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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 1.82% |
$239 - $302
|
162
$16.4K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.5K+ 75.0% |
$78K - $129K
|
3.5K
$354K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
940+ 9.53% |
$48.9K - $80.8K
|
10.8K
$1.09M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-262- 39.46% |
$13.6K - $22.5K
|
402
$40.6K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.26K- 7.56% |
$65.6K - $109K
|
15.4K
$1.56M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.93KNew |
$100K - $166K
|
1.93K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
45.1K+ 88.17% |
$2.35M - $3.88M
|
96.3K
$9.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.04KNew |
$158K - $261K
|
3.04K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.93K- 31.21% |
$100K - $166K
|
4.25K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-17.7K- 31.22% |
$920K - $1.52M
|
39K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
19.6KNew |
$1.02M - $1.68M
|
19.6K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.03KNew |
$210K - $347K
|
4.03K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
55.9KNew |
$2.91M - $4.8M
|
55.9K
$5.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
64.7K+ 171.72% |
$3.36M - $5.56M
|
102K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-785- 19.22% |
$40.8K - $67.5K
|
3.3K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-6.2K- 59.1% |
$322K - $533K
|
4.29K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Roubaix Capital, LLC
|
BUY
|
- |
58.4KNew |
$3.04M - $5.02M
|
58.4K
$5.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
755New |
$39.3K - $64.9K
|
755
$76.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.52KNew |
$131K - $216K
|
2.52K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$5.2K - $8.6K
|
100
$10.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.1KNew |
$109K - $181K
|
2.1K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.7K+ 16.62% |
$192K - $318K
|
26K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
3.09KNew |
$161K - $266K
|
3.09K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.31K- 42.65% |
$68.3K - $113K
|
1.77K
$179K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
75+ 1.42% |
$3.9K - $6.45K
|
5.37K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.27KNew |
$326K - $539K
|
6.27K
$634K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$52 - $86
|
1
$101
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.4KNew |
$698K - $1.15M
|
13.4K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.02KNew |
$53K - $87.6K
|
1.02K
$103K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
50New |
$2.6K - $4.3K
|
50
$5.06K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
18.3K+ 225.89% |
$801K - $986K
|
26.4K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.83K+ 46.93% |
$430K - $529K
|
30.8K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.6KNew |
$289K - $355K
|
6.6K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.64KNew |
$247K - $303K
|
5.64K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.64K- 16.4% |
$116K - $142K
|
13.5K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10K- 25.0% |
$437K - $538K
|
30K
$3.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
5.48KNew |
$240K - $295K
|
5.48K
$554K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
857+ 7.8% |
$37.5K - $46.1K
|
11.9K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
46New |
$2.01K - $2.48K
|
46
$4.65K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 18.98% |
$43.7K - $53.8K
|
4.27K
$432K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-52- 1.04% |
$2.27K - $2.8K
|
4.96K
$501K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.4K- 97.86% |
$192K - $237K
|
96
$9.71K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
18.9KNew |
$826K - $1.02M
|
18.9K
$1.91M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
600+ 300.0% |
$26.2K - $32.3K
|
800
$80.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
123New |
$5.38K - $6.62K
|
123
$12.4K
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
364+ 3.41% |
$13.6K - $16.8K
|
11K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.41KNew |
$90K - $111K
|
2.41K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
175New |
$6.54K - $8.07K
|
175
$17.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
20New |
$748 - $923
|
20
$2.02K
|
|