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 |
|---|---|---|---|---|---|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
2,518
shares
|
$227,602
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Feb 11, 2025 Q4 2024 |
2,383
shares
|
$215,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,369
shares
|
$214,133
0.01% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Feb 11, 2025 Q4 2024 |
2,100
shares
|
$189,819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
2,030
shares
|
$183,491
0.0% of portfolio
|
Q4 2024
Reduced 82.57%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
1,929
shares
|
$174,362
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
1,767
shares
|
$159,719
0.0% of portfolio
|
Q4 2024
Reduced 42.65%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
1,441
shares
|
$130,251
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
1,339
shares
|
$121,032
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
1,248
shares
|
$112,806
0.03% of portfolio
|
Q4 2024
Reduced 39.3%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,076
shares
|
$97,259
0.0% of portfolio
|
Q3 2023
Added 45.41%
|
|
|
New York State Teachers Retirement System
|
Jan 30, 2025 Q4 2024 |
1,019
shares
|
$92,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
755
shares
|
$68,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
718
shares
|
$64,900
0.0% of portfolio
|
Q4 2024
Added 179.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
483
shares
|
$43,658
0.0% of portfolio
|
Q2 2020
Added 0.49%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
447
shares
|
$40,404
0.0% of portfolio
|
Q4 2024
Reduced 21.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
402
shares
|
$36,336
0.0% of portfolio
|
Q4 2024
Reduced 92.01%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
366
shares
|
$33,082
0.0% of portfolio
|
Q1 2024
Reduced 76.14%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
255
shares
|
$23,049
0.0% of portfolio
|
Q4 2024
Added 83.45%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
204
shares
|
$18,439
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
202
shares
|
$18,258
0.0% of portfolio
|
Q1 2024
Reduced 44.35%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
165
shares
|
$14,914
0.0% of portfolio
|
Q3 2024
Added 161.9%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
142
shares
|
$12,835
0.0% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
127
shares
|
$11,479
0.0% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
123
shares
|
$11,117
0.0% of portfolio
|
Q3 2024
New holding
|