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Coastal Financial (CCB) Institutional Ownership

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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)
35
Total
Institutional Inflows
(last 12 months)
$24.71M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$13.84M
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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
4/19/2024 Norden Group LLC38,272$1.49M0.0%N/A0.286%
4/19/2024 Mesirow Financial Investment Management Inc.6,371$248K1.2%-25.7%0.048%
4/19/2024 Tradewinds Capital Management LLC3,100$120K0.0%-22.6%0.023%
4/17/2024 First Bank & Trust21,767$846K0.2%+3.6%0.163%
4/12/2024 Capital Advisors Wealth Management LLC5,964$232K0.0%-7.7%0.045%
4/10/2024 Cox Capital Mgt LLC36,010$1.40M0.9%+1.6%0.269%
2/23/2024Mendon Capital Advisors Corp120,000$5.33M2.2%N/A0.902%
2/14/2024RMB Capital Management LLC120,000$5.33M0.2%-11.1%0.902%
2/13/2024Tower Research Capital LLC TRC1,615$72K0.0%-38.5%0.012%
2/13/2024The Manufacturers Life Insurance Company 532,237$23.64M0.0%-5.0%4.002%
2/9/2024Orion Portfolio Solutions LLC99,904$4.30M0.0%-6.1%0.751%
2/9/2024GW&K Investment Management LLC289,104$12.84M0.1%-4.4%2.174%
2/7/2024BNP Paribas Financial Markets9,806$435K0.0%-3.0%0.074%
2/6/2024Swiss National Bank22,265$989K0.0%-10.5%0.167%
2/6/2024New York Life Investment Management LLC9,590$426K0.0%-2.9%0.072%
2/2/2024Truist Financial Corp16,287$723K0.0%-6.7%0.122%
1/31/2024Federated Hermes Inc.6,562$291K0.0%-69.5%0.049%
1/16/2024 Portside Wealth Group LLC5,272$234K0.0%-17.2%0.040%
1/12/2024SG Americas Securities LLC3,978$177K0.0%+59.8%0.030%
1/12/2024Rosenthal Henry Capital Advisors Inc.61,701$2.74M3.1%-4.7%0.464%
1/12/2024 First Bank & Trust21,006$933K0.2%-1.3%0.158%
1/12/2024 Cox Capital Mgt LLC35,454$1.58M1.0%+79.8%0.267%
1/10/2024Dfpg Investments LLC20,446$875K0.1%-3.6%0.154%
12/18/2023Vanguard Group Inc.577,945$24.80M0.0%+1.6%4.345%
12/6/2023Citigroup Inc.2,590$111K0.0%-70.2%0.019%
11/16/2023Advisors Capital Management LLC138,835$5.96M0.2%-0.7%1.044%
11/15/2023Townsquare Capital LLC38,236$1.64M0.0%-32.7%0.287%
11/15/2023The Manufacturers Life Insurance Company560,542$24.05M0.0%-5.6%4.215%
11/15/2023Kennedy Capital Management LLC263,688$11.32M0.3%+17.2%1.983%
11/15/2023EJF Capital LLC131,370$5.64M2.5%-23.6%0.988%
11/15/2023Endeavour Capital Advisors Inc.728,824$31.27M12.6%-0.2%5.480%
11/14/2023Corton Capital Inc.4,983$214K0.1%N/A0.037%
11/13/2023Stifel Financial Corp66,000$2.83M0.0%-13.2%0.496%
11/13/2023Channing Capital Management LLC7,406$318K0.0%N/A0.056%
11/13/2023Rafferty Asset Management LLC6,328$272K0.0%-32.6%0.048%
11/8/2023Swiss National Bank24,865$1.07M0.0%+7.3%0.187%
11/8/2023New York Life Investment Management LLC9,872$424K0.0%-13.7%0.074%
11/7/2023Barclays PLC16,825$722K0.0%+3.9%0.127%
11/7/2023JCSD Capital LLC116,711$5.01M10.3%+11.2%0.878%
11/1/2023Simplex Trading LLC7,826$335K0.0%N/A0.059%
