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CoastalSouth Bancshares (COSO) Institutional Ownership

CoastalSouth Bancshares logo
$25.67 -0.01 (-0.04%)
Closing price 05/22/2026 03:59 PM Eastern
Extended Trading
$25.68 +0.01 (+0.04%)
As of 05/22/2026 05:36 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 Massive. Learn more.
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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)
$33.26M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.70M
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Skip Chart & View Institutional Buying and Selling Data

COSO Institutional Buying and Selling by Quarter

CoastalSouth Bancshares Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE16,014$394K0.0%+306.7%0.133%
5/15/2026 Mendon Capital Advisors Corp329,743$8.11M2.4%+24.1%2.739%
5/15/2026 North Reef Capital Management LP320,982$7.89M0.3%+21.6%2.666%
5/14/2026 Sei Investments Co.21,672$533K0.0%+61.5%0.180%
5/6/2026 Patriot Financial Partners GP II L.P.1,159,211$28.51M7.3%+61.2%9.782%
5/5/2026 Bank 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%
2/18/2026 Mendon Capital Advisors Corp265,788$6.18M1.8%-20.0%2.219%
2/18/2026 Quadrature Capital Ltd10,373$241K0.0%N/A0.087%
2/18/2026 Azora Capital LP308,940$7.18M0.5%-22.6%2.579%
2/17/2026 North Reef Capital Management LP263,900$6.14M0.2%+19.6%2.203%
2/17/2026 Raffles Associates LP121,281$2.82M2.1%-2.4%1.012%
2/16/2026 Barclays PLC11,971$278K0.0%+82.0%0.100%
2/13/2026 Marshall Wace LLP52,461$1.22M0.0%N/A0.438%
2/13/2026 Fourthstone LLC959,797$22.32M4.2%+153.8%8.012%
2/13/2026 Charles 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%
2/13/2026 State Street Corp39,883$927K0.0%+48.2%0.333%
2/13/2026 Wells Fargo & Company MN8,905$207K0.0%+157.3%0.074%
2/12/2026 Jane Street Group LLC12,890$300K0.0%N/A0.108%
2/12/2026 Nuveen LLC9,244$215K0.0%N/A0.077%
2/11/2026 Los Angeles Capital Management LLC4,888$104K0.0%N/A0.041%
2/10/2026 Goldman Sachs Group Inc.239,526$5.57M0.0%-32.1%1.999%
2/9/2026 Geode Capital Management LLC147,137$3.42M0.0%+12.7%1.228%
2/5/2026 Berkeley 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%
1/1/2026 JPMorgan Chase & Co.3,062$67K0.0%N/A0.026%
12/19/2025 Patriot Financial Partners GP II L.P.719,211$15.69M5.0%N/A6.003%
11/17/2025 North Reef Capital Management LP220,619$4.81M0.2%N/A1.842%
11/17/2025 Millennium Management LLC19,807$432K0.0%N/A0.165%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,148$47K0.0%N/A0.018%
11/17/2025 Azora Capital LP399,064$8.70M0.4%N/A3.331%
11/17/2025 Banc Funds Co. LLC85,715$1.87M0.3%-65.4%0.715%
11/17/2025 Bank of America Corp DE6,722$147K0.0%N/A0.056%
11/17/2025 Alliancebernstein L.P.503,082$10.97M0.0%N/A4.199%
11/14/2025 Mendon Capital Advisors Corp332,349$7.24M2.8%N/A2.774%
11/14/2025 Patriot Financial Partners GP II L.P.1,112,156$24.26M7.5%N/A9.283%
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11/14/2025 Ghisallo Capital Management LLC20,000$436K0.0%N/A0.167%
11/14/2025 Elizabeth Park Capital Advisors Ltd.75,740$1.65M1.3%N/A0.632%
11/13/2025 Kennedy Capital Management LLC40,088$874K0.0%N/A0.335%
11/13/2025 Sei Investments Co.9,672$211K0.0%N/A0.081%
11/13/2025 KLCM Advisors Inc.90,474$1.97M0.2%+144.2%0.755%
11/13/2025 BNP Paribas Financial Markets2,137$47K0.0%N/A0.018%
11/12/2025 EJF Capital LLC930,171$20.29M11.8%N/A7.765%
11/10/2025 Bleakley Financial Group LLC88,094$1.92M0.0%N/A0.735%
11/10/2025 Berkeley Capital Partners LLC380,934$8.20M1.9%-3.6%3.180%
11/7/2025 Endeavour Capital Advisors Inc.336,940$7.35M2.2%N/A2.813%
11/7/2025Vanguard Group Inc.147,264$3.21M0.0%N/A1.229%
11/7/2025 JPMorgan Chase & Co.3,062$67K0.0%N/A0.026%
11/6/2025 Rhumbline Advisers4,151$91K0.0%N/A0.035%
11/5/2025 ELCO Management Co. LLC11,115$242K0.1%N/A0.093%
11/3/2025 New York State Common Retirement Fund1,900$41K0.0%N/A0.016%


COSO Institutional Ownership - Frequently Asked Questions

During the previous two years, 41 institutional investors and hedge funds held shares of CoastalSouth Bancshares. The most heavily invested institutionals were Patriot Financial Partners GP II L.P. ($28.51M), Fourthstone LLC ($22.32M), EJF Capital LLC ($20.29M), Alliancebernstein L.P. ($10.97M), Berkeley Capital Partners LLC ($8.50M), Mendon Capital Advisors Corp ($8.11M), and North Reef Capital Management LP ($7.89M).Learn more on CoastalSouth Bancshares' institutional investors.

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. ($2.27M), EJF Capital LLC ($930.17K), Fourthstone LLC ($581.66K), Alliancebernstein L.P. ($503.08K), Azora Capital LP ($399.06K), Mendon Capital Advisors Corp ($396.30K), and Endeavour Capital Advisors Inc. ($336.94K).

Institutional investors have bought a total of 6,443,354 shares in the last 24 months. This purchase volume represents approximately $33.26M in transactions.

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).

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.


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This page (NYSE:COSO) was last updated on 5/26/2026 by MarketBeat.com Staff.
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