Free Trial

Coastal Financial (CCB) Institutional Ownership

Coastal Financial logo
$89.00 +0.70 (+0.79%)
Closing price 05/16/2025 04:00 PM Eastern
Extended Trading
$84.05 -4.95 (-5.56%)
As of 05/16/2025 07:24 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Coastal Financial (NASDAQ:CCB)

Current
Institutional Ownership
Percentage
59.24%
Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$365.19M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$65.52M
Get CCB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Coastal Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CCB Institutional Buying and Selling by Quarter

Coastal Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Empowered Funds LLC12,439$1.13M0.0%+7.3%0.083%
5/16/2025Great Lakes Advisors LLC49,913$4.51M0.0%N/A0.332%
5/16/2025Ashton Thomas Private Wealth LLC3,500$316K0.0%-20.5%0.023%
5/16/2025 Goldman Sachs Group Inc.73,503$6.65M0.0%+44.8%0.489%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,436$672K0.0%+15.1%0.049%
5/16/2025 Jacobs Levy Equity Management Inc.16,176$1.46M0.0%-20.1%0.108%
5/16/2025 EJF Capital LLC13,218$1.20M0.8%-34.4%0.088%
5/16/2025 Boothbay Fund Management LLC91,715$8.29M0.2%-24.9%0.610%
5/16/2025 Bridgeway Capital Management LLC67,839$6.13M0.2%+275.0%0.451%
5/16/2025 AQR Capital Management LLC13,102$1.19M0.0%+3.7%0.087%
5/15/2025 PDT Partners LLC19,408$1.76M0.1%+30.6%0.129%
5/15/2025 Cubist Systematic Strategies LLC6,255$566K0.0%+208.1%0.042%
5/15/2025 Royal Bank of Canada7,197$651K0.0%-6.5%0.048%
5/15/2025 Azora Capital LP594,142$53.72M3.6%+49.3%3.954%
5/15/2025 The Manufacturers Life Insurance Company 383,632$34.68M0.0%-0.5%2.553%
5/15/2025 Driehaus Capital Management LLC216,882$19.61M0.2%+125.4%1.443%
5/15/2025 Elizabeth Park Capital Advisors Ltd.47,256$4.27M3.8%+29.3%0.314%
5/14/2025 Jacobs Asset Management LLC82,500$7.46M4.7%-25.1%0.550%
5/14/2025 Rafferty Asset Management LLC16,486$1.49M0.0%+45.4%0.110%
5/14/2025 Corebridge Financial Inc.6,132$554K0.0%+8.6%0.041%
5/14/2025 MetLife Investment Management LLC7,272$657K0.0%+6.2%0.048%
5/14/2025 AlphaQuest LLC2,079$188K0.0%N/A0.014%
5/14/2025 T. Rowe Price Investment Management Inc.1,339,269$121.08M0.1%+1.3%8.924%
5/14/2025 Quantbot Technologies LP8,476$766K0.0%+10,112.0%0.056%
5/14/2025 Wellington Management Group LLP446,213$40.34M0.0%-2.3%2.973%
5/13/2025 Northern Trust Corp116,160$10.50M0.0%+8.4%0.774%
5/13/2025 American Century Companies Inc.206,433$18.66M0.0%+31.3%1.376%
5/13/2025 Persistent Asset Partners Ltd21,814$1.97M1.7%+17.0%0.145%
5/13/2025 Informed Momentum Co LLC36,471$3.30M0.6%-28.4%0.243%
5/12/2025 Nuveen LLC87,060$7.87M0.0%N/A0.580%
5/12/2025 Invesco Ltd.86,376$7.81M0.0%+10.3%0.576%
5/12/2025 Townsquare Capital LLC17,017$1.54M0.0%-26.3%0.113%
5/9/2025 Deutsche Bank AG9,866$892K0.0%-8.7%0.066%
5/9/2025 Charles Schwab Investment Management Inc.98,858$8.94M0.0%+6.3%0.659%
5/9/2025 Vanguard Group Inc.739,322$66.84M0.0%+7.9%4.927%
5/9/2025 Intrust Bank NA12,557$1.14M0.1%-8.2%0.084%
5/9/2025 Westwood Holdings Group Inc.449,113$40.60M0.3%+400.4%2.993%
5/9/2025 Pacific Ridge Capital Partners LLC18,969$1.72M0.5%-9.3%0.126%
5/8/2025 Alberta Investment Management Corp22,124$2M0.0%N/A0.147%
5/8/2025 US Bancorp DE11,831$1.07M0.0%+8.2%0.079%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
5/8/2025 XTX Topco Ltd6,301$570K0.0%N/A0.042%
5/8/2025 Federated Hermes Inc.11,205$1.01M0.0%-1.1%0.075%
5/7/2025 Norden Group LLC3,345$302K0.0%-11.1%0.022%
5/6/2025 Royce & Associates LP106,339$9.61M0.1%+18.7%0.709%
5/5/2025 GW&K Investment Management LLC277,950$25.13M0.2%-8.4%1.852%
5/1/2025 Emerald Advisers LLC7,242$655K0.0%+32.8%0.048%
5/1/2025 Arizona State Retirement System3,844$348K0.0%+15.8%0.026%
5/1/2025 Emerald Mutual Fund Advisers Trust64,873$5.87M0.4%+9.9%0.432%
5/1/2025 Stieven Capital Advisors L.P.88,471$8.00M1.5%-13.4%0.590%
5/1/2025 Diversify Wealth Management LLC10,808$942K0.1%-23.3%0.072%
