Purchases and Sales Made in Q2 2025 in Coastal Financial Corp (CCB)
This table provides information about the institutional ownership of Coastal Financial Corp (CCB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.7K+ 10.18% |
$134K - $170K
|
18.4K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
165+ 0.96% |
$13K - $16.5K
|
17.3K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
122New |
$9.64K - $12.2K
|
122
$12.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5- 12.82% |
$395 - $500
|
34
$3.44K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-22- 55.0% |
$1.74K - $2.2K
|
18
$1.82K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-118- 9.46% |
$9.32K - $11.8K
|
1.13K
$114K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-579- 3.93% |
$45.7K - $57.9K
|
14.2K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-802- 1.67% |
$63.4K - $80.2K
|
47.2K
$4.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.21K- 36.23% |
$95.8K - $121K
|
2.13K
$216K
|