Latest Institutional Transactions on Coastal Financial Corp (CCB)
This table provides information on the latest institutional transactions involving Coastal Financial Corp (CCB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600+ 15.0% |
$47.8K - $60.4K
|
4.6K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$398 - $504
|
5
$416
|
|
|
Apr 15, 2025
Q1 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
161+ 0.95% |
$12.8K - $16.2K
|
17.1K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-187- 12.98% |
$14.9K - $18.8K
|
1.25K
$104K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-167- 2.56% |
$13.3K - $16.8K
|
6.35K
$529K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.49K- 98.89% |
$278K - $351K
|
39
$3.25K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.1K- 23.03% |
$87.4K - $110K
|
3.67K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-76- 73.79% |
$6.05K - $7.65K
|
27
$2.25K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-805- 14.71% |
$64.1K - $81.1K
|
4.67K
$389K
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-637- 1.31% |
$50.7K - $64.2K
|
48K
$3.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.26K+ 8.17% |
$101K - $127K
|
16.7K
$1.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 40.0% |
$797 - $1.01K
|
35
$2.91K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2K- 25.04% |
$159K - $201K
|
5.98K
$498K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
99+ 125.32% |
$7.89K - $9.97K
|
178
$14.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 1.82% |
$239 - $302
|
162
$13.5K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.93KNew |
$100K - $166K
|
1.93K
$161K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
5.28KNew |
$275K - $454K
|
5.28K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-547- 0.51% |
$28.4K - $47K
|
107K
$8.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.94KNew |
$205K - $339K
|
3.94K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14.5K+ 49.66% |
$754K - $1.25M
|
43.7K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-182- 1.59% |
$9.46K - $15.6K
|
11.2K
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.54KNew |
$444K - $734K
|
8.54K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.17K+ 39.36% |
$113K - $187K
|
7.7K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
34K+ 9.67% |
$1.77M - $2.92M
|
385K
$32.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
18.7K+ 18.09% |
$973K - $1.61M
|
122K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.2K- 5.43% |
$62.4K - $103K
|
20.9K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
30.1K+ 41.11% |
$1.57M - $2.59M
|
103K
$8.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.45K+ 4.95% |
$75.6K - $125K
|
30.8K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.71K+ 52.18% |
$193K - $319K
|
10.8K
$900K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
40.6K+ 486.15% |
$2.11M - $3.49M
|
49K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
45.1K+ 88.17% |
$2.35M - $3.88M
|
96.3K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-62- 4.43% |
$3.22K - $5.33K
|
1.34K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-77.4K- 41.28% |
$4.03M - $6.66M
|
110K
$9.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.93K- 31.21% |
$100K - $166K
|
4.25K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
528+ 4.88% |
$27.5K - $45.4K
|
11.3K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-17.7K- 31.22% |
$920K - $1.52M
|
39K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.97K+ 90.22% |
$207K - $342K
|
8.38K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
398KNew |
$20.7M - $34.2M
|
398K
$33.1M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
38.3K+ 12.19% |
$1.99M - $3.29M
|
353K
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.48K+ 9.68% |
$76.9K - $127K
|
16.7K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
96.2KNew |
$5M - $8.27M
|
96.2K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.04KNew |
$158K - $261K
|
3.04K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
55.9KNew |
$2.91M - $4.8M
|
55.9K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
2.82K+ 23.4% |
$147K - $242K
|
14.9K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-9.62K- 82.57% |
$500K - $827K
|
2.03K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-785- 19.22% |
$40.8K - $67.5K
|
3.3K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
254+ 2.05% |
$13.2K - $21.8K
|
12.6K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.6K- 32.06% |
$602K - $995K
|
24.5K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-469- 2.26% |
$24.4K - $40.3K
|
20.2K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
64.7K+ 171.72% |
$3.36M - $5.56M
|
102K
$8.52M
|
|