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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
202
shares
|
$16,093
0.0% of portfolio
|
Q1 2024
Reduced 44.35%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
175
shares
|
$13,942
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
170
shares
|
$13,543
0.0% of portfolio
|
Q3 2024
Added 36.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
165
shares
|
$13,145
0.0% of portfolio
|
Q3 2024
Added 161.9%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
158
shares
|
$12,587
0.0% of portfolio
|
Q3 2024
Added 236.17%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
139
shares
|
$11,074
0.0% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
130
shares
|
$10,357
0.0% of portfolio
|
Q4 2023
Reduced 56.23%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
123
shares
|
$9,799
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
103
shares
|
$8,206
0.0% of portfolio
|
Q4 2024
Added 24.1%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
96
shares
|
$7,648
0.0% of portfolio
|
Q3 2024
Reduced 97.86%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
93
shares
|
$7,409
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
91
shares
|
$7,249
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
91
shares
|
$7,249
0.0% of portfolio
|
Q3 2024
Added 49.18%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
79
shares
|
$6,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
46
shares
|
$3,664
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
22
shares
|
$1,752
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
20
shares
|
$1,593
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
20
shares
|
$1,593
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12
shares
|
$956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
9
shares
|
$717
0.0% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
7
shares
|
$557
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|