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 184 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
91,715
shares
|
$9.36 Million
0.25% of portfolio
|
Q1 2025
Reduced 24.9%
|
|
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
May 01, 2025 Q1 2025 |
88,471
shares
|
$9.03 Million
1.61% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
88,131
shares
|
$8.99 Million
0.0% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
87,060
shares
|
$8.89 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
86,376
shares
|
$8.82 Million
0.0% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Jacobs Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
82,500
shares
|
$8.42 Million
5.29% of portfolio
|
Q1 2025
Reduced 25.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
73,503
shares
|
$7.5 Million
0.0% of portfolio
|
Q1 2025
Added 44.75%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
72,393
shares
|
$7.39 Million
0.0% of portfolio
|
Q4 2023
Reduced 13.09%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
67,839
shares
|
$6.92 Million
0.16% of portfolio
|
Q1 2025
Added 274.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
66,125
shares
|
$6.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Emerald Mutual Fund Advisers Trust
|
May 01, 2025 Q1 2025 |
64,873
shares
|
$6.62 Million
0.48% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Cooper Creek Partners Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
64,713
shares
|
$6.6 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Eam Global Investors LLC
Solana Beach, CA |
May 12, 2025 Q1 2025 |
60,722
shares
|
$6.2 Million
1.74% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
59,831
shares
|
$6.11 Million
0.06% of portfolio
|
Q1 2025
Reduced 27.34%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
49,913
shares
|
$5.09 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
48,494
shares
|
$4.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.46%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
47,706
shares
|
$4.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.5%
|
|
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
May 14, 2025 Q1 2025 |
47,256
shares
|
$4.82 Million
4.04% of portfolio
|
Q1 2025
Added 29.27%
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
47,175
shares
|
$4.81 Million
3.23% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
43,086
shares
|
$4.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
41,424
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
41,289
shares
|
$4.21 Million
0.0% of portfolio
|
Q1 2025
Added 146.62%
|
|
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
May 15, 2025 Q1 2025 |
36,471
shares
|
$3.72 Million
8.05% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Eam Investors, LLC
Solana Beach, CA |
May 12, 2025 Q1 2025 |
36,471
shares
|
$3.72 Million
0.65% of portfolio
|
Q1 2025
Reduced 28.43%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
32,222
shares
|
$3.29 Million
0.0% of portfolio
|
Q1 2025
New holding
|