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 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
96,253
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
Added 88.17%
|
|
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
May 01, 2025 Q1 2025 |
88,471
shares
|
$9.64 Million
1.61% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
84,247
shares
|
$9.18 Million
0.0% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Aug 04, 2025 Q2 2025 |
78,995
shares
|
$8.61 Million
0.52% of portfolio
|
Q2 2025
Added 21.77%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
78,052
shares
|
$8.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Cooper Creek Partners Management LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
77,661
shares
|
$8.47 Million
0.23% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
72,393
shares
|
$7.89 Million
0.0% of portfolio
|
Q4 2023
Reduced 13.09%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
68,748
shares
|
$7.49 Million
0.01% of portfolio
|
Q2 2025
Added 657.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
66,746
shares
|
$7.28 Million
0.01% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
64,955
shares
|
$7.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.8%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
64,250
shares
|
$7 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.1%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
63,168
shares
|
$6.89 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
61,843
shares
|
$6.74 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
59,831
shares
|
$6.52 Million
0.06% of portfolio
|
Q1 2025
Reduced 27.34%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
58,786
shares
|
$6.41 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
48,435
shares
|
$5.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
Aug 14, 2025 Q2 2025 |
47,653
shares
|
$5.19 Million
6.81% of portfolio
|
Q2 2025
Added 30.66%
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
47,175
shares
|
$5.14 Million
3.23% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
46,776
shares
|
$5.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
46,160
shares
|
$5.03 Million
0.0% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
42,121
shares
|
$4.59 Million
0.0% of portfolio
|
Q2 2025
Added 194.49%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
40,886
shares
|
$4.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
Aug 13, 2025 Q2 2025 |
39,311
shares
|
$4.29 Million
3.63% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
38,086
shares
|
$4.15 Million
0.0% of portfolio
|
Q2 2025
Added 18.2%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
37,266
shares
|
$4.06 Million
0.03% of portfolio
|
Q2 2025
Added 256.78%
|