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 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-468- 70.48% |
$37K - $46.8K
|
196
$21.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-469- 12.92% |
$37.1K - $46.9K
|
3.16K
$345K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-489- 12.78% |
$38.6K - $48.9K
|
3.34K
$364K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-579- 3.93% |
$45.7K - $57.9K
|
14.2K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-692- 8.93% |
$54.7K - $69.2K
|
7.06K
$769K
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-802- 1.67% |
$63.4K - $80.2K
|
47.2K
$5.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-983- 7.83% |
$77.7K - $98.3K
|
11.6K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-992- 10.05% |
$78.4K - $99.2K
|
8.87K
$967K
|
|
|
Aug 11, 2025
Q2 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-1.07K- 5.64% |
$84.5K - $107K
|
17.9K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.13K- 6.22% |
$89.6K - $113K
|
17.1K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.17K- 0.54% |
$92.4K - $117K
|
216K
$23.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.21K- 36.23% |
$95.8K - $121K
|
2.13K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.59K- 7.03% |
$126K - $159K
|
21K
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.85K- 0.67% |
$146K - $185K
|
276K
$30.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.2K- 5.11% |
$174K - $220K
|
40.9K
$4.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.45K- 14.43% |
$193K - $244K
|
14.5K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.46K- 22.79% |
$195K - $246K
|
8.35K
$910K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.6K- 56.52% |
$205K - $260K
|
2K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.14K- 6.28% |
$248K - $314K
|
46.8K
$5.1M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.23K- 4.86% |
$255K - $322K
|
63.2K
$6.89M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.91K- 3.65% |
$309K - $391K
|
103K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.17K- 3.14% |
$330K - $417K
|
129K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.21K- 3.63% |
$333K - $421K
|
112K
$12.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
SELL
|
- |
-5.38K- 24.67% |
$425K - $538K
|
16.4K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-5.64K- 29.06% |
$446K - $564K
|
13.8K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.86K- 44.73% |
$463K - $586K
|
7.24K
$789K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-5.94K- 69.2% |
$469K - $593K
|
2.64K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-6K- 8.84% |
$474K - $599K
|
61.8K
$6.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-6.21K- 64.91% |
$490K - $620K
|
3.35K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-6.23K- 55.73% |
$492K - $622K
|
4.95K
$539K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-6.9K- 43.13% |
$545K - $690K
|
9.1K
$992K
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-7.74K- 76.29% |
$612K - $774K
|
2.41K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-7.95K- 16.81% |
$628K - $794K
|
39.3K
$4.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-9.01K- 10.35% |
$712K - $900K
|
78.1K
$8.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-13.5K- 79.16% |
$1.06M - $1.35M
|
3.55K
$387K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.2K- 31.87% |
$1.2M - $1.52M
|
32.5K
$3.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-19.8K- 5.98% |
$1.56M - $1.98M
|
311K
$34M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-21.4K- 24.8% |
$1.69M - $2.14M
|
65K
$7.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-21.6K- 5.62% |
$1.7M - $2.16M
|
362K
$39.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-21.7K- 11.15% |
$1.72M - $2.17M
|
173K
$18.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-23.9K- 27.1% |
$1.89M - $2.39M
|
64.3K
$7M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-24.1K- 5.38% |
$1.91M - $2.41M
|
425K
$46.3M
|
|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-44.9K- 3.36% |
$3.55M - $4.49M
|
1.29M
$141M
|