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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-36- 22.22% |
$3.33K - $4.25K
|
126
$13.2K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
126KNew |
$11.6M - $14.8M
|
126K
$13.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 61.11% |
$1.02K - $1.3K
|
29
$3.04K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
34+ 125.93% |
$3.14K - $4.01K
|
61
$6.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 1.96% |
$277 - $354
|
156
$16.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
774+ 634.43% |
$71.5K - $91.3K
|
896
$93.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
944New |
$87.2K - $111K
|
944
$99K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 33.66% |
$113K - $144K
|
2.41K
$252K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-332- 4.61% |
$26.2K - $33.2K
|
6.87K
$720K
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.2KNew |
$174K - $220K
|
2.2K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-6.21K- 64.91% |
$490K - $620K
|
3.35K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-7.74K- 76.29% |
$612K - $774K
|
2.41K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-5.64K- 29.06% |
$446K - $564K
|
13.8K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.4KNew |
$111K - $140K
|
1.4K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.98K+ 112.29% |
$393K - $498K
|
9.41K
$987K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.43KNew |
$271K - $343K
|
3.43K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.45K- 14.43% |
$193K - $244K
|
14.5K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-489- 12.78% |
$38.6K - $48.9K
|
3.34K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Amundi
Paris, I0 |
BUY
|
- |
3.57KNew |
$282K - $356K
|
3.57K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.4KNew |
$269K - $340K
|
3.4K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-13.5K- 79.16% |
$1.06M - $1.35M
|
3.55K
$372K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
453+ 6.23% |
$35.8K - $45.3K
|
7.73K
$810K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-46- 0.41% |
$3.63K - $4.6K
|
11.2K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
26.8K+ 256.78% |
$2.12M - $2.68M
|
37.3K
$3.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
565New |
$44.6K - $56.5K
|
565
$59.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-449- 7.13% |
$35.5K - $44.9K
|
5.85K
$614K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-9.01K- 10.35% |
$712K - $900K
|
78.1K
$8.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.07K+ 8.62% |
$84.7K - $107K
|
13.5K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2New |
$158 - $200
|
2
$210
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 50.0% |
$395 - $500
|
5
$524
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$237 - $300
|
3
$315
|
|
|
Aug 06, 2025
Q2 2025
|
Jcsd Capital, LLC
|
BUY
|
CALL |
14KNew |
$1.11M - $1.4M
|
14K
$1.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Jcsd Capital, LLC
|
BUY
|
- |
13.3K+ 11.42% |
$1.05M - $1.33M
|
130K
$13.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
6+ 24.0% |
$474 - $600
|
31
$3.25K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 0.63% |
$1.03K - $1.3K
|
2.05K
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
132New |
$10.4K - $13.2K
|
132
$13.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-207- 8.61% |
$16.4K - $20.7K
|
2.2K
$230K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
6New |
$474 - $600
|
6
$629
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$474 - $600
|
6
$629
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.6K- 56.52% |
$205K - $260K
|
2K
$210K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
53+ 0.42% |
$4.19K - $5.3K
|
12.7K
$1.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
600+ 28.57% |
$47.4K - $60K
|
2.7K
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-118- 9.46% |
$9.32K - $11.8K
|
1.13K
$118K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.21K- 36.23% |
$95.8K - $121K
|
2.13K
$224K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.5K- 27.34% |
$1.79M - $2.27M
|
59.8K
$6.27M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
85New |
$6.77K - $8.56K
|
85
$8.91K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
453+ 1.11% |
$36.1K - $45.6K
|
41.4K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.31% |
$717 - $906
|
2.91K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.3KNew |
$183K - $232K
|
2.3K
$241K
|
|