Latest Institutional Purchases of Coastal Financial Corp (CCB)
This list provides information on the latest institutional transactions involving Coastal Financial Corp (CCB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
621+ 0.94% |
$49.1K - $62.1K
|
66.7K
$7.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
616+ 3.74% |
$48.7K - $61.6K
|
17.1K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
602+ 9.86% |
$47.6K - $60.2K
|
6.71K
$731K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
600+ 28.57% |
$47.4K - $60K
|
2.7K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
576+ 229.48% |
$45.5K - $57.6K
|
827
$90.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
565New |
$44.6K - $56.5K
|
565
$61.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
453+ 6.23% |
$35.8K - $45.3K
|
7.73K
$842K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
397+ 12.3% |
$31.4K - $39.7K
|
3.63K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
329+ 2.49% |
$26K - $32.9K
|
13.5K
$1.48M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
250+ 127.55% |
$19.8K - $25K
|
446
$48.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
179+ 2.47% |
$14.1K - $17.9K
|
7.42K
$809K
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
165+ 0.96% |
$13K - $16.5K
|
17.3K
$1.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
132New |
$10.4K - $13.2K
|
132
$14.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
130+ 1444.44% |
$10.3K - $13K
|
139
$15.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
122New |
$9.64K - $12.2K
|
122
$13.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
117+ 508.7% |
$9.24K - $11.7K
|
140
$15.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
86+ 2.24% |
$6.79K - $8.6K
|
3.93K
$428K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
60+ 2.89% |
$4.74K - $6K
|
2.14K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
53+ 0.42% |
$4.19K - $5.3K
|
12.7K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
29+ 322.22% |
$2.29K - $2.9K
|
38
$4.14K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 6.43% |
$711 - $900
|
149
$16.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
6+ 24.0% |
$474 - $600
|
31
$3.38K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
6New |
$474 - $600
|
6
$654
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$474 - $600
|
6
$654
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$237 - $300
|
3
$327
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2New |
$158 - $200
|
2
$218
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
446KNew |
$35.5M - $44.9M
|
446K
$48.6M
|
|
|
May 12, 2025
Q1 2025
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
60.7KNew |
$4.84M - $6.12M
|
60.7K
$6.62M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
22.1KNew |
$1.76M - $2.23M
|
22.1K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
8.63KNew |
$688K - $869K
|
8.63K
$941K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
8.46K+ 160.27% |
$674K - $852K
|
13.7K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.78KNew |
$221K - $280K
|
2.78K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.3KNew |
$183K - $232K
|
2.3K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.84KNew |
$147K - $186K
|
1.84K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
453+ 1.11% |
$36.1K - $45.6K
|
41.4K
$4.52M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
318+ 13.34% |
$25.3K - $32K
|
2.7K
$294K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
230New |
$18.3K - $23.2K
|
230
$25.1K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
207New |
$16.5K - $20.8K
|
207
$22.6K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
190+ 17.66% |
$15.1K - $19.1K
|
1.27K
$138K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
99+ 125.32% |
$7.89K - $9.97K
|
178
$19.4K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
85New |
$6.77K - $8.56K
|
85
$9.27K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
65+ 17.76% |
$5.18K - $6.55K
|
431
$47K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
57New |
$4.54K - $5.74K
|
57
$6.21K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$4.38K - $5.54K
|
55
$6K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
38+ 14.9% |
$3.03K - $3.83K
|
293
$31.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 40.0% |
$797 - $1.01K
|
35
$3.82K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.31% |
$717 - $906
|
2.91K
$317K
|
|