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 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.95K+ 11.96% |
$155K - $196K
|
18.2K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.84KNew |
$147K - $186K
|
1.84K
$186K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
1.79K+ 32.76% |
$142K - $180K
|
7.24K
$732K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.42K+ 317.67% |
$113K - $143K
|
1.87K
$189K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.26K+ 8.17% |
$101K - $127K
|
16.7K
$1.69M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.05K+ 4.12% |
$83.5K - $106K
|
26.5K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
977+ 15.13% |
$77.8K - $98.4K
|
7.44K
$752K
|
|
|
May 15, 2025
Q1 2025
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
968+ 2.73% |
$77.1K - $97.5K
|
36.5K
$3.69M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
900+ 8.23% |
$71.7K - $90.6K
|
11.8K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
861+ 10.09% |
$68.6K - $86.7K
|
9.4K
$950K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
848+ 7.32% |
$67.6K - $85.4K
|
12.4K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
780+ 9.4% |
$62.1K - $78.6K
|
9.08K
$918K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
709+ 8.01% |
$56.5K - $71.4K
|
9.56K
$967K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
685+ 12.64% |
$54.6K - $69K
|
6.1K
$617K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600+ 15.0% |
$47.8K - $60.4K
|
4.6K
$465K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
524+ 15.78% |
$41.7K - $52.8K
|
3.84K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
473+ 3.75% |
$37.7K - $47.6K
|
13.1K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
453+ 1.11% |
$36.1K - $45.6K
|
41.4K
$4.19M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
427+ 6.24% |
$34K - $43K
|
7.27K
$735K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
318+ 13.34% |
$25.3K - $32K
|
2.7K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
262+ 65.17% |
$20.9K - $26.4K
|
664
$67.1K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
230New |
$18.3K - $23.2K
|
230
$23.3K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
207New |
$16.5K - $20.8K
|
207
$20.9K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
190+ 17.66% |
$15.1K - $19.1K
|
1.27K
$128K
|
|
|
Apr 15, 2025
Q1 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
161+ 0.95% |
$12.8K - $16.2K
|
17.1K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
109+ 76.76% |
$8.68K - $11K
|
251
$25.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
99+ 125.32% |
$7.89K - $9.97K
|
178
$18K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
94+ 2.01% |
$7.49K - $9.47K
|
4.76K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
85New |
$6.77K - $8.56K
|
85
$8.59K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
80+ 74.77% |
$6.37K - $8.06K
|
187
$18.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
65+ 17.76% |
$5.18K - $6.55K
|
431
$43.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
57New |
$4.54K - $5.74K
|
57
$5.76K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$4.38K - $5.54K
|
55
$5.56K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
38+ 14.9% |
$3.03K - $3.83K
|
293
$29.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
29+ 263.64% |
$2.31K - $2.92K
|
40
$4.04K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 187.5% |
$1.2K - $1.51K
|
23
$2.33K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
13+ 10.24% |
$1.04K - $1.31K
|
140
$14.2K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10New |
$797 - $1.01K
|
10
$1.01K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 40.0% |
$797 - $1.01K
|
35
$3.54K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.31% |
$717 - $906
|
2.91K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
9New |
$717 - $906
|
9
$910
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$398 - $504
|
5
$506
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 1.96% |
$319 - $403
|
208
$21K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 1.82% |
$239 - $302
|
162
$16.4K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7- 21.88% |
$558 - $705
|
25
$2.53K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-9- 0.67% |
$717 - $906
|
1.33K
$134K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-11- 12.5% |
$876 - $1.11K
|
77
$7.79K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 49.06% |
$2.07K - $2.62K
|
27
$2.73K
|