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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
56.7KNew |
$2.09M - $2.59M
|
56.7K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
56.7KNew |
$2.09M - $2.59M
|
56.7K
$4.16M
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
12.4KNew |
$455K - $587K
|
12.4K
$908K
|
|
|
Nov 06, 2023
Q3 2023
|
Jcsd Capital, LLC
|
BUY
|
- |
11.8K+ 11.21% |
$432K - $557K
|
117K
$8.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
7.41KNew |
$272K - $351K
|
7.41K
$543K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
336+ 45.41% |
$12.3K - $15.9K
|
1.08K
$78.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
313+ 15.35% |
$11.5K - $14.8K
|
2.35K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
21New |
$771 - $995
|
21
$1.54K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.16KNew |
$234K - $293K
|
7.16K
$525K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
2.06KNew |
$67.2K - $84.2K
|
2.06K
$151K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.47K+ 8.62% |
$47.9K - $60K
|
18.5K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
800New |
$26.2K - $32.8K
|
800
$58.6K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
202New |
$6.61K - $8.27K
|
202
$14.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
60+ 0.74% |
$1.96K - $2.46K
|
8.18K
$600K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
43.6KNew |
$1.43M - $2.1M
|
43.6K
$3.19M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11.5KNew |
$378K - $555K
|
11.5K
$846K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.02K+ 83.84% |
$197K - $289K
|
13.2K
$968K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
5.78KNew |
$189K - $278K
|
5.78K
$424K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.6K+ 31.33% |
$85.1K - $125K
|
10.9K
$799K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
700+ 3.65% |
$22.9K - $33.7K
|
19.9K
$1.46M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
114New |
$3.73K - $5.48K
|
114
$8.36K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
11New |
$360 - $529
|
11
$806
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
34.5KNew |
$1.35M - $1.85M
|
34.5K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
23.4KNew |
$918K - $1.26M
|
23.4K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
14.5KNew |
$568K - $777K
|
14.5K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.3KNew |
$442K - $606K
|
11.3K
$828K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.84KNew |
$229K - $313K
|
5.84K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.75KNew |
$225K - $308K
|
5.75K
$421K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
5.27KNew |
$206K - $283K
|
5.27K
$386K
|
|
|
Feb 13, 2023
Q4 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
5.1KNew |
$200K - $273K
|
5.1K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
5KNew |
$196K - $268K
|
5K
$367K
|
|
|
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
$3.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
246New |
$9.63K - $13.2K
|
246
$18K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
230New |
$9.01K - $12.3K
|
230
$16.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
150+ 2.55% |
$5.87K - $8.04K
|
6.02K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5New |
$196 - $268
|
5
$367
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.73K+ 71.04% |
$175K - $207K
|
11.4K
$835K
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.09KNew |
$152K - $179K
|
4.09K
$300K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
279KNew |
$10M - $12.9M
|
279K
$20.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
11.9K+ 42.69% |
$426K - $550K
|
39.7K
$2.91M
|
|
|
Aug 10, 2022
Q2 2022
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
3.2K+ 21.61% |
$115K - $148K
|
18K
$1.32M
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
83New |
$2.57K - $4.32K
|
83
$6.08K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Employees Retirement System Of Texas
|
BUY
|
- |
50KNew |
$1.38M - $1.65M
|
50K
$3.67M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
11.8KNew |
$324K - $390K
|
11.8K
$865K
|
|
|
Jun 21, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.96K+ 305.62% |
$53.9K - $64.7K
|
2.6K
$191K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
780KNew |
$15.4M - $24.6M
|
780K
$57.2M
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2+ 0.49% |
$18.6 - $31.1
|
414
$30.3K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
125KNew |
$1.13M - $2.26M
|
125K
$9.16M
|
|