Latest Institutional Sells of Coastal Financial Corp (CCB)
This list provides information on the latest institutional transactions involving Coastal Financial Corp (CCB) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-12.4K- 66.22% |
$463K - $571K
|
6.32K
$534K
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.45K- 24.31% |
$54.2K - $66.9K
|
4.51K
$381K
|
|
Q1 2024 | |||||||
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.17K- 76.14% |
$42K - $51.1K
|
366
$30.9K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-905- 22.6% |
$32.6K - $39.6K
|
3.1K
$262K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-161- 44.35% |
$5.79K - $7.05K
|
202
$17.1K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-45- 0.84% |
$1.62K - $1.97K
|
5.34K
$451K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-10.9K- 13.09% |
$401K - $497K
|
72.4K
$6.12M
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5K- 47.74% |
$184K - $228K
|
5.47K
$462K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-754- 3.56% |
$27.7K - $34.4K
|
20.4K
$1.73M
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-119- 13.09% |
$4.38K - $5.43K
|
790
$66.7K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25- 0.46% |
$920 - $1.14K
|
5.36K
$453K
|
|
Q3 2023 | |||||||
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.02K- 21.33% |
$111K - $143K
|
11.1K
$940K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.2K- 11.35% |
$71.9K - $90.1K
|
17.2K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2- 18.18% |
$65.4 - $81.9
|
9
$760
|
|
Q1 2023 | |||||||
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-18.1K- 93.07% |
$591K - $868K
|
1.35K
$114K
|
|
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
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-93- 9.97% |
$3.04K - $4.47K
|
840
$71K
|
|
Q4 2022 | |||||||
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-47.3K- 40.52% |
$1.85M - $2.53M
|
69.4K
$5.86M
|
|
Feb 10, 2023
Q4 2022
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-46.9K- 55.89% |
$1.84M - $2.51M
|
37K
$3.13M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.4K- 9.71% |
$679K - $930K
|
161K
$13.6M
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.16K- 10.55% |
$45.6K - $62.4K
|
9.87K
$834K
|
|
Q3 2022 | |||||||
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
$842K
|
|
Nov 10, 2022
Q3 2022
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-4.5K- 36.0% |
$167K - $197K
|
8K
$676K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-45KClosed |
$1.62M - $2.09M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-9.8KClosed |
$352K - $454K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.27KClosed |
$189K - $244K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.6KClosed |
$165K - $213K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.66KClosed |
$59.7K - $76.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-225Closed |
$8.09K - $10.4K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.43KClosed |
$199K - $236K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2K- 1.9% |
$89.9K - $106K
|
103K
$8.72M
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-196Closed |
$8.81K - $10.4K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-55.4KClosed |
$1.72M - $2.88M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-152KClosed |
$4.17M - $5.01M
|
0
$0
|
|
Q2 2021 | |||||||
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.41KClosed |
$61.7K - $77K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-16.5KClosed |
$202K - $263K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.5KClosed |
$18.4K - $24K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-11.8KClosed |
$110K - $183K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-81.1KClosed |
$730K - $1.47M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-14.2KClosed |
$128K - $257K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250Closed |
$2.25K - $4.53K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 10, 2019
Q3 2019
|
Cx Institutional
|
SELL
|
- |
-72Closed |
$1.04K - $1.16K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 08, 2019
Q2 2019
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-352Closed |
$5.38K - $6K
|
0
$0
|
|
Q1 2019 | |||||||
Apr 19, 2019
Q1 2019
|
Strs Ohio
|
SELL
|
- |
-1.8KClosed |
$26.6K - $30.7K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-68.5KClosed |
$856K - $1.2M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-13KClosed |
$162K - $226K
|
0
$0
|