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 |
|---|---|---|---|---|---|
|
Emerald Advisers, LLC
|
Feb 11, 2025 Q4 2024 |
5,455
shares
|
$493,077
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,418
shares
|
$489,733
0.0% of portfolio
|
Q4 2024
Added 45.96%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
5,372
shares
|
$485,575
0.01% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
5,280
shares
|
$477,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,958
shares
|
$448,153
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
4,824
shares
|
$436,041
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
4,669
shares
|
$422,030
0.04% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,514
shares
|
$408,020
0.07% of portfolio
|
Q2 2024
Reduced 24.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
4,488
shares
|
$405,670
0.0% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
4,404
shares
|
$398,077
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Feb 13, 2025 Q4 2024 |
4,289
shares
|
$387,682
0.22% of portfolio
|
Q4 2024
Reduced 59.1%
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
4,270
shares
|
$385,965
0.0% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
4,250
shares
|
$384,157
0.0% of portfolio
|
Q4 2024
Reduced 31.21%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
4,032
shares
|
$364,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
4,000
shares
|
$361,560
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,940
shares
|
$356,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
3,762
shares
|
$340,047
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,612
shares
|
$326,488
0.0% of portfolio
|
Q4 2024
Reduced 14.97%
|
|
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
3,320
shares
|
$300,094
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
3,300
shares
|
$298,287
0.0% of portfolio
|
Q4 2024
Reduced 19.22%
|
|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
3,198
shares
|
$289,067
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
3,100
shares
|
$280,209
0.07% of portfolio
|
Q1 2024
Reduced 22.6%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Feb 10, 2025 Q4 2024 |
3,090
shares
|
$279,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,038
shares
|
$274,604
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,902
shares
|
$262,311
0.0% of portfolio
|
Q4 2024
New holding
|