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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
336+ 45.41% |
$12.3K - $15.9K
|
1.08K
$90.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
7.41KNew |
$272K - $351K
|
7.41K
$625K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
21New |
$771 - $995
|
21
$1.77K
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
12.4KNew |
$455K - $587K
|
12.4K
$1.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Jcsd Capital, LLC
|
BUY
|
- |
11.8K+ 11.21% |
$432K - $557K
|
117K
$9.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.02K- 21.33% |
$111K - $143K
|
11.1K
$939K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
202New |
$6.61K - $8.27K
|
202
$17.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
800New |
$26.2K - $32.8K
|
800
$67.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
60+ 0.74% |
$1.96K - $2.46K
|
8.18K
$690K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2- 18.18% |
$65.4 - $81.9
|
9
$760
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.2K- 11.35% |
$71.9K - $90.1K
|
17.2K
$1.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.16KNew |
$234K - $293K
|
7.16K
$604K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.47K+ 8.62% |
$47.9K - $60K
|
18.5K
$1.56M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
5.78KNew |
$189K - $278K
|
5.78K
$488K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.02K+ 83.84% |
$197K - $289K
|
13.2K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-13.8K- 37.2% |
$452K - $664K
|
23.3K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
11New |
$360 - $529
|
11
$929
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11.5KNew |
$378K - $555K
|
11.5K
$975K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
43.6KNew |
$1.43M - $2.1M
|
43.6K
$3.68M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.6K+ 31.33% |
$85.1K - $125K
|
10.9K
$920K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
114New |
$3.73K - $5.48K
|
114
$9.62K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-18.1K- 93.07% |
$591K - $868K
|
1.35K
$114K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-93- 9.97% |
$3.04K - $4.47K
|
840
$70.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
700+ 3.65% |
$22.9K - $33.7K
|
19.9K
$1.68M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
230New |
$9.01K - $12.3K
|
230
$19.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
34.5KNew |
$1.35M - $1.85M
|
34.5K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
5KNew |
$196K - $268K
|
5K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.3KNew |
$442K - $606K
|
11.3K
$954K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.16K- 10.55% |
$45.6K - $62.4K
|
9.87K
$833K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
150+ 2.55% |
$5.87K - $8.04K
|
6.02K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.75KNew |
$225K - $308K
|
5.75K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
1.4K+ 3.17% |
$54.9K - $75.2K
|
45.6K
$3.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
5.1KNew |
$200K - $273K
|
5.1K
$430K
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
14.5KNew |
$568K - $777K
|
14.5K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5New |
$196 - $268
|
5
$422
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.84KNew |
$229K - $313K
|
5.84K
$493K
|
|
|
Feb 10, 2023
Q4 2022
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-46.9K- 55.89% |
$1.84M - $2.51M
|
37K
$3.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
5.27KNew |
$206K - $283K
|
5.27K
$445K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
246New |
$9.63K - $13.2K
|
246
$20.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.4K- 9.71% |
$679K - $930K
|
161K
$13.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-47.3K- 40.52% |
$1.85M - $2.53M
|
69.4K
$5.86M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.09KNew |
$152K - $179K
|
4.09K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-24.6K- 95.27% |
$912K - $1.08M
|
1.22K
$103K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-8.51K- 46.05% |
$315K - $372K
|
9.97K
$841K
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-4.5K- 36.0% |
$167K - $197K
|
8K
$675K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-9.8KClosed |
$352K - $454K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-45KClosed |
$1.62M - $2.09M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-225Closed |
$8.09K - $10.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
11.9K+ 42.69% |
$426K - $550K
|
39.7K
$3.35M
|
|
|
Aug 10, 2022
Q2 2022
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
3.2K+ 21.61% |
$115K - $148K
|
18K
$1.52M
|
|