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 150 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 $708 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,958
shares
|
$418,356
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
4,669
shares
|
$393,970
0.04% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,514
shares
|
$380,891
0.07% of portfolio
|
Q2 2024
Reduced 24.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
4,405
shares
|
$371,693
0.0% of portfolio
|
Q3 2024
Reduced 75.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,278
shares
|
$360,977
0.0% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
4,270
shares
|
$360,302
0.0% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,248
shares
|
$358,446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
4,085
shares
|
$344,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
4,000
shares
|
$337,520
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,955
shares
|
$333,722
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,712
shares
|
$313,218
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,100
shares
|
$261,578
0.04% of portfolio
|
Q1 2024
Reduced 22.6%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
3,081
shares
|
$259,974
0.0% of portfolio
|
Q3 2024
Added 190.11%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,369
shares
|
$199,896
0.0% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
2,211
shares
|
$186,564
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
1,441
shares
|
$121,591
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
1,401
shares
|
$118,216
0.0% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
1,248
shares
|
$105,306
0.03% of portfolio
|
Q4 2024
Reduced 39.3%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,076
shares
|
$90,792
0.0% of portfolio
|
Q3 2023
Added 45.41%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
800
shares
|
$67,504
0.02% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
573
shares
|
$48,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
483
shares
|
$40,755
0.0% of portfolio
|
Q2 2020
Added 0.49%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
366
shares
|
$30,883
0.0% of portfolio
|
Q1 2024
Reduced 76.14%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
257
shares
|
$21,685
0.0% of portfolio
|
Q3 2024
Reduced 81.28%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
207
shares
|
$17,466
0.0% of portfolio
|
Q3 2024
New holding
|