Coastal Financial Ownership | Who Owns Coastal Financial?
Coastal Financial Ownership Summary
Coastal Financial is owned by 59.26% institutional investors, 18.63% insiders, and 22.11% 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 4.27% of its assets in Coastal Financial shares.
CCB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Coastal Financial | 59.26% | 18.63% | 22.11% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Regional Banks Stocks | 49.57% | 11.62% | 38.81% |
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 |
| Mendon capital advisors | 40.00K | 1.02% | $1.85M |
| Cox capital mgt | 34.18K | 0.95% | $1.58M |
| John w. rosenthal capital management | 9.59K | 0.63% | $442.53K |
| Stieven capital advisors | 54.61K | 0.56% | $2.52M |
| Corton capital | 12.58K | 0.30% | $580.30K |
| Riverwater partners | 8.27K | 0.28% | $381.35K |
| Madrona financial services | 18.46K | 0.26% | $851.98K |
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 |
| Mendon capital advisors | 40.00K | 1.02% | -60.00K |
| Rmb capital management | 40.00K | 0.04% | -60.00K |
| Norden group | - | - | -38.27K |
| Vanguard group | 575.01K | 0.00% | -23.59K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Diversify wealth management | 17.05K | 0.10% | 17.05K | $809.30K |
| 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 |
| Empowered funds | 10.55K | 0.01% | 10.55K | $486.69K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Point72 (difc) | -14.00 |
| Opal wealth advisors | -499.00 |
| Metropolitan life insurance co/ny | -641.00 |
| Point72 asia (singapore) pte. | -837.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 107 | -9.32% | 7,565,363 | 0.15% | 57 | 1.75% | 48 | -21.31% | 35 | -2.78% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 574.83K | 4.27% | -5.20K |
| Vanguard Total Stock Mkt Idx Inv | 336.22K | 2.48% | 506.00 |
| iShares Russell 2000 ETF | 327.92K | 2.42% | -742.00 |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 300.75K | 2.23% | 564.00 |
| JHancock Regional Bank A | 190.77K | 1.41% | -2.52K |
| Vanguard Institutional Extnd Mkt Idx Tr | 157.97K | 1.17% | 3.33K |
| Kennedy Extended Small Cap | 136.40K | 1.01% | -39.26K |
| JH Financial Opportunities | 130.62K | 0.96% | - |
| Avantis US Small Cap Value ETF | 127.54K | 0.94% | - |
| Fidelity Small Cap Index | 115.58K | 0.85% | -4.04K |
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 |
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