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Coastal Financial (CCB) Institutional Ownership

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$90.39 -1.64 (-1.78%)
Closing price 04:00 PM Eastern
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$90.39 0.00 (0.00%)
As of 05:08 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)
99
Total
Institutional Inflows
(last 12 months)
$255.57M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$50.83M
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CCB Institutional Buying and Selling by Quarter

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Coastal Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025 Wellington Management Group LLP456,887$38.79M0.0%+1,067.9%3.373%
2/24/2025 Ameriflex Group Inc.1,929$172K0.1%N/A0.014%
2/19/2025 Public Employees Retirement System of Ohio5,280$448K0.0%N/A0.039%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC25,417$2.16M0.0%+101.7%0.188%
2/17/2025 Westwood Holdings Group Inc.89,742$7.62M0.1%N/A0.663%
2/17/2025 Squarepoint Ops LLC19,597$1.66M0.0%N/A0.145%
2/17/2025 Two Sigma Advisers LP20,900$1.78M0.0%-5.4%0.154%
2/17/2025 Two Sigma Investments LP43,681$3.71M0.0%+49.7%0.323%
2/17/2025 Tidal Investments LLC4,032$342K0.0%N/A0.030%
2/17/2025 Rafferty Asset Management LLC11,342$963K0.0%+4.9%0.084%
2/17/2025 Point72 Asset Management L.P.3,300$280K0.0%-19.2%0.024%
2/17/2025 ProShare Advisors LLC3,198$272K0.0%N/A0.024%
2/17/2025 Nuveen Asset Management LLC96,253$8.17M0.0%+88.2%0.711%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,459$548K0.0%+5.6%0.048%
2/17/2025 Jacobs Asset Management LLC110,096$9.35M5.6%-41.3%0.813%
2/17/2025 Jacobs Levy Equity Management Inc.20,246$1.72M0.0%-2.3%0.150%
2/17/2025 Janus Henderson Group PLC11,229$954K0.0%-1.6%0.083%
2/17/2025 Fiduciary Trust Co3,940$335K0.0%N/A0.029%
2/17/2025 FJ Capital Management LLC55,877$4.75M0.6%N/A0.413%
2/17/2025 Deutsche Bank AG10,806$918K0.0%+52.2%0.080%
2/17/2025 Driehaus Capital Management LLC96,215$8.17M0.1%N/A0.711%
2/17/2025 Corton Capital Inc.4,289$364K0.2%-59.1%0.032%
2/17/2025 Cubist Systematic Strategies LLC2,030$172K0.0%-82.6%0.015%
2/17/2025 Bridgeway Capital Management LLC18,091$1.54M0.0%+2.9%0.134%
2/17/2025 Citadel Advisors LLC24,525$2.08M0.0%-32.1%0.181%
2/17/2025 Azora Capital LP397,994$33.79M1.5%N/A2.939%
2/17/2025 Bank of America Corp DE16,742$1.42M0.0%+9.7%0.124%
2/17/2025 BNP Paribas Financial Markets20,761$1.76M0.0%-17.1%0.153%
2/17/2025 Ameriprise Financial Inc.30,828$2.62M0.0%+4.9%0.228%
2/14/2025 PDT Partners LLC14,864$1.26M0.1%+23.4%0.110%
2/14/2025 Emerald Mutual Fund Advisers Trust59,004$5.01M0.3%+489.5%0.436%
2/14/2025 Northern Trust Corp107,145$9.10M0.0%-0.5%0.791%
2/14/2025 The Manufacturers Life Insurance Company 385,433$32.73M0.0%+9.7%2.847%
2/14/2025 Tudor Investment Corp ET AL40,971$3.48M0.0%-5.8%0.303%
2/14/2025 Boothbay Fund Management LLC122,130$10.37M0.3%+18.1%0.902%
2/14/2025 Susquehanna Fundamental Investments LLC8,850$751K0.0%N/A0.065%
2/14/2025 Voya Investment Management LLC3,612$307K0.0%-15.0%0.027%
2/14/2025 T. Rowe Price Investment Management Inc.1,322,325$112.28M0.1%+47.2%9.766%
2/14/2025 Price T Rowe Associates Inc. MD8,537$725K0.0%N/A0.063%
2/14/2025 Hsbc Holdings PLC4,250$355K0.0%-31.2%0.031%
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2/14/2025 Tower Research Capital LLC TRC 718$61K0.0%+179.4%0.005%
2/14/2025 MetLife Investment Management LLC6,845$581K0.0%+12.6%0.051%
2/14/2025 Dimensional Fund Advisors LP363,309$30.85M0.0%-2.1%2.683%
2/14/2025 First Trust Advisors LP8,297$704K0.0%+1.9%0.061%
2/13/2025 EAM Investors LLC50,956$4.33M0.6%N/A0.376%
2/13/2025 Mariner LLC2,902$246K0.0%N/A0.021%
2/13/2025 Barclays PLC27,562$2.34M0.0%-13.3%0.204%
2/13/2025 Advisors Capital Management LLC159,476$13.54M0.2%-0.7%1.178%
2/13/2025 Townsquare Capital LLC23,092$1.96M0.0%-4.5%0.171%
2/13/2025 Kennedy Capital Management LLC299,456$25.43M0.6%+38.6%2.212%
2/13/2025 Raymond James Financial Inc.6,267$532K0.0%N/A0.046%
2/13/2025 Legal & General Group Plc11,643$989K0.0%+9.2%0.086%
2/13/2025 Invesco Ltd.78,311$6.65M0.0%-10.0%0.578%
2/13/2025 Elizabeth Park Capital Advisors Ltd.36,555$3.10M2.5%N/A0.270%
2/13/2025 Federated Hermes Inc.11,333$962K0.0%+7,072.8%0.084%
2/13/2025 Envestnet Asset Management Inc.63,355$5.38M0.0%+2.7%0.468%
2/13/2025 Wells Fargo & Company MN5,418$460K0.0%+46.0%0.040%
2/13/2025 Riverwater Partners LLC36,689$3.12M1.5%-5.1%0.271%
2/12/2025 ExodusPoint Capital Management LP49,646$4.22M0.0%+480.5%0.367%
2/12/2025 Endeavour Capital Advisors Inc.455,229$38.65M12.3%-39.2%3.362%
2/12/2025 Geode Capital Management LLC258,507$21.96M0.0%-0.5%1.909%
2/12/2025 Franklin Resources Inc.45,886$3.90M0.0%+0.9%0.339%
2/12/2025 Alliancebernstein L.P.144,364$12.26M0.0%-3.3%1.066%
2/12/2025 Meeder Asset Management Inc.755$64K0.0%N/A0.006%
2/12/2025 Wellington Management Group LLP456,887$38.79M0.0%+1,067.9%3.374%
2/12/2025 Intrust Bank NA13,681$1.16M0.1%-3.1%0.101%
2/12/2025 Pictet Asset Management Holding SA2,518$214K0.0%N/A0.019%
2/12/2025 Orion Portfolio Solutions LLC82,347$6.99M0.1%-2.6%0.608%
2/12/2025 Pacific Ridge Capital Partners LLC20,911$1.78M0.4%+54.3%0.154%
2/12/2025 JPMorgan Chase & Co.121,469$10.31M0.0%+3.7%0.897%
2/11/2025 Corebridge Financial Inc.5,645$479K0.0%-5.9%0.042%
2/11/2025 Emerald Advisers LLC5,455$463K0.0%N/A0.040%
2/11/2025 Vanguard Group Inc.685,385$58.20M0.0%+11.4%5.062%
2/11/2025 KLP Kapitalforvaltning AS2,100$178K0.0%N/A0.016%
2/11/2025 Sei Investments Co.7,552$641K0.0%N/A0.056%
2/11/2025 American Century Companies Inc.157,238$13.35M0.0%+1.0%1.161%
2/11/2025 Intech Investment Management LLC4,824$410K0.0%N/A0.036%
2/10/2025 Royce & Associates LP89,554$7.60M0.1%+795.5%0.661%
2/10/2025 Swiss National Bank25,965$2.21M0.0%+16.6%0.192%
2/7/2025 Ashton Thomas Private Wealth LLC4,404$374K0.0%N/A0.033%
2/6/2025 Raymond James Financial Inc.6,267$532K0.0%N/A0.046%
2/6/2025 Arizona State Retirement System3,320$282K0.0%N/A0.025%
2/6/2025 Proficio Capital Partners LLC13,416$1.14M0.0%N/A0.099%
2/6/2025 Charles Schwab Investment Management Inc.92,959$7.89M0.0%+1.0%0.687%
2/5/2025 Norden Group LLC3,762$319K0.0%N/A0.028%
2/5/2025 Proficio Capital Partners LLC13,416$1.14M0.0%N/A0.099%
2/4/2025 Los Angeles Capital Management LLC28,837$2.45M0.0%-49.7%0.213%
2/4/2025 Bank of New York Mellon Corp38,211$3.24M0.0%-1.5%0.282%
2/3/2025 First Bank & Trust16,747$1.42M0.3%-13.3%0.124%
1/31/2025 Truist Financial Corp20,276$1.72M0.0%+5.5%0.150%
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1/31/2025 Principal Financial Group Inc.7,630$648K0.0%+9.4%0.056%
1/30/2025 Stieven Capital Advisors L.P.102,213$8.68M1.5%+37.9%0.755%
1/30/2025 New York State Teachers Retirement System1,019$87K0.0%N/A0.008%
1/28/2025 Empowered Funds LLC11,591$984K0.0%+4.6%0.086%
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%
(Data available from 1/1/2016 forward)

