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.
Q1 2023 vs. Q4 2022
How the institutions holding Coastal Financial Corp changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 129 | 124 | −5 |
| Shares | 7.68M | 7.71M | +36.0K (+0.5%) |
| Value | $364.4M | $277.7M | −$86.6M (−23.8%) |
New holders (20)
Institutions that held Coastal Financial Corp at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Orion Portfolio Solutions, LLC | 121,539 | $4.38M | 0.06% |
| Wellington Management Group LLP | 70,231 | $2.53M | 0.00% |
| Gsa Capital Partners LLP | 30,013 | $1.08M | 0.11% |
| Teacher Retirement System of Texas | 14,306 | $515.0K | 0.00% |
| New York Life Investment Management LLC | 12,810 | $461.3K | 0.01% |
| Cornercap Investment Counsel Inc | 11,545 | $415.7K | 0.07% |
| Susquehanna International Group, LLP | 10,532 | $379.3K | 0.00% |
| Alps Advisors Inc | 8,120 | $292.4K | 0.00% |
| Rafferty Asset Management, LLC | 8,000 | $288.1K | 0.00% |
| Capital Advisors Wealth Management, LLC | 6,964 | $250.8K | 0.07% |
| XTX Topco Ltd | 6,058 | $218.1K | 0.05% |
| Graham Capital Management, L.P. | 5,780 | $208.1K | 0.01% |
| SG Americas Securities, LLC | 4,475 | $161.0K | 0.00% |
| Aquatic Capital Management LLC | 1,400 | $50.0K | 0.00% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,062 | $38.2K | 0.00% |
| Allworth Financial LP | 506 | $18.2K | 0.00% |
| Baystate Wealth Management LLC | 202 | $7.27K | 0.00% |
| TCI Wealth Advisors, Inc. | 114 | $4.11K | 0.00% |
| Massmutual Trust Co FSB | 36 | $1.30K | 0.00% |
| Toronto Dominion Bank | 11 | $0 | 0.00% |
Sold out (25)
Institutions that held Coastal Financial Corp at the end of Q4 2022 and filed for Q1 2023 without it.