Coastal Financial Ownership | Who Owns Coastal Financial?

Coastal Financial Ownership Summary

Coastal Financial is owned by 61.83% institutional investors, 18.56% insiders, and 19.61% retail investors. Blackrock is the largest institutional shareholder, holding 8.02% of CCB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 5.09% of its assets in Coastal Financial shares.

CCB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Coastal Financial	61.83%	18.56%	19.61%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Regional Banks Stocks	51.80%	12.03%	36.18%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.07M	8.02%	$49.34M
T. rowe price investment management	901.77K	6.76%	$41.61M
Endeavour capital advisors	750.68K	5.63%	$34.64M
Vanguard group	575.01K	4.31%	$26.53M
Manufacturers life insurance company, the	361.29K	2.71%	$16.67M
Dimensional fund advisors lp	359.86K	2.70%	$16.60M
State street	306.89K	2.30%	$14.16M
Gw&k investment management	304.68K	2.28%	$14.06M
Geode capital management	287.68K	2.16%	$13.28M
Kennedy capital management	255.39K	1.91%	$11.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Endeavour capital advisors	750.68K	12.05%	$34.64M
Jacobs asset management	171.82K	5.03%	$7.93M
Ejf capital	87.28K	2.98%	$4.03M
Cox capital mgt	48.61K	2.65%	$4.13M
John w. rosenthal capital management	30.12K	2.37%	$2.56M
Mendon capital advisors	40.00K	1.02%	$1.85M
Summerhaven investment management	16.98K	0.89%	$1.44M
Stieven capital advisors	54.61K	0.56%	$2.52M
Madrona financial services	18.46K	0.43%	$1.57M
Corton capital	12.58K	0.30%	$580.30K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	1.07M	0.00%	222.47K
Boothbay fund management	158.09K	0.17%	38.19K
T. rowe price investment management	901.77K	0.03%	31.49K
American century companies	141.20K	0.00%	26.69K
Gw&k investment management	304.68K	0.13%	20.63K

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	20.95K	0.00%	-77.30K
Rmb capital management	40.00K	0.04%	-60.00K
Mendon capital advisors	40.00K	1.02%	-60.00K
Norden group	-	-	-38.27K
Vanguard group	575.01K	0.00%	-23.59K

New Positions

Holder	Shares	% Assets	Change	Value
Ubs asset management americas	16.11K	0.00%	16.11K	$743.18K
Corton capital	12.58K	0.30%	12.58K	$580.30K
Gsa capital partners llp	10.99K	0.04%	10.99K	$507.00K
Royce & associates lp	9.96K	0.00%	9.96K	$459.69K
Arcus capital partners	8.20K	0.15%	8.20K	$378.16K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-2.00
Point72 (difc)	-14.00
Allspring global investments	-96.00
Opal wealth advisors	-499.00
Metropolitan life insurance co/ny	-641.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	144	15.20%	8,293,116	4.90%	61	1.76%	76	11.76%	44	18.92%
Jun 30, 2024	125	5.04%	7,905,916	1.37%	59	1.71%	68	15.25%	37	-11.90%
Mar 31, 2024	119	2.59%	7,799,319	-1.60%	58	1.65%	59	15.69%	42	10.53%
Dec 31, 2023	116	-0.85%	7,926,339	3.89%	59	1.81%	51	-5.56%	38	-
Sep 30, 2023	117	9.35%	7,629,474	0.85%	57	1.75%	54	12.50%	38	8.57%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	759.74K	5.09%	73.55K
T. Rowe Price U.S. SC Value Eq Tr-Z	422.28K	2.83%	121.53K
Vanguard Total Stock Mkt Idx Inv	379.75K	2.54%	43.52K
iShares Russell 2000 ETF	320.71K	2.15%	-1.23K
JHancock Regional Bank A	184.90K	1.24%	-3.69K
Vanguard Institutional Extnd Mkt Idx Tr	162.12K	1.09%	3.81K
JH Financial Opportunities	130.62K	0.88%	-
Kennedy Extended Small Cap	129.00K	0.86%	-7.40K
Avantis US Small Cap Value ETF	125.91K	0.84%	-
Fidelity Small Cap Index	116.00K	0.78%	678.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 22, 2024	Sprink Eric M	CEO	Sell	$237.32K
Nov 08, 2024	Sprink Eric M	CEO	Sell	$141.90K
Nov 07, 2024	Sprink Eric M	CEO	Sell	$178.17K
Nov 11, 2024	Sand Jonathan E	EVP, Chief Credit Officer	Sell	$74.15K
Nov 04, 2024	Sprink Eric M	CEO	Sell	$63.11K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	22
2024 Q3	-	18
2024 Q2	-	3
2024 Q1	-	3
2023 Q3	-	1

CCB Ownership FAQ

Who Owns Coastal Financial?

Coastal Financial shareholders are primarily institutional investors at 61.83%, followed by 18.56% insiders and 19.61% retail investors. The average institutional ownership in Coastal Financial's industry, Regional Banks Stocks, is 51.80%, which Coastal Financial exceeds.

Who owns the most shares of Coastal Financial?

Coastal Financial’s largest shareholders are Blackrock (1.07M shares, 8.02%), T. rowe price investment management (901.77K shares, 6.76%), and Endeavour capital advisors (750.68K shares, 5.63%). Together, they hold 20.40% of Coastal Financial’s total shares outstanding.

Does Blackrock own Coastal Financial?

Yes, BlackRock owns 8.02% of Coastal Financial, totaling 1.07M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 49.34M$. In the last quarter, BlackRock increased its holdings by 222.47K shares, a 26.27% change.

Who is Coastal Financial’s biggest shareholder by percentage of total assets invested?

Endeavour capital advisors is Coastal Financial’s biggest shareholder by percentage of total assets invested, with 12.05% of its assets in 750.68K Coastal Financial shares, valued at 34.64M$.

Who is the top mutual fund holder of Coastal Financial shares?

T. Rowe Price Small-Cap Value is the top mutual fund holder of Coastal Financial shares, with 5.09% of its total shares outstanding invested in 759.74K Coastal Financial shares.

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