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Coastal Financial (CCB) Institutional Ownership

Coastal Financial logo
$84.22 -0.59 (-0.70%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Coastal Financial (NASDAQ:CCB)

Current
Institutional Ownership
Percentage
59.24%
Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$36.33M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$14.11M
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CCB Institutional Buying and Selling by Quarter

Coastal Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 SG Americas Securities LLC6,517$553K0.0%+8.7%0.048%
1/17/2025 Magnus Financial Group LLC5,473$465K0.0%-4.7%0.040%
1/16/2025 Diversify Wealth Management LLC14,083$1.12M0.1%-10.5%0.104%
1/15/2025 First Pacific Financial1,248$106K0.0%-39.3%0.009%
1/14/2025 USA Financial Formulas1,441$122K0.0%N/A0.011%
1/14/2025 Cox Capital Mgt LLC48,614$4.13M2.7%+44.2%0.359%
1/13/2025 FNY Investment Advisers LLC4,000$339K0.2%N/A0.030%
12/26/2024JPMorgan Chase & Co.117,081$6.32M0.0%+40.9%0.864%
12/19/2024Principal Financial Group Inc.6,977$377K0.0%N/A0.052%
11/27/2024Franklin Resources Inc.45,486$2.62M0.0%-4.8%0.336%
11/19/2024Barclays PLC31,804$1.72M0.0%+60.0%0.235%
11/16/2024Geode Capital Management LLC259,769$14.03M0.0%-9.7%1.918%
11/15/2024Barclays PLC31,804$1.72M0.0%+60.0%0.235%
11/15/2024MML Investors Services LLC4,278$231K0.0%-6.4%0.032%
11/15/2024Orion Portfolio Solutions LLC84,513$4.56M0.1%-6.4%0.624%
11/15/2024Jane Street Group LLC13,472$727K0.0%-16.4%0.099%
11/15/2024State Street Corp314,274$16.97M0.0%+2.4%2.320%
11/15/2024Stifel Financial Corp70,925$3.83M0.0%+7.5%0.524%
11/15/2024Philadelphia Financial Management of San Francisco LLC37,668$2.03M0.3%N/A0.278%
11/15/2024Point72 DIFC Ltd573$31K0.0%N/A0.004%
11/15/2024Point72 Asset Management L.P.4,085$221K0.0%N/A0.030%
11/15/2024Jacobs Asset Management LLC187,500$10.12M6.7%+9.1%1.384%
11/15/2024Jacobs Levy Equity Management Inc.20,715$1.12M0.0%-1.2%0.153%
11/15/2024Janus Henderson Group PLC11,411$616K0.0%-3.0%0.084%
11/14/2024PDT Partners LLC12,045$650K0.1%N/A0.089%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC12,603$680K0.0%-21.8%0.093%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank3,081$166K0.0%+190.1%0.023%
11/14/2024MetLife Investment Management LLC6,081$328K0.0%-7.5%0.045%
11/13/2024Townsquare Capital LLC24,175$1.31M0.0%-6.4%0.179%
11/13/2024BNP Paribas Financial Markets25,049$1.35M0.0%+474.0%0.185%
11/13/2024FMR LLC1,316$71K0.0%+21.0%0.010%
11/13/2024Quantbot Technologies LP2,211$119K0.0%N/A0.016%
11/13/2024The Manufacturers Life Insurance Company351,453$18.98M0.0%-2.7%2.596%
11/12/2024Charles Schwab Investment Management Inc.92,007$4.97M0.0%+188.4%0.684%
11/7/2024Quest Partners LLC3,955$214K0.0%N/A0.029%
11/7/2024Stieven Capital Advisors L.P.74,113$4.00M0.8%+35.7%0.551%
11/6/2024Empowered Funds LLC11,084$598K0.0%+5.1%0.082%
11/6/2024Curi RMB Capital LLC30,000$1.62M0.0%-25.0%0.223%
11/5/2024Victory Capital Management Inc.5,478$296K0.0%N/A0.041%
11/5/2024Arcus Capital Partners LLC8,896$480K0.2%+8.5%0.066%
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11/5/2024GSA Capital Partners LLP11,850$640K0.0%+7.8%0.088%
11/4/2024Los Angeles Capital Management LLC57,357$3.10M0.0%+79.9%0.426%
11/2/2024Mesirow Financial Investment Management Inc.5,297$286K0.0%-17.1%0.039%
10/31/2024 Portside Wealth Group LLC4,669$252K0.0%+3.7%0.035%
10/31/2024Principal Financial Group Inc.6,977$377K0.0%N/A0.052%
10/29/2024Rosenthal Henry Capital Advisors Inc.30,116$1.63M1.6%+214.0%0.224%
