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Get Institutions for : 
Coastal Financial Corp (CCB)  
$44.33 0.68 (1.51%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    2
Total shares held : 
 7,806,339  
% of shares held : 
 65.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 212,308  
% of shares held change : 
   1.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.78  
Last Quarter's Ending Price : 
 $38.87  
Last Quarter's Average Price : 
 $39.55  
Change from last quarter's     
avg. price to the last closing  : 
4.78 (12.09%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 47,029
 0.6%
 
Increased Positions :
41
 485,746
 6.22%
 
Unchanged Positions :
27
 555,945
 7.12%
 
Decreased Positions :
38
-240,884
-3.09%
 
Closed Positions :
10
-79,583
-1.02%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Portside Wealth Group LLC 357 *Closed 2024-03-31 0 $0 -5,272
   West Tower Group LLC 133 *Closed 2024-03-31 0 $0 -790
   RENAISSANCE TECHNOLOGIES LLC 3701 *Closed 2024-03-31 0 $0 -5,474
   QUANTBOT TECHNOLOGIES LLC 1568 *Closed 2024-03-31 0 $0 -657
   D E SHAW & CO INC 3073 *Closed 2024-03-31 0 $0 -4,876
   Carlson Capital Management 141 *Closed 2024-03-31 0 $0 -69,398
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6025 *Closed 2024-03-31 0 $0 -6,531
   SG AMERICAS SECURITIES LLC 2782 *Closed 2024-03-31 0 $0 -3,978
   RAYMOND JAMES & ASSOCIATES 3917 *Closed 2024-03-31 0 $0 -5,041
   John W. Rosenthal Capital Management Inc. 39 *Closed 2024-03-31 0 $0 -61,701
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 596 *Closed 2024-03-31 0 $0 -8,580
   ING INVESTMENT MANAGEMENT LLC 2761 *Closed 2024-03-31 0 $0 -4,869
   CAPTRUST FINANCIAL ADVISORS 2555 *Closed 2024-03-31 0 $0 -5,364
  13 Records found
  1    
  Page 1 of 1
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