S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
A collection of the insights Warren Buffett offered in his annual letter Saturday
66,000% upside on tiny biotech? (Ad)
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Consumers are increasingly pushing back against price increases — and winning
66,000% upside on tiny biotech? (Ad)
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66,000% upside on tiny biotech? (Ad)
Corruption scandals cast a shadow over Portugal’s early general election and may favor populists
Federal prosecutors accuse a New Mexico woman of fraud in oil and gas royalty case
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
A collection of the insights Warren Buffett offered in his annual letter Saturday
66,000% upside on tiny biotech? (Ad)
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Consumers are increasingly pushing back against price increases — and winning
66,000% upside on tiny biotech? (Ad)
Tax-free status of movie, music and games traded online is on table as WTO nations meet in Abu Dhabi
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
66,000% upside on tiny biotech? (Ad)
Corruption scandals cast a shadow over Portugal’s early general election and may favor populists
Federal prosecutors accuse a New Mexico woman of fraud in oil and gas royalty case
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
A collection of the insights Warren Buffett offered in his annual letter Saturday
66,000% upside on tiny biotech? (Ad)
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Consumers are increasingly pushing back against price increases — and winning
66,000% upside on tiny biotech? (Ad)
Tax-free status of movie, music and games traded online is on table as WTO nations meet in Abu Dhabi
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
66,000% upside on tiny biotech? (Ad)
Corruption scandals cast a shadow over Portugal’s early general election and may favor populists
Federal prosecutors accuse a New Mexico woman of fraud in oil and gas royalty case
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
A collection of the insights Warren Buffett offered in his annual letter Saturday
66,000% upside on tiny biotech? (Ad)
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Consumers are increasingly pushing back against price increases — and winning
66,000% upside on tiny biotech? (Ad)
Tax-free status of movie, music and games traded online is on table as WTO nations meet in Abu Dhabi
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
66,000% upside on tiny biotech? (Ad)
Corruption scandals cast a shadow over Portugal’s early general election and may favor populists
Federal prosecutors accuse a New Mexico woman of fraud in oil and gas royalty case

Coastal Financial (CCB) Institutional Ownership

$38.82
-0.02 (-0.05%)
(As of 02/23/2024 ET)

