Coastal Bridge Advisors, LLC Reduced Holdings in Q3 2024

Coastal Bridge Advisors, LLC

  • $360 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LZ
Legalzoom.Com, Inc.

Industrials
-647K
- 32.39%
$5.57 - $8.26 $3.6M - $5.34M
1.35M $8.57M
BGB
Blackstone Strategic Credit Fund

Financial Services
-195K
- 5.12%
$11.61 - $12.42 $2.27M - $2.43M
3.62M $44.6M
HAS
Hasbro, Inc.

Consumer Cyclical
-13.2K
- 62.18%
$56.54 - $72.32 $747K - $955K
8.03K $580K
LLY
Eli Lilly & CO

Healthcare
-322
- 37.18%
$772.14 - $960.02 $249K - $309K
544 $481K
AMZN
Amazon Com Inc

Consumer Cyclical
-385
- 1.72%
$161.02 - $200.0 $62K - $77K
22.1K $4.11M
GOOG
Alphabet Inc.

Communication Services
-47
- 0.47%
$149.54 - $192.66 $7.03K - $9.06K
9.98K $1.67M
ADBE
Adobe Inc.

Technology
-218
- 15.28%
$508.13 - $586.55 $111K - $128K
1.21K $625K
DIS
Walt Disney CO

Communication Services
-983
- 7.42%
$85.6 - $98.61 $84.1K - $96.9K
12.3K $1.18M
NVDA
Nvidia Corp

Technology
-600
- 3.15%
$98.91 - $134.91 $59.3K - $80.9K
18.5K $2.24M
CRM
Salesforce, Inc.

Technology
-234
- 23.01%
$238.42 - $276.53 $55.8K - $64.7K
783 $214K
CVX
Chevron Corp

Energy
-11
- 0.25%
$137.88 - $161.97 $1.52K - $1.78K
4.41K $648K
XEL
Xcel Energy Inc

Utilities
-1.46K
- 30.51%
$52.11 - $65.3 $76.3K - $95.6K
3.33K $217K
YUM
Yum Brands Inc

Consumer Cyclical
-572
- 8.85%
$125.95 - $139.96 $72K - $80.1K
5.89K $823K
SHEL
Shell PLC

Energy
-34
- 0.84%
$65.65 - $73.28 $2.23K - $2.49K
4.01K $264K
V
Visa Inc.

Financial Services
-280
- 6.83%
$253.74 - $291.56 $71K - $81.6K
3.82K $1.05M
IVV
Ishares Core S&P 500 ETF

ETFs
-35
- 5.82%
$520.18 - $576.82 $18.2K - $20.2K
566 $326K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-476
- 3.45%
$2.88 - $5.17 $1.37K - $2.46K
13.3K $62K
GLW
Corning Inc

Technology
-1K
- 8.82%
$37.76 - $46.2 $37.8K - $46.2K
10.3K $466K
NFG
National Fuel Gas CO

Energy
-62
- 1.28%
$54.14 - $61.22 $3.36K - $3.8K
4.8K $290K
PEP
Pepsico Inc

Consumer Defensive
-494
- 2.18%
$161.9 - $179.3 $80K - $88.6K
22.2K $3.77M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8
- 1.22%
$531.86 - $624.21 $4.25K - $4.99K
646 $399K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-35
- 0.1%
$13.0 - $15.08 $455 - $528
34.8K $494K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-325
- 2.25%
$90.87 - $102.43 $29.5K - $33.3K
14.1K $1.39M
CSCO
Cisco Systems, Inc.

Technology
-92
- 0.83%
$44.74 - $53.22 $4.12K - $4.9K
11K $585K
JPM
Jpmorgan Chase & CO

Financial Services
-23
- 0.24%
$194.9 - $224.8 $4.48K - $5.17K
9.76K $2.06M
VNLA
Janus Henderson Short Duration

ETFs
-418
- 0.17%
$48.34 - $49.08 $20.2K - $20.5K
239K $11.7M
RTX
Raytheon Technologies Corp

Industrials
-30
- 0.55%
$99.55 - $123.34 $2.99K - $3.7K
5.38K $652K
APO
Apollo Global Management, Inc.

Financial Services
-1.06K
- 2.77%
$99.16 - $125.81 $105K - $133K
37.1K $4.63M
FDS
Factset Research Systems Inc

Financial Services
-476
- 6.01%
$397.04 - $469.48 $189K - $223K
7.44K $3.42M
ALLO
Allogene Therapeutics, Inc.

Healthcare
-1K
- 0.25%
$2.08 - $3.5 $2.08K - $3.5K
406K $1.14M
VTV
Vanguard Value ETF

ETFs
-518
- 2.52%
$159.75 - $174.57 $82.8K - $90.4K
20K $3.5M
HD
Home Depot, Inc.

Consumer Cyclical
-273
- 4.6%
$333.64 - $405.2 $91.1K - $111K
5.66K $2.29M
NEE
Nextera Energy Inc

Utilities
-20
- 0.1%
$69.9 - $84.97 $1.4K - $1.7K
20.6K $1.74M
AXP
American Express CO

Financial Services
-15
- 0.17%
$225.92 - $271.17 $3.39K - $4.07K
8.86K $2.4M
IAU
Ishares Gold Trust

ETFs
-3.59K
- 2.81%
$44.06 - $50.5 $158K - $181K
124K $6.18M
KKR
Kkr & Co. Inc.

Financial Services
-4.06K
- 7.09%
$104.51 - $133.23 $425K - $541K
53.2K $6.95M
ARES
Ares Management Corp

Financial Services
-769
- 1.53%
$133.73 - $158.05 $103K - $122K
49.5K $7.71M
BX
Blackstone Inc.

Financial Services
-61
- 0.16%
$120.77 - $159.66 $7.37K - $9.74K
37.4K $5.73M
AAPL
Apple Inc.

Technology
-963
- 1.54%
$207.23 - $234.82 $200K - $226K
61.4K $14.3M
Activity Summary
Buys All Purchases 73 New Holdings 15 Increased Positions 58 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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