Purchases and Sales Made in Q4 2025 in Coastal Financial Corp (CCB)
This table provides information about the institutional ownership of Coastal Financial Corp (CCB) during Q4 2025. The information is specifically focused on institutions that hold shares of COASTAL FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
34.5KNew |
$3.44M - $3.87M
|
34.5K
$3.61M
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.28K+ 384.46% |
$227K - $255K
|
2.87K
$301K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.99K+ 222.43% |
$199K - $224K
|
2.89K
$303K
|
|
|
Jan 14, 2026
Q4 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
656+ 1.39% |
$65.4K - $73.6K
|
47.8K
$5.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 65.52% |
$1.9K - $2.13K
|
48
$5.03K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6+ 18.75% |
$599 - $673
|
38
$3.98K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5New |
$499 - $561
|
5
$524
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.04% |
$200 - $224
|
4.7K
$493K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1- 1.64% |
$99.8 - $112
|
60
$6.29K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-36- 25.9% |
$3.59K - $4.04K
|
103
$10.8K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
SELL
|
- |
-769- 6.23% |
$76.7K - $86.3K
|
11.6K
$1.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-892- 26.88% |
$89K - $100K
|
2.43K
$254K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.19K- 34.32% |
$418K - $470K
|
8.02K
$840K
|
|