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 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-57- 0.51% |
$4.54K - $5.74K
|
11.2K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-76- 73.79% |
$6.05K - $7.65K
|
27
$2.73K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-114- 2.89% |
$9.08K - $11.5K
|
3.83K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-128- 1.13% |
$10.2K - $12.9K
|
11.2K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-167- 2.56% |
$13.3K - $16.8K
|
6.35K
$642K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-187- 12.98% |
$14.9K - $18.8K
|
1.25K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-194- 2.57% |
$15.5K - $19.5K
|
7.36K
$744K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-311- 13.13% |
$24.8K - $31.3K
|
2.06K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-328- 2.82% |
$26.1K - $33K
|
11.3K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-384- 10.63% |
$30.6K - $38.7K
|
3.23K
$326K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-417- 11.08% |
$33.2K - $42K
|
3.35K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-490- 15.32% |
$39K - $49.3K
|
2.71K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-500- 6.5% |
$39.8K - $50.4K
|
7.2K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-515- 71.73% |
$41K - $51.9K
|
203
$20.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-637- 1.31% |
$50.7K - $64.2K
|
48K
$4.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-805- 14.71% |
$64.1K - $81.1K
|
4.67K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-858- 19.12% |
$68.4K - $86.4K
|
3.63K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-904- 20.53% |
$72K - $91K
|
3.5K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-940- 8.7% |
$74.9K - $94.7K
|
9.87K
$998K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.1K- 23.03% |
$87.4K - $110K
|
3.67K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.12K- 8.22% |
$89.5K - $113K
|
12.6K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.8K- 0.47% |
$143K - $181K
|
384K
$38.8M
|
|
|
May 08, 2025
Q1 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-1.94K- 9.29% |
$155K - $196K
|
19K
$1.92M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2K- 25.04% |
$159K - $201K
|
5.98K
$604K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-2K- 11.95% |
$159K - $202K
|
14.7K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.2K- 8.0% |
$176K - $222K
|
25.4K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.8K- 6.1% |
$223K - $282K
|
43.1K
$4.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.28K- 23.25% |
$261K - $330K
|
10.8K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.49K- 98.89% |
$278K - $351K
|
39
$3.94K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.59K- 17.72% |
$286K - $362K
|
16.7K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-4.07K- 20.1% |
$324K - $410K
|
16.2K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.8K- 6.77% |
$382K - $483K
|
66.1K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-4.9K- 23.44% |
$390K - $493K
|
16K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.08K- 26.31% |
$484K - $612K
|
17K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-6.83K- 18.62% |
$544K - $688K
|
29.9K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-6.94K- 34.43% |
$553K - $699K
|
13.2K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.6K- 8.02% |
$923K - $1.17M
|
133K
$13.4M
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-13.7K- 13.44% |
$1.09M - $1.38M
|
88.5K
$8.95M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.9K- 45.02% |
$1.11M - $1.4M
|
16.9K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-14.5K- 28.43% |
$1.15M - $1.46M
|
36.5K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.7K- 23.5% |
$1.17M - $1.48M
|
47.7K
$4.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.9K- 23.46% |
$1.18M - $1.5M
|
48.5K
$4.9M
|
|
|
May 20, 2025
Q1 2025
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-15K- 50.0% |
$1.2M - $1.51M
|
15K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-15.5K- 4.26% |
$1.23M - $1.56M
|
348K
$35.2M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-19.6K- 12.28% |
$1.56M - $1.97M
|
140K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.1K- 81.92% |
$1.6M - $2.02M
|
4.43K
$448K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-21.3K- 73.87% |
$1.7M - $2.15M
|
7.53K
$762K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.5K- 27.34% |
$1.79M - $2.27M
|
59.8K
$6.05M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-23.6K- 53.99% |
$1.88M - $2.38M
|
20.1K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-25.5K- 8.41% |
$2.03M - $2.57M
|
278K
$28.1M
|