10/28/2024US Bancorp DE10,904$589K0.0%-1.5%0.081%
10/25/2024 Diversify Wealth Management LLC15,730$943K0.1%-7.8%0.117%
10/24/2024First Bank & Trust19,312$1.04M0.2%-10.2%0.144%
10/23/2024Riverwater Partners LLC38,670$2.01M1.0%+367.9%0.288%
10/18/2024 Moss Adams Wealth Advisors LLC18,888$1.02M0.1%N/A0.141%
10/16/2024nVerses Capital LLC800$43K0.0%+300.0%0.006%
10/11/2024Creative Planning5,513$298K0.0%N/A0.041%
10/10/2024 Cox Capital Mgt LLC33,709$1.82M1.1%-1.4%0.251%
10/3/2024 SG Americas Securities LLC5,995$324K0.0%N/A0.045%
8/30/2024Mendon Capital Advisors Corp40,000$1.85M1.6%-60.0%0.298%
8/21/2024Truist Financial Corp19,423$896K0.0%+19.5%0.145%
8/15/2024Susquehanna Fundamental Investments LLC7,196$332K0.0%N/A0.054%
8/15/2024The Manufacturers Life Insurance Company361,286$16.67M0.0%-5.9%2.692%
8/15/2024AQR Capital Management LLC11,684$539K0.0%+19.6%0.087%
8/12/2024Hsbc Holdings PLC7,785$358K0.0%-8.1%0.058%
8/9/2024Dimensional Fund Advisors LP359,861$16.60M0.0%+6.0%2.682%
8/8/2024Envestnet Asset Management Inc.58,061$2.68M0.0%+3.5%0.433%
8/8/2024Parallel Advisors LLC8,005$369K0.0%+2.9%0.060%
8/8/2024American Century Companies Inc.141,203$6.52M0.0%+23.3%1.052%
8/6/2024Los Angeles Capital Management LLC31,875$1.47M0.0%-10.0%0.238%
8/1/2024Rhumbline Advisers15,981$737K0.0%+10.6%0.119%
8/1/2024Stieven Capital Advisors L.P.54,613$2.52M0.6%-1.4%0.407%
7/29/2024Rosenthal Henry Capital Advisors Inc.9,591$443K0.6%N/A0.071%
7/26/2024Allspring Global Investments Holdings LLC4,492$207K0.0%+22,360.0%0.033%
7/26/2024Bank of New York Mellon Corp48,794$2.25M0.0%+11.6%0.364%
7/24/2024Arcus Capital Partners LLC8,196$378K0.1%N/A0.061%
7/19/2024Riverwater Partners LLC8,265$381K0.3%+6.4%0.062%
7/17/2024 Capital Advisors Wealth Management LLC4,514$208K0.0%-24.3%0.034%
7/16/2024 Cox Capital Mgt LLC34,183$1.58M1.0%-5.1%0.255%
7/12/2024 Diversify Advisory Services LLC6,317$281K0.0%-66.2%0.047%
7/9/2024First Bank & Trust21,514$993K0.2%-1.2%0.160%
5/16/2024California State Teachers Retirement System11,253$437K0.0%-5.3%0.084%
5/16/2024EJF Capital LLC84,309$3.28M2.3%-27.1%0.628%
5/16/2024Janus Henderson Group PLC12,350$480K0.0%-5.8%0.092%
5/16/2024Kennedy Capital Management LLC275,383$10.70M0.2%+3.1%2.052%
5/15/2024Quadrature Capital Ltd5,326$207K0.0%N/A0.040%
5/14/2024EntryPoint Capital LLC1,663$65K0.1%+642.4%0.012%
5/10/2024Vanguard Group Inc.598,601$23.27M0.0%+0.9%4.471%
5/9/2024Orion Portfolio Solutions LLC97,637$3.80M0.0%-2.3%0.729%
5/1/2024BNP Paribas Financial Markets11,572$450K0.0%+18.0%0.086%
5/1/2024 Diversify Advisory Services LLC18,699$714K0.0%N/A0.140%
4/30/2024Norden Group LLC38,272$1.49M0.1%N/A0.286%
4/26/2024Mesirow Financial Investment Management Inc.6,371$248K0.0%-25.7%0.048%
4/19/2024Norden Group LLC38,272$1.49M0.0%N/A0.286%
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4/19/2024Mesirow Financial Investment Management Inc.6,371$248K1.2%-25.7%0.048%
4/19/2024Tradewinds Capital Management LLC3,100$120K0.0%-22.6%0.023%
4/17/2024First Bank & Trust21,767$846K0.2%+3.6%0.163%
4/12/2024 Capital Advisors Wealth Management LLC5,964$232K0.0%-7.7%0.045%
4/10/2024 Cox Capital Mgt LLC36,010$1.40M0.9%+1.6%0.269%
2/23/2024Mendon Capital Advisors Corp120,000$5.33M2.2%N/A0.902%
2/14/2024RMB Capital Management LLC120,000$5.33M0.2%-11.1%0.902%
2/13/2024Tower Research Capital LLC TRC1,615$72K0.0%-38.5%0.012%
2/13/2024The Manufacturers Life Insurance Company532,237$23.64M0.0%-5.0%4.002%
2/9/2024Orion Portfolio Solutions LLC99,904$4.30M0.0%-6.1%0.751%
(Data available from 1/1/2016 forward)

CCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CCB shares?

During the previous two years, 110 institutional investors and hedge funds held shares of Coastal Financial. The most heavily invested institutionals were Endeavour Capital Advisors Inc. ($31.27M), Vanguard Group Inc. ($23.27M), The Manufacturers Life Insurance Company ($18.98M), State Street Corp ($16.97M), Dimensional Fund Advisors LP ($16.60M), Geode Capital Management LLC ($14.03M), and GW&K Investment Management LLC ($12.84M).Learn more on CCB's institutional investors.

What percentage of Coastal Financial stock is owned by institutional investors?

59.24% of Coastal Financial stock is owned by institutional investors. Learn more on CCB's institutional investor holdings.

Which institutional investors have been buying Coastal Financial stock?

Of the 79 institutional investors that purchased Coastal Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GW&K Investment Management LLC ($168.16K), Portside Wealth Group LLC ($145.16K), Mendon Capital Advisors Corp ($120K), Norden Group LLC ($76.54K), Charles Schwab Investment Management Inc. ($60.11K), Los Angeles Capital Management LLC ($54.14K), and Punch & Associates Investment Management Inc. ($52K).

How much institutional buying is happening at Coastal Financial?

Institutional investors have bought a total of 1,506,522 shares in the last 24 months. This purchase volume represents approximately $69.48M in transactions.

Which Coastal Financial major shareholders have been selling company stock?

Of the 58 institutional investors that sold Coastal Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: The Manufacturers Life Insurance Company ($133.84K), Emerald Mutual Fund Advisers Trust ($103.29K), EJF Capital LLC ($72.04K), Mendon Capital Advisors Corp ($60K), Victory Capital Management Inc. ($54.52K), Carlson Capital Management ($47.27K), and Banc Funds Co. LLC ($46.90K).

How much institutional selling is happening at Coastal Financial?

Institutional investors have sold a total of 826,871 shares in the last 24 months. This volume of shares sold represents approximately $37.21M in transactions.


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This page (NASDAQ:CCB) was last updated on 1/21/2025 by MarketBeat.com Staff
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