Recent Quarter Total Invested
$364.79 M
Recent Quarter Institutional Ownership Percentage
59.26%
Total Invested of Last Quarter
$303.16 M
Ownership Percentage of Last Quarter
58.81%
Coastal Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 1.07 M | $49.34 M | 26.27% | 8.02% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 901,771 | $41.61 M | 3.62% | 6.76% |
| ENDEAVOUR CAPITAL ADVISORS INC | 08/14/2024 | 750,685 | $34.64 M | 0.00% | 5.63% |
| VANGUARD GROUP INC | 08/13/2024 | 575,010 | $26.53 M | -3.94% | 4.31% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 08/14/2024 | 361,286 | $16.67 M | -5.92% | 2.71% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 359,861 | $16.60 M | 6.05% | 2.70% |
| STATE STREET CORP | 08/14/2024 | 306,888 | $14.16 M | 7.06% | 2.30% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2024 | 304,683 | $14.06 M | 7.26% | 2.28% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 287,683 | $13.28 M | 7.24% | 2.16% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 255,386 | $11.78 M | -7.26% | 1.91% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 195,879 | $9.04 M | -10.07% | 1.47% |
| JACOBS ASSET MANAGEMENT, LLC | 08/06/2024 | 171,817 | $7.93 M | -6.99% | 1.29% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 08/09/2024 | 160,097 | $7.39 M | 1.38% | 1.20% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 158,089 | $7.29 M | 31.86% | 1.19% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 141,203 | $6.52 M | 23.31% | 1.06% |
| NORTHERN TRUST CORP | 08/14/2024 | 108,053 | $4.99 M | -3.01% | 0.81% |
| ORION PORTFOLIO SOLUTIONS, LLC | 08/13/2024 | 90,294 | $4.17 M | -7.52% | 0.68% |
| EJF CAPITAL LLC | 08/14/2024 | 87,283 | $4.03 M | 3.53% | 0.65% |
| JPMORGAN CHASE & CO | 08/12/2024 | 83,117 | $3.84 M | -18.70% | 0.62% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2024 | 67,416 | $3.11 M | -0.50% | 0.51% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 66,000 | $3.05 M | 0.00% | 0.49% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 58,061 | $2.68 M | 3.49% | 0.44% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 56,700 | $2.62 M | 0.00% | 0.43% |
| STIEVEN CAPITAL ADVISORS, L.P. | 08/01/2024 | 54,613 | $2.52 M | -1.44% | 0.41% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 48,794 | $2.25 M | 11.55% | 0.37% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 47,787 | $2.20 M | -19.40% | 0.36% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 46,563 | $2.15 M | 33.29% | 0.35% |
| MENDON CAPITAL ADVISORS CORP | 08/30/2024 | 40,000 | $1.85 M | -60.00% | 0.30% |
| RMB CAPITAL MANAGEMENT, LLC | 08/13/2024 | 40,000 | $1.85 M | -60.00% | 0.30% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 39,120 | $1.80 M | 0.00% | 0.29% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 35,241 | $1.63 M | -4.91% | 0.26% |
| COX CAPITAL MGT LLC | 07/16/2024 | 34,183 | $1.58 M | -5.07% | 0.26% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 33,001 | $1.52 M | 27.74% | 0.25% |
| MORGAN STANLEY | 10/17/2024 | 32,818 | $1.51 M | 0.82% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 31,901 | $1.47 M | 7.65% | 0.24% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/05/2024 | 31,875 | $1.47 M | -10.05% | 0.24% |
| INVESCO LTD. | 08/13/2024 | 31,143 | $1.44 M | 25.28% | 0.23% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 29,375 | $1.36 M | 91.32% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 27,900 | $1.29 M | 100.00% | 0.21% |
| TOWNSQUARE CAPITAL LLC | 08/14/2024 | 25,841 | $1.19 M | -4.23% | 0.19% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 24,900 | $1.15 M | -22.43% | 0.19% |
| SWISS NATIONAL BANK | 08/08/2024 | 22,265 | $1.03 M | 0.00% | 0.17% |
| FIRST BANK & TRUST | 07/09/2024 | 21,514 | $992,656 | -1.16% | 0.16% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2024 | 21,199 | $978,122 | 1.62% | 0.16% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 21,004 | $969,125 | -24.84% | 0.16% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2024 | 20,962 | $967,187 | -9.31% | 0.16% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 20,951 | $966,679 | -78.68% | 0.16% |
| CITADEL ADVISORS LLC | 08/14/2024 | 20,491 | $945,455 | -33.39% | 0.15% |
| QUENT CAPITAL, LLC | 07/08/2024 | 19,889 | $917,678 | 0.00% | 0.15% |
| BARCLAYS PLC | 08/14/2024 | 19,882 | $917,000 | -23.37% | 0.15% |
Coastal Financial Corporationinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of CCB shares?
During the previous two years, 88 institutional investors and hedge funds held shares of Coastal Financial Corporation. The most heavily invested institutionals were:
Diversify Advisory Services, LLC: 0
Opal Wealth Advisors, LLC: 0
BlackRock Inc.: 1.07 M
T. Rowe Price Investment Management, Inc.: 901,771
ENDEAVOUR CAPITAL ADVISORS INC: 750,685
DIMENSIONAL FUND ADVISORS LP: 359,861
-
What percentage of Coastal Financial Corporation stock is owned by institutional investors?
59.26% of Coastal Financial Corporation stock is owned by institutional investors.
-
How much institutional buying is happening at CCB ?
Institutional investors have bought a total of 6.52 M shares in the last 24 months. This purchase volume represents approximately $477.86 M in transactions.