Latest Institutional Purchases of Coastal Financial Corp (CCB)
This list provides information on the latest institutional transactions involving Coastal Financial Corp (CCB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
28.1K+ 37.92% |
$1.46M - $2.42M
|
102K
$8.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
14.9K+ 44.22% |
$775K - $1.28M
|
48.6K
$4.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.4KNew |
$698K - $1.15M
|
13.4K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.63KNew |
$397K - $656K
|
7.63K
$669K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.27KNew |
$326K - $539K
|
6.27K
$550K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.4KNew |
$229K - $379K
|
4.4K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4KNew |
$208K - $344K
|
4K
$351K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.76KNew |
$196K - $323K
|
3.76K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
3.32KNew |
$173K - $285K
|
3.32K
$291K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.44KNew |
$74.9K - $124K
|
1.44K
$126K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.06K+ 5.49% |
$54.9K - $90.7K
|
20.3K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.02KNew |
$53K - $87.6K
|
1.02K
$89.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
952+ 1.03% |
$49.5K - $81.9K
|
93K
$8.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
522+ 8.71% |
$27.1K - $44.9K
|
6.52K
$571K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
507+ 4.57% |
$26.4K - $43.6K
|
11.6K
$1.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
79New |
$4.11K - $6.79K
|
79
$6.93K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
75+ 1.42% |
$3.9K - $6.45K
|
5.37K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
50New |
$2.6K - $4.3K
|
50
$4.38K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
27+ 0.25% |
$1.4K - $2.32K
|
10.9K
$959K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
20+ 24.1% |
$1.04K - $1.72K
|
103
$9.03K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
16+ 17.58% |
$832 - $1.38K
|
107
$9.38K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7New |
$364 - $602
|
7
$614
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 25.0% |
$260 - $430
|
25
$2.19K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$52 - $86
|
1
$87.7
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
55.9K+ 179.46% |
$2.44M - $3.01M
|
87K
$7.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
40.1K+ 6.97% |
$1.75M - $2.16M
|
615K
$53.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
37.7KNew |
$1.65M - $2.03M
|
37.7K
$3.3M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34K+ 40.86% |
$1.49M - $1.83M
|
117K
$10.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
30.4K+ 367.88% |
$1.33M - $1.64M
|
38.7K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
22.3K+ 105.1% |
$974K - $1.2M
|
43.5K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.6K+ 59.59% |
$855K - $1.05M
|
52.4K
$4.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
18.9KNew |
$826K - $1.02M
|
18.9K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
18.3K+ 225.89% |
$801K - $986K
|
26.4K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.2K+ 55.24% |
$797K - $981K
|
51.2K
$4.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
17KNew |
$742K - $914K
|
17K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
15.7K+ 9.13% |
$686K - $844K
|
188K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.6K+ 76.17% |
$683K - $840K
|
36.1K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
14.5K+ 10.29% |
$635K - $782K
|
156K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
13.6KNew |
$593K - $730K
|
13.6K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
12KNew |
$527K - $648K
|
12K
$1.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
11.9K+ 59.96% |
$521K - $642K
|
31.8K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
11.6KNew |
$509K - $627K
|
11.6K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
11.2K+ 3.11% |
$489K - $602K
|
371K
$32.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.83K+ 46.93% |
$430K - $529K
|
30.8K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
8.55KNew |
$374K - $460K
|
8.55K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.18K+ 38.96% |
$358K - $440K
|
29.2K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
7.39K+ 2.41% |
$323K - $398K
|
314K
$27.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.6KNew |
$289K - $355K
|
6.6K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.84K+ 8.66% |
$255K - $314K
|
73.3K
$6.42M
|
|