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11/1/2023Orion Portfolio Solutions LLC106,371$4.56M0.1%-6.9%0.800%
10/31/2023Teacher Retirement System of Texas11,127$477K0.0%-21.3%0.084%
10/26/2023Punch & Associates Investment Management Inc.52,000$2.23M0.1%N/A0.391%
10/24/2023Bank of New York Mellon Corp46,146$1.98M0.0%+1.2%0.347%
10/24/2023 Raymond James & Associates5,041$216K0.0%N/A0.038%
10/18/2023 Riverwater Partners LLC7,728$332K0.3%N/A0.058%
10/16/2023 Arcus Capital Partners LLC5,200$223K0.1%-5.5%0.039%
10/13/2023SG Americas Securities LLC2,489$107K0.0%N/A0.019%
10/11/2023 First Bank & Trust21,289$914K0.2%-4.7%0.160%
10/11/2023 Capital Advisors Wealth Management LLC6,464$277K0.1%-7.2%0.049%
10/10/2023 Cox Capital Mgt LLC19,724$846K0.6%+15.6%0.148%
9/1/2023 Portside Wealth Group LLC6,304$237K0.0%N/A0.047%
8/15/2023Jacobs Asset Management LLC52,404$1.97M1.6%+16.5%0.394%
8/15/2023Boothbay Fund Management LLC125,414$4.72M0.1%-7.1%0.943%
8/11/2023The Manufacturers Life Insurance Company593,660$22.35M0.0%-3.4%4.464%
8/8/2023JCSD Capital LLC104,948$3.95M7.4%+10.5%0.791%
8/7/2023New York Life Investment Management LLC11,445$431K0.0%-10.7%0.086%
8/4/2023Envestnet Asset Management Inc.38,127$1.44M0.0%-8.2%0.287%
8/3/2023Advisors Capital Management LLC139,824$5.26M0.1%+2.7%1.054%
8/3/2023Bank of New York Mellon Corp45,596$1.72M0.0%+4.6%0.344%
8/1/2023 Portside Wealth Group LLC138,688$5.22M0.0%N/A1.045%
8/1/2023Truist Financial Corp17,238$649K0.0%+4.1%0.130%
7/28/2023Shell Asset Management Co.2,089$79K0.0%N/A0.016%
7/27/2023Virtu Financial LLC7,156$269K0.0%N/A0.054%
7/24/2023Dfpg Investments LLC25,306$1.12M0.1%+14.7%0.191%
7/18/2023 Arcus Capital Partners LLC5,500$207K0.1%N/A0.041%
7/18/2023 Madrona Financial Services LLC18,465$695K0.3%+8.6%0.139%
7/17/2023 Mesirow Financial Investment Management Inc.8,580$323K1.4%-13.8%0.065%
7/12/2023 First Bank & Trust22,333$841K0.2%+4.5%0.168%
7/10/2023 Cox Capital Mgt LLC17,063$642K0.5%+2.6%0.129%
5/15/2023Boothbay Fund Management LLC135,000$4.86M0.1%+1.9%1.017%
5/11/2023Cornercap Investment Counsel Inc.11,545$416K0.1%N/A0.087%
5/9/2023Tower Research Capital LLC TRC3,861$139K0.0%+814.9%0.029%
5/9/2023GW&K Investment Management LLC168,156$6.06M0.1%+15.2%1.267%
5/9/2023Russell Investments Group Ltd.9,734$351K0.0%+102.8%0.073%
5/8/2023New York Life Investment Management LLC12,810$461K0.0%N/A0.097%
5/8/2023Federated Hermes Inc.22,120$797K0.0%+36.2%0.167%
5/8/2023Zurcher Kantonalbank Zurich Cantonalbank1,062$38K0.0%N/A0.008%
5/4/2023Summit Global Investments10,900$393K0.0%+31.3%0.082%
5/4/2023Barclays PLC11,652$420K0.0%+200.2%0.088%
5/4/2023Advisors Capital Management LLC136,213$4.91M0.1%-5.9%1.026%
5/4/2023Intrust Bank NA12,538$451K0.1%-3.3%0.094%
5/4/2023Emerald Mutual Fund Advisers Trust26,310$947K0.1%-65.2%0.198%
5/4/2023 Los Angeles Capital Management LLC35,435$1.28M0.0%-3.0%0.267%
4/28/2023SG Americas Securities LLC4,475$161K0.0%N/A0.034%
