CCB NASDAQ
Coastal Financial Corporation
1W: +0.8%
1M: -14.1%
3M: -16.0%
YTD: -38.0%
1Y: -21.1%
3Y: +110.0%
5Y: +127.4%
$69.66
-0.61 (-0.87%)
Weekly Expected Move ±7.7%
$58
$63
$68
$74
$79
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — CCB
232
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
$824M
Total Invested
27
New Positions
54
Increased
130
Reduced
73
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (257 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, I | 1,275,034 | $$89M | -484,675 | -27.5% | 13Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 1,124,444 | $$78M | — | +0.0% | 1Q | SEC ↗ |
| 3 | BlackRock, Inc. | 973,859 | $$68M | -10,966 | -1.1% | 7Q | SEC ↗ |
| 4 | VANGUARD GROUP INC | 784,230 | $$55M | +18,193 | +2.4% | 12Q | SEC ↗ |
| 5 | Azora Capital LP | 658,617 | $$46M | +40,373 | +6.5% | 6Q | SEC ↗ |
| 6 | STATE STREET CORP | 554,958 | $$39M | +112,131 | +25.3% | 13Q | SEC ↗ |
| 7 | COOPER CREEK PARTNERS MANAGEMENT LLC | 450,134 | $$31M | +230,537 | +105.0% | 5Q | SEC ↗ |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 447,432 | $$31M | -19,435 | -4.2% | 13Q | SEC ↗ |
| 9 | AMERICAN CENTURY COMPANIES INC | 418,674 | $$29M | -121,795 | -22.5% | 13Q | SEC ↗ |
| 10 | FMR LLC | 370,756 | $$26M | +723 | +0.2% | 13Q | SEC ↗ |
| 11 | DIMENSIONAL FUND ADVISORS LP | 359,571 | $$25M | +25,424 | +7.6% | 13Q | SEC ↗ |
| 12 | MANUFACTURERS LIFE INSURANCE COMPANY, | 337,819 | $$24M | +4,611 | +1.4% | 13Q | SEC ↗ |
| 13 | WESTWOOD HOLDINGS GROUP INC | 331,360 | $$23M | -5,680 | -1.7% | 6Q | SEC ↗ |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 319,525 | $$22M | -6,372 | -2.0% | 13Q | SEC ↗ |
| 15 | LOOMIS SAYLES & CO L P | 304,788 | $$21M | -25,442 | -7.7% | 3Q | SEC ↗ |
| 16 | ENDEAVOUR CAPITAL ADVISORS INC | 273,602 | $$19M | +111,678 | +69.0% | 13Q | SEC ↗ |
| 17 | UBS AM, a distinct business unit of UB | 268,689 | $$19M | +106,503 | +65.7% | 8Q | SEC ↗ |
| 18 | EMERALD ADVISERS, LLC | 221,182 | $$15M | +68,427 | +44.8% | 6Q | SEC ↗ |
| 19 | GW&K Investment Management, LLC | 181,988 | $$13M | -15,841 | -8.0% | 13Q | SEC ↗ |
| 20 | UBS Group AG | 159,712 | $$11M | +37,952 | +31.2% | 13Q | SEC ↗ |
| 21 | KENNEDY CAPITAL MANAGEMENT LLC | 158,763 | $$11M | -10,062 | -6.0% | 13Q | SEC ↗ |
| 22 | EMERALD MUTUAL FUND ADVISERS TRUST | 156,664 | $$11M | +48,927 | +45.4% | 13Q | SEC ↗ |
| 23 | Ranger Investment Management, L.P. | 151,099 | $$11M | -940 | -0.6% | 3Q | SEC ↗ |
| 24 | SEGALL BRYANT & HAMILL, LLC | 140,394 | $$10M | +67,207 | +91.8% | 2Q | SEC ↗ |
| 25 | JCSD Capital, LLC | 140,140 | $$10M | +11,100 | +8.6% | 4Q | SEC ↗ |
