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.
Q4 2023 vs. Q3 2023
How the institutions holding Coastal Financial Corp changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 117 | 1 | 116 | 0 |
| Shares | 7.79M | 18.0K | 8.04M | +267.4K (+3.4%) |
| Value | $333.5M | $772.4K | $356.6M | +$23.8M (+7.2%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Coastal Financial Corp at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mendon Capital Advisors Corp | 120,000 | $5.33M | 2.51% |
| Tudor Investment Corp Et Al | 22,287 | $989.8K | 0.01% |
| Citadel Advisors LLC | 11,556 | $513.2K | 0.00% |
| Jane Street Group, LLC | 6,594 | $292.8K | 0.00% |
| Susquehanna International Group, LLP | 6,531 | $290.0K | 0.00% |
| HSBC Holdings PLC | 5,633 | $251.6K | 0.00% |
| MML Investors Services, LLC | 5,582 | $248.0K | 0.00% |
| D. E. Shaw & Co., Inc. | 4,876 | $216.5K | 0.00% |
| Aquatic Capital Management LLC | 1,100 | $49.0K | 0.00% |
| Quantbot Technologies LP | 657 | $29.2K | 0.00% |
| GWM Advisors LLC | 363 | $16.1K | 0.00% |
| EntryPoint Capital, LLC | 224 | $9.95K | 0.01% |
Sold out (12)
Institutions that held Coastal Financial Corp at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Nicholas Investment Partners, LP | 39,661 | $1.70M |
| Teacher Retirement System of Texas | 11,127 | $477.0K |
| Simplex Trading, LLC | 7,826 | $335.0K |
| Channing Capital Management, LLC | 7,406 | $317.8K |
| Ashton Thomas Private Wealth, LLC | 5,279 | $226.5K |
| Arcus Capital Partners, LLC | 5,200 | $223.1K |
| Corton Capital Inc. | 4,983 | $213.8K |
| Lazard Asset Management LLC | 2,352 | $100.0K |
| Pin Oak Investment Advisors Inc | 800 | $34.0K |
| IMA Wealth, Inc. | 207 | $8.88K |
| L2 Asset Management, LLC | 12,388 | $1.12K |
| Glassman Wealth Services | 21 | $901 |
Not filed for Q4 2023 yet (1)
Institutions that held Coastal Financial Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| River Oaks Capital LLC | 18,000 | $772.4K |