Institutional Ownership Coastal Financial Corp (CCB)
This table provides information about the institutional ownership of Coastal Financial Corp (CCB). We have compiled data on the 174 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $885 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Driehaus Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
96,215
shares
|
$8.47 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
92,959
shares
|
$8.19 Million
0.0% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
89,742
shares
|
$7.9 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Royce & Associates LP
|
Feb 10, 2025 Q4 2024 |
89,554
shares
|
$7.89 Million
0.07% of portfolio
|
Q4 2024
Added 795.54%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
82,347
shares
|
$7.25 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
78,311
shares
|
$6.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
72,393
shares
|
$6.38 Million
0.0% of portfolio
|
Q4 2023
Reduced 13.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
70,925
shares
|
$6.25 Million
0.01% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
63,355
shares
|
$5.58 Million
0.0% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
62,359
shares
|
$5.49 Million
0.0% of portfolio
|
Q4 2024
Added 19.06%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Feb 14, 2025 Q4 2024 |
59,004
shares
|
$5.2 Million
0.35% of portfolio
|
Q4 2024
Added 489.45%
|
|
|
Roubaix Capital, LLC
|
Feb 13, 2025 Q4 2024 |
58,432
shares
|
$5.15 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
|
Fj Capital Management LLC
Mclean, VA |
Feb 14, 2025 Q4 2024 |
55,877
shares
|
$4.92 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Eam Investors, LLC
Solana Beach, CA |
Feb 13, 2025 Q4 2024 |
50,956
shares
|
$4.49 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
50,778
shares
|
$4.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
49,646
shares
|
$4.37 Million
0.03% of portfolio
|
Q4 2024
Added 480.45%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
48,961
shares
|
$4.31 Million
0.0% of portfolio
|
Q4 2024
Added 486.15%
|
|
|
Cox Capital Mgt LLC
|
Apr 09, 2025 Q1 2025 |
47,977
shares
|
$4.23 Million
3.29% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
45,886
shares
|
$4.04 Million
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
43,681
shares
|
$3.85 Million
0.01% of portfolio
|
Q4 2024
Added 49.66%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
40,971
shares
|
$3.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
39,000
shares
|
$3.44 Million
0.2% of portfolio
|
Q4 2024
Reduced 31.22%
|
|
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
Feb 13, 2025 Q4 2024 |
36,555
shares
|
$3.22 Million
2.81% of portfolio
|
Q4 2024
New holding
|
|
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
Apr 25, 2025 Q4 2024 |
35,503
shares
|
$3.13 Million
7.63% of portfolio
|
Q4 2024
Reduced 23.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
30,828
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Added 4.95%
|