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.
Q3 2023 vs. Q2 2023
How the institutions holding Coastal Financial Corp changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 109 | 117 | +8 |
| Shares | 7.71M | 7.79M | +77.3K (+1.0%) |
| Value | $290.4M | $333.5M | +$43.1M (+14.8%) |
New holders (18)
Institutions that held Coastal Financial Corp at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Stieven Capital Advisors, L.P. | 55,313 | $2.37M | 0.62% |
| Punch & Associates Investment Management, Inc. | 52,000 | $2.23M | 0.14% |
| Ameriprise Financial Inc | 18,184 | $780.3K | 0.00% |
| State of Wisconsin Investment Board | 9,742 | $418.0K | 0.00% |
| AQR Capital Management LLC | 8,215 | $352.5K | 0.00% |
| Simplex Trading, LLC | 7,826 | $335.0K | 0.01% |
| Riverwater Partners LLC | 7,728 | $331.6K | 0.30% |
| Channing Capital Management, LLC | 7,406 | $317.8K | 0.01% |
| Magnus Financial Group LLC | 7,127 | $305.8K | 0.04% |
| Ashton Thomas Private Wealth, LLC | 5,279 | $226.5K | 0.02% |
| Raymond James & Associates | 5,041 | $216.3K | 0.00% |
| Franklin Resources Inc | 5,033 | $216.0K | 0.00% |
| Corton Capital Inc. | 4,983 | $213.8K | 0.11% |
| Voya Investment Management LLC | 4,869 | $208.9K | 0.00% |
| SG Americas Securities, LLC | 2,489 | $107.0K | 0.00% |
| West Tower Group, LLC | 909 | $39.0K | 0.02% |
| L2 Asset Management, LLC | 12,388 | $1.12K | 0.00% |
| Glassman Wealth Services | 21 | $901 | 0.00% |
Sold out (10)
Institutions that held Coastal Financial Corp at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Harbour Investment Management LLC | 103,221 | $3.89M |
| Prudential Financial Inc | 17,175 | $646.6K |
| Citadel Advisors LLC | 16,025 | $603.3K |
| Cornercap Investment Counsel Inc | 11,545 | $434.7K |
| Summit Global Investments | 10,900 | $410.0K |
| Alps Advisors Inc | 8,180 | $308.0K |
| Virtu Financial LLC | 7,156 | $269.0K |
| Gsa Capital Partners LLP | 6,524 | $246.0K |
| Jane Street Group, LLC | 5,391 | $203.0K |
| Baystate Wealth Management LLC | 202 | $7.61K |