Institutional Ownership Coastal Financial Corp (CCB)
This table provides information about the institutional ownership of Coastal Financial Corp (CCB). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $947 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
1,322,325
shares
|
$121 Million
0.07% of portfolio
|
Q4 2024
Added 47.18%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,069,305
shares
|
$97.8 Million
0.0% of portfolio
|
Q2 2024
Added 26.27%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
685,385
shares
|
$62.7 Million
0.0% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
456,887
shares
|
$41.8 Million
0.01% of portfolio
|
Q4 2024
Added 1067.91%
|
|
|
Endeavour Capital Advisors Inc
Greenwich, CT |
Feb 12, 2025 Q4 2024 |
455,229
shares
|
$41.6 Million
13.05% of portfolio
|
Q4 2024
Reduced 39.17%
|
|
|
Azora Capital LP
Miami, FL |
Feb 14, 2025 Q4 2024 |
397,994
shares
|
$36.4 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
385,433
shares
|
$35.3 Million
0.03% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
363,309
shares
|
$33.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
352,593
shares
|
$32.3 Million
0.0% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
303,468
shares
|
$27.8 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
299,456
shares
|
$27.4 Million
0.6% of portfolio
|
Q4 2024
Added 38.56%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
258,507
shares
|
$23.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
161,319
shares
|
$14.8 Million
0.15% of portfolio
|
Q4 2022
Reduced 9.71%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
159,476
shares
|
$14.6 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
157,238
shares
|
$14.4 Million
0.01% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
144,364
shares
|
$13.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
122,130
shares
|
$11.2 Million
0.32% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
121,469
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Jcsd Capital, LLC
|
Jan 19, 2024 Q4 2023 |
116,711
shares
|
$10.7 Million
15.97% of portfolio
|
Q3 2023
Added 11.21%
|
|
|
Jacobs Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
110,096
shares
|
$10.1 Million
5.72% of portfolio
|
Q4 2024
Reduced 41.28%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
107,145
shares
|
$9.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
103,369
shares
|
$9.46 Million
0.02% of portfolio
|
Q4 2024
Added 41.11%
|
|
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
102,351
shares
|
$9.36 Million
1.39% of portfolio
|
Q4 2024
Added 171.72%
|
|
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
Jan 30, 2025 Q4 2024 |
102,213
shares
|
$9.35 Million
1.64% of portfolio
|
Q4 2024
Added 37.92%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
96,253
shares
|
$8.8 Million
0.0% of portfolio
|
Q4 2024
Added 88.17%
|