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 |
Blackrock funding, inc. /de | 1.07M | 7.95% | $90.83M |
T. rowe price investment management | 901.77K | 6.76% | $41.61M |
Vanguard group | 685.38K | 5.10% | $58.20M |
Wellington management group llp | 456.89K | 3.40% | $38.79M |
Endeavour capital advisors | 455.23K | 3.39% | $38.65M |
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 | 303.47K | 2.26% | $25.77M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Endeavour capital advisors | 455.23K | 12.31% | $38.65M |
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 |
Stieven capital advisors | 102.21K | 1.54% | $8.68M |
Riverwater partners | 36.69K | 1.52% | $3.12M |
Mendon capital advisors | 40.00K | 1.02% | $1.85M |
Summerhaven investment management | 16.98K | 0.89% | $1.44M |
Madrona financial services | 18.46K | 0.43% | $1.57M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Wellington management group llp | 456.89K | 0.01% | 417.77K |
Blackrock | 1.07M | 0.00% | 222.47K |
Royce & associates lp | 89.55K | 0.07% | 79.55K |
Vanguard group | 685.38K | 0.00% | 70.27K |
Exoduspoint capital management, lp | 49.65K | 0.03% | 41.09K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Endeavour capital advisors | 455.23K | 12.31% | -293.18K |
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 |
Blackrock funding, inc. /de | 1.07M | 0.00% | -47.70K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Ubs asset management americas | 16.11K | 0.00% | 16.11K | $743.18K |
Proficio capital partners | 13.42K | 0.00% | 13.42K | $13.42K |
Corton capital | 12.58K | 0.30% | 12.58K | $580.30K |
Sei investments | 7.55K | 0.00% | 7.55K | $641.18K |
Susquehanna fundamental investments | 7.20K | 0.01% | 7.20K | $332.02K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -2.00 |
Point72 (difc) | -14.00 |
Capital performance advisors llp | -46.00 |
Allspring global investments | -96.00 |
Picton mahoney asset management | -401.00 |
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 | 324.09K | 2.17% | -2.45K |
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 | 113.79K | 0.76% | -2.21K |
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 |
---|---|---|
2025 Q1 | - | - |
2024 Q4 | - | 22 |
2024 Q3 | - | 18 |
2024 Q2 | - | 3 |
2024 Q1 | - | 3 |
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