Coastal Financial Ownership 2024 | Who Owns Coastal Financial Now?
Institutional Ownership
12.32%
Insider Ownership
18.68%
Retail Ownership
69.00%
Institutional Holders
50.00
Coastal Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 8.02% | 0.00% | 1,069,305 | 222,466 | 26.27% | 49,337,732 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.76% | 0.03% | 901,771 | 31,490 | 3.62% | 41,608,000 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 5.63% | 12.05% | 750,685 | - | - | 34,636,606 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.31% | 0.00% | 575,010 | -23,591 | -3.94% | 26,530,962 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.71% | 0.02% | 361,286 | -22,734 | -5.92% | 16,669,736 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.70% | 0.00% | 359,861 | 20,517 | 6.05% | 16,602,970 | Jun 30, 2024 |
| STATE STREET CORP | 2.30% | 0.00% | 306,888 | 20,250 | 7.06% | 14,159,812,000 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 2.28% | 0.13% | 304,683 | 20,629 | 7.26% | 14,058,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.16% | 0.00% | 287,683 | 19,417 | 7.24% | 13,276,545 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.91% | 0.25% | 255,386 | -19,997 | -7.26% | 11,783,510 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.47% | 0.00% | 195,879 | -21,941 | -10.07% | 9,037,857 | Jun 30, 2024 |
| JACOBS ASSET MANAGEMENT, LLC | 1.29% | 5.03% | 171,817 | -12,905 | -6.99% | 7,927,636 | Jun 30, 2024 |
| ADVISORS CAPITAL MANAGEMENT, LLC | 1.20% | 0.13% | 160,097 | 2,186 | 1.38% | 7,387,000 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 1.19% | 0.17% | 158,089 | 38,193 | 31.86% | 7,294,226 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.06% | 0.00% | 141,203 | 26,690 | 23.31% | 6,515,106 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.81% | 0.00% | 108,053 | -3,350 | -3.01% | 4,985,565,000 | Jun 30, 2024 |
| ORION PORTFOLIO SOLUTIONS, LLC | 0.68% | 0.04% | 90,294 | -7,343 | -7.52% | 4,166,165 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.65% | 2.98% | 87,283 | 2,974 | 3.53% | 4,027,238 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.62% | 0.00% | 83,117 | -19,118 | -18.70% | 3,835,019 | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.51% | 0.01% | 67,416 | -342 | -0.50% | 3,110,574 | Jun 30, 2024 |
Coastal Financial's largest institutional shareholder is BLACKROCK INC., holding 8.02% of the company's total share outstanding, currently valued at $49.34M. The top 10 institutional shareholders own together 38.77% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ENDEAVOUR CAPITAL ADVISORS INC | 5.63% | 12.05% | 750,685 | - | - | 34,636,606 | Jun 30, 2024 |
| JACOBS ASSET MANAGEMENT, LLC | 1.29% | 5.03% | 171,817 | -12,905 | -6.99% | 7,927,636 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.65% | 2.98% | 87,283 | 2,974 | 3.53% | 4,027,238 | Jun 30, 2024 |
| COX CAPITAL MGT LLC | 0.26% | 0.95% | 34,183 | -1,827 | -5.07% | 1,577,222 | Jun 30, 2024 |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 0.07% | 0.63% | 9,591 | 9,591 | 100.00% | 442,528 | Jun 30, 2024 |
| STIEVEN CAPITAL ADVISORS, L.P. | 0.41% | 0.56% | 54,613 | -800 | -1.44% | 2,519,844 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.09% | 0.30% | 12,577 | 12,577 | 100.00% | 580,303 | Jun 30, 2024 |
| RIVERWATER PARTNERS LLC | 0.06% | 0.28% | 8,265 | 494 | 6.36% | 381,347 | Jun 30, 2024 |
| MADRONA FINANCIAL SERVICES, LLC | 0.14% | 0.26% | 18,465 | - | - | 851,975 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.91% | 0.25% | 255,386 | -19,997 | -7.26% | 11,783,510 | Jun 30, 2024 |
| FIRST BANK & TRUST | 0.16% | 0.20% | 21,514 | -253 | -1.16% | 992,656 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 1.19% | 0.17% | 158,089 | 38,193 | 31.86% | 7,294,226 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0.42% | 0.15% | 56,700 | - | - | 2,616,138 | Jun 30, 2024 |
| ARCUS CAPITAL PARTNERS, LLC | 0.06% | 0.15% | 8,196 | 8,196 | 100.00% | 378,164 | Jun 30, 2024 |
