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 |
|---|---|---|---|---|---|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
3,500
shares
|
$357,210
0.14% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,500
shares
|
$357,210
0.01% of portfolio
|
Q1 2025
Reduced 20.53%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
3,228
shares
|
$329,449
0.0% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,100
shares
|
$316,386
0.08% of portfolio
|
Q1 2024
Reduced 22.6%
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
3,090
shares
|
$315,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,911
shares
|
$297,096
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
2,777
shares
|
$283,420
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
2,708
shares
|
$276,378
0.0% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
2,701
shares
|
$275,664
0.0% of portfolio
|
Q1 2025
Added 13.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
2,405
shares
|
$245,454
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,300
shares
|
$234,738
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
2,133
shares
|
$217,693
0.02% of portfolio
|
Q2 2025
Reduced 36.23%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
2,100
shares
|
$214,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,079
shares
|
$212,182
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,058
shares
|
$210,039
0.01% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,929
shares
|
$196,873
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
1,867
shares
|
$190,546
0.01% of portfolio
|
Q1 2025
Added 317.67%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,844
shares
|
$188,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
1,767
shares
|
$180,340
0.0% of portfolio
|
Q4 2024
Reduced 42.65%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
1,330
shares
|
$135,739
0.01% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,266
shares
|
$129,207
0.0% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,130
shares
|
$115,327
0.02% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
1,019
shares
|
$103,999
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
664
shares
|
$67,767
0.0% of portfolio
|
Q4 2024
Reduced 39.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
483
shares
|
$49,294
0.0% of portfolio
|
Q2 2020
Added 0.49%
|