​

Coastal Financial Ownership | Who Owns Coastal Financial?

OverviewRevenueFinancialsChart

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 4.27% of its assets in Coastal Financial shares.

CCB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCoastal Financial61.83%18.56%19.61%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.07M8.02%$49.34M
T. rowe price investment management901.77K6.76%$41.61M
Endeavour capital advisors750.68K5.63%$34.64M
Vanguard group575.01K4.31%$26.53M
Manufacturers life insurance company, the361.29K2.71%$16.67M
Dimensional fund advisors lp359.86K2.70%$16.60M
State street306.89K2.30%$14.16M
Gw&k investment management304.68K2.28%$14.06M
Geode capital management287.68K2.16%$13.28M
Kennedy capital management255.39K1.91%$11.78M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Endeavour capital advisors750.68K12.05%$34.64M
Jacobs asset management171.82K5.03%$7.93M
Ejf capital87.28K2.98%$4.03M
Mendon capital advisors40.00K1.02%$1.85M
Cox capital mgt34.18K0.95%$1.58M
John w. rosenthal capital management9.59K0.63%$442.53K
Stieven capital advisors54.61K0.56%$2.52M
Corton capital12.58K0.30%$580.30K
Riverwater partners8.27K0.28%$381.35K
Madrona financial services18.46K0.26%$851.98K

Top Buyers

HolderShares% AssetsChange
Blackrock1.07M0.00%222.47K
Boothbay fund management158.09K0.17%38.19K
T. rowe price investment management901.77K0.03%31.49K
American century companies141.20K0.00%26.69K
Gw&k investment management304.68K0.13%20.63K

Top Sellers

HolderShares% AssetsChange
Millennium management20.95K0.00%-77.30K
Mendon capital advisors40.00K1.02%-60.00K
Rmb capital management40.00K0.04%-60.00K
Norden group---38.27K
Vanguard group575.01K0.00%-23.59K

New Positions

HolderShares% AssetsChangeValue
Diversify wealth management17.05K0.10%17.05K$809.30K
Ubs asset management americas16.11K0.00%16.11K$743.18K
Corton capital12.58K0.30%12.58K$580.30K
Gsa capital partners llp10.99K0.04%10.99K$507.00K
Empowered funds10.55K0.01%10.55K$486.69K

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202414415.20%8,293,1164.90%611.76%7611.76%4418.92%
Jun 30, 20241255.04%7,905,9161.37%591.71%6815.25%37-11.90%
Mar 31, 20241192.59%7,799,319-1.60%581.65%5915.69%4210.53%
Dec 31, 2023116-0.85%7,926,3393.89%591.81%51-5.56%38-
Sep 30, 20231179.35%7,629,4740.85%571.75%5412.50%388.57%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
T. Rowe Price Small-Cap Value574.83K4.27%-5.20K
Vanguard Total Stock Mkt Idx Inv336.22K2.48%506.00
iShares Russell 2000 ETF327.92K2.42%-742.00
T. Rowe Price U.S. SC Value Eq Tr-Z300.75K2.23%564.00
JHancock Regional Bank A190.77K1.41%-2.52K
Vanguard Institutional Extnd Mkt Idx Tr157.33K1.16%-640.00
Kennedy Extended Small Cap136.40K1.01%-39.26K
JH Financial Opportunities130.62K0.96%-
Avantis US Small Cap Value ETF127.54K0.94%-
Fidelity Small Cap Index115.58K0.85%-4.04K

Recent Insider Transactions

DateNameRoleActivityValue
Oct 22, 2024Sprink Eric M CEOSell$237.32K
Nov 08, 2024Sprink Eric M CEOSell$141.90K
Nov 07, 2024Sprink Eric M CEOSell$178.17K
Nov 11, 2024Sand Jonathan E EVP, Chief Credit OfficerSell$74.15K
Nov 04, 2024Sprink Eric M CEOSell$63.11K

Insider Transactions Trends

DateBuySell
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 51.67%, 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 4.27% of its total shares outstanding invested in 574.83K Coastal Financial shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools