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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
8.63KNew |
$688K - $869K
|
8.63K
$905K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.78KNew |
$221K - $280K
|
2.78K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
60.7KNew |
$4.84M - $6.12M
|
60.7K
$6.37M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
22.1KNew |
$1.76M - $2.23M
|
22.1K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
230New |
$18.3K - $23.2K
|
230
$24.1K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
207New |
$16.5K - $20.8K
|
207
$21.7K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 1.96% |
$319 - $403
|
208
$21.8K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-21.3K- 73.87% |
$1.7M - $2.15M
|
7.53K
$790K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
65+ 17.76% |
$5.18K - $6.55K
|
431
$45.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$398 - $504
|
5
$524
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
99+ 125.32% |
$7.89K - $9.97K
|
178
$18.7K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
55.9KNew |
$2.91M - $4.8M
|
55.9K
$5.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
45.1K+ 88.17% |
$2.35M - $3.88M
|
96.3K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.93K- 31.21% |
$100K - $166K
|
4.25K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-17.7K- 31.22% |
$920K - $1.52M
|
39K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.04KNew |
$158K - $261K
|
3.04K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
19.6KNew |
$1.02M - $1.68M
|
19.6K
$2.05M
|
|
|
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
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-6.2K- 59.1% |
$322K - $533K
|
4.29K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Roubaix Capital, LLC
|
BUY
|
- |
58.4KNew |
$3.04M - $5.02M
|
58.4K
$6.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
755New |
$39.3K - $64.9K
|
755
$79.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$5.2K - $8.6K
|
100
$10.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.31K- 42.65% |
$68.3K - $113K
|
1.77K
$185K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
75+ 1.42% |
$3.9K - $6.45K
|
5.37K
$563K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$52 - $86
|
1
$105
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.4KNew |
$698K - $1.15M
|
13.4K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.02KNew |
$53K - $87.6K
|
1.02K
$107K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
50New |
$2.6K - $4.3K
|
50
$5.24K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
18.3K+ 225.89% |
$801K - $986K
|
26.4K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.64KNew |
$247K - $303K
|
5.64K
$591K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10K- 25.0% |
$437K - $538K
|
30K
$3.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
857+ 7.8% |
$37.5K - $46.1K
|
11.9K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
46New |
$2.01K - $2.48K
|
46
$4.82K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-52- 1.04% |
$2.27K - $2.8K
|
4.96K
$520K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.4K- 97.86% |
$192K - $237K
|
96
$10.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
18.9KNew |
$826K - $1.02M
|
18.9K
$1.98M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
600+ 300.0% |
$26.2K - $32.3K
|
800
$83.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
123New |
$5.38K - $6.62K
|
123
$12.9K
|
|
| Q2 2024 | |||||||
|
Oct 08, 2025
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1K+ 23.42% |
$37.4K - $46.1K
|
5.27K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
175New |
$6.54K - $8.07K
|
175
$18.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.41KNew |
$90K - $111K
|
2.41K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
222K+ 26.27% |
$8.32M - $10.3M
|
1.07M
$112M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
20New |
$748 - $923
|
20
$2.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.45K- 24.31% |
$54.2K - $66.9K
|
4.51K
$473K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-12.4K- 66.22% |
$463K - $571K
|
6.32K
$662K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
499New |
$18.7K - $23K
|
499
$52.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.86KNew |
$247K - $300K
|
6.86K
$719K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
600+ 54.55% |
$21.6K - $26.3K
|
1.7K
$178K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.45KNew |
$52.2K - $63.5K
|
1.45K
$152K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-161- 44.35% |
$5.79K - $7.05K
|
202
$21.2K
|
|