| ADVISORS CAPITAL MANAGEMENT, LLC | 1.20% | 0.13% | 160,097 | 2,186 | 1.38% | 7,387,000 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 2.28% | 0.13% | 304,683 | 20,629 | 7.26% | 14,058,000 | Jun 30, 2024 |
| QUENT CAPITAL, LLC | 0.15% | 0.10% | 19,889 | - | - | 917,678 | Jun 30, 2024 |
| 0.13% | 0.10% | 17,052 | 17,052 | 100.00% | 809,297 | Jun 30, 2024 | |
| INTRUST BANK NA | 0.11% | 0.07% | 14,382 | 1,020 | 7.63% | 663,584 | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 0.30% | 0.04% | 40,000 | -60,000 | -60.00% | 1,845,600 | Jun 30, 2024 |
The largest Coastal Financial shareholder by % of total assets is ENDEAVOUR CAPITAL ADVISORS INC. The company owns 750.68K shares of Coastal Financial (CCB), representing 12.05% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 8.02% | 0.00% | 1,069,305 | 222,466 | 26.27% | 49,337,732 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 1.19% | 0.17% | 158,089 | 38,193 | 31.86% | 7,294,226 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.76% | 0.03% | 901,771 | 31,490 | 3.62% | 41,608,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.06% | 0.00% | 141,203 | 26,690 | 23.31% | 6,515,106 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 2.28% | 0.13% | 304,683 | 20,629 | 7.26% | 14,058,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.70% | 0.00% | 359,861 | 20,517 | 6.05% | 16,602,970 | Jun 30, 2024 |
| STATE STREET CORP | 2.30% | 0.00% | 306,888 | 20,250 | 7.06% | 14,159,812,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.16% | 0.00% | 287,683 | 19,417 | 7.24% | 13,276,545 | Jun 30, 2024 |
| 0.13% | 0.10% | 17,052 | 17,052 | 100.00% | 809,297 | Jun 30, 2024 | |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.12% | 0.00% | 16,107 | 16,107 | 100.00% | 743,177 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.22% | 0.00% | 29,375 | 14,021 | 91.32% | 1,355,363 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.09% | 0.30% | 12,577 | 12,577 | 100.00% | 580,303 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.35% | 0.00% | 46,563 | 11,630 | 33.29% | 2,148,417 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.08% | 0.04% | 10,993 | 10,993 | 100.00% | 507,000 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.08% | 0.01% | 10,548 | 10,548 | 100.00% | 486,685 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.13% | 0.02% | 17,048 | 10,548 | 162.28% | 786,595 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.07% | 0.00% | 9,963 | 9,963 | 100.00% | 459,693 | Jun 30, 2024 |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 0.07% | 0.63% | 9,591 | 9,591 | 100.00% | 442,528 | Jun 30, 2024 |
| ARCUS CAPITAL PARTNERS, LLC | 0.06% | 0.15% | 8,196 | 8,196 | 100.00% | 378,164 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.06% | 0.00% | 8,110 | 8,110 | 100.00% | 374,195 | Jun 30, 2024 |
As of Jun 30 2024, Coastal Financial's largest institutional buyer is BLACKROCK INC.. The company purchased 222.47K stocks of CCB, valued at $49.34M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 0.16% | 0.00% | 20,951 | -77,299 | -78.68% | 966,679 | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 0.30% | 0.04% | 40,000 | -60,000 | -60.00% | 1,845,600 | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -38,272 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.31% | 0.00% | 575,010 | -23,591 | -3.94% | 26,530,962 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.71% | 0.02% | 361,286 | -22,734 | -5.92% | 16,669,736 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.47% | 0.00% | 195,879 | -21,941 | -10.07% | 9,037,857 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.91% | 0.25% | 255,386 | -19,997 | -7.26% | 11,783,510 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.62% | 0.00% | 83,117 | -19,118 | -18.70% | 3,835,019 | Jun 30, 2024 |
| JACOBS ASSET MANAGEMENT, LLC | 1.29% | 5.03% | 171,817 | -12,905 | -6.99% | 7,927,636 | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | 0.05% | 0.02% | 6,317 | -12,382 | -66.22% | 280,989 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.36% | 0.00% | 47,787 | -11,503 | -19.40% | 2,204,892 | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -9,669 | -100.00% | - | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | - | - | - | -9,618 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -9,117 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -7,988 | -100.00% | - | Jun 30, 2024 |
