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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.08KNew |
$166K - $209K
|
2.08K
$212K
|
|
|
Jun 10, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
2K+ 22.22% |
$159K - $201K
|
11K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.95K+ 11.96% |
$155K - $196K
|
18.2K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.84KNew |
$147K - $186K
|
1.84K
$188K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
1.79K+ 32.76% |
$142K - $180K
|
7.24K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.42K+ 317.67% |
$113K - $143K
|
1.87K
$191K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.05K+ 4.12% |
$83.5K - $106K
|
26.5K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
977+ 15.13% |
$77.8K - $98.4K
|
7.44K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
968+ 2.73% |
$77.1K - $97.5K
|
36.5K
$3.72M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
900+ 8.23% |
$71.7K - $90.6K
|
11.8K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
861+ 10.09% |
$68.6K - $86.7K
|
9.4K
$959K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
848+ 7.32% |
$67.6K - $85.4K
|
12.4K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
780+ 9.4% |
$62.1K - $78.6K
|
9.08K
$926K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
709+ 8.01% |
$56.5K - $71.4K
|
9.56K
$976K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
685+ 12.64% |
$54.6K - $69K
|
6.1K
$623K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600+ 15.0% |
$47.8K - $60.4K
|
4.6K
$469K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
524+ 15.78% |
$41.7K - $52.8K
|
3.84K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
473+ 3.75% |
$37.7K - $47.6K
|
13.1K
$1.34M
|
|
|
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
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
427+ 6.24% |
$34K - $43K
|
7.27K
$742K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
318+ 13.34% |
$25.3K - $32K
|
2.7K
$276K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
230New |
$18.3K - $23.2K
|
230
$23.5K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
207New |
$16.5K - $20.8K
|
207
$21.1K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
190+ 17.66% |
$15.1K - $19.1K
|
1.27K
$129K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
109+ 76.76% |
$8.68K - $11K
|
251
$25.6K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
99+ 125.32% |
$7.89K - $9.97K
|
178
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
85New |
$6.77K - $8.56K
|
85
$8.68K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
80+ 74.77% |
$6.37K - $8.06K
|
187
$19.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
65+ 17.76% |
$5.18K - $6.55K
|
431
$44K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
57New |
$4.54K - $5.74K
|
57
$5.82K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$4.38K - $5.54K
|
55
$5.61K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
38+ 14.9% |
$3.03K - $3.83K
|
293
$29.9K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 187.5% |
$1.2K - $1.51K
|
23
$2.35K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
13+ 10.24% |
$1.04K - $1.31K
|
140
$14.3K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10New |
$797 - $1.01K
|
10
$1.02K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 40.0% |
$797 - $1.01K
|
35
$3.57K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.31% |
$717 - $906
|
2.91K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
9New |
$717 - $906
|
9
$919
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$398 - $504
|
5
$510
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 1.96% |
$319 - $403
|
208
$21.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
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
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Roubaix Capital, LLC
|
BUY
|
- |
58.4KNew |
$3.04M - $5.02M
|
58.4K
$5.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
55.9KNew |
$2.91M - $4.8M
|
55.9K
$5.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
45.1K+ 88.17% |
$2.35M - $3.88M
|
96.3K
$9.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
19.6KNew |
$1.02M - $1.68M
|
19.6K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.4KNew |
$698K - $1.15M
|
13.4K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.27KNew |
$326K - $539K
|
6.27K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.03KNew |
$210K - $347K
|
4.03K
$412K
|
|