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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-128- 1.13% |
$10.2K - $12.9K
|
11.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-114- 2.89% |
$9.08K - $11.5K
|
3.83K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-76- 73.79% |
$6.05K - $7.65K
|
27
$2.73K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-57- 0.51% |
$4.54K - $5.74K
|
11.2K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 49.06% |
$2.07K - $2.62K
|
27
$2.73K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-11- 12.5% |
$876 - $1.11K
|
77
$7.79K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-9- 0.67% |
$717 - $906
|
1.33K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7- 21.88% |
$558 - $705
|
25
$2.53K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 1.82% |
$239 - $302
|
162
$16.4K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-17.7K- 31.22% |
$920K - $1.52M
|
39K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-6.2K- 59.1% |
$322K - $533K
|
4.29K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.93K- 31.21% |
$100K - $166K
|
4.25K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.31K- 42.65% |
$68.3K - $113K
|
1.77K
$179K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.26K- 7.56% |
$65.6K - $109K
|
15.4K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-785- 19.22% |
$40.8K - $67.5K
|
3.3K
$334K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-262- 39.46% |
$13.6K - $22.5K
|
402
$40.6K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10K- 25.0% |
$437K - $538K
|
30K
$3.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.4K- 97.86% |
$192K - $237K
|
96
$9.71K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.64K- 16.4% |
$116K - $142K
|
13.5K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 18.98% |
$43.7K - $53.8K
|
4.27K
$432K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-52- 1.04% |
$2.27K - $2.8K
|
4.96K
$501K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-12.4K- 66.22% |
$463K - $571K
|
6.32K
$639K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.45K- 24.31% |
$54.2K - $66.9K
|
4.51K
$456K
|
|
| Q1 2024 | |||||||
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-905- 22.6% |
$32.6K - $39.6K
|
3.1K
$313K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-161- 44.35% |
$5.79K - $7.05K
|
202
$20.4K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-45- 0.84% |
$1.62K - $1.97K
|
5.34K
$539K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-10.9K- 13.09% |
$401K - $497K
|
72.4K
$7.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5K- 47.74% |
$184K - $228K
|
5.47K
$553K
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-3.42K- 30.24% |
$126K - $156K
|
7.89K
$798K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-754- 3.56% |
$27.7K - $34.4K
|
20.4K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-119- 13.09% |
$4.38K - $5.43K
|
790
$79.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25- 0.46% |
$920 - $1.14K
|
5.36K
$542K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.02K- 21.33% |
$111K - $143K
|
11.1K
$1.13M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.2K- 11.35% |
$71.9K - $90.1K
|
17.2K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2- 18.18% |
$65.4 - $81.9
|
9
$910
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-18.1K- 93.07% |
$591K - $868K
|
1.35K
$136K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-13.8K- 37.2% |
$452K - $664K
|
23.3K
$2.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-93- 9.97% |
$3.04K - $4.47K
|
840
$84.9K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-47.3K- 40.52% |
$1.85M - $2.53M
|
69.4K
$7.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-46.9K- 55.89% |
$1.84M - $2.51M
|
37K
$3.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.4K- 9.71% |
$679K - $930K
|
161K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.16K- 10.55% |
$45.6K - $62.4K
|
9.87K
$998K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-24.6K- 95.27% |
$912K - $1.08M
|
1.22K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-8.51K- 46.05% |
$315K - $372K
|
9.97K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-4.5K- 36.0% |
$167K - $197K
|
8K
$809K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-45KClosed |
$1.62M - $2.09M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-9.8KClosed |
$352K - $454K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.27KClosed |
$189K - $244K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.6KClosed |
$165K - $213K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.66KClosed |
$59.7K - $76.9K
|
0
$0
|
|