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

Current
Institutional Ownership
Percentage
57.86%
Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$49.36 M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$19.73 M
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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
2/23/2024Mendon Capital Advisors Corp120,000$5.33M2.2%N/A0.902%
2/15/2024Townsquare Capital LLC32,726$1.45M0.0%-14.4%0.246%
2/15/2024Barclays PLC31,704$1.41M0.0%+88.4%0.238%
2/15/2024Vanguard Group Inc.593,009$26.34M0.0%+2.6%4.458%
2/15/2024Nuveen Asset Management LLC34,933$1.55M0.0%+1.4%0.263%
2/15/2024Citadel Advisors LLC11,556$0.51M0.0%N/A0.087%
2/14/2024Royal Bank of Canada5,620$0.25M0.0%+21.1%0.042%
2/14/2024RMB Capital Management LLC120,000$5.33M0.2%-11.1%0.902%
2/14/2024Putnam Investments LLC72,393$3.22M0.0%-13.1%0.544%
2/14/2024Shell Asset Management Co.1,579$70K0.0%-23.2%0.012%
2/13/2024Envestnet Asset Management Inc.58,251$2.59M0.0%-3.6%0.438%
2/13/2024Northern Trust Corp113,936$5.06M0.0%+11.1%0.857%
2/13/2024Tower Research Capital LLC TRC 1,615$72K0.0%-38.5%0.012%
2/13/2024First Trust Advisors LP36,493$1.62M0.0%+9.1%0.274%
2/13/2024Goldman Sachs Group Inc.18,699$0.83M0.0%-10.4%0.141%
2/13/2024Rafferty Asset Management LLC10,701$0.48M0.0%+69.1%0.080%
2/13/2024The Manufacturers Life Insurance Company 532,237$23.64M0.0%-5.0%4.002%
2/13/2024California State Teachers Retirement System11,881$0.53M0.0%-3.8%0.089%
2/12/2024Hsbc Holdings PLC5,633$0.25M0.0%N/A0.042%
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%
2/9/2024UBS Group AG7,645$0.34M0.0%+270.6%0.057%
2/7/2024Dimensional Fund Advisors LP316,125$14.04M0.0%+7.2%2.377%
2/7/2024BNP Paribas Financial Markets9,806$0.44M0.0%-3.0%0.074%
2/6/2024Swiss National Bank22,265$0.99M0.0%-10.5%0.167%
2/6/2024New York Life Investment Management LLC9,590$0.43M0.0%-2.9%0.072%
2/2/2024Truist Financial Corp16,287$0.72M0.0%-6.7%0.122%
1/31/2024Federated Hermes Inc.6,562$0.29M0.0%-69.5%0.049%
1/16/2024Portside Wealth Group LLC5,272$0.23M0.0%-17.2%0.040%
1/12/2024SG Americas Securities LLC3,978$0.18M0.0%+59.8%0.030%
1/12/2024Rosenthal Henry Capital Advisors Inc.61,701$2.74M3.1%-4.7%0.464%
1/12/2024First Bank & Trust21,006$0.93M0.2%-1.3%0.158%
1/12/2024Cox Capital Mgt LLC35,454$1.58M1.0%+79.8%0.267%
1/10/2024Dfpg Investments LLC20,446$0.88M0.1%-3.6%0.154%
12/18/2023Vanguard Group Inc.577,945$24.80M0.0%+1.6%4.345%
12/6/2023Citigroup Inc.2,590$0.11M0.0%-70.2%0.019%
11/30/2023American Century Companies Inc.63,574$2.73M0.0%+58.4%0.478%
11/17/2023Jacobs Levy Equity Management Inc.29,776$1.28M0.0%-40.5%0.224%
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 Company 560,542$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%
11/15/2023Ameriprise Financial Inc.18,184$0.78M0.0%N/A0.137%
11/15/2023AQR Capital Management LLC8,215$0.35M0.0%N/A0.062%
11/14/2023Lazard Asset Management LLC2,352$100K0.0%+15.4%0.018%
11/14/2023Corton Capital Inc.4,983$0.21M0.1%N/A0.037%
11/14/2023Tower Research Capital LLC TRC 2,626$0.11M0.0%+411.9%0.020%
11/13/2023Northern Trust Corp102,587$4.40M0.0%+4.0%0.771%
11/13/2023Stifel Financial Corp66,000$2.83M0.0%-13.2%0.496%
11/13/2023Channing Capital Management LLC7,406$0.32M0.0%N/A0.056%
11/13/2023Invesco Ltd.83,407$3.58M0.0%+270.2%0.627%
11/13/2023Envestnet Asset Management Inc.60,436$2.59M0.0%+58.5%0.454%
11/13/2023Rafferty Asset Management LLC6,328$0.27M0.0%-32.6%0.048%
11/9/2023Citigroup Inc.2,590$0.11M0.0%-70.2%0.019%
11/9/2023UBS Group AG2,063$89K0.0%-69.6%0.016%
11/8/2023Swiss National Bank24,865$1.07M0.0%+7.3%0.187%
11/8/2023New York Life Investment Management LLC9,872$0.42M0.0%-13.7%0.074%
11/7/2023Barclays PLC16,825$0.72M0.0%+3.9%0.127%
11/7/2023JCSD Capital LLC116,711$5.01M10.3%+11.2%0.878%
11/1/2023Simplex Trading LLC7,826$0.34M0.0%N/A0.059%
11/1/2023Orion Portfolio Solutions LLC106,371$4.56M0.1%-6.9%0.800%
10/31/2023Teacher Retirement System of Texas11,127$0.48M0.0%-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%