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CCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CCB shares?

During the previous two years, 150 institutional investors and hedge funds held shares of Coastal Financial. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($112.28M), Vanguard Group Inc. ($58.20M), Wellington Management Group LLP ($38.79M), Endeavour Capital Advisors Inc. ($38.65M), Azora Capital LP ($33.79M), The Manufacturers Life Insurance Company ($32.73M), and Dimensional Fund Advisors LP ($30.85M).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 118 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: Wellington Management Group LLP ($835.53K), T. Rowe Price Investment Management Inc. ($423.86K), Azora Capital LP ($397.99K), Portside Wealth Group LLC ($145.16K), Kennedy Capital Management LLC ($130.19K), Mendon Capital Advisors Corp ($120K), and Driehaus Capital Management LLC ($96.22K).

How much institutional buying is happening at Coastal Financial?

Institutional investors have bought a total of 3,835,855 shares in the last 24 months. This purchase volume represents approximately $279.05M in transactions.

Which Coastal Financial major shareholders have been selling company stock?

Of the 68 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: Endeavour Capital Advisors Inc. ($294.88K), The Manufacturers Life Insurance Company ($114.95K), Jacobs Asset Management LLC ($77.40K), EJF Capital LLC ($72.04K), Mendon Capital Advisors Corp ($60K), Emerald Mutual Fund Advisers Trust ($49.28K), and Los Angeles Capital Management LLC ($33.16K).

How much institutional selling is happening at Coastal Financial?

Institutional investors have sold a total of 1,027,162 shares in the last 24 months. This volume of shares sold represents approximately $64.53M in transactions.


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This page (NASDAQ:CCB) was last updated on 3/28/2025 by MarketBeat.com Staff
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