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 148 institutions that hold shares in the stock, with a total of 8.55 Million shares, which have been reported (via 13F filing form) to have a value of $717 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
70,925
shares
|
$5.65 Million
0.0% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
61,706
shares
|
$4.92 Million
0.0% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
57,357
shares
|
$4.57 Million
0.01% of portfolio
|
Q3 2024
Added 79.94%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
56,700
shares
|
$4.52 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
52,375
shares
|
$4.17 Million
0.0% of portfolio
|
Q3 2024
Added 59.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
51,232
shares
|
$4.08 Million
0.0% of portfolio
|
Q3 2024
Added 55.24%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
51,153
shares
|
$4.08 Million
0.0% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Ejf Capital LLC
Arlington, VA |
Nov 14, 2024 Q3 2024 |
49,292
shares
|
$3.93 Million
1.85% of portfolio
|
Q3 2024
Reduced 43.53%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
45,486
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
43,479
shares
|
$3.46 Million
0.01% of portfolio
|
Q3 2024
Added 105.1%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
39,120
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
38,670
shares
|
$3.08 Million
1.15% of portfolio
|
Q3 2024
Added 367.88%
|
|
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
37,668
shares
|
$3 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
36,100
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2024
Added 76.17%
|
|
|
Cox Capital Mgt LLC
|
Oct 10, 2024 Q3 2024 |
33,709
shares
|
$2.69 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
31,804
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Added 59.96%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
30,783
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 46.93%
|
|
|
Mendon Capital Advisors Corp
Rochester, NY |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$2.39 Million
1.05% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
30,000
shares
|
$2.39 Million
0.04% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
29,375
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2024
Added 91.32%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
29,187
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Added 38.96%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,430
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 225.89%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
24,175
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 07, 2024 Q3 2024 |
22,265
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2023
Reduced 10.46%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
22,100
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.24%
|