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CoastalSouth Bancshares (COSO) Institutional Ownership

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$25.65 +0.12 (+0.46%)
Closing price 03:59 PM Eastern
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$25.64 0.00 (-0.01%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for CoastalSouth Bancshares (NYSE:COSO)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$18.94M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.70M
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COSO Institutional Buying and Selling by Quarter

CoastalSouth Bancshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp20,591$506K0.0%+2.5%0.174%
4/27/2026 HB Wealth Management LLC38,643$950K0.0%+1.2%0.326%
2/18/2026Mendon Capital Advisors Corp265,788$6.18M1.8%-20.0%2.219%
2/18/2026Quadrature Capital Ltd10,373$241K0.0%N/A0.087%
2/18/2026Azora Capital LP308,940$7.18M0.5%-22.6%2.579%
2/17/2026North Reef Capital Management LP263,900$6.14M0.2%+19.6%2.203%
2/17/2026Raffles Associates LP121,281$2.82M2.1%-2.4%1.012%
2/16/2026Barclays PLC11,971$278K0.0%+82.0%0.100%
2/13/2026Marshall Wace LLP52,461$1.22M0.0%N/A0.438%
2/13/2026Fourthstone LLC959,797$22.32M4.2%+153.8%8.012%
2/13/2026Charles Schwab Investment Management Inc.17,362$404K0.0%+11.4%0.145%
2/13/2026 Police & Firemen s Retirement System of New Jersey1,730$40K0.0%N/A0.014%
2/13/2026State Street Corp39,883$927K0.0%+48.2%0.333%
2/13/2026Wells Fargo & Company MN8,905$207K0.0%+157.3%0.074%
2/12/2026Jane Street Group LLC12,890$300K0.0%N/A0.108%
2/12/2026 Nuveen LLC9,244$215K0.0%N/A0.077%
2/11/2026Los Angeles Capital Management LLC4,888$104K0.0%N/A0.041%
2/10/2026Goldman Sachs Group Inc.239,526$5.57M0.0%-32.1%1.999%
2/9/2026Geode Capital Management LLC147,137$3.42M0.0%+12.7%1.228%
2/5/2026Berkeley Capital Partners LLC365,556$8.50M2.0%-4.0%3.051%
2/4/2026 ELCO Management Co. LLC9,766$227K0.1%-12.1%0.082%
2/4/2026 KLCM Advisors Inc.107,617$2.50M0.2%+18.9%0.898%
1/28/2026 HB Wealth Management LLC38,184$888K0.0%N/A0.319%
1/21/2026 Daytona Street Capital LLC5,000$116K0.1%N/A0.042%
1/1/2026JPMorgan Chase & Co.3,062$67K0.0%N/A0.026%
12/19/2025Patriot Financial Partners GP II L.P.719,211$15.69M5.0%N/A6.003%
11/17/2025North Reef Capital Management LP220,619$4.81M0.2%N/A1.842%
11/17/2025Millennium Management LLC19,807$432K0.0%N/A0.165%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,148$47K0.0%N/A0.018%
11/17/2025Azora Capital LP399,064$8.70M0.4%N/A3.331%
11/17/2025Banc Funds Co. LLC85,715$1.87M0.3%-65.4%0.715%
11/17/2025Bank of America Corp DE6,722$147K0.0%N/A0.056%
11/17/2025Alliancebernstein L.P.503,082$10.97M0.0%N/A4.199%
11/14/2025Mendon Capital Advisors Corp332,349$7.24M2.8%N/A2.774%
11/14/2025Patriot Financial Partners GP II L.P.1,112,156$24.26M7.5%N/A9.283%
11/14/2025Ghisallo Capital Management LLC20,000$436K0.0%N/A0.167%
11/14/2025Elizabeth Park Capital Advisors Ltd.75,740$1.65M1.3%N/A0.632%
11/13/2025Kennedy Capital Management LLC40,088$874K0.0%N/A0.335%
11/13/2025Sei Investments Co.9,672$211K0.0%N/A0.081%
11/13/2025 KLCM Advisors Inc.90,474$1.97M0.2%+144.2%0.755%
11/13/2025BNP Paribas Financial Markets2,137$47K0.0%N/A0.018%
11/12/2025EJF Capital LLC930,171$20.29M11.8%N/A7.765%
11/10/2025 Bleakley Financial Group LLC88,094$1.92M0.0%N/A0.735%
11/10/2025Berkeley Capital Partners LLC380,934$8.20M1.9%-3.6%3.180%
11/7/2025Endeavour Capital Advisors Inc.336,940$7.35M2.2%N/A2.813%
11/7/2025Vanguard Group Inc.147,264$3.21M0.0%N/A1.229%
11/7/2025JPMorgan Chase & Co.3,062$67K0.0%N/A0.026%
11/6/2025Rhumbline Advisers4,151$91K0.0%N/A0.035%
11/5/2025 ELCO Management Co. LLC11,115$242K0.1%N/A0.093%
11/3/2025New York State Common Retirement Fund1,900$41K0.0%N/A0.016%


COSO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of COSO shares?

During the previous two years, 41 institutional investors and hedge funds held shares of CoastalSouth Bancshares. The most heavily invested institutionals were Fourthstone LLC ($22.32M), EJF Capital LLC ($20.29M), Patriot Financial Partners GP II L.P. ($15.69M), Alliancebernstein L.P. ($10.97M), Berkeley Capital Partners LLC ($8.50M), Endeavour Capital Advisors Inc. ($7.35M), and Azora Capital LP ($7.18M).Learn more on CoastalSouth Bancshares' institutional investors.

Which institutional investors have been buying CoastalSouth Bancshares' stock?

Of the 37 institutional investors that purchased CoastalSouth Bancshares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Patriot Financial Partners GP II L.P. ($1.83M), EJF Capital LLC ($930.17K), Fourthstone LLC ($581.66K), Alliancebernstein L.P. ($503.08K), Azora Capital LP ($399.06K), Endeavour Capital Advisors Inc. ($336.94K), and Mendon Capital Advisors Corp ($332.35K).

How much institutional buying is happening at CoastalSouth Bancshares?

Institutional investors have bought a total of 5,861,992 shares in the last 24 months. This purchase volume represents approximately $18.94M in transactions.

Which of CoastalSouth Bancshares' major shareholders have been selling company stock?

The following institutional investors have sold CoastalSouth Bancshares stock in the last 24 months: Banc Funds Co. LLC ($161.89K), Goldman Sachs Group Inc. ($113.43K), Azora Capital LP ($90.12K), Mendon Capital Advisors Corp ($66.56K), Berkeley Capital Partners LLC ($29.56K), Raffles Associates LP ($3K), and ELCO Management Co. LLC ($1.35K).

How much institutional selling is happening at CoastalSouth Bancshares?

Institutional investors have sold a total of 465,910 shares in the last 24 months. This volume of shares sold represents approximately $6.70M in transactions.



This page (NYSE:COSO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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