| ORION PORTFOLIO SOLUTIONS, LLC | 0.68% | 0.04% | 90,294 | -7,343 | -7.52% | 4,166,165 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.03% | 0.00% | 4,364 | -7,208 | -62.29% | 201,355 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.16% | 0.00% | 21,004 | -6,940 | -24.84% | 969,125 | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -6,884 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -6,856 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Coastal Financial's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -77.30K shares of CCB, valued at $966.68K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 0.13% | 0.10% | 17,052 | 17,052 | 100.00% | 809,297 | Jun 30, 2024 | |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.12% | 0.00% | 16,107 | 16,107 | 100.00% | 743,177 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.09% | 0.30% | 12,577 | 12,577 | 100.00% | 580,303 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.08% | 0.04% | 10,993 | 10,993 | 100.00% | 507,000 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.08% | 0.01% | 10,548 | 10,548 | 100.00% | 486,685 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.07% | 0.00% | 9,963 | 9,963 | 100.00% | 459,693 | Jun 30, 2024 |
| ARCUS CAPITAL PARTNERS, LLC | 0.06% | 0.15% | 8,196 | 8,196 | 100.00% | 378,164 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.05% | 0.01% | 7,196 | 7,196 | 100.00% | 332,023 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 6,040 | 6,040 | 100.00% | 278,686 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 4,881 | 4,881 | 100.00% | 225,209 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.02% | 0.00% | 2,407 | 2,407 | 100.00% | 111,059,000 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 499 | 499 | 100.00% | 23,024 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 211 | 211 | 100.00% | 10,000 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | 0.00% | 204 | 204 | 100.00% | 9,413 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.01% | 200 | 200 | 100.00% | 9,228 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.01% | 175 | 175 | 100.00% | 8,075 | Jun 30, 2024 |
| ASSETMARK, INC | 0.00% | - | 93 | 93 | 100.00% | 4,291 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 91 | 91 | 100.00% | 4,199 | Jun 30, 2024 |
| CWM, LLC | 0.00% | - | 61 | 61 | 100.00% | 3,000 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | 0.00% | 0.00% | 20 | 20 | 100.00% | 923 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | 0.00% | - | 10 | 10 | 100.00% | 461 | Jun 30, 2024 |
Coastal Financial's largest new institutional shareholder by number of shares is , purchased 17.05K shares, valued at $809.30K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORDEN GROUP LLC | - | - | - | -38,272 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -9,669 | -100.00% | - | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | - | - | - | -9,618 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -9,117 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -7,988 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -6,884 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -6,856 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -6,731 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -5,335 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -5,326 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -5,279 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -1,663 | -100.00% | - | Jun 30, 2024 |
| FRG FAMILY WEALTH ADVISORS LLC | - | - | - | -1,450 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -837 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -641 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Coastal Financial's largest sold out institutional shareholder by shares sold is NORDEN GROUP LLC, sold -38.27K shares, valued at -, as of undefined.
