Purchases and Sales Made in Q4 2024 in Coastal Financial Corp (CCB)
This table provides information about the institutional ownership of Coastal Financial Corp (CCB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
28.1K+ 37.92% |
$1.46M - $2.42M
|
102K
$8.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
14.9K+ 44.22% |
$775K - $1.28M
|
48.6K
$4.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.4KNew |
$698K - $1.15M
|
13.4K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.63KNew |
$397K - $656K
|
7.63K
$669K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.27KNew |
$326K - $539K
|
6.27K
$550K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.4KNew |
$229K - $379K
|
4.4K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4KNew |
$208K - $344K
|
4K
$351K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.76KNew |
$196K - $323K
|
3.76K
$330K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.7K+ 16.62% |
$192K - $318K
|
26K
$2.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
3.32KNew |
$173K - $285K
|
3.32K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
3.09KNew |
$161K - $266K
|
3.09K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.44KNew |
$74.9K - $124K
|
1.44K
$126K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.06K+ 5.49% |
$54.9K - $90.7K
|
20.3K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.02KNew |
$53K - $87.6K
|
1.02K
$89.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
952+ 1.03% |
$49.5K - $81.9K
|
93K
$8.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
522+ 8.71% |
$27.1K - $44.9K
|
6.52K
$571K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
507+ 4.57% |
$26.4K - $43.6K
|
11.6K
$1.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
79New |
$4.11K - $6.79K
|
79
$6.93K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
75+ 1.42% |
$3.9K - $6.45K
|
5.37K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
50New |
$2.6K - $4.3K
|
50
$4.38K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
27+ 0.25% |
$1.4K - $2.32K
|
10.9K
$959K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
20+ 24.1% |
$1.04K - $1.72K
|
103
$9.03K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
16+ 17.58% |
$832 - $1.38K
|
107
$9.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8New |
$416 - $688
|
8
$702
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7New |
$364 - $602
|
7
$614
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 25.0% |
$260 - $430
|
25
$2.19K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$52 - $86
|
1
$87.7
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3- 2.31% |
$156 - $258
|
127
$11.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-5- 5.38% |
$260 - $430
|
88
$7.72K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-35- 0.23% |
$1.82K - $3.01K
|
15.4K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-271- 4.72% |
$14.1K - $23.3K
|
5.47K
$480K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-808- 39.3% |
$42K - $69.5K
|
1.25K
$109K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.31K- 42.65% |
$68.3K - $113K
|
1.77K
$155K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.65K- 10.47% |
$85.6K - $142K
|
14.1K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-2.57K- 13.28% |
$133K - $221K
|
16.7K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.63K- 92.01% |
$241K - $398K
|
402
$35.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5.72K- 1.85% |
$297K - $491K
|
303K
$26.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-28.5K- 49.72% |
$1.48M - $2.45M
|
28.8K
$2.53M
|