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 170 institutions that hold shares in the stock, with a total of 9.9 Million shares, which have been reported (via 13F filing form) to have a value of $788 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 |
|
Mendon Capital Advisors Corp
Rochester, NY |
Feb 14, 2025 Q4 2024 |
30,000
shares
|
$2.39 Million
1.25% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
28,837
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 49.72%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
27,562
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Swiss National Bank
Zurich, V8 |
Feb 10, 2025 Q4 2024 |
25,965
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,417
shares
|
$2.02 Million
0.0% of portfolio
|
Q4 2024
Added 101.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
24,525
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 32.06%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
23,092
shares
|
$1.84 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
20,911
shares
|
$1.66 Million
0.44% of portfolio
|
Q4 2024
Added 54.27%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
20,900
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,446
shares
|
$1.63 Million
0.07% of portfolio
|
Q4 2023
Reduced 3.56%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
20,276
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Feb 14, 2025 Q4 2024 |
20,246
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Ejf Capital LLC
Arlington, VA |
Feb 14, 2025 Q4 2024 |
20,160
shares
|
$1.6 Million
1.24% of portfolio
|
Q4 2024
Reduced 59.1%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,597
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
18,888
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2024
Added 1.95%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
18,641
shares
|
$1.48 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
18,465
shares
|
$1.47 Million
0.45% of portfolio
|
Q2 2023
Added 8.62%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
18,091
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
18,000
shares
|
$1.43 Million
1.28% of portfolio
|
Q2 2022
Added 21.61%
|
|
|
Summer Haven Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
17,138
shares
|
$1.36 Million
1.12% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
16,747
shares
|
$1.33 Million
0.28% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
16,742
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
16,700
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
16,276
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Added 18.74%
|
|
|
Pdt Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,864
shares
|
$1.18 Million
0.13% of portfolio
|
Q4 2024
Added 23.4%
|