Coastal Financial Corp
CCB- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001437958
In the last 90 days, Coastal Financial Corp insiders filed 3 open-market purchases and 0 sales; 194 institutions reported holding it in 13F filings for Q2 2026, worth $992.7M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Coastal Financial Corp changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 71 | 69 | −2 |
| Shares | 6.18M | 6.45M | +271.8K (+4.4%) |
| Value | $162.0M | $184.3M | +$22.2M (+13.7%) |
New holders (4)
Institutions that held Coastal Financial Corp at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Brinker Capital Investments, LLC | 352,227 | $10.1M | 0.13% |
| Mendon Capital Advisors Corp | 16,481 | $471.0K | 0.17% |
| Millennium Management LLC | 10,590 | $302.0K | 0.00% |
| Dorsey Wright & Associates | 1,460 | $42.0K | 0.01% |
Sold out (6)
Institutions that held Coastal Financial Corp at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Wells Fargo & Company | 15,625 | $411.0K |
| UBS Group AG | 2,206 | $58.0K |
| International Assets Investment Management, LLC | 2,408 | $51.0K |
| Mesirow Financial Investment Management, Inc. | 704 | $18.0K |
| Bank of Montreal | 264 | $7.00K |
| Meeder Asset Management Inc | 120 | $3.00K |