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 |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
431
shares
|
$43,987
0.0% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
293
shares
|
$29,903
0.0% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
251
shares
|
$25,617
0.0% of portfolio
|
Q1 2025
Added 76.76%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
230
shares
|
$23,473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
208
shares
|
$21,228
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
207
shares
|
$21,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
203
shares
|
$20,718
0.0% of portfolio
|
Q1 2025
Reduced 71.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
202
shares
|
$20,616
0.0% of portfolio
|
Q1 2024
Reduced 44.35%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
187
shares
|
$19,085
0.0% of portfolio
|
Q1 2025
Added 74.77%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
178
shares
|
$18,166
0.0% of portfolio
|
Q1 2025
Added 125.32%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
162
shares
|
$16,533
0.0% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
140
shares
|
$14,288
0.0% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
123
shares
|
$12,553
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
122
shares
|
$12,451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
85
shares
|
$8,675
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
77
shares
|
$7,858
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
57
shares
|
$5,817
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
55
shares
|
$5,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
35
shares
|
$3,572
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
34
shares
|
$3,470
0.0% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
27
shares
|
$2,755
0.0% of portfolio
|
Q1 2025
Reduced 49.06%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
27
shares
|
$2,755
0.0% of portfolio
|
Q1 2025
Reduced 73.79%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
25
shares
|
$2,551
0.0% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
23
shares
|
$2,347
0.0% of portfolio
|
Q1 2025
Added 187.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
18
shares
|
$1,837
0.0% of portfolio
|
Q2 2025
Reduced 55.0%
|