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 148 institutions that hold shares in the stock, with a total of 8.55 Million shares, which have been reported (via 13F filing form) to have a value of $717 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
10,904
shares
|
$868,721
0.0% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,814
shares
|
$861,551
0.0% of portfolio
|
Q3 2024
Reduced 31.67%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
10,769
shares
|
$857,966
0.0% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
10,659
shares
|
$849,202
0.0% of portfolio
|
Q3 2024
Added 26.76%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
10,487
shares
|
$835,499
0.29% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 29, 2024 Q3 2024 |
10,010
shares
|
$797,496
0.03% of portfolio
|
Q1 2024
Reduced 61.95%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
10,000
shares
|
$796,700
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
8,896
shares
|
$708,744
0.19% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
8,553
shares
|
$681,417
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
8,353
shares
|
$665,483
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
8,141
shares
|
$648,593
0.0% of portfolio
|
Q3 2024
Reduced 76.9%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,005
shares
|
$637,758
0.01% of portfolio
|
Q2 2024
Added 2.92%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
7,196
shares
|
$573,305
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
7,101
shares
|
$565,736
0.0% of portfolio
|
Q3 2024
Added 34.03%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,604
shares
|
$526,140
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
6,178
shares
|
$492,201
0.0% of portfolio
|
Q3 2024
Reduced 20.64%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
6,116
shares
|
$487,261
0.0% of portfolio
|
Q3 2024
Added 25.3%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
6,081
shares
|
$484,473
0.0% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
5,995
shares
|
$477,621
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
5,744
shares
|
$457,624
0.03% of portfolio
|
Q1 2024
Reduced 19.41%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
5,637
shares
|
$449,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,523
shares
|
$440,017
0.0% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,513
shares
|
$439,220
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
5,478
shares
|
$436,432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,297
shares
|
$422,011
0.01% of portfolio
|
Q3 2024
New holding
|