Coastal Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| JOHN HANCOCK INVESTMENT TRUST II | 0.72% | 307,101 | -29,083 | -8.65% | Jan 31, 2024 |
| NEIMAN FUNDS | 0.45% | 70,000 | 5,000 | 7.69% | Mar 31, 2024 |
| RMB INVESTORS TRUST | 0.23% | 120,000 | -15,000 | -11.11% | Dec 31, 2023 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.10% | 132,503 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.07% | 582,716 | -600 | -0.10% | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.02% | 11,800 | - | - | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 6,441 | - | - | Mar 31, 2024 |
| HENNESSY FUNDS TRUST | 0.01% | 18,000 | - | - | Jan 31, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.01% | 41,509 | -12,100 | -22.57% | Feb 29, 2024 |
| IndexIQ ETF Trust | 0.00% | 8,960 | -692 | -7.17% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 37,062 | 569 | 1.56% | Mar 31, 2024 |
| Trust for Advised Portfolios | 0.00% | 65,000 | - | - | Dec 31, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 19,245 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 6,500 | -3,500 | -35.00% | Mar 28, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,619 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.00% | 6,393 | -11,755 | -64.77% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 487,768 | -173,354 | -26.22% | Mar 31, 2024 |
| BlackRock ETF Trust | 0.00% | 908 | -1,003 | -52.49% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 106,452 | 31,643 | 42.30% | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 30,417 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 146 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 8,093 | - | - | Feb 29, 2024 |
| PUTNAM VARIABLE TRUST | 0.00% | 18,063 | -4,100 | -18.50% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 102,560 | 1,262 | 1.25% | Feb 29, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 13,760 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,076 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 304 | - | - | Dec 31, 2023 |
| FINANCIAL INVESTORS TRUST | 0.00% | 26,310 | - | - | Jan 31, 2024 |
| Managed Portfolio Series | 0.00% | 5,833 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 255,658 | 71,016 | 38.46% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 7,278 | -515 | -6.61% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 958 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 68,602 | 10,593 | 18.26% | Feb 29, 2024 |
| AdvisorShares Trust | 0.00% | 840 | - | - | Mar 28, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 2,523 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 16,605 | 493 | 3.06% | Jan 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 2,608 | -92 | -3.41% | Mar 31, 2023 |
| North Square Investments Trust | 0.00% | 1,850 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 70,509 | 11,425 | 19.34% | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 415 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 2,737 | 382 | 16.22% | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 75 | - | - | Apr 30, 2021 |
| Voya INVESTORS TRUST | 0.00% | 7,204 | -544 | -7.02% | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 3,970 | -899 | -18.46% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 10,900 | - | - | Feb 29, 2024 |
| Global X Funds | 0.00% | 5,034 | 473 | 10.37% | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 492 | -92 | -15.75% | Mar 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 2,401 | -135 | -5.32% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 16,417 | -704 | -4.11% | Feb 29, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 6,038 | 4,824 | 397.36% | Mar 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 9,170 | 2,716 | 42.08% | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 3,713 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 1,797 | - | - | Mar 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 8,172 | 1,110 | 15.72% | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 500 | - | - | Mar 28, 2024 |
| GPS Funds I | 0.00% | 274 | -762 | -73.55% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 607 | - | - | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 3,320 | -80 | -2.35% | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 8,932 | 5,249 | 142.52% | Feb 29, 2024 |
| LAZARD FUNDS INC | 0.00% | 1,557 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 555 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 4,837 | 261 | 5.70% | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 692 | 53 | 8.29% | Mar 31, 2024 |
| JPMorgan Trust I | 0.00% | 32,833 | - | - | Jan 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 3,000 | - | - | Mar 28, 2024 |
| iSHARES TRUST | 0.00% | 417,277 | -39,963 | -8.74% | Mar 31, 2024 |
| Meeder Funds | 0.00% | 120 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 50,121 | 6,540 | 15.01% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 99 | - | - | Dec 31, 2023 |
| EQ ADVISORS TRUST | 0.00% | 24,974 | -213 | -0.85% | Mar 31, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 175 | 2 | 1.16% | Feb 29, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 21,623 | 1,293 | 6.36% | Feb 29, 2024 |
| VALIC Co I | 0.00% | 4,154 | -17 | -0.41% | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 400 | - | - | Mar 28, 2024 |
| PGIM ETF TRUST | 0.00% | 909 | - | - | Feb 29, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 4,152 | - | - | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,665 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 49 | - | - | Dec 31, 2023 |
| ALLSPRING MASTER TRUST | 0.00% | 755 | - | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,452 | -113 | -7.22% | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 573 | - | - | Dec 31, 2023 |
| Guggenheim Active Allocation Fund | 0.00% | 57 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 28,546 | - | - | Jan 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 1,100 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 21,993 | - | - | Dec 31, 2023 |
| ProFunds | 0.00% | 84 | -7 | -7.69% | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 16,700 | -5,599 | -25.11% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 6,649 | 279 | 4.38% | Dec 31, 2023 |
| PROSHARES TRUST | 0.00% | 1,586 | 187 | 13.37% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,439 | 255 | 21.54% | Jan 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 753 | - | - | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 174 | - | - | Mar 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 6 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 5,328 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 417 | - | - | Feb 29, 2024 |
| Brighthouse Funds Trust II | 0.00% | 3,437 | - | - | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,226 | -5 | -0.41% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 198 | - | - | Feb 29, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 400 | - | - | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 6,328 | 286 | 4.73% | Mar 31, 2024 |
Coastal Financial's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 307.10K shares, compromising 0.72% of its total assets.
