Coastal Bridge Advisors, LLC Sells in Q4 2024

Coastal Bridge Advisors, LLC

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DKNG
Draft Kings Inc.

Consumer Cyclical
-250K
- 47.82%
$35.32 - $44.84 $8.83M - $11.2M
273K $10.2M
BGB
Blackstone Strategic Credit Fund

Financial Services
-351K
- 9.68%
$12.19 - $12.64 $4.28M - $4.44M
3.27M $40M
VNLA
Janus Henderson Short Duration

ETFs
-69.5K
- 29.11%
$48.82 - $49.11 $3.39M - $3.41M
169K $8.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-21.7K
- 4.15%
$57.53 - $60.83 $1.25M - $1.32M
502K $28.9M
META
Meta Platforms, Inc.

Communication Services
-3.34K
- 33.36%
$554.08 - $632.68 $1.85M - $2.11M
6.68K $3.94M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
-90.5K
- 67.46%
$14.04 - $14.76 $1.27M - $1.34M
43.7K $626K
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.23K
- 77.71%
$183.23 - $199.79 $774K - $844K
1.21K $224K
ALLO
Allogene Therapeutics, Inc.

Healthcare
-185K
- 45.53%
$1.84 - $3.22 $340K - $595K
221K $470K
ICLN
Ishares

ETFs
-11.8K
- 12.78%
$11.35 - $14.51 $134K - $172K
80.8K $919K
JNJ
Johnson & Johnson

Healthcare
-586
- 3.3%
$143.34 - $165.86 $84K - $97.2K
17.2K $2.48M
PFE
Pfizer Inc

Healthcare
-2.51K
- 6.21%
$24.8 - $30.19 $62.2K - $75.7K
37.9K $1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-252
- 24.78%
$521.84 - $558.82 $132K - $141K
765 $412K
PG
Procter & Gamble CO

Consumer Defensive
-311
- 2.84%
$161.05 - $179.7 $50.1K - $55.9K
10.6K $1.78M
URGN
Uro Gen Pharma Ltd.

Healthcare
-1.5K
- 3.7%
$10.52 - $13.11 $15.8K - $19.7K
39K $415K
ADBE
Adobe Inc.

Technology
-10
- 0.83%
$437.39 - $552.96 $4.37K - $5.53K
1.2K $533K
JFR
Nuveen Floating Rate Income Fund

Financial Services
-14.4K
- 3.02%
$8.74 - $9.22 $126K - $133K
464K $4.14M
FLJP
Franklin Templeton ETF Tr

ETFs
-1.5K
- 13.92%
$28.25 - $30.5 $42.4K - $45.8K
9.27K $265K
MCD
Mcdonalds Corp

Consumer Cyclical
-30
- 0.82%
$288.47 - $316.54 $8.65K - $9.5K
3.64K $1.05M
TRV
Travelers Companies, Inc.

Financial Services
-324
- 10.75%
$225.97 - $266.66 $73.2K - $86.4K
2.69K $647K
GOOG
Alphabet Inc.

Communication Services
-1.46K
- 14.67%
$163.08 - $198.16 $239K - $290K
8.51K $1.62M
PGR
Progressive Corp

Financial Services
-60
- 4.98%
$239.6 - $268.88 $14.4K - $16.1K
1.14K $274K
ALL
Allstate Corp

Financial Services
-198
- 8.39%
$181.25 - $208.2 $35.9K - $41.2K
2.16K $417K
IBM
International Business Machines Corp

Technology
-85
- 1.48%
$204.9 - $238.04 $17.4K - $20.2K
5.67K $1.25M
IVV
Ishares Core S&P 500 ETF

ETFs
-29
- 5.12%
$570.51 - $610.59 $16.5K - $17.7K
537 $316K
LGFB
Lions Gate Entmt Corp Cl B Non
-133K
- 3.14%
N/A
4.1M $0
CSCO
Cisco Systems, Inc.

Technology
-1.01K
- 9.17%
$52.45 - $60.02 $52.9K - $60.6K
10K $591K
CG
Carlyle Group Inc.

Financial Services
-8.27K
- 12.38%
$43.2 - $54.81 $357K - $453K
58.5K $2.96M
ARES
Ares Management Corp

Financial Services
-5.35K
- 10.81%
$153.38 - $183.7 $821K - $983K
44.2K $7.82M
FDS
Factset Research Systems Inc

Financial Services
-25
- 0.34%
$449.69 - $495.72 $11.2K - $12.4K
7.41K $3.56M
V
Visa Inc.

Financial Services
-35
- 0.92%
$273.87 - $320.91 $9.59K - $11.2K
3.78K $1.2M
NVDA
Nvidia Corp

Technology
-63
- 0.34%
$117.0 - $148.88 $7.37K - $9.38K
18.4K $2.47M
NFLX
Netflix Inc

Communication Services
-10
- 0.73%
$687.65 - $936.56 $6.88K - $9.37K
1.36K $1.21M
KKR
Kkr & Co. Inc.

Financial Services
-3.05K
- 5.72%
$129.87 - $162.87 $395K - $496K
50.2K $7.42M
BX
Blackstone Inc.

Financial Services
-639
- 1.71%
$148.45 - $199.05 $94.9K - $127K
36.8K $6.34M
UPST
Upstart Holdings, Inc.

Financial Services
-100
- 0.28%
$37.78 - $84.46 $3.78K - $8.45K
35.6K $2.19M
LZ
Legalzoom.Com, Inc.

Industrials
-67.9K
- 5.03%
$6.33 - $9.22 $430K - $626K
1.28M $9.63M
APO
Apollo Global Management, Inc.

Financial Services
-724
- 1.95%
$131.36 - $178.61 $95.1K - $129K
36.3K $6M
Activity Summary
Buys All Purchases 74 New Holdings 11 Increased Positions 63 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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