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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$398 - $504
|
5
$545
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 1.96% |
$319 - $403
|
208
$22.7K
|
|
| 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
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Roubaix Capital, LLC
|
BUY
|
- |
58.4KNew |
$3.04M - $5.02M
|
58.4K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
55.9KNew |
$2.91M - $4.8M
|
55.9K
$6.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
45.1K+ 88.17% |
$2.35M - $3.88M
|
96.3K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
19.6KNew |
$1.02M - $1.68M
|
19.6K
$2.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.4KNew |
$698K - $1.15M
|
13.4K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.03KNew |
$210K - $347K
|
4.03K
$440K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.7K+ 16.62% |
$192K - $318K
|
26K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
3.09KNew |
$161K - $266K
|
3.09K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.04KNew |
$158K - $261K
|
3.04K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.52KNew |
$131K - $216K
|
2.52K
$274K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.93KNew |
$100K - $166K
|
1.93K
$210K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.5K+ 75.0% |
$78K - $129K
|
3.5K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.02KNew |
$53K - $87.6K
|
1.02K
$111K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
755New |
$39.3K - $64.9K
|
755
$82.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$5.2K - $8.6K
|
100
$10.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
75+ 1.42% |
$3.9K - $6.45K
|
5.37K
$586K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
50New |
$2.6K - $4.3K
|
50
$5.45K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$52 - $86
|
1
$109
|
|
| Q3 2024 | |||||||
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
18.9KNew |
$826K - $1.02M
|
18.9K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
18.3K+ 225.89% |
$801K - $986K
|
26.4K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.64KNew |
$247K - $303K
|
5.64K
$614K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
5.48KNew |
$240K - $295K
|
5.48K
$597K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
857+ 7.8% |
$37.5K - $46.1K
|
11.9K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
600+ 300.0% |
$26.2K - $32.3K
|
800
$87.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
123New |
$5.38K - $6.62K
|
123
$13.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
46New |
$2.01K - $2.48K
|
46
$5.01K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
222K+ 26.27% |
$8.32M - $10.3M
|
1.07M
$117M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.41KNew |
$90K - $111K
|
2.41K
$262K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
499New |
$18.7K - $23K
|
499
$54.4K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
364+ 3.41% |
$13.6K - $16.8K
|
11K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
175New |
$6.54K - $8.07K
|
175
$19.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
91New |
$3.4K - $4.2K
|
91
$9.92K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
20New |
$748 - $923
|
20
$2.18K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.62KNew |
$346K - $421K
|
9.62K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.86KNew |
$247K - $300K
|
6.86K
$747K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.73KNew |
$242K - $295K
|
6.73K
$734K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.33KNew |
$192K - $233K
|
5.33K
$581K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.45KNew |
$52.2K - $63.5K
|
1.45K
$158K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.44K+ 642.41% |
$51.8K - $63K
|
1.66K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
837New |
$30.1K - $36.6K
|
837
$91.2K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
600+ 54.55% |
$21.6K - $26.3K
|
1.7K
$185K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
361+ 1.95% |
$13K - $15.8K
|
18.9K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
79+ 0.82% |
$2.84K - $3.46K
|
9.67K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$72 - $87.6
|
2
$218
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
56.7KNew |
$2.09M - $2.59M
|
56.7K
$6.18M
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
12.4KNew |
$455K - $587K
|
12.4K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
7.41KNew |
$272K - $351K
|
7.41K
$807K
|
|