K- 76.14% |
$42K - $51.1K
|
366
$26.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
38.3KNew |
$1.38M - $1.68M
|
38.3K
$2.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-905- 22.6% |
$32.6K - $39.6K
|
3.1K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.62KNew |
$346K - $421K
|
9.62K
$705K
|
|