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Coastal Financial (CCB) Institutional Ownership

Coastal Financial logo
$80.72 +1.69 (+2.14%)
(As of 12/20/2024 05:51 PM ET)
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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)
47
Total
Institutional Inflows
(last 12 months)
$33.49M
Number of
Institutional Sellers
(last 12 months)
37
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
12/19/2024 Principal Financial Group Inc.6,977$377K0.0%N/A0.052%
11/27/2024 Franklin Resources Inc.45,486$2.62M0.0%-4.8%0.336%
11/19/2024 Barclays PLC31,804$1.72M0.0%+60.0%0.235%
11/16/2024 Geode Capital Management LLC259,769$14.03M0.0%-9.7%1.918%
11/15/2024 Barclays PLC31,804$1.72M0.0%+60.0%0.235%
11/15/2024 MML Investors Services LLC4,278$231K0.0%-6.4%0.032%
11/15/2024 Orion Portfolio Solutions LLC84,513$4.56M0.1%-6.4%0.624%
11/15/2024 Jane Street Group LLC13,472$727K0.0%-16.4%0.099%
11/15/2024 State Street Corp314,274$16.97M0.0%+2.4%2.320%
11/15/2024 Stifel Financial Corp70,925$3.83M0.0%+7.5%0.524%
11/15/2024 Philadelphia Financial Management of San Francisco LLC37,668$2.03M0.3%N/A0.278%
11/15/2024 Point72 DIFC Ltd573$31K0.0%N/A0.004%
11/15/2024 Point72 Asset Management L.P.4,085$221K0.0%N/A0.030%
11/15/2024 Jacobs Asset Management LLC187,500$10.12M6.7%+9.1%1.384%
11/15/2024 Jacobs Levy Equity Management Inc.20,715$1.12M0.0%-1.2%0.153%
11/15/2024 Janus Henderson Group PLC11,411$616K0.0%-3.0%0.084%
11/14/2024 PDT Partners LLC12,045$650K0.1%N/A0.089%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC12,603$680K0.0%-21.8%0.093%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank3,081$166K0.0%+190.1%0.023%
11/14/2024 MetLife Investment Management LLC6,081$328K0.0%-7.5%0.045%
11/13/2024 Townsquare Capital LLC24,175$1.31M0.0%-6.4%0.179%
11/13/2024 BNP Paribas Financial Markets25,049$1.35M0.0%+474.0%0.185%
11/13/2024 FMR LLC1,316$71K0.0%+21.0%0.010%
11/13/2024 Quantbot Technologies LP2,211$119K0.0%N/A0.016%
11/13/2024 The Manufacturers Life Insurance Company351,453$18.98M0.0%-2.7%2.596%
11/12/2024 Charles Schwab Investment Management Inc.92,007$4.97M0.0%+188.4%0.684%
11/7/2024 Quest Partners LLC3,955$214K0.0%N/A0.029%
11/7/2024 Stieven Capital Advisors L.P.74,113$4.00M0.8%+35.7%0.551%
11/6/2024 Empowered Funds LLC11,084$598K0.0%+5.1%0.082%
11/6/2024 Curi RMB Capital LLC30,000$1.62M0.0%-25.0%0.223%
11/5/2024 Victory Capital Management Inc.5,478$296K0.0%N/A0.041%
11/5/2024 Arcus Capital Partners LLC8,896$480K0.2%+8.5%0.066%
11/5/2024 GSA Capital Partners LLP11,850$640K0.0%+7.8%0.088%
11/4/2024 Los Angeles Capital Management LLC57,357$3.10M0.0%+79.9%0.426%
11/2/2024 Mesirow 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%
10/31/2024 Principal Financial Group Inc.6,977$377K0.0%N/A0.052%
10/29/2024 Rosenthal Henry Capital Advisors Inc.30,116$1.63M1.6%+214.0%0.224%
10/28/2024 US Bancorp DE10,904$589K0.0%-1.5%0.081%
10/25/2024 Diversify Wealth Management LLC15,730$943K0.1%-7.8%0.117%
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10/24/2024 First Bank & Trust19,312$1.04M0.2%-10.2%0.144%
10/23/2024 Riverwater Partners LLC38,670$2.01M1.0%+367.9%0.288%
10/18/2024Moss Adams Wealth Advisors LLC18,888$1.02M0.1%N/A0.141%
10/16/2024 nVerses Capital LLC800$43K0.0%+300.0%0.006%
10/11/2024 Creative 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%
8/30/2024 Mendon Capital Advisors Corp40,000$1.85M1.6%-60.0%0.298%
8/21/2024 Truist Financial Corp19,423$896K0.0%+19.5%0.145%
8/15/2024Susquehanna Fundamental Investments LLC7,196$332K0.0%N/A0.054%
