Purchases and Sales Made in Q1 2025 in Coastal Financial Corp (CCB)
This table provides information about the institutional ownership of Coastal Financial Corp (CCB) during Q1 2025. The information is specifically focused on institutions that hold shares of COASTAL FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
446KNew |
$35.5M - $44.9M
|
446K
$45.1M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
359K+ 400.45% |
$28.6M - $36.2M
|
449K
$45.4M
|
|
|
May 15, 2025
Q1 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
196K+ 49.28% |
$15.6M - $19.8M
|
594K
$60.1M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
121K+ 125.41% |
$9.61M - $12.2M
|
217K
$21.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
113KNew |
$8.97M - $11.3M
|
113K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
87.1KNew |
$6.94M - $8.77M
|
87.1K
$8.8M
|
|
|
May 15, 2025
Q1 2025
|
Cooper Creek Partners Management LLC
New York, NY |
BUY
|
- |
64.7KNew |
$5.16M - $6.52M
|
64.7K
$6.54M
|
|
|
May 12, 2025
Q1 2025
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
60.7KNew |
$4.84M - $6.12M
|
60.7K
$6.14M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
53.9K+ 7.87% |
$4.3M - $5.43M
|
739K
$74.8M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
49.9KNew |
$3.98M - $5.03M
|
49.9K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
49.7K+ 274.99% |
$3.96M - $5.01M
|
67.8K
$6.86M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
49.2K+ 31.29% |
$3.92M - $4.95M
|
206K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
48.8K+ 13.84% |
$3.89M - $4.91M
|
401K
$40.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
39.2K+ 80.0% |
$3.12M - $3.94M
|
88.1K
$8.91M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
39.1K+ 15.14% |
$3.12M - $3.94M
|
298K
$30.1M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
32.2KNew |
$2.57M - $3.25M
|
32.2K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.5K+ 146.62% |
$1.96M - $2.47M
|
41.3K
$4.17M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.7K+ 44.75% |
$1.81M - $2.29M
|
73.5K
$7.43M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
22.1KNew |
$1.76M - $2.23M
|
22.1K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5K+ 209.21% |
$1.4M - $1.77M
|
25.9K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
16.9K+ 1.28% |
$1.35M - $1.71M
|
1.34M
$135M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
16.8K+ 18.74% |
$1.34M - $1.69M
|
106K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.3K+ 207.27% |
$1.22M - $1.54M
|
22.6K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
12.6KNew |
$1.01M - $1.27M
|
12.6K
$1.28M
|
|
|
Jun 05, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
11KNew |
$876K - $1.11M
|
11K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
BUY
|
- |
10.7K+ 29.27% |
$853K - $1.08M
|
47.3K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
10.1KNew |
$808K - $1.02M
|
10.1K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.02K+ 8.41% |
$718K - $908K
|
116K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
8.63KNew |
$688K - $869K
|
8.63K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.58KNew |
$683K - $864K
|
8.58K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
8.46K+ 160.27% |
$674K - $852K
|
13.7K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.39K+ 10112.05% |
$669K - $845K
|
8.48K
$857K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.07K+ 10.3% |
$643K - $812K
|
86.4K
$8.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.67K+ 87.46% |
$532K - $672K
|
14.3K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.3KNew |
$502K - $635K
|
6.3K
$637K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.9K+ 6.35% |
$470K - $594K
|
98.9K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
5.87K+ 9.95% |
$468K - $591K
|
64.9K
$6.56M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
5.14K+ 45.35% |
$410K - $518K
|
16.5K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
4.54K+ 30.57% |
$362K - $458K
|
19.4K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
4.23K+ 208.13% |
$337K - $425K
|
6.26K
$632K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.85K+ 3.72% |
$306K - $387K
|
107K
$10.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.52K+ 50271.43% |
$280K - $354K
|
3.53K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
3.17K+ 17.02% |
$253K - $320K
|
21.8K
$2.21M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.92K+ 60.59% |
$233K - $294K
|
7.75K
$783K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.78KNew |
$221K - $280K
|
2.78K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.41KNew |
$192K - $242K
|
2.41K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.3KNew |
$183K - $232K
|
2.3K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.13K+ 27.5% |
$170K - $215K
|
9.88K
$999K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.08KNew |
$166K - $209K
|
2.08K
$210K
|
|
|
Jun 10, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
2K+ 22.22% |
$159K - $201K
|
11K
$1.11M
|