Coastal Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 50 | -57.98% |
| 31 Mar, 24 | 119 | 2.59% |
| 31 Dec, 23 | 116 | -0.85% |
| 30 Sep, 23 | 117 | 9.35% |
| 30 Jun, 23 | 107 | -9.32% |
| 31 Mar, 23 | 118 | -7.09% |
| 31 Dec, 22 | 127 | 13.39% |
| 30 Sep, 22 | 112 | 10.89% |
| 30 Jun, 22 | 101 | -9.01% |
| 31 Mar, 22 | 111 | 12.12% |
| 31 Dec, 21 | 99 | 23.75% |
| 30 Sep, 21 | 80 | 15.94% |
| 30 Jun, 21 | 69 | -4.17% |
| 31 Mar, 21 | 72 | 14.29% |
| 31 Dec, 20 | 63 | 3.28% |
| 30 Sep, 20 | 61 | -4.69% |
| 30 Jun, 20 | 64 | -5.88% |
| 31 Mar, 20 | 68 | -5.56% |
| 31 Dec, 19 | 72 | 14.29% |
| 30 Sep, 19 | 63 | 18.87% |
| 30 Jun, 19 | 53 | 6.00% |
| 31 Mar, 19 | 50 | 4.17% |
| 31 Dec, 18 | 48 | 11.63% |
| 30 Sep, 18 | 43 | - |
As of 30 Jun 24, 50 institutions are holding Coastal Financial's shares, representing a decrease of -57.98% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,643,009 | -78.93% |
| 31 Mar, 24 | 7,799,319 | -1.60% |
| 31 Dec, 23 | 7,926,339 | 3.89% |
| 30 Sep, 23 | 7,629,474 | 0.85% |
| 30 Jun, 23 | 7,565,363 | 0.15% |
| 31 Mar, 23 | 7,553,942 | -1.06% |
| 31 Dec, 22 | 7,634,514 | 4.39% |
| 30 Sep, 22 | 7,313,675 | -5.17% |
| 30 Jun, 22 | 7,712,766 | 5.76% |
| 31 Mar, 22 | 7,293,032 | -2.51% |
| 31 Dec, 21 | 7,480,647 | 15.12% |
| 30 Sep, 21 | 6,497,892 | 0.70% |
| 30 Jun, 21 | 6,452,470 | 4.40% |
| 31 Mar, 21 | 6,180,668 | -4.89% |
| 31 Dec, 20 | 6,498,272 | 11.35% |
| 30 Sep, 20 | 5,835,733 | 0.05% |
| 30 Jun, 20 | 5,832,659 | -0.84% |
| 31 Mar, 20 | 5,881,938 | 2.58% |
| 31 Dec, 19 | 5,734,208 | 1.78% |
| 30 Sep, 19 | 5,633,878 | 7.46% |
| 30 Jun, 19 | 5,242,955 | 13.31% |
| 31 Mar, 19 | 4,627,255 | 26.31% |
| 31 Dec, 18 | 3,663,363 | 6.70% |
| 30 Sep, 18 | 3,433,367 | - |
Coastal Financial (CCB) has 1.64M shares outstanding as of 30 Jun 24, down -78.93% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 12.32% | 0.36% |
| 31 Mar, 24 | 58.81% | 1.65% |
| 31 Dec, 23 | 59.66% | 1.81% |
| 30 Sep, 23 | 57.47% | 1.75% |
| 30 Jun, 23 | 57.33% | 1.75% |
| 31 Mar, 23 | 57.24% | 1.65% |
| 31 Dec, 22 | 58.96% | 1.85% |
| 30 Sep, 22 | 56.53% | 1.59% |
| 30 Jun, 22 | 59.66% | 1.87% |
| 31 Mar, 22 | 56.54% | 1.49% |
| 31 Dec, 21 | 61.60% | 2.10% |
| 30 Sep, 21 | 54.15% | 1.87% |
| 30 Jun, 21 | 53.84% | 2.02% |
| 31 Mar, 21 | 51.59% | 1.74% |