4/27/2023JCSD Capital LLC94,948$3.42M5.5%+18.8%0.716%
4/25/2023Parallel Advisors LLC7,778$280K0.0%-15.6%0.059%
4/25/2023 First Bank & Trust21,377$770K0.2%-3.1%0.161%
4/24/2023 Toth Financial Advisory Corp1,345$48K0.0%-93.1%0.010%
4/14/2023 Capital Advisors Wealth Management LLC6,964$251K0.1%N/A0.052%
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4/11/2023Dfpg Investments LLC22,071$795K0.1%+5.2%0.167%
4/6/2023Quent Capital LLC19,889$708K0.1%+3.6%0.150%
2/15/2023Boothbay Fund Management LLC132,500$6.30M0.1%+20.5%1.022%
2/14/2023Dorsey Wright & Associates933$44K0.0%N/A0.007%
2/14/2023Townsquare Capital LLC61,917$2.94M0.1%+12.0%0.478%
2/13/2023Advisors Capital Management LLC144,769$6.88M0.2%-1.6%1.117%
2/13/2023The Manufacturers Life Insurance Company627,132$29.80M0.0%-2.9%4.839%
2/13/2023Banc Funds Co. LLC37,022$1.76M0.2%-55.9%0.286%
2/10/2023First Horizon Advisors Inc.3,053$145K0.0%-38.2%0.024%
2/10/2023GW&K Investment Management LLC146,014$6.94M0.1%N/A1.127%
(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, 90 institutional investors and hedge funds held shares of Coastal Financial. The most heavily invested institutionals were Endeavour Capital Advisors Inc. ($31.27M), Vanguard Group Inc. ($24.80M), The Manufacturers Life Insurance Company ($23.64M), HighTower Trust Services LTA ($17.17M), GW&K Investment Management LLC ($12.84M), Kennedy Capital Management LLC ($11.32M), and Kennedy Capital Management Inc. ($8.48M).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 68 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: HighTower Trust Services LTA ($278.54K), GW&K Investment Management LLC ($168.16K), RMB Capital Management LLC ($150K), Portside Wealth Group LLC ($144.99K), Jacobs Asset Management LLC ($125.34K), Mendon Capital Advisors Corp ($120K), and John W. Rosenthal Capital Management Inc. ($105.46K).

How much institutional buying is happening at Coastal Financial?

Institutional investors have bought a total of 1,814,607 shares in the last 24 months. This purchase volume represents approximately $75.21M in transactions.

Which Coastal Financial major shareholders have been selling company stock?

Of the 49 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: EJF Capital LLC ($188.80K), Brinker Capital Investments LLC ($156.63K), Emerald Mutual Fund Advisers Trust ($153.66K), The Manufacturers Life Insurance Company ($125.66K), Jacobs Asset Management LLC ($72.94K), Victory Capital Management Inc. ($54.52K), and Carlson Capital Management ($50K).

How much institutional selling is happening at Coastal Financial?

Institutional investors have sold a total of 1,119,634 shares in the last 24 months. This volume of shares sold represents approximately $47.30M in transactions.


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This page (NASDAQ:CCB) was last updated on 4/24/2024 by MarketBeat.com Staff

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