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 |
|---|---|---|---|---|---|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
230
shares
|
$25,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
208
shares
|
$22,674
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
207
shares
|
$22,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
202
shares
|
$22,020
0.0% of portfolio
|
Q1 2024
Reduced 44.35%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
178
shares
|
$19,403
0.0% of portfolio
|
Q1 2025
Added 125.32%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
162
shares
|
$17,659
0.0% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
153
shares
|
$16,678
0.0% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
149
shares
|
$16,242
0.0% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
140
shares
|
$15,261
0.0% of portfolio
|
Q2 2025
Added 508.7%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
139
shares
|
$15,152
0.0% of portfolio
|
Q2 2025
Added 1444.44%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
132
shares
|
$14,389
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
123
shares
|
$13,408
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
122
shares
|
$13,299
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
62
shares
|
$6,758
0.0% of portfolio
|
Q2 2025
Reduced 19.48%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
57
shares
|
$6,213
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
38
shares
|
$4,142
0.0% of portfolio
|
Q2 2025
Added 322.22%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
35
shares
|
$3,815
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
34
shares
|
$3,706
0.0% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
31
shares
|
$3,379
0.0% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
27
shares
|
$2,943
0.0% of portfolio
|
Q1 2025
Reduced 73.79%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
24
shares
|
$2,616
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
18
shares
|
$1,962
0.0% of portfolio
|
Q2 2025
Reduced 55.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
6
shares
|
$654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
6
shares
|
$654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
5
shares
|
$545
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|