| 31 Dec, 20 | 54.44% | 2.27% |
| 30 Sep, 20 | 48.96% | 2.04% |
| 30 Jun, 20 | 48.94% | 2.01% |
| 31 Mar, 20 | 49.39% | 2.13% |
| 31 Dec, 19 | 48.17% | 2.15% |
| 30 Sep, 19 | 47.34% | 2.44% |
| 30 Jun, 19 | 44.08% | 2.91% |
| 31 Mar, 19 | 38.94% | 3.16% |
| 31 Dec, 18 | 35.09% | 3.83% |
| 30 Sep, 18 | 30.28% | - |
As of 30 Jun 24, Coastal Financial is held by 12.32% institutional shareholders, representing a 0.36% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 30 | -49.15% |
| 31 Mar, 24 | 59 | 15.69% |
| 31 Dec, 23 | 51 | -5.56% |
| 30 Sep, 23 | 54 | 12.50% |
| 30 Jun, 23 | 48 | -21.31% |
| 31 Mar, 23 | 61 | -12.86% |
| 31 Dec, 22 | 70 | 34.62% |
| 30 Sep, 22 | 52 | 8.33% |
| 30 Jun, 22 | 48 | -20.00% |
| 31 Mar, 22 | 60 | -3.23% |
| 31 Dec, 21 | 62 | 67.57% |
| 30 Sep, 21 | 37 | 27.59% |
| 30 Jun, 21 | 29 | -6.45% |
| 31 Mar, 21 | 31 | -6.06% |
| 31 Dec, 20 | 33 | 37.50% |
| 30 Sep, 20 | 24 | -17.24% |
| 30 Jun, 20 | 29 | -12.12% |
| 31 Mar, 20 | 33 | -13.16% |
| 31 Dec, 19 | 38 | 15.15% |
| 30 Sep, 19 | 33 | - |
| 30 Jun, 19 | 33 | 17.86% |
| 31 Mar, 19 | 28 | 16.67% |
| 31 Dec, 18 | 24 | -44.19% |
| 30 Sep, 18 | 43 | - |
30 institutional shareholders have increased their position in CCB stock as of 30 Jun 24 compared to 59 in the previous quarter (a -49.15% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 9 | -78.57% |
| 31 Mar, 24 | 42 | 10.53% |
| 31 Dec, 23 | 38 | - |
| 30 Sep, 23 | 38 | 8.57% |
| 30 Jun, 23 | 35 | -2.78% |
| 31 Mar, 23 | 36 | -2.70% |
| 31 Dec, 22 | 37 | 12.12% |
| 30 Sep, 22 | 33 | -2.94% |
| 30 Jun, 22 | 34 | 3.03% |
| 31 Mar, 22 | 33 | 73.68% |
| 31 Dec, 21 | 19 | -9.52% |
| 30 Sep, 21 | 21 | -22.22% |
| 30 Jun, 21 | 27 | 22.73% |
| 31 Mar, 21 | 22 | 37.50% |
| 31 Dec, 20 | 16 | -23.81% |
| 30 Sep, 20 | 21 | 23.53% |
| 30 Jun, 20 | 17 | -19.05% |
| 31 Mar, 20 | 21 | 16.67% |
| 31 Dec, 19 | 18 | 5.88% |
| 30 Sep, 19 | 17 | 88.89% |
| 30 Jun, 19 | 9 | 12.50% |
| 31 Mar, 19 | 8 | -42.86% |
| 31 Dec, 18 | 14 | - |
| 30 Sep, 18 | - | - |
9 institutional shareholders have reduced their position in CCB stock as of 30 Jun 24 compared to 42 in the previous quarter (a -78.57% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 50 | -57.98% | 1,643,009 | -78.93% | 12.32% | 0.36% | 30 | -49.15% | 9 | -78.57% |
