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 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-81- 0.68% |
$6.4K - $8.1K
|
11.8K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-75- 0.25% |
$5.93K - $7.5K
|
29.8K
$3.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-62- 2.29% |
$4.9K - $6.2K
|
2.65K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59- 0.12% |
$4.66K - $5.9K
|
48.4K
$5.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-46- 0.41% |
$3.63K - $4.6K
|
11.2K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-34- 18.18% |
$2.69K - $3.4K
|
153
$16.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-23- 1.23% |
$1.82K - $2.3K
|
1.84K
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-22- 55.0% |
$1.74K - $2.2K
|
18
$1.96K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-15- 19.48% |
$1.19K - $1.5K
|
62
$6.76K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 0.63% |
$1.03K - $1.3K
|
2.05K
$223K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 50.0% |
$395 - $500
|
5
$545
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5- 12.82% |
$395 - $500
|
34
$3.71K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 11.11% |
$237 - $300
|
24
$2.62K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-115K- 94.65% |
$9.16M - $11.6M
|
6.5K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.5K- 27.34% |
$1.79M - $2.27M
|
59.8K
$6.52M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-21.3K- 73.87% |
$1.7M - $2.15M
|
7.53K
$821K
|
|
|
May 20, 2025
Q1 2025
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-15K- 50.0% |
$1.2M - $1.51M
|
15K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-14.5K- 28.43% |
$1.15M - $1.46M
|
36.5K
$3.98M
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-13.7K- 13.44% |
$1.09M - $1.38M
|
88.5K
$9.64M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.08K- 3.02% |
$246K - $310K
|
98.9K
$10.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2K- 25.04% |
$159K - $201K
|
5.98K
$652K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-805- 14.71% |
$64.1K - $81.1K
|
4.67K
$509K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-187- 12.98% |
$14.9K - $18.8K
|
1.25K
$137K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-76- 73.79% |
$6.05K - $7.65K
|
27
$2.94K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 1.82% |
$239 - $302
|
162
$17.7K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-17.7K- 31.22% |
$920K - $1.52M
|
39K
$4.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-6.2K- 59.1% |
$322K - $533K
|
4.29K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.93K- 31.21% |
$100K - $166K
|
4.25K
$463K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.31K- 42.65% |
$68.3K - $113K
|
1.77K
$193K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10K- 25.0% |
$437K - $538K
|
30K
$3.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.4K- 97.86% |
$192K - $237K
|
96
$10.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.64K- 16.4% |
$116K - $142K
|
13.5K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 18.98% |
$43.7K - $53.8K
|
4.27K
$465K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-52- 1.04% |
$2.27K - $2.8K
|
4.96K
$540K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-12.4K- 66.22% |
$463K - $571K
|
6.32K
$689K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.45K- 24.31% |
$54.2K - $66.9K
|
4.51K
$492K
|
|
| Q1 2024 | |||||||
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-905- 22.6% |
$32.6K - $39.6K
|
3.1K
$338K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-161- 44.35% |
$5.79K - $7.05K
|
202
$22K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-45- 0.84% |
$1.62K - $1.97K
|
5.34K
$582K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-10.9K- 13.09% |
$401K - $497K
|
72.4K
$7.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5K- 47.74% |
$184K - $228K
|
5.47K
$597K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-754- 3.56% |
$27.7K - $34.4K
|
20.4K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-119- 13.09% |
$4.38K - $5.43K
|
790
$86.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25- 0.46% |
$920 - $1.14K
|
5.36K
$585K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.02K- 21.33% |
$111K - $143K
|
11.1K
$1.21M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.2K- 11.35% |
$71.9K - $90.1K
|
17.2K
$1.87M
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-18.1K- 93.07% |
$591K - $868K
|
1.35K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-13.8K- 37.2% |
$452K - $664K
|
23.3K
$2.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-93- 9.97% |
$3.04K - $4.47K
|
840
$91.6K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-47.3K- 40.52% |
$1.85M - $2.53M
|
69.4K
$7.57M
|
|