Orion Portfolio Solutions, LLC Coastal Financial Corp Transaction History
Orion Portfolio Solutions, LLC
- $9.43 Billion
- Q3 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 84,513 shares of CCB stock, worth $6.93 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
84,513
Previous 90,294
6.4%
Holding current value
$6.93 Million
Previous $4.17 Million
9.19%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding CCB
# of Institutions
146Shares Held
8.55MCall Options Held
3.8KPut Options Held
0-
Black Rock Inc. New York, NY1.07MShares$87.7 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD898KShares$73.7 Million0.03% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT748KShares$61.4 Million13.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA615KShares$50.4 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX371KShares$30.4 Million0.0% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $1.06B
- Description
- Coastal Financial Corporation operates as the bank holding company for Coastal Community Bank that provides various banking products and services to small to medium-sized businesses, professionals, and individuals in the Puget Sound region in Washington. It accepts a range of deposit products, including demand and savings accounts, time deposits...