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 $911 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
14,083
shares
|
$1.27 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
13,681
shares
|
$1.24 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
12,629
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
11,643
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
11,591
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,342
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
11,333
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 7072.78%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
11,229
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
10,931
shares
|
$988,053
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
10,806
shares
|
$976,754
0.0% of portfolio
|
Q4 2024
Added 52.18%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
10,659
shares
|
$963,467
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,850
shares
|
$799,951
0.01% of portfolio
|
Q4 2024
Added 22.98%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
8,537
shares
|
$771,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,379
shares
|
$757,377
0.0% of portfolio
|
Q4 2024
Added 90.22%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
8,297
shares
|
$749,965
0.0% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
7,975
shares
|
$720,860
0.02% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,752
shares
|
$700,703
0.0% of portfolio
|
Q4 2024
Added 40.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,697
shares
|
$695,731
0.0% of portfolio
|
Q4 2024
Added 39.36%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
7,630
shares
|
$689,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
7,552
shares
|
$682,625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
6,845
shares
|
$618,719
0.0% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
6,517
shares
|
$589,071
0.0% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
6,459
shares
|
$583,829
0.0% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
6,267
shares
|
$566,474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
5,473
shares
|
$494,704
0.05% of portfolio
|
Q4 2024
Reduced 4.72%
|