| 31 Mar, 24 | 119 | 2.59% | 7,799,319 | -1.60% | 58.81% | 1.65% | 59 | 15.69% | 42 | 10.53% |
| 31 Dec, 23 | 116 | -0.85% | 7,926,339 | 3.89% | 59.66% | 1.81% | 51 | -5.56% | 38 | - |
| 30 Sep, 23 | 117 | 9.35% | 7,629,474 | 0.85% | 57.47% | 1.75% | 54 | 12.50% | 38 | 8.57% |
| 30 Jun, 23 | 107 | -9.32% | 7,565,363 | 0.15% | 57.33% | 1.75% | 48 | -21.31% | 35 | -2.78% |
| 31 Mar, 23 | 118 | -7.09% | 7,553,942 | -1.06% | 57.24% | 1.65% | 61 | -12.86% | 36 | -2.70% |
| 31 Dec, 22 | 127 | 13.39% | 7,634,514 | 4.39% | 58.96% | 1.85% | 70 | 34.62% | 37 | 12.12% |
| 30 Sep, 22 | 112 | 10.89% | 7,313,675 | -5.17% | 56.53% | 1.59% | 52 | 8.33% | 33 | -2.94% |
| 30 Jun, 22 | 101 | -9.01% | 7,712,766 | 5.76% | 59.66% | 1.87% | 48 | -20.00% | 34 | 3.03% |
| 31 Mar, 22 | 111 | 12.12% | 7,293,032 | -2.51% | 56.54% | 1.49% | 60 | -3.23% | 33 | 73.68% |
| 31 Dec, 21 | 99 | 23.75% | 7,480,647 | 15.12% | 61.60% | 2.10% | 62 | 67.57% | 19 | -9.52% |
| 30 Sep, 21 | 80 | 15.94% | 6,497,892 | 0.70% | 54.15% | 1.87% | 37 | 27.59% | 21 | -22.22% |
| 30 Jun, 21 | 69 | -4.17% | 6,452,470 | 4.40% | 53.84% | 2.02% | 29 | -6.45% | 27 | 22.73% |
| 31 Mar, 21 | 72 | 14.29% | 6,180,668 | -4.89% | 51.59% | 1.74% | 31 | -6.06% | 22 | 37.50% |
| 31 Dec, 20 | 63 | 3.28% | 6,498,272 | 11.35% | 54.44% | 2.27% | 33 | 37.50% | 16 | -23.81% |
| 30 Sep, 20 | 61 | -4.69% | 5,835,733 | 0.05% | 48.96% | 2.04% | 24 | -17.24% | 21 | 23.53% |
| 30 Jun, 20 | 64 | -5.88% | 5,832,659 | -0.84% | 48.94% | 2.01% | 29 | -12.12% | 17 | -19.05% |
| 31 Mar, 20 | 68 | -5.56% | 5,881,938 | 2.58% | 49.39% | 2.13% | 33 | -13.16% | 21 | 16.67% |
| 31 Dec, 19 | 72 | 14.29% | 5,734,208 | 1.78% | 48.17% | 2.15% | 38 | 15.15% | 18 | 5.88% |
| 30 Sep, 19 | 63 | 18.87% | 5,633,878 | 7.46% | 47.34% | 2.44% | 33 | - | 17 | 88.89% |
| 30 Jun, 19 | 53 | 6.00% | 5,242,955 | 13.31% | 44.08% | 2.91% | 33 | 17.86% | 9 | 12.50% |
| 31 Mar, 19 | 50 | 4.17% | 4,627,255 | 26.31% | 38.94% | 3.16% | 28 | 16.67% | 8 | -42.86% |
| 31 Dec, 18 | 48 | 11.63% | 3,663,363 | 6.70% | 35.09% | 3.83% | 24 | -44.19% | 14 | - |
| 30 Sep, 18 | 43 | - | 3,433,367 | - | 30.28% | - | 43 | - | - | - |
Coastal Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Coastal Financial's stock was made by EDWARDS JOEL G on May 24 2024, selling 1,034 shares at $44.45 per share (valued at $45.96K).
