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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5New |
$499 - $561
|
5
$524
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-36- 25.9% |
$3.59K - $4.04K
|
103
$10.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
656+ 1.39% |
$65.4K - $73.6K
|
47.8K
$5.01M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
SELL
|
- |
-769- 6.23% |
$76.7K - $86.3K
|
11.6K
$1.21M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.19K- 34.32% |
$418K - $470K
|
8.02K
$840K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.04% |
$200 - $224
|
4.7K
$493K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6+ 18.75% |
$599 - $673
|
38
$3.98K
|
|
| Q3 2025 | |||||||
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-600- 17.14% |
$55.4K - $70.8K
|
2.9K
$304K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
7+ 4.7% |
$647 - $826
|
156
$16.4K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
80New |
$7.39K - $9.44K
|
80
$8.39K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.37KNew |
$219K - $279K
|
2.37K
$248K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.97KNew |
$182K - $232K
|
1.97K
$206K
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-819- 5.09% |
$75.7K - $96.6K
|
15.3K
$1.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
14.1KNew |
$1.31M - $1.67M
|
14.1K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
26.9K+ 45.82% |
$2.49M - $3.18M
|
85.7K
$8.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.35K+ 54.74% |
$402K - $513K
|
12.3K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-48.3K- 43.54% |
$4.46M - $5.7M
|
62.6K
$6.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.78K- 12.96% |
$165K - $210K
|
12K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-5.4K- 59.34% |
$499K - $637K
|
3.7K
$388K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.6K- 64.68% |
$1.72M - $2.19M
|
10.2K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
9.9K+ 183.33% |
$915K - $1.17M
|
15.3K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
55+ 2.55% |
$5.08K - $6.49K
|
2.21K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
37.4K+ 756.55% |
$3.46M - $4.42M
|
42.4K
$4.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-33.9K- 54.83% |
$3.13M - $4M
|
27.9K
$2.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-160K- 21.31% |
$14.8M - $18.9M
|
591K
$62M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.15K- 4.78% |
$568K - $726K
|
122K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-273- 21.63% |
$25.2K - $32.2K
|
989
$104K
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15.4K- 4.24% |
$1.42M - $1.81M
|
347K
$36.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mangrove Partners
New York, NY |
BUY
|
- |
7.74KNew |
$715K - $913K
|
7.74K
$811K
|
|
|
Nov 14, 2025
Q3 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
141K+ 65.26% |
$13M - $16.6M
|
356K
$37.4M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
39.2K+ 9.59% |
$3.62M - $4.63M
|
448K
$47M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
40K+ 8.96% |
$3.69M - $4.72M
|
486K
$51M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92+ 20.63% |
$8.5K - $10.9K
|
538
$56.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
132K+ 364.13% |
$12.2M - $15.6M
|
169K
$17.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
77.5KNew |
$7.16M - $9.14M
|
77.5K
$8.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
39KNew |
$3.6M - $4.6M
|
39K
$4.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-363- 11.48% |
$33.5K - $42.8K
|
2.8K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-7.62K- 27.89% |
$704K - $899K
|
19.7K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
95.1K+ 920.03% |
$8.79M - $11.2M
|
105K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-46- 0.04% |
$4.25K - $5.43K
|
103K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.83KNew |
$538K - $687K
|
5.83K
$611K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
132New |
$12.2K - $15.6K
|
132
$13.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
10.7KNew |
$989K - $1.26M
|
10.7K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Cooper Creek Partners Management LLC
New York, NY |
BUY
|
- |
84.4K+ 108.73% |
$7.8M - $9.96M
|
162K
$17M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.19K+ 19.09% |
$202K - $258K
|
13.7K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
47New |
$4.34K - $5.55K
|
47
$4.93K
|
|
|
Nov 14, 2025
Q3 2025
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
- |
29.7KNew |
$2.74M - $3.5M
|
29.7K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-1- 0.05% |
$92.4 - $118
|
1.84K
$193K
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-1.08K- 15.25% |
$99.6K - $127K
|
5.99K
$628K
|
|