Purchases and Sales Made in Q4 2021 in Coastal Financial Corp (CCB)
This table provides information about the institutional ownership of Coastal Financial Corp (CCB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
749KNew |
$23.2M - $39M
|
749K
$54.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
515K+ 826.64% |
$16M - $26.8M
|
578K
$42.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
172K+ 2061.85% |
$5.32M - $8.93M
|
180K
$13.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
131K+ 25.03% |
$4.06M - $6.81M
|
654K
$47.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
73.4K+ 8.0% |
$2.27M - $3.82M
|
991K
$72.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
60.7K+ 9.89% |
$1.88M - $3.16M
|
675K
$49.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
- |
44.4K+ 41.98% |
$1.37M - $2.31M
|
150K
$11M
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
40.9K+ 500.05% |
$1.27M - $2.13M
|
49.1K
$3.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
39.2KNew |
$1.21M - $2.04M
|
39.2K
$2.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
38.7KNew |
$1.2M - $2.02M
|
38.7K
$2.84M
|
|
|
Feb 07, 2022
Q4 2021
|
Jcsd Capital, LLC
|
BUY
|
- |
36.3K+ 97.9% |
$1.13M - $1.89M
|
73.5K
$5.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
35.2K+ 65.34% |
$1.09M - $1.83M
|
89.1K
$6.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Banc Funds CO LLC
Chicago, IL |
BUY
|
- |
32.3K+ 54.05% |
$1M - $1.68M
|
91.9K
$6.74M
|
|
|
Jan 25, 2022
Q4 2021
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
30KNew |
$930K - $1.56M
|
30K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
29.5K+ 30.95% |
$915K - $1.53M
|
125K
$9.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
26.8K+ 78.39% |
$832K - $1.4M
|
61.1K
$4.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
20.5KNew |
$635K - $1.07M
|
20.5K
$1.5M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
18.5KNew |
$573K - $962K
|
18.5K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
17.6KNew |
$545K - $915K
|
17.6K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.6K+ 121.49% |
$545K - $915K
|
32.1K
$2.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
17KNew |
$527K - $885K
|
17K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
16.2K+ 7.26% |
$503K - $844K
|
240K
$17.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
12K+ 2.77% |
$371K - $623K
|
445K
$32.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
11.4K+ 16.54% |
$355K - $595K
|
80.6K
$5.91M
|
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
10.4KNew |
$322K - $541K
|
10.4K
$762K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.76K+ 7.57% |
$272K - $456K
|
125K
$9.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
7.62K+ 197.0% |
$236K - $396K
|
11.5K
$842K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
6.33K+ 11.01% |
$196K - $329K
|
63.8K
$4.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.7KNew |
$177K - $297K
|
5.7K
$418K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.57KNew |
$173K - $290K
|
5.57K
$409K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.38K+ 14529.73% |
$167K - $280K
|
5.41K
$397K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.28KNew |
$164K - $275K
|
5.28K
$387K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.28KNew |
$164K - $275K
|
5.28K
$387K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
5KNew |
$155K - $260K
|
5K
$367K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.8K+ 276.32% |
$149K - $250K
|
6.53K
$479K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.43KNew |
$137K - $230K
|
4.43K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
4.36K+ 4.32% |
$135K - $227K
|
105K
$7.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.05KNew |
$125K - $211K
|
4.05K
$297K
|
|
|
Jan 21, 2022
Q4 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
4KNew |
$124K - $208K
|
4K
$293K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.98K+ 143.64% |
$92.3K - $155K
|
5.05K
$370K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.93KNew |
$90.7K - $152K
|
2.93K
$214K
|
|
|
Jun 21, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.96K+ 305.62% |
$60.7K - $102K
|
2.6K
$191K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.94K+ 5.35% |
$60.1K - $101K
|
38.2K
$2.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.4K+ 1.98% |
$43.3K - $72.7K
|
71.9K
$5.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.21K+ 10.18% |
$37.5K - $63K
|
13.1K
$960K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1.14K+ 103.82% |
$35.4K - $59.4K
|
2.24K
$164K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1K+ 15.87% |
$31K - $52K
|
7.3K
$535K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
851+ 176.19% |
$26.4K - $44.3K
|
1.33K
$97.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
799+ 10.82% |
$24.8K - $41.6K
|
8.18K
$600K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
456+ 81.28% |
$14.1K - $23.7K
|
1.02K
$74.5K
|