Coastal Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 10 | 3 | 333.33% |
| Q1 2024 | 16 | 15 | 106.67% |
| Q3 2023 | - | 1 | - |
| Q2 2023 | 10 | - | - |
| Q1 2023 | 19 | 18 | 105.56% |
| Q4 2022 | 3 | 25 | 12.00% |
| Q3 2022 | 1 | 3 | 33.33% |
| Q2 2022 | 14 | - | - |
| Q1 2022 | 9 | 7 | 128.57% |
| Q4 2021 | 5 | 8 | 62.50% |
| Q3 2021 | 2 | 3 | 66.67% |
| Q2 2021 | 14 | 5 | 280.00% |
| Q1 2021 | 8 | 3 | 266.67% |
| Q4 2020 | 10 | 9 | 111.11% |
| Q3 2020 | 6 | 5 | 120.00% |
| Q2 2020 | 1 | 1 | 100.00% |
| Q1 2020 | 26 | 8 | 325.00% |
| Q4 2019 | 1 | 2 | 50.00% |
| Q3 2019 | 6 | - | - |
| Q2 2019 | 5 | 1 | 500.00% |
10 total buy trades, and 3 total sell trades (buy/sell ratio of 3.33%) were made by Coastal Financial's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 3 | - |
| Q1 2024 | - | 3 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | - | - |
| Q1 2023 | 6 | 8 | 75.00% |
| Q4 2022 | - | 22 | - |
| Q3 2022 | - | 1 | - |
| Q2 2022 | 3 | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 3 | 5 | 60.00% |
| Q3 2021 | - | 1 | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | 1 | 7 | 14.29% |
| Q3 2020 | 1 | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | 4 | - | - |
| Q4 2019 | 1 | - | - |
| Q3 2019 | 6 | - | - |
| Q2 2019 | 2 | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of Coastal Financial's stocks.
Coastal Financial Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| LSBK | Lake Shore Bancorp, Inc. |
| CFB | CrossFirst Bankshares, Inc. |
| ORRF | Orrstown Financial Services, Inc. |
| PKBK | Parke Bancorp, Inc. |
| FNWD | Finward Bancorp |
| FCCO | First Community Corporation |
| FBIZ | First Business Financial Services, Inc. |
| OPOF | Old Point Financial Corporation |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| AFBI | Affinity Bancshares, Inc. |
| HVBC | HV Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| CNOB | ConnectOne Bancorp, Inc. |
| RBKB | Rhinebeck Bancorp, Inc. |
| FNWB | First Northwest Bancorp |
CCB Ownership FAQ
Who Owns Coastal Financial?
Coastal Financial is owned by institutional shareholders (12.32%), insiders (18.68%), and public (69.00%). The largest institutional shareholder of Coastal Financial is BLACKROCK INC. (8.02% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (0.72% of total shares).
Who are the major institutional shareholders of Coastal Financial?
Coastal Financial's major institutional shareholders are BLACKROCK INC., T. ROWE PRICE INVESTMENT MANAGEMENT, INC., ENDEAVOUR CAPITAL ADVISORS INC, VANGUARD GROUP INC, and MANUFACTURERS LIFE INSURANCE COMPANY, THE. The top five shareholders own together 27.42% of the company's share outstanding.
How many Coastal Financial shareholders are there?
As of Jun 2024, there are 50 institutional shareholders of Coastal Financial.
What percentage of Coastal Financial is owned by BLACKROCK INC?
BLACKROCK INC owns 1.07M shares of Coastal Financial, representing 8.02% of the company's total shares outstanding, valued at $49.34M (as of Jun 2024).
What percentage of Coastal Financial is owned by T. ROWE PRICE INVESTMENT MANAGEMENT, INC?
As of Jun 2024, T. ROWE PRICE INVESTMENT MANAGEMENT, INC holds 901.77K shares of Coastal Financial (CCB), compromising 6.76% of the company, valued at $41.61M.
What percentage of Coastal Financial is owned by ENDEAVOUR CAPITAL ADVISORS INC?
ENDEAVOUR CAPITAL ADVISORS INC is the third largest holder of Coastal Financial. The company owns 750.68K of the company's shares outstanding (worth $34.64M).