8/15/2024 The Manufacturers Life Insurance Company361,286$16.67M0.0%-5.9%2.692%
8/15/2024 AQR Capital Management LLC11,684$539K0.0%+19.6%0.087%
8/12/2024 Hsbc Holdings PLC7,785$358K0.0%-8.1%0.058%
8/9/2024 Dimensional Fund Advisors LP359,861$16.60M0.0%+6.0%2.682%
8/8/2024 Envestnet Asset Management Inc.58,061$2.68M0.0%+3.5%0.433%
8/8/2024 Parallel Advisors LLC8,005$369K0.0%+2.9%0.060%
8/8/2024 American Century Companies Inc.141,203$6.52M0.0%+23.3%1.052%
8/6/2024 Los Angeles Capital Management LLC31,875$1.47M0.0%-10.0%0.238%
8/1/2024 Rhumbline Advisers15,981$737K0.0%+10.6%0.119%
8/1/2024 Stieven Capital Advisors L.P.54,613$2.52M0.6%-1.4%0.407%
7/29/2024 Rosenthal Henry Capital Advisors Inc.9,591$443K0.6%N/A0.071%
7/26/2024 Allspring Global Investments Holdings LLC4,492$207K0.0%+22,360.0%0.033%
7/26/2024 Bank of New York Mellon Corp48,794$2.25M0.0%+11.6%0.364%
7/24/2024 Arcus Capital Partners LLC8,196$378K0.1%N/A0.061%
7/19/2024 Riverwater 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%
7/9/2024 First Bank & Trust21,514$993K0.2%-1.2%0.160%
5/16/2024 California State Teachers Retirement System11,253$437K0.0%-5.3%0.084%
5/16/2024 EJF Capital LLC84,309$3.28M2.3%-27.1%0.628%
5/16/2024 Janus Henderson Group PLC12,350$480K0.0%-5.8%0.092%
5/16/2024 Kennedy Capital Management LLC275,383$10.70M0.2%+3.1%2.052%
5/15/2024 Quadrature Capital Ltd5,326$207K0.0%N/A0.040%
5/14/2024 EntryPoint Capital LLC1,663$65K0.1%+642.4%0.012%
5/10/2024 Vanguard Group Inc.598,601$23.27M0.0%+0.9%4.471%
5/9/2024 Orion Portfolio Solutions LLC97,637$3.80M0.0%-2.3%0.729%
5/1/2024 BNP 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%
4/26/2024 Mesirow Financial Investment Management Inc.6,371$248K0.0%-25.7%0.048%
4/19/2024Norden Group LLC38,272$1.49M0.0%N/A0.286%
4/19/2024 Mesirow Financial Investment Management Inc.6,371$248K1.2%-25.7%0.048%
4/19/2024 Tradewinds Capital Management LLC3,100$120K0.0%-22.6%0.023%
4/17/2024 First 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%
2/23/2024 Mendon Capital Advisors Corp120,000$5.33M2.2%N/A0.902%
2/14/2024 RMB Capital Management LLC120,000$5.33M0.2%-11.1%0.902%
2/13/2024 Tower Research Capital LLC TRC1,615$72K0.0%-38.5%0.012%
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2/13/2024 The Manufacturers Life Insurance Company532,237$23.64M0.0%-5.0%4.002%
2/9/2024 Orion Portfolio Solutions LLC99,904$4.30M0.0%-6.1%0.751%
2/9/2024 GW&K Investment Management LLC289,104$12.84M0.1%-4.4%2.174%
2/7/2024 BNP Paribas Financial Markets9,806$435K0.0%-3.0%0.074%
2/6/2024 Swiss National Bank22,265$989K0.0%-10.5%0.167%
2/6/2024 New York Life Investment Management LLC9,590$426K0.0%-2.9%0.072%
2/2/2024 Truist Financial Corp16,287$723K0.0%-6.7%0.122%
1/31/2024 Federated Hermes Inc.6,562$291K0.0%-69.5%0.049%
1/16/2024 Portside Wealth Group LLC5,272$234K0.0%-17.2%0.040%
1/12/2024 SG Americas Securities LLC3,978$177K0.0%+59.8%0.030%
(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, 105 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 76 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 1,476,362 shares in the last 24 months. This purchase volume represents approximately $67.04M in transactions.

Which Coastal Financial major shareholders have been selling company stock?

Of the 56 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 824,145 shares in the last 24 months. This volume of shares sold represents approximately $36.98M in transactions.


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This page (NASDAQ:CCB) was last updated on 12/21/2024 by MarketBeat.com Staff
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