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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3- 2.31% |
$156 - $258
|
127
$12.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-5- 5.38% |
$260 - $430
|
88
$8.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-28- 16.47% |
$1.46K - $2.41K
|
142
$14.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 0.37% |
$1.56K - $2.58K
|
7.98K
$806K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-35- 0.23% |
$1.82K - $3.01K
|
15.4K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-62- 4.43% |
$3.22K - $5.33K
|
1.34K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-110- 1.02% |
$5.72K - $9.46K
|
10.7K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-126- 21.99% |
$6.55K - $10.8K
|
447
$45.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-182- 1.59% |
$9.46K - $15.6K
|
11.2K
$1.14M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-262- 39.46% |
$13.6K - $22.5K
|
402
$40.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-271- 4.72% |
$14.1K - $23.3K
|
5.47K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-434- 3.07% |
$22.6K - $37.3K
|
13.7K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-454- 0.89% |
$23.6K - $39K
|
50.8K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-469- 2.26% |
$24.4K - $40.3K
|
20.2K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-547- 0.51% |
$28.4K - $47K
|
107K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-636- 14.97% |
$33.1K - $54.7K
|
3.61K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-785- 19.22% |
$40.8K - $67.5K
|
3.3K
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-808- 39.3% |
$42K - $69.5K
|
1.25K
$126K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.08K- 4.48% |
$56.3K - $93.1K
|
23.1K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.14K- 0.71% |
$59.3K - $98.1K
|
159K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.2K- 5.43% |
$62.4K - $103K
|
20.9K
$2.11M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.26K- 7.56% |
$65.6K - $109K
|
15.4K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.26K- 0.49% |
$65.6K - $109K
|
259K
$26.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.31K- 42.65% |
$68.3K - $113K
|
1.77K
$179K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.65K- 10.47% |
$85.6K - $142K
|
14.1K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.93K- 31.21% |
$100K - $166K
|
4.25K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-1.98K- 5.12% |
$103K - $170K
|
36.7K
$3.71M
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
SELL
|
- |
-2K- 18.18% |
$104K - $172K
|
9K
$910K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.13K- 96.25% |
$111K - $183K
|
83
$8.39K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.17K- 2.56% |
$113K - $186K
|
82.3K
$8.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.51K- 5.77% |
$130K - $216K
|
41K
$4.14M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-2.57K- 13.28% |
$133K - $221K
|
16.7K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.24K- 13.34% |
$221K - $365K
|
27.6K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.63K- 92.01% |
$241K - $398K
|
402
$40.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.92K- 3.29% |
$256K - $423K
|
144K
$14.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5.72K- 1.85% |
$297K - $491K
|
303K
$30.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-6.2K- 59.1% |
$322K - $533K
|
4.29K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-7.74K- 2.09% |
$402K - $665K
|
363K
$36.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.72K- 10.02% |
$454K - $750K
|
78.3K
$7.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-9.62K- 82.57% |
$500K - $827K
|
2.03K
$205K
|
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-11.1K- 23.77% |
$576K - $952K
|
35.5K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.6K- 32.06% |
$602K - $995K
|
24.5K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-17.7K- 31.22% |
$920K - $1.52M
|
39K
$3.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-28.5K- 49.72% |
$1.48M - $2.45M
|
28.8K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-29.1K- 59.1% |
$1.51M - $2.5M
|
20.2K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-77.4K- 41.28% |
$4.03M - $6.66M
|
110K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-293K- 39.17% |
$15.2M - $25.2M
|
455K
$46M
|