4/30/2025 Arcus Capital Partners LLC12,619$1.14M0.5%N/A0.084%
4/30/2025 Rosenthal Henry Capital Advisors Inc.29,595$2.68M2.7%-1.7%0.197%
4/29/2025 Envestnet Asset Management Inc.48,494$4.38M0.0%-23.5%0.323%
4/29/2025 Bank 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%
3/24/2025 Wellington Management Group LLP456,887$38.79M0.0%+1,067.9%3.373%
2/24/2025 Ameriflex Group Inc.1,929$172K0.1%N/A0.014%
2/19/2025 Public 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%
2/17/2025 Westwood Holdings Group Inc.89,742$7.62M0.1%N/A0.663%
2/17/2025 Squarepoint Ops LLC19,597$1.66M0.0%N/A0.145%
2/17/2025 Two Sigma Advisers LP20,900$1.78M0.0%-5.4%0.154%
2/17/2025 Two Sigma Investments LP43,681$3.71M0.0%+49.7%0.323%
2/17/2025 Tidal Investments LLC4,032$342K0.0%N/A0.030%
2/17/2025 Rafferty Asset Management LLC11,342$963K0.0%+4.9%0.084%
2/17/2025 Point72 Asset Management L.P.3,300$280K0.0%-19.2%0.024%
2/17/2025 ProShare Advisors LLC3,198$272K0.0%N/A0.024%
2/17/2025Nuveen Asset Management LLC96,253$8.17M0.0%+88.2%0.711%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,459$548K0.0%+5.6%0.048%
2/17/2025 Jacobs Asset Management LLC110,096$9.35M5.6%-41.3%0.813%
2/17/2025 Jacobs Levy Equity Management Inc.20,246$1.72M0.0%-2.3%0.150%
2/17/2025 Janus Henderson Group PLC11,229$954K0.0%-1.6%0.083%
2/17/2025 Fiduciary Trust Co3,940$335K0.0%N/A0.029%
2/17/2025 FJ Capital Management LLC55,877$4.75M0.6%N/A0.413%
2/17/2025 Deutsche Bank AG10,806$918K0.0%+52.2%0.080%
2/17/2025 Driehaus Capital Management LLC96,215$8.17M0.1%N/A0.711%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
2/17/2025 Corton Capital Inc.4,289$364K0.2%-59.1%0.032%
2/17/2025 Cubist Systematic Strategies LLC2,030$172K0.0%-82.6%0.015%
2/17/2025 Bridgeway Capital Management LLC18,091$1.54M0.0%+2.9%0.134%
2/17/2025 Citadel Advisors LLC24,525$2.08M0.0%-32.1%0.181%
2/17/2025 Azora Capital LP397,994$33.79M1.5%N/A2.939%
2/17/2025 Bank of America Corp DE16,742$1.42M0.0%+9.7%0.124%
2/17/2025 BNP Paribas Financial Markets20,761$1.76M0.0%-17.1%0.153%
2/17/2025 Ameriprise Financial Inc.30,828$2.62M0.0%+4.9%0.228%
2/14/2025 PDT Partners LLC14,864$1.26M0.1%+23.4%0.110%
2/14/2025 Emerald Mutual Fund Advisers Trust59,004$5.01M0.3%+489.5%0.436%
(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, 158 institutional investors and hedge funds held shares of Coastal Financial. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($121.08M), Vanguard Group Inc. ($66.84M), Azora Capital LP ($53.72M), Westwood Holdings Group Inc. ($40.60M), Wellington Management Group LLP ($40.34M), Endeavour Capital Advisors Inc. ($38.65M), and The Manufacturers Life Insurance Company ($34.68M).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 126 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), Azora Capital LP ($594.14K), Westwood Holdings Group Inc. ($449.11K), T. Rowe Price Investment Management Inc. ($440.81K), Driehaus Capital Management LLC ($216.88K), Portside Wealth Group LLC ($145.16K), and Vanguard Group Inc. ($139.05K).

How much institutional buying is happening at Coastal Financial?

Institutional investors have bought a total of 4,996,608 shares in the last 24 months. This purchase volume represents approximately $389.59M in transactions.

Which Coastal Financial major shareholders have been selling company stock?

Of the 76 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 ($116.75K), Jacobs Asset Management LLC ($105K), EJF Capital LLC ($78.98K), Mendon Capital Advisors Corp ($60K), Boothbay Fund Management LLC ($40.00K), and GW&K Investment Management LLC ($38.94K).

How much institutional selling is happening at Coastal Financial?

Institutional investors have sold a total of 1,127,627 shares in the last 24 months. This volume of shares sold represents approximately $77.94M in transactions.



This page (NASDAQ:CCB) was last updated on 5/17/2025 by MarketBeat.com Staff
From Our Partners