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Coastal Financial (CCB) Institutional Ownership

Coastal Financial logo
$82.15 -5.05 (-5.79%)
As of 04/30/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Coastal Financial (NASDAQ:CCB)

Current
Institutional Ownership
Percentage
59.24%
Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$265.47M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$53.27M
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CCB Institutional Buying and Selling by Quarter

Coastal Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Rosenthal Henry Capital Advisors Inc.29,595$2.68M2.7%-1.7%0.197%
4/29/2025Envestnet Asset Management Inc.48,494$4.38M0.0%-23.5%0.323%
4/29/2025Bank of New York Mellon Corp39,989$3.62M0.0%+4.7%0.266%
4/28/2025 Principal Financial Group Inc.14,303$1.29M0.0%+87.5%0.095%
4/28/2025 First Horizon Advisors Inc.2,058$186K0.0%-13.1%0.014%
4/28/2025 First Bank & Trust14,745$1.33M0.3%-12.0%0.098%
4/25/2025 Peregrine Capital Management LLC112,594$10.18M0.3%N/A0.750%
4/21/2025 Riverwater Partners LLC29,859$2.70M1.4%-18.6%0.199%
4/17/2025 FNY Investment Advisers LLC4,600$415K0.3%+15.0%0.031%
4/16/2025 SummerHaven Investment Management LLC17,138$1.55M1.1%+0.9%0.114%
4/15/2025 USA Financial Formulas1,254$113K0.0%-13.0%0.008%
4/15/2025 SG Americas Securities LLC6,350$574K0.0%-2.6%0.042%
4/14/2025 Portside Wealth Group LLC3,666$331K0.1%-23.0%0.024%
4/11/2025 Magnus Financial Group LLC4,668$422K0.0%-14.7%0.031%
4/9/2025 Cox Capital Mgt LLC47,977$4.34M3.2%-1.3%0.320%
4/8/2025 Rhumbline Advisers16,700$1.51M0.0%+8.2%0.111%
4/8/2025 Parallel Advisors LLC5,978$540K0.0%-25.0%0.040%
4/7/2025 GAMMA Investing LLC3,526$319K0.0%+50,271.4%0.023%
3/24/2025Wellington Management Group LLP456,887$38.79M0.0%+1,067.9%3.373%
2/24/2025Ameriflex Group Inc.1,929$172K0.1%N/A0.014%
2/19/2025Public Employees Retirement System of Ohio5,280$448K0.0%N/A0.039%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC25,417$2.16M0.0%+101.7%0.188%
2/17/2025Westwood Holdings Group Inc.89,742$7.62M0.1%N/A0.663%
2/17/2025Squarepoint Ops LLC19,597$1.66M0.0%N/A0.145%
2/17/2025Two Sigma Advisers LP20,900$1.78M0.0%-5.4%0.154%
2/17/2025Two Sigma Investments LP43,681$3.71M0.0%+49.7%0.323%
2/17/2025Tidal Investments LLC4,032$342K0.0%N/A0.030%
2/17/2025Rafferty Asset Management LLC11,342$963K0.0%+4.9%0.084%
2/17/2025Point72 Asset Management L.P.3,300$280K0.0%-19.2%0.024%
2/17/2025ProShare Advisors LLC3,198$272K0.0%N/A0.024%
2/17/2025Nuveen Asset Management LLC96,253$8.17M0.0%+88.2%0.711%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,459$548K0.0%+5.6%0.048%
2/17/2025Jacobs Asset Management LLC110,096$9.35M5.6%-41.3%0.813%
2/17/2025Jacobs Levy Equity Management Inc.20,246$1.72M0.0%-2.3%0.150%
2/17/2025Janus Henderson Group PLC11,229$954K0.0%-1.6%0.083%
2/17/2025Fiduciary Trust Co3,940$335K0.0%N/A0.029%
2/17/2025FJ Capital Management LLC55,877$4.75M0.6%N/A0.413%
2/17/2025Deutsche Bank AG10,806$918K0.0%+52.2%0.080%
2/17/2025Driehaus Capital Management LLC96,215$8.17M0.1%N/A0.711%
2/17/2025Corton Capital Inc.4,289$364K0.2%-59.1%0.032%
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2/17/2025Cubist Systematic Strategies LLC2,030$172K0.0%-82.6%0.015%
2/17/2025Bridgeway Capital Management LLC18,091$1.54M0.0%+2.9%0.134%
2/17/2025Citadel Advisors LLC24,525$2.08M0.0%-32.1%0.181%
2/17/2025Azora Capital LP397,994$33.79M1.5%N/A2.939%
2/17/2025Bank of America Corp DE16,742$1.42M0.0%+9.7%0.124%
2/17/2025BNP Paribas Financial Markets20,761$1.76M0.0%-17.1%0.153%
