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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.03KNew |
$210K - $347K
|
4.03K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.04KNew |
$158K - $261K
|
3.04K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Roubaix Capital, LLC
|
BUY
|
- |
58.4KNew |
$3.04M - $5.02M
|
58.4K
$4.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.24K- 13.34% |
$221K - $365K
|
27.6K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
31+ 140.91% |
$1.61K - $2.67K
|
53
$4.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-7.74K- 2.09% |
$402K - $665K
|
363K
$30.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.72K- 10.02% |
$454K - $750K
|
78.3K
$6.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
BUY
|
- |
36.6KNew |
$1.9M - $3.14M
|
36.6K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
11.2K+ 7072.78% |
$581K - $961K
|
11.3K
$957K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-28- 16.47% |
$1.46K - $2.41K
|
142
$12K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.08K- 4.48% |
$56.3K - $93.1K
|
23.1K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.14K- 0.71% |
$59.3K - $98.1K
|
159K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
83.3K+ 38.56% |
$4.33M - $7.16M
|
299K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-6.2K- 59.1% |
$322K - $533K
|
4.29K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
3.2KNew |
$166K - $275K
|
3.2K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.9KNew |
$151K - $250K
|
2.9K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
461+ 179.38% |
$24K - $39.6K
|
718
$60.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
210+ 4.91% |
$10.9K - $18.1K
|
4.49K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
156+ 1.92% |
$8.11K - $13.4K
|
8.3K
$700K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
51KNew |
$2.65M - $4.38M
|
51K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
764+ 12.56% |
$39.7K - $65.7K
|
6.85K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
20+ 166.67% |
$1.04K - $1.72K
|
32
$2.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
400+ 0.88% |
$20.8K - $34.4K
|
45.9K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.57K+ 18.74% |
$134K - $221K
|
16.3K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-434- 3.07% |
$22.6K - $37.3K
|
13.7K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.17K- 2.56% |
$113K - $186K
|
82.3K
$6.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.52KNew |
$131K - $216K
|
2.52K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.39K+ 3.75% |
$228K - $377K
|
121K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
418K+ 1067.91% |
$21.7M - $35.9M
|
457K
$38.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
755New |
$39.3K - $64.9K
|
755
$63.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.92K- 3.29% |
$256K - $423K
|
144K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
116+ 83.45% |
$6.03K - $9.97K
|
255
$21.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-1.98K- 5.12% |
$103K - $170K
|
36.7K
$3.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.65K+ 2.67% |
$85.7K - $142K
|
63.4K
$5.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.71K+ 45.96% |
$88.7K - $147K
|
5.42K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
41.1K+ 480.45% |
$2.14M - $3.53M
|
49.6K
$4.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-293K- 39.17% |
$15.2M - $25.2M
|
455K
$38.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.26K- 0.49% |
$65.6K - $109K
|
259K
$21.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.13K- 96.25% |
$111K - $183K
|
83
$7.01K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.51K+ 0.97% |
$78.6K - $130K
|
157K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.55KNew |
$393K - $649K
|
7.55K
$637K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.1KNew |
$109K - $181K
|
2.1K
$177K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$5.2K - $8.6K
|
100
$8.44K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-454- 0.89% |
$23.6K - $39K
|
50.8K
$4.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
5.46KNew |
$284K - $469K
|
5.46K
$460K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
70.3K+ 11.42% |
$3.65M - $6.04M
|
685K
$57.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
2.38KNew |
$124K - $205K
|
2.38K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
7.36K+ 54.27% |
$383K - $632K
|
20.9K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.7K+ 16.62% |
$192K - $318K
|
26K
$2.19M
|