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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
230New |
$9.01K - $12.3K
|
230
$23.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
5KNew |
$196K - $268K
|
5K
$506K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.16K- 10.55% |
$45.6K - $62.4K
|
9.87K
$998K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.3KNew |
$442K - $606K
|
11.3K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.75KNew |
$225K - $308K
|
5.75K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
150+ 2.55% |
$5.87K - $8.04K
|
6.02K
$609K
|
|
|
Feb 13, 2023
Q4 2022
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
1.4K+ 3.17% |
$54.9K - $75.2K
|
45.6K
$4.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
5.1KNew |
$200K - $273K
|
5.1K
$516K
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
14.5KNew |
$568K - $777K
|
14.5K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5New |
$196 - $268
|
5
$506
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.84KNew |
$229K - $313K
|
5.84K
$590K
|
|
|
Feb 10, 2023
Q4 2022
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-46.9K- 55.89% |
$1.84M - $2.51M
|
37K
$3.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
5.27KNew |
$206K - $283K
|
5.27K
$533K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
246New |
$9.63K - $13.2K
|
246
$24.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.4K- 9.71% |
$679K - $930K
|
161K
$16.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-47.3K- 40.52% |
$1.85M - $2.53M
|
69.4K
$7.02M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-24.6K- 95.27% |
$912K - $1.08M
|
1.22K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-8.51K- 46.05% |
$315K - $372K
|
9.97K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-4.5K- 36.0% |
$167K - $197K
|
8K
$809K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-9.8KClosed |
$352K - $454K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-45KClosed |
$1.62M - $2.09M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-225Closed |
$8.09K - $10.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
11.9K+ 42.69% |
$426K - $550K
|
39.7K
$4.01M
|
|
|
Aug 10, 2022
Q2 2022
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
3.2K+ 21.61% |
$115K - $148K
|
18K
$1.82M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.66KClosed |
$59.7K - $76.9K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.27KClosed |
$189K - $244K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.6KClosed |
$165K - $213K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
279KNew |
$10M - $12.9M
|
279K
$28.2M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-196Closed |
$8.81K - $10.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2K- 1.9% |
$89.9K - $106K
|
103K
$10.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.43KClosed |
$199K - $236K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-55.4KClosed |
$1.72M - $2.88M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jun 21, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.96K+ 305.62% |
$53.9K - $64.7K
|
2.6K
$263K
|
|
|
Nov 12, 2021
Q3 2021
|
Employees Retirement System Of Texas
|
BUY
|
- |
50KNew |
$1.38M - $1.65M
|
50K
$5.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-152KClosed |
$4.17M - $5.01M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
11.8KNew |
$324K - $390K
|
11.8K
$1.19M
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.41KClosed |
$61.7K - $77K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
780KNew |
$15.4M - $24.6M
|
780K
$78.9M
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-16.5KClosed |
$202K - $263K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.5KClosed |
$18.4K - $24K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2+ 0.49% |
$18.6 - $31.1
|
414
$41.9K
|
|
|
Aug 13, 2020
Q2 2020
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-11.8KClosed |
$110K - $183K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-81.1KClosed |
$730K - $1.47M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
125KNew |
$1.13M - $2.26M
|
125K
$12.6M
|
|
|
May 12, 2020
Q1 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-14.2KClosed |
$128K - $257K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250Closed |
$2.25K - $4.53K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 10, 2019
Q3 2019
|
Cx Institutional
|
SELL
|
- |
-72Closed |
$1.04K - $1.16K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-352Closed |
$5.38K - $6K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 19, 2019
Q1 2019
|
Strs Ohio
|
SELL
|
- |
-1.8KClosed |
$26.6K - $30.7K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-13KClosed |
$162K - $226K
|
0
$0
|
|