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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
621+ 0.94% |
$49.1K - $62.1K
|
66.7K
$7.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
616+ 3.74% |
$48.7K - $61.6K
|
17.1K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
602+ 9.86% |
$47.6K - $60.2K
|
6.71K
$731K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
600+ 28.57% |
$47.4K - $60K
|
2.7K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
576+ 229.48% |
$45.5K - $57.6K
|
827
$90.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
565New |
$44.6K - $56.5K
|
565
$61.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
453+ 6.23% |
$35.8K - $45.3K
|
7.73K
$842K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
397+ 12.3% |
$31.4K - $39.7K
|
3.63K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
329+ 2.49% |
$26K - $32.9K
|
13.5K
$1.48M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
250+ 127.55% |
$19.8K - $25K
|
446
$48.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
179+ 2.47% |
$14.1K - $17.9K
|
7.42K
$809K
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
165+ 0.96% |
$13K - $16.5K
|
17.3K
$1.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
132New |
$10.4K - $13.2K
|
132
$14.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
130+ 1444.44% |
$10.3K - $13K
|
139
$15.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
122New |
$9.64K - $12.2K
|
122
$13.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
117+ 508.7% |
$9.24K - $11.7K
|
140
$15.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
86+ 2.24% |
$6.79K - $8.6K
|
3.93K
$428K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
60+ 2.89% |
$4.74K - $6K
|
2.14K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
53+ 0.42% |
$4.19K - $5.3K
|
12.7K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
29+ 322.22% |
$2.29K - $2.9K
|
38
$4.14K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 6.43% |
$711 - $900
|
149
$16.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$474 - $600
|
6
$654
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
6New |
$474 - $600
|
6
$654
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
6+ 24.0% |
$474 - $600
|
31
$3.38K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$237 - $300
|
3
$327
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2New |
$158 - $200
|
2
$218
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 11.11% |
$237 - $300
|
24
$2.62K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5- 12.82% |
$395 - $500
|
34
$3.71K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 50.0% |
$395 - $500
|
5
$545
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 0.63% |
$1.03K - $1.3K
|
2.05K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-15- 19.48% |
$1.19K - $1.5K
|
62
$6.76K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-22- 55.0% |
$1.74K - $2.2K
|
18
$1.96K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-23- 1.23% |
$1.82K - $2.3K
|
1.84K
$201K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-34- 18.18% |
$2.69K - $3.4K
|
153
$16.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-46- 0.41% |
$3.63K - $4.6K
|
11.2K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59- 0.12% |
$4.66K - $5.9K
|
48.4K
$5.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-62- 2.29% |
$4.9K - $6.2K
|
2.65K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-75- 0.25% |
$5.93K - $7.5K
|
29.8K
$3.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-81- 0.68% |
$6.4K - $8.1K
|
11.8K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-81- 0.5% |
$6.4K - $8.1K
|
16.1K
$1.75M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-118- 9.46% |
$9.32K - $11.8K
|
1.13K
$123K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-131- 9.85% |
$10.4K - $13.1K
|
1.2K
$131K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-207- 8.61% |
$16.4K - $20.7K
|
2.2K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-332- 4.61% |
$26.2K - $33.2K
|
6.87K
$748K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-358- 10.23% |
$28.3K - $35.8K
|
3.14K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-365- 4.91% |
$28.8K - $36.5K
|
7.07K
$771K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-449- 7.13% |
$35.5K - $44.9K
|
5.85K
$638K
|