Go Pro
→ PH: Do THESE 4 things to your bank account now … (From Weiss Ratings) (Ad)tc pixel Free COSO Stock Alerts

CoastalSouth Bancshares (COSO) Institutional Ownership

CoastalSouth Bancshares logo
$26.88 +0.05 (+0.19%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$26.83 -0.05 (-0.19%)
As of 05:35 AM 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.
Compare

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
Get COSO Insider Trade Alerts

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

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
5/19/2026Bank of America Corp DE16,014$394K0.0%+306.7%0.133%
5/15/2026Mendon Capital Advisors Corp329,743$8.11M2.4%+24.1%2.739%
5/15/2026North Reef Capital Management LP320,982$7.89M0.3%+21.6%2.666%
5/14/2026Sei Investments Co.21,672$533K0.0%+61.5%0.180%
5/6/2026Patriot Financial Partners GP II L.P.1,159,211$28.51M7.3%+61.2%9.782%
5/5/2026Bank of New York Mellon Corp20,591$506K0.0%+2.5%0.174%
4/27/2026HB 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%
2/13/2026Police & 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%
2/12/2026Nuveen 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%
2/4/2026ELCO Management Co. LLC9,766$227K0.1%-12.1%0.082%
2/4/2026KLCM Advisors Inc.107,617$2.50M0.2%+18.9%0.898%
1/28/2026HB Wealth Management LLC38,184$888K0.0%N/A0.319%
1/21/2026Daytona 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
11/13/2025KLCM 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%
11/10/2025Bleakley 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%
11/5/2025ELCO 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

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.


Related Companies

This page (NYSE:COSO) was last updated on 7/6/2026 by MarketBeat.com Staff.
From Our Partners
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Musk on His New Invention: “An Infinite Money Glitch.”
Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's ...
Brownstone Research | Sponsoredtc pixel
Buy the “unseen winner of the AI race” before July 22
Marc Chaikin - the analyst who called Nvidia before a 45,000% surge - says one overlooked AI stock could split...
Chaikin Analytics | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
They proved it worked in '76. Then buried it.
In 1976, Chevron, Unocal, and Texaco each confirmed the same energy technology worked - no fuel costs, no carb...
Behind the Markets | Sponsoredtc pixel