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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.9K- 23.46% |
$1.18M - $1.5M
|
48.5K
$4.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-6.83K- 18.62% |
$544K - $688K
|
29.9K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.59K- 17.72% |
$286K - $362K
|
16.7K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.49K- 98.89% |
$278K - $351K
|
39
$3.4K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-2K- 11.95% |
$159K - $202K
|
14.7K
$1.29M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2K- 25.04% |
$159K - $201K
|
5.98K
$521K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.1K- 23.03% |
$87.4K - $110K
|
3.67K
$320K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-805- 14.71% |
$64.1K - $81.1K
|
4.67K
$407K
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-637- 1.31% |
$50.7K - $64.2K
|
48K
$4.18M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-311- 13.13% |
$24.8K - $31.3K
|
2.06K
$179K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-187- 12.98% |
$14.9K - $18.8K
|
1.25K
$109K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-167- 2.56% |
$13.3K - $16.8K
|
6.35K
$554K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-76- 73.79% |
$6.05K - $7.65K
|
27
$2.35K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 1.82% |
$239 - $302
|
162
$14.1K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-293K- 39.17% |
$15.2M - $25.2M
|
455K
$39.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-77.4K- 41.28% |
$4.03M - $6.66M
|
110K
$9.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-29.1K- 59.1% |
$1.51M - $2.5M
|
20.2K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-28.5K- 49.72% |
$1.48M - $2.45M
|
28.8K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-17.7K- 31.22% |
$920K - $1.52M
|
39K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.6K- 32.06% |
$602K - $995K
|
24.5K
$2.14M
|
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-11.1K- 23.77% |
$576K - $952K
|
35.5K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-9.62K- 82.57% |
$500K - $827K
|
2.03K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.72K- 10.02% |
$454K - $750K
|
78.3K
$6.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-7.74K- 2.09% |
$402K - $665K
|
363K
$31.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-6.2K- 59.1% |
$322K - $533K
|
4.29K
$374K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5.72K- 1.85% |
$297K - $491K
|
303K
$26.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.92K- 3.29% |
$256K - $423K
|
144K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.63K- 92.01% |
$241K - $398K
|
402
$35.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.24K- 13.34% |
$221K - $365K
|
27.6K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.51K- 5.77% |
$130K - $216K
|
41K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.17K- 2.56% |
$113K - $186K
|
82.3K
$7.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.13K- 96.25% |
$111K - $183K
|
83
$7.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.93K- 31.21% |
$100K - $166K
|
4.25K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.65K- 10.47% |
$85.6K - $142K
|
14.1K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.31K- 42.65% |
$68.3K - $113K
|
1.77K
$154K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.26K- 0.49% |
$65.6K - $109K
|
259K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.2K- 5.43% |
$62.4K - $103K
|
20.9K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.14K- 0.71% |
$59.3K - $98.1K
|
159K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.08K- 4.48% |
$56.3K - $93.1K
|
23.1K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-808- 39.3% |
$42K - $69.5K
|
1.25K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-785- 19.22% |
$40.8K - $67.5K
|
3.3K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-636- 14.97% |
$33.1K - $54.7K
|
3.61K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-547- 0.51% |
$28.4K - $47K
|
107K
$9.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-469- 2.26% |
$24.4K - $40.3K
|
20.2K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-454- 0.89% |
$23.6K - $39K
|
50.8K
$4.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-434- 3.07% |
$22.6K - $37.3K
|
13.7K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-182- 1.59% |
$9.46K - $15.6K
|
11.2K
$979K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-126- 21.99% |
$6.55K - $10.8K
|
447
$39K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-62- 4.43% |
$3.22K - $5.33K
|
1.34K
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-28- 16.47% |
$1.46K - $2.41K
|
142
$12.4K
|
|