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 |
|---|---|---|---|---|---|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
8,476
shares
|
$865,060
0.03% of portfolio
|
Q1 2025
Added 10112.05%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
7,747
shares
|
$790,658
0.01% of portfolio
|
Q1 2025
Added 60.59%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
7,534
shares
|
$768,920
0.0% of portfolio
|
Q1 2025
Reduced 73.87%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
7,436
shares
|
$758,918
0.0% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
7,272
shares
|
$742,180
0.0% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Emerald Advisers, LLC
|
May 01, 2025 Q1 2025 |
7,242
shares
|
$739,118
0.03% of portfolio
|
Q1 2025
Added 32.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,197
shares
|
$734,525
0.0% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,495
shares
|
$662,879
0.0% of portfolio
|
Q1 2025
Reduced 94.65%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
6,350
shares
|
$648,081
0.0% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
6,301
shares
|
$643,080
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
6,267
shares
|
$639,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
6,255
shares
|
$638,385
0.0% of portfolio
|
Q1 2025
Added 208.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
6,103
shares
|
$622,872
0.0% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,978
shares
|
$610,114
0.01% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
5,372
shares
|
$548,266
0.01% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,958
shares
|
$506,013
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,668
shares
|
$476,416
0.04% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
4,600
shares
|
$469,476
0.25% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,514
shares
|
$460,698
0.07% of portfolio
|
Q2 2024
Reduced 24.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
4,434
shares
|
$452,534
0.0% of portfolio
|
Q1 2025
Reduced 81.92%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
4,270
shares
|
$435,796
0.0% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
3,844
shares
|
$392,318
0.0% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
3,826
shares
|
$390,481
0.0% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
3,666
shares
|
$374,151
0.05% of portfolio
|
Q1 2025
Reduced 23.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
3,630
shares
|
$370,477
0.0% of portfolio
|
Q1 2025
Reduced 19.12%
|