Latest Institutional Sells of Coastal Financial Corp (CCB)
This list provides information on the latest institutional transactions involving Coastal Financial Corp (CCB) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.21K- 36.23% |
$95.8K - $121K
|
2.13K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-802- 1.67% |
$63.4K - $80.2K
|
47.2K
$4.81M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-579- 3.93% |
$45.7K - $57.9K
|
14.2K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-118- 9.46% |
$9.32K - $11.8K
|
1.13K
$115K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-22- 55.0% |
$1.74K - $2.2K
|
18
$1.84K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5- 12.82% |
$395 - $500
|
34
$3.47K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-124K- 27.23% |
$9.87M - $12.5M
|
331K
$33.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-115K- 94.65% |
$9.16M - $11.6M
|
6.5K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-105K- 34.96% |
$8.34M - $10.5M
|
195K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-39.2K- 78.96% |
$3.12M - $3.95M
|
10.4K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-30.4K- 24.9% |
$2.42M - $3.06M
|
91.7K
$9.36M
|
|
|
May 14, 2025
Q1 2025
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-27.6K- 25.07% |
$2.2M - $2.78M
|
82.5K
$8.42M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-25.5K- 8.41% |
$2.03M - $2.57M
|
278K
$28.4M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-23.6K- 53.99% |
$1.88M - $2.38M
|
20.1K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.5K- 27.34% |
$1.79M - $2.27M
|
59.8K
$6.11M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-21.3K- 73.87% |
$1.7M - $2.15M
|
7.53K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.1K- 81.92% |
$1.6M - $2.02M
|
4.43K
$453K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-19.6K- 12.28% |
$1.56M - $1.97M
|
140K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-15.5K- 4.26% |
$1.23M - $1.56M
|
348K
$35.5M
|
|
|
May 20, 2025
Q1 2025
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-15K- 50.0% |
$1.2M - $1.51M
|
15K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.9K- 23.46% |
$1.18M - $1.5M
|
48.5K
$4.95M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.7K- 23.5% |
$1.17M - $1.48M
|
47.7K
$4.87M
|
|
|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-14.5K- 28.43% |
$1.15M - $1.46M
|
36.5K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.9K- 45.02% |
$1.11M - $1.4M
|
16.9K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-13.7K- 13.44% |
$1.09M - $1.38M
|
88.5K
$9.03M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.6K- 8.02% |
$923K - $1.17M
|
133K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-6.94K- 34.43% |
$553K - $699K
|
13.2K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-6.83K- 18.62% |
$544K - $688K
|
29.9K
$3.05M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.08K- 26.31% |
$484K - $612K
|
17K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-4.9K- 23.44% |
$390K - $493K
|
16K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.8K- 6.77% |
$382K - $483K
|
66.1K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-4.07K- 20.1% |
$324K - $410K
|
16.2K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.28K- 23.25% |
$261K - $330K
|
10.8K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.8K- 6.1% |
$223K - $282K
|
43.1K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.2K- 8.0% |
$176K - $222K
|
25.4K
$2.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2K- 25.04% |
$159K - $201K
|
5.98K
$610K
|
|
|
May 08, 2025
Q1 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-1.94K- 9.29% |
$155K - $196K
|
19K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.8K- 0.47% |
$143K - $181K
|
384K
$39.2M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.12K- 8.22% |
$89.5K - $113K
|
12.6K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.1K- 23.03% |
$87.4K - $110K
|
3.67K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-904- 20.53% |
$72K - $91K
|
3.5K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-858- 19.12% |
$68.4K - $86.4K
|
3.63K
$370K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-805- 14.71% |
$64.1K - $81.1K
|
4.67K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-515- 71.73% |
$41K - $51.9K
|
203
$20.7K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-500- 6.5% |
$39.8K - $50.4K
|
7.2K
$735K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-490- 15.32% |
$39K - $49.3K
|
2.71K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-384- 10.63% |
$30.6K - $38.7K
|
3.23K
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-311- 13.13% |
$24.8K - $31.3K
|
2.06K
$210K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-187- 12.98% |
$14.9K - $18.8K
|
1.25K
$128K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-167- 2.56% |
$13.3K - $16.8K
|
6.35K
$648K
|
|