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 2024 vs. Q2 2024
How the institutions holding Coastal Financial Corp changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 125 | 2 | 146 | +23 |
| Shares | 8.09M | 1.08M | 8.43M | +1.42M (+20.2%) |
| Value | $373.1M | $49.7M | $455.1M | +$131.6M (+40.7%) |
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (27)
Institutions that held Coastal Financial Corp at the end of Q3 2024 but not at the end of Q2 2024.
Sold out (4)
Institutions that held Coastal Financial Corp at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Diversify Advisory Services, LLC | 6,317 | $281.0K |
| Group One Trading, L.P. | 2,407 | $111.1K |
| Simplex Trading, LLC | 595 | $27.0K |
| Opal Wealth Advisors, LLC | 499 | $23.0K |
Not filed for Q3 2024 yet (2)
Institutions that held Coastal Financial Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 1,069,305 | $49.3M |
| Susquehanna Fundamental Investments, LLC | 7,196 | $332.0K |