2/17/2025Ameriprise Financial Inc.30,828$2.62M0.0%+4.9%0.228%
2/14/2025PDT Partners LLC14,864$1.26M0.1%+23.4%0.110%
2/14/2025Emerald Mutual Fund Advisers Trust59,004$5.01M0.3%+489.5%0.436%
2/14/2025Northern Trust Corp107,145$9.10M0.0%-0.5%0.791%
2/14/2025The Manufacturers Life Insurance Company 385,433$32.73M0.0%+9.7%2.847%
2/14/2025Tudor Investment Corp ET AL40,971$3.48M0.0%-5.8%0.303%
2/14/2025Boothbay Fund Management LLC122,130$10.37M0.3%+18.1%0.902%
2/14/2025Susquehanna Fundamental Investments LLC8,850$751K0.0%N/A0.065%
2/14/2025Voya Investment Management LLC3,612$307K0.0%-15.0%0.027%
2/14/2025T. Rowe Price Investment Management Inc.1,322,325$112.28M0.1%+47.2%9.766%
2/14/2025Price T Rowe Associates Inc. MD8,537$725K0.0%N/A0.063%
2/14/2025Hsbc Holdings PLC4,250$355K0.0%-31.2%0.031%
2/14/2025Tower Research Capital LLC TRC 718$61K0.0%+179.4%0.005%
2/14/2025MetLife Investment Management LLC6,845$581K0.0%+12.6%0.051%
2/14/2025Dimensional Fund Advisors LP363,309$30.85M0.0%-2.1%2.683%
2/14/2025First Trust Advisors LP8,297$704K0.0%+1.9%0.061%
2/13/2025EAM Investors LLC50,956$4.33M0.6%N/A0.376%
2/13/2025Mariner LLC2,902$246K0.0%N/A0.021%
2/13/2025Barclays PLC27,562$2.34M0.0%-13.3%0.204%
2/13/2025Advisors Capital Management LLC159,476$13.54M0.2%-0.7%1.178%
2/13/2025Townsquare Capital LLC23,092$1.96M0.0%-4.5%0.171%
2/13/2025Kennedy Capital Management LLC299,456$25.43M0.6%+38.6%2.212%
2/13/2025Raymond James Financial Inc.6,267$532K0.0%N/A0.046%
2/13/2025Legal & General Group Plc11,643$989K0.0%+9.2%0.086%
2/13/2025Invesco Ltd.78,311$6.65M0.0%-10.0%0.578%
2/13/2025Elizabeth Park Capital Advisors Ltd.36,555$3.10M2.5%N/A0.270%
2/13/2025Federated Hermes Inc.11,333$962K0.0%+7,072.8%0.084%
2/13/2025Envestnet Asset Management Inc.63,355$5.38M0.0%+2.7%0.468%
2/13/2025Wells Fargo & Company MN5,418$460K0.0%+46.0%0.040%
2/13/2025 Riverwater Partners LLC36,689$3.12M1.5%-5.1%0.271%
2/12/2025ExodusPoint Capital Management LP49,646$4.22M0.0%+480.5%0.367%
2/12/2025Endeavour Capital Advisors Inc.455,229$38.65M12.3%-39.2%3.362%
2/12/2025Geode Capital Management LLC258,507$21.96M0.0%-0.5%1.909%
2/12/2025Franklin Resources Inc.45,886$3.90M0.0%+0.9%0.339%
2/12/2025Alliancebernstein L.P.144,364$12.26M0.0%-3.3%1.066%
2/12/2025Meeder Asset Management Inc.755$64K0.0%N/A0.006%
2/12/2025Wellington Management Group LLP456,887$38.79M0.0%+1,067.9%3.374%
2/12/2025Intrust Bank NA13,681$1.16M0.1%-3.1%0.101%
2/12/2025Pictet Asset Management Holding SA2,518$214K0.0%N/A0.019%
2/12/2025Orion Portfolio Solutions LLC82,347$6.99M0.1%-2.6%0.608%
2/12/2025Pacific Ridge Capital Partners LLC20,911$1.78M0.4%+54.3%0.154%
2/12/2025JPMorgan Chase & Co.121,469$10.31M0.0%+3.7%0.897%
2/11/2025Corebridge Financial Inc.5,645$479K0.0%-5.9%0.042%
2/11/2025Emerald Advisers LLC5,455$463K0.0%N/A0.040%
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2/11/2025Vanguard Group Inc.685,385$58.20M0.0%+11.4%5.062%
2/11/2025KLP Kapitalforvaltning AS2,100$178K0.0%N/A0.016%
2/11/2025Sei Investments Co.7,552$641K0.0%N/A0.056%
2/11/2025American Century Companies Inc.157,238$13.35M0.0%+1.0%1.161%
2/11/2025Intech Investment Management LLC4,824$410K0.0%N/A0.036%
2/10/2025Royce & Associates LP89,554$7.60M0.1%+795.5%0.661%
2/10/2025Swiss National Bank25,965$2.21M0.0%+16.6%0.192%
2/7/2025Ashton Thomas Private Wealth LLC4,404$374K0.0%N/A0.033%
2/6/2025Raymond James Financial Inc.6,267$532K0.0%N/A0.046%
2/6/2025Arizona State Retirement System3,320$282K0.0%N/A0.025%
(Data available from 1/1/2016 forward)

CCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CCB shares?

During the previous two years, 152 institutional investors and hedge funds held shares of Coastal Financial. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($112.28M), Vanguard Group Inc. ($58.20M), Wellington Management Group LLP ($38.79M), Endeavour Capital Advisors Inc. ($38.65M), Azora Capital LP ($33.79M), The Manufacturers Life Insurance Company ($32.73M), and Dimensional Fund Advisors LP ($30.85M).Learn more on CCB's institutional investors.

What percentage of Coastal Financial stock is owned by institutional investors?

59.24% of Coastal Financial stock is owned by institutional investors. Learn more on CCB's institutional investor holdings.

Which institutional investors have been buying Coastal Financial stock?

Of the 119 institutional investors that purchased Coastal Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($835.53K), T. Rowe Price Investment Management Inc. ($423.86K), Azora Capital LP ($397.99K), Portside Wealth Group LLC ($145.16K), Kennedy Capital Management LLC ($130.19K), Mendon Capital Advisors Corp ($120K), and Peregrine Capital Management LLC ($112.59K).

How much institutional buying is happening at Coastal Financial?

Institutional investors have bought a total of 3,946,839 shares in the last 24 months. This purchase volume represents approximately $290.62M in transactions.

Which Coastal Financial major shareholders have been selling company stock?

Of the 70 institutional investors that sold Coastal Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Endeavour Capital Advisors Inc. ($294.88K), The Manufacturers Life Insurance Company ($114.95K), Jacobs Asset Management LLC ($77.40K), EJF Capital LLC ($72.04K), Mendon Capital Advisors Corp ($60K), Emerald Mutual Fund Advisers Trust ($49.28K), and Los Angeles Capital Management LLC ($33.16K).

How much institutional selling is happening at Coastal Financial?

Institutional investors have sold a total of 1,036,413 shares in the last 24 months. This volume of shares sold represents approximately $66.46M in transactions.


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This page (NASDAQ:CCB) was last updated on 5/1/2025 by MarketBeat.com Staff
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