Purchases and Sales Made in Q2 2023 in Coastal Financial Corp (CCB)

CCB Quotes by TradingView

This table provides information about the institutional ownership of Coastal Financial Corp (CCB) during Q2 2023. 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
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
139K
New
$4.54M - $5.68M
139K $11.5M
Aug 09, 2023 Q2 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
79.1K
+ 47.07%
$2.59M - $3.24M
247K $20.6M
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
58.9K
+ 8.5%
$1.93M - $2.41M
752K $62.5M
Aug 14, 2023 Q2 2023
T. Rowe Price Investment Management, Inc.

Baltimore, MD
BUY
 -
51.9K
+ 6.74%
$1.7M - $2.12M
822K $68.4M
Aug 09, 2023 Q2 2023
Dimensional Fund Advisors LP

Austin, TX
BUY
 -
41.5K
+ 18.96%
$1.36M - $1.7M
261K $21.7M
Aug 11, 2023 Q2 2023
Geode Capital Management, LLC

Boston, MA
BUY
 -
28.9K
+ 13.82%
$943K - $1.18M
238K $19.8M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
10.2K
+ 175.34%
$334K - $418K
16K $1.33M
Aug 14, 2023 Q2 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
10.1K
+ 33.49%
$329K - $412K
40.1K $3.34M
Aug 08, 2023 Q2 2023
Jcsd Capital, LLC

BUY
 -
10K
+ 10.53%
$327K - $409K
105K $8.73M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
8.38K
+ 2676.36%
$274K - $343K
8.69K $723K
Jul 27, 2023 Q2 2023
Virtu Financial LLC

New York, NY
BUY
 -
7.16K
New
$234K - $293K
7.16K $595K
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
6.36K
+ 2.89%
$208K - $260K
226K $18.8M
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
6.31K
+ 6.83%
$206K - $258K
98.6K $8.2M
Aug 14, 2023 Q2 2023
Jacobs Levy Equity Management, Inc

Florham Park, NJ
BUY
 -
6.13K
+ 13.96%
$200K - $251K
50K $4.16M
Aug 14, 2023 Q2 2023
Kennedy Capital Management, Inc.

St Louis, MO
BUY
 -
6.02K
+ 2.75%
$197K - $246K
225K $18.7M
Jul 18, 2023 Q2 2023
Arcus Capital Partners, LLC

BUY
 -
5.5K
New
$180K - $225K
5.5K $458K
Apr 29, 2024 Q2 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
5.4K
New
$176K - $221K
5.4K $449K
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
5.39K
New
$176K - $221K
5.39K $448K
Aug 03, 2023 Q2 2023
Barclays PLC

London, X0
BUY
 -
4.54K
+ 38.94%
$148K - $186K
16.2K $1.35M
Aug 14, 2023 Q2 2023
Janus Henderson Group PLC

London, X0
BUY
 -
3.85K
+ 47.59%
$126K - $157K
11.9K $992K
Aug 14, 2023 Q2 2023
Legal & General Group PLC

London, X0
BUY
 -
3.65K
+ 83.18%
$119K - $149K
8.03K $668K
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
3.61K
+ 2.65%
$118K - $148K
140K $11.6M
Aug 14, 2023 Q2 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
3.61K
+ 0.64%
$118K - $148K
569K $47.3M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
3.24K
+ 14.66%
$106K - $132K
25.3K $2.11M
Aug 09, 2023 Q2 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
2.15K
+ 7.61%
$70.4K - $88.1K
30.4K $2.53M
Jul 28, 2023 Q2 2023
Shell Asset Management CO

The Hague, P7
BUY
 -
2.09K
New
$68.3K - $85.5K
2.09K $174K
Aug 08, 2023 Q2 2023
First Pacific Financial

BUY
 -
2.06K
New
$67.2K - $84.2K
2.06K $171K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
1.52K
+ 2.74%
$49.6K - $62.1K
56.8K $4.73M
Jul 17, 2023 Q2 2023
Madrona Financial Services, LLC

BUY
 -
1.47K
+ 8.62%
$47.9K - $60K
18.5K $1.54M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.42K
+ 54.56%
$46.6K - $58.3K
4.03K $336K
Aug 11, 2023 Q2 2023
Rafferty Asset Management, LLC

New York, NY
BUY
 -
1.39K
+ 17.41%
$45.6K - $57K
9.39K $781K
Jul 12, 2023 Q2 2023
First Bank & Trust

BUY
 -
956
+ 4.47%
$31.3K - $39.1K
22.3K $1.86M
Aug 14, 2023 Q2 2023
Putnam Investments LLC

Boston, MA
BUY
 -
800
+ 0.93%
$26.2K - $32.8K
87.2K $7.25M
Aug 14, 2023 Q2 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
800
New
$26.2K - $32.8K
800 $66.6K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
685
+ 4.14%
$22.4K - $28K
17.2K $1.43M
Jul 18, 2023 Q2 2023
Allspring Global Investments Holdings, LLC

BUY
 -
523
+ 8716.67%
$17.1K - $21.4K
529 $44K
Jul 10, 2023 Q2 2023
Cox Capital Mgt LLC

BUY
 -
435
+ 2.62%
$14.2K - $17.8K
17.1K $1.42M
Aug 08, 2023 Q2 2023
Rhumbline Advisers

Boston, MA
BUY
 -
378
+ 2.75%
$12.4K - $15.5K
14.1K $1.17M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
202
New
$6.61K - $8.27K
202 $16.8K
Aug 11, 2023 Q2 2023
Amalgamated Bank

New York, NY
BUY
 -
166
+ 11.24%
$5.43K - $6.8K
1.64K $137K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
99
+ 1.48%
$3.24K - $4.05K
6.78K $564K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
97
+ 4.04%
$3.17K - $3.97K
2.5K $208K
Aug 04, 2023 Q2 2023
American International Group, Inc.

New York, NY
BUY
 -
87
+ 1.7%
$2.84K - $3.56K
5.21K $433K
Aug 14, 2023 Q2 2023
Alps Advisors Inc

Denver, CO
BUY
 -
60
+ 0.74%
$1.96K - $2.46K
8.18K $680K
Aug 11, 2023 Q2 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
57
+ 0.63%
$1.86K - $2.33K
9.13K $759K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 11, 2023 Q2 2023
Nisa Investment Advisors, LLC

SELL
 -
-2
- 18.18%
$65.4 - $81.9
9 $749
Aug 07, 2023 Q2 2023
New York State Common Retirement Fund

SELL
 -
-9
- 0.17%
$294 - $368
5.26K $438K
Aug 11, 2023 Q2 2023
Invesco Ltd.

Atlanta, GA
SELL
 -
-94
- 0.42%
$3.07K - $3.85K
22.5K $1.87M

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