10/24/2023Raymond James & Associates5,041$0.22M0.0%N/A0.038%
10/18/2023Riverwater Partners LLC7,728$0.33M0.3%N/A0.058%
10/16/2023Arcus Capital Partners LLC5,200$0.22M0.1%-5.5%0.039%
10/13/2023SG Americas Securities LLC2,489$0.11M0.0%N/A0.019%
10/11/2023First Bank & Trust21,289$0.91M0.2%-4.7%0.160%
10/11/2023Capital Advisors Wealth Management LLC6,464$0.28M0.1%-7.2%0.049%
10/10/2023Cox Capital Mgt LLC19,724$0.85M0.6%+15.6%0.148%
9/1/2023Portside Wealth Group LLC6,304$0.24M0.0%N/A0.047%
8/21/2023California State Teachers Retirement System12,541$0.47M0.0%-8.0%0.094%
8/21/2023Osaic Holdings Inc.5,705$0.22M0.0%-43.6%0.043%
8/17/2023Orion Portfolio Solutions LLC114,222$4.30M0.0%-6.0%0.859%
8/15/2023Alliancebernstein L.P.226,330$8.52M0.0%+2.9%1.702%
8/15/2023Wells Fargo & Company MN4,555$0.17M0.0%-23.9%0.034%
8/15/2023Goldman Sachs Group Inc.24,959$0.94M0.0%-3.7%0.188%
8/15/2023Pin Oak Investment Advisors Inc.800$30K0.0%N/A0.006%
8/15/2023Captrust Financial Advisors5,389$0.20M0.0%-9.6%0.041%
8/15/2023Royal Bank of Canada4,034$0.15M0.0%+54.6%0.030%
8/15/2023Jacobs Asset Management LLC52,404$1.97M1.6%+16.5%0.394%
8/15/2023Kennedy Capital Management LLC225,056$8.47M0.2%+2.7%1.692%
8/15/2023Boothbay Fund Management LLC125,414$4.72M0.1%-7.1%0.943%
8/15/2023Citadel Advisors LLC16,025$0.60M0.0%+175.3%0.120%
8/14/2023Orion Portfolio Solutions LLC114,222$4.30M0.0%-6.0%0.859%
8/14/2023State Street Corp275,032$10.36M0.0%-4.5%2.068%
8/11/2023Renaissance Technologies LLC32,207$1.21M0.0%-7.4%0.242%
8/11/2023BlackRock Inc.751,648$28.30M0.0%+8.5%5.651%
8/11/2023The Manufacturers Life Insurance Company593,660$22.35M0.0%-3.4%4.464%
8/11/2023Geode Capital Management LLC237,691$8.95M0.0%+13.8%1.787%
8/11/2023JPMorgan Chase & Co.74,365$2.80M0.0%-12.1%0.559%
8/11/2023Northern Trust Corp98,622$3.71M0.0%+6.8%0.742%
8/10/2023Osaic Holdings Inc.5,705$0.22M0.0%-43.6%0.043%
8/10/2023Russell Investments Group Ltd.6,641$0.25M0.0%-31.8%0.050%
8/10/2023Charles Schwab Investment Management Inc.30,439$1.15M0.0%+7.6%0.229%
8/10/2023Citigroup Inc.8,690$0.33M0.0%+2,676.4%0.065%
8/9/2023Dimensional Fund Advisors LP260,679$9.82M0.0%+19.0%1.964%
(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, 141 institutional investors and hedge funds held shares of Coastal Financial. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($36.58M), Endeavour Capital Advisors Inc. ($31.27M), BlackRock Inc. ($28.30M), Vanguard Group Inc. ($26.34M), The Manufacturers Life Insurance Company ($23.64M), Price T Rowe Associates Inc. MD ($21.61M), and HighTower Trust Services LTA ($17.17M).Learn more on CCB's institutional investors.

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

57.86% 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 116 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 ($0.28M), GW&K Investment Management LLC ($0.17M), Dimensional Fund Advisors LP ($0.16M), T. Rowe Price Investment Management Inc. ($0.16M), RMB Capital Management LLC ($0.15M), Portside Wealth Group LLC ($0.14M), and Jacobs Asset Management LLC ($0.13M).

How much institutional buying is happening at Coastal Financial?

Institutional investors have bought a total of 3,186,945 shares in the last 24 months. This purchase volume represents approximately $132.73M in transactions.

Which Coastal Financial major shareholders have been selling company stock?

Of the 78 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 ($0.75M), Brinker Capital Investments LLC ($0.16M), Emerald Mutual Fund Advisers Trust ($0.15M), The Manufacturers Life Insurance Company ($0.13M), Victory Capital Management Inc. ($99.68K), Jacobs Asset Management LLC ($72.94K), and Renaissance Technologies LLC ($66.17K).

How much institutional selling is happening at Coastal Financial?

Institutional investors have sold a total of 2,079,138 shares in the last 24 months. This volume of shares sold represents approximately $90.02M in transactions.


This page (NASDAQ:CCB) was last updated on 2/25/2024 by MarketBeat.com Staff