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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
6,865
shares
|
$748,353
0.0% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,705
shares
|
$730,912
0.0% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,495
shares
|
$708,019
0.0% of portfolio
|
Q1 2025
Reduced 94.65%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,978
shares
|
$651,661
0.01% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
5,852
shares
|
$637,926
0.03% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,958
shares
|
$540,471
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,946
shares
|
$539,163
0.0% of portfolio
|
Q2 2025
Reduced 55.73%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,668
shares
|
$508,858
0.04% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,514
shares
|
$492,071
0.07% of portfolio
|
Q2 2024
Reduced 24.31%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
4,505
shares
|
$491,090
0.06% of portfolio
|
Q2 2025
Added 22.89%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
4,270
shares
|
$465,472
0.0% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Arizona State Retirement System
|
Aug 13, 2025 Q2 2025 |
3,930
shares
|
$428,409
0.0% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
3,625
shares
|
$395,161
0.0% of portfolio
|
Q2 2025
Added 12.3%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,565
shares
|
$388,620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
3,546
shares
|
$386,549
0.03% of portfolio
|
Q2 2025
Reduced 79.16%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
3,500
shares
|
$381,535
0.14% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
3,431
shares
|
$374,013
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,400
shares
|
$370,634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
3,354
shares
|
$365,619
0.01% of portfolio
|
Q2 2025
Reduced 64.91%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,337
shares
|
$363,766
0.0% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,161
shares
|
$344,580
0.0% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
3,142
shares
|
$342,509
0.01% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,113
shares
|
$339,348
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,100
shares
|
$337,931
0.08% of portfolio
|
Q1 2024
Reduced 22.6%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Aug 13, 2025 Q2 2025 |
3,090
shares
|
$336,840
0.0% of portfolio
|
Q4 2024
New holding
|