Coastal Bridge Advisors, LLC Sells in Q3 2025

Coastal Bridge Advisors, LLC

  • $1.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
-2.53K
- 24.13%
$43.94 - $50.41 $111K - $128K
7.96K $384K
CMCSA
Comcast Corp

Communication Services
-182
- 0.94%
$31.41 - $36.33 $5.72K - $6.61K
19.2K $602K
PGR
Progressive Corp

Financial Services
-130
- 4.92%
$238.61 - $264.3 $31K - $34.4K
2.51K $620K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-821
- 20.1%
$98.52 - $103.93 $80.9K - $85.3K
3.26K $336K
IBB
Ishares Biotechnology ETF

ETFs
-1.21K
- 22.54%
$127.63 - $144.37 $155K - $175K
4.17K $601K
TT
Trane Technologies PLC

Industrials
-36
- 0.94%
$398.96 - $472.54 $14.4K - $17K
3.81K $1.61M
CTAS
Cintas Corp

Industrials
-10
- 0.26%
$199.29 - $226.27 $1.99K - $2.26K
3.85K $789K
ABT
Abbott Laboratories

Healthcare
-105
- 0.4%
$120.51 - $136.62 $12.7K - $14.3K
26.3K $3.52M
UPS
United Parcel Service Inc

Industrials
-209
- 7.29%
$82.58 - $105.54 $17.3K - $22.1K
2.66K $221K
XLK
Technology Sector Spdr

ETFs
-4.95K
- 10.66%
$250.97 - $282.66 $1.24M - $1.4M
41.5K $11.7M
CSCO
Cisco Systems, Inc.

Technology
-463
- 1.38%
$66.2 - $71.79 $30.7K - $33.2K
33.1K $2.27M
AJG
Arthur J. Gallagher & Co.

Financial Services
-26
- 0.56%
$284.17 - $319.49 $7.39K - $8.31K
4.58K $1.42M
EOG
Eog Resources Inc

Energy
-23
- 0.37%
$112.12 - $126.1 $2.58K - $2.9K
6.11K $685K
CL
Colgate Palmolive CO

Consumer Defensive
-164
- 5.1%
$79.36 - $93.33 $13K - $15.3K
3.05K $243K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-56
- 0.98%
$65.64 - $78.22 $3.68K - $4.38K
5.67K $380K
BMY
Bristol Myers Squibb CO

Healthcare
-737
- 10.1%
$43.31 - $48.98 $31.9K - $36.1K
6.56K $295K
CI
Cigna Corp

Healthcare
-33
- 4.33%
$262.23 - $334.39 $8.65K - $11K
730 $210K
RE
Everest Re Group LTD

Financial Services
-112
- 10.74%
N/A
931 $345K
OKTA
Okta, Inc.

Technology
-131
- 3.98%
$88.51 - $101.1 $11.6K - $13.2K
3.16K $290K
DE
Deere & CO

Industrials
-11
- 1.82%
$457.26 - $524.37 $5.03K - $5.77K
594 $271K
WWD
Woodward, Inc.

Industrials
-176
- 14.45%
$237.33 - $266.1 $41.8K - $46.8K
1.04K $263K
WM
Waste Management Inc

Industrials
-10
- 0.26%
$213.88 - $237.1 $2.14K - $2.37K
3.88K $857K
DHR
Danaher Corp

Healthcare
-164
- 6.57%
$181.46 - $212.2 $29.8K - $34.8K
2.33K $462K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.17K
- 3.57%
$24.23 - $24.42 $28.3K - $28.5K
31.6K $770K
CVS
Cvs Health Corp

Healthcare
-1.09K
- 12.66%
$58.75 - $76.5 $63.9K - $83.2K
7.5K $565K
FCX
Freeport Mcmoran Inc

Basic Materials
-11
- 0.17%
$35.34 - $47.21 $389 - $519
6.39K $250K
SBUX
Starbucks Corp

Consumer Cyclical
-11
- 0.3%
$81.9 - $96.86 $901 - $1.07K
3.65K $308K
PODD
Insulet Corp

Healthcare
-58
- 6.89%
$277.3 - $352.82 $16.1K - $20.5K
784 $242K
MA
Mastercard Inc

Financial Services
-139
- 1.69%
$550.18 - $598.96 $76.5K - $83.3K
8.11K $4.61M
COF
Capital One Financial Corp

Financial Services
-71
- 0.21%
$207.29 - $229.74 $14.7K - $16.3K
33.1K $7.03M
PSX
Phillips 66

Energy
-987
- 14.59%
$118.37 - $139.46 $117K - $138K
5.78K $786K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-195
- 3.26%
$42.56 - $49.08 $8.3K - $9.57K
5.79K $248K
EQIX
Equinix Inc

Real Estate
-11
- 1.24%
$756.7 - $811.13 $8.32K - $8.92K
874 $684K
MAR
Marriott International Inc

Consumer Cyclical
-22
- 2.22%
$255.35 - $282.87 $5.62K - $6.22K
968 $252K
KMB
Kimberly Clark Corp

Consumer Defensive
-43
- 1.82%
$121.72 - $136.77 $5.23K - $5.88K
2.32K $287K
IRM
Iron Mountain Inc

Real Estate
-138
- 4.0%
$89.46 - $104.46 $12.3K - $14.4K
3.32K $337K
ZS
Zscaler, Inc.

Technology
-4
- 0.39%
$267.68 - $316.5 $1.07K - $1.27K
1.03K $307K
CRWD
Crowd Strike Holdings, Inc.

Technology
-6
- 0.93%
$412.46 - $514.1 $2.47K - $3.08K
642 $314K
IVV
Ishares Core S&P 500 ETF

ETFs
-180
- 8.2%
$620.67 - $670.08 $112K - $121K
2.02K $1.35M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-510
- 3.68%
$28.38 - $29.05 $14.5K - $14.8K
13.4K $386K
PEG
Public Service Enterprise Group Inc

Utilities
-79
- 0.85%
$79.99 - $90.14 $6.32K - $7.12K
9.27K $773K
NDAQ
Nasdaq, Inc.

Financial Services
-25
- 0.26%
$86.73 - $96.94 $2.17K - $2.42K
9.55K $844K
ED
Consolidated Edison Inc

Utilities
-131
- 1.19%
$95.57 - $105.36 $12.5K - $13.8K
10.9K $1.09M
HEI
Heico Corp

Industrials
-9
- 0.75%
$304.5 - $337.56 $2.74K - $3.04K
1.2K $386K
GILD
Gilead Sciences, Inc.

Healthcare
-93
- 0.22%
$108.22 - $120.47 $10.1K - $11.2K
42.5K $4.72M
WDAY
Workday, Inc.

Technology
-29
- 0.97%
$213.69 - $247.69 $6.2K - $7.18K
2.95K $710K
TER
Teradyne, Inc

Technology
-1.36K
- 35.62%
$90.15 - $137.64 $122K - $187K
2.46K $337K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-113
- 4.26%
$136.48 - $142.97 $15.4K - $16.2K
2.54K $355K
SCMB
Schwab Strategic Tr Mun Bd ETF
-22.5K
- 47.62%
N/A
24.7K $0
Activity Summary
Buys All Purchases 215 New Holdings 44 Increased Positions 171 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 1 Puts 1
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