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 196 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
592
shares
|
$62,071
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
565
shares
|
$59,240
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
538
shares
|
$56,409
0.0% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
483
shares
|
$50,642
0.0% of portfolio
|
Q2 2020
Added 0.49%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
431
shares
|
$45,190
0.0% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
416
shares
|
$43,617
0.0% of portfolio
|
Q3 2025
Reduced 65.3%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
255
shares
|
$26,736
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
230
shares
|
$24,115
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
208
shares
|
$21,808
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
207
shares
|
$21,703
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
202
shares
|
$21,179
0.0% of portfolio
|
Q1 2024
Reduced 44.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
194
shares
|
$20,340
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
178
shares
|
$18,663
0.0% of portfolio
|
Q1 2025
Added 125.32%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
156
shares
|
$16,356
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
156
shares
|
$16,356
0.0% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
139
shares
|
$14,574
0.0% of portfolio
|
Q2 2025
Added 1444.44%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
136
shares
|
$14,259
0.0% of portfolio
|
Q3 2025
Added 138.6%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
132
shares
|
$13,840
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
131
shares
|
$13,735
0.0% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
126
shares
|
$13,211
0.0% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
123
shares
|
$12,896
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
99
shares
|
$10,380
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
96
shares
|
$10,065
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
80
shares
|
$8,388
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
61
shares
|
$6,395
0.0% of portfolio
|
Q3 2025
Added 125.93%
|
|