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 2023 vs. Q1 2023
How the institutions holding Coastal Financial Corp changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 124 | 109 | −15 |
| Shares | 7.71M | 7.71M | −3.42K (0.0%) |
| Value | $277.7M | $290.4M | +$12.7M (+4.6%) |
New holders (7)
Institutions that held Coastal Financial Corp at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Virtu Financial LLC | 7,156 | $269.0K | 0.02% |
| Portside Wealth Group, LLC | 6,304 | $237.3K | 0.04% |
| Arcus Capital Partners, LLC | 5,500 | $207.1K | 0.06% |
| Jane Street Group, LLC | 5,391 | $203.0K | 0.00% |
| Shell Asset Management Co | 2,089 | $79.0K | 0.00% |
| First Pacific Financial | 2,056 | $77.4K | 0.03% |
| Pin Oak Investment Advisors Inc | 800 | $30.0K | 0.03% |
Sold out (22)
Institutions that held Coastal Financial Corp at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 23,300 | $839.0K |
| Hillsdale Investment Management Inc. | 14,500 | $522.1K |
| Algert Global LLC | 13,200 | $475.3K |
| Marshall Wace, LLP | 12,262 | $441.6K |
| Susquehanna International Group, LLP | 10,532 | $379.3K |
| Panagora Asset Management Inc | 9,965 | $358.8K |
| Cubist Systematic Strategies, LLC | 9,671 | $348.3K |
| XTX Topco Ltd | 6,058 | $218.1K |
| Graham Capital Management, L.P. | 5,780 | $208.1K |
| SG Americas Securities, LLC | 4,475 | $161.0K |
| Aquatic Capital Management LLC | 1,400 | $50.0K |
| Toth Financial Advisory Corp | 1,345 | $48.4K |
| Dorsey Wright & Associates | 840 | $30.2K |
| Victory Capital Management Inc | 270 | $9.72K |
| Manchester Capital Management LLC | 246 | $8.86K |
| TCI Wealth Advisors, Inc. | 114 | $4.11K |
| Signaturefd, LLC | 61 | $2.20K |
| Massmutual Trust Co FSB | 36 | $1.30K |
| Advisory Services Network, LLC | 5 | $180 |
| Toronto Dominion Bank | 11 | $0 |
| CWM, LLC | 3 | $0 |
| Covestor Ltd | 3 | $0 |