| 26 | PEREGRINE CAPITAL MANAGEMENT LLC | 139,607 | $$10M | -6,099 | -4.2% | 5Q | SEC ↗ |
| 27 | Advisors Capital Management, LLC | 130,004 | $$9M | +5,301 | +4.3% | 13Q | SEC ↗ |
| 28 | D.A. DAVIDSON & CO. | 125,539 | $$9M | — | +0.0% | 3Q | SEC ↗ |
| 29 | ALLIANCEBERNSTEIN L.P. | 119,238 | $$8M | -3,218 | -2.6% | 12Q | SEC ↗ |
| 30 | Brevan Howard Capital Management LP NEW | 110,000 | $$8M | — | +0.0% | 1Q | SEC ↗ |
| 31 | NORTHERN TRUST CORP | 108,390 | $$8M | +1,738 | +1.6% | 13Q | SEC ↗ |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 107,726 | $$8M | +471 | +0.4% | 13Q | SEC ↗ |
| 33 | MORGAN STANLEY | 101,301 | $$7M | +69,633 | +219.9% | 12Q | SEC ↗ |
| 34 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 99,255 | $$7M | — | +0.0% | 1Q | SEC ↗ |
| 35 | STATE OF WISCONSIN INVESTMENT BOARD | 95,647 | $$7M | -15,148 | -13.7% | 11Q | SEC ↗ |
| 36 | STIFEL FINANCIAL CORP | 93,884 | $$7M | +34,230 | +57.4% | 13Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO NEW | 90,773 | $$6M | — | +0.0% | 1Q | SEC ↗ |
| 38 | JACOBS ASSET MANAGEMENT, LLC | 89,146 | $$6M | +697 | +0.8% | 13Q | SEC ↗ |
| 39 | BANK OF AMERICA CORP /DE | 86,657 | $$6M | +36,045 | +71.2% | 13Q | SEC ↗ |
| 40 | PRICE T ROWE ASSOCIATES INC /MD | 86,044 | $$6M | -19,690 | -18.6% | 6Q | SEC ↗ |
| 41 | GOLDMAN SACHS GROUP INC | 85,788 | $$6M | -29,832 | -25.8% | 13Q | SEC ↗ |
| 42 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 77,084 | $$5M | -8,639 | -10.1% | 4Q | SEC ↗ |
| 43 | Stieven Capital Advisors, L.P. | 65,771 | $$5M | -200 | -0.3% | 10Q | SEC ↗ |
| 44 | BOOTHBAY FUND MANAGEMENT, LLC | 61,793 | $$4M | -44,549 | -41.9% | 13Q | SEC ↗ |
| 45 | MENDON CAPITAL ADVISORS CORP | 56,000 | $$4M | +26,000 | +86.7% | 3Q | SEC ↗ |
| 46 | ROYCE & ASSOCIATES LP | 55,680 | $$4M | -68,172 | -55.0% | 8Q | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 51,020 | $$4M | +2,450 | +5.0% | 13Q | SEC ↗ |
| 48 | Curi Capital, LLC | 50,000 | $$3M | +20,000 | +66.7% | 13Q | SEC ↗ |
| 49 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC NEW | 49,879 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 50 | FIRST TRUST ADVISORS LP | 48,713 | $$3M | +4,954 | +11.3% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 1,124,444 | $$78M |
| Brevan Howard Capital Management LP | 110,000 | $$8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 99,255 | $$7M |
| VANGUARD FIDUCIARY TRUST CO | 90,773 | $$6M |
| GRAHAM CAPITAL WEALTH MANAGEMENT, L | 49,879 | $$3M |
| Militia Capital Management LLC | 48,559 | $$3M |
| JANE STREET GROUP, LLC | 31,232 | $$2M |
| ExodusPoint Capital Management, LP | 27,313 | $$2M |
| Y-Intercept (Hong Kong) Ltd | 24,768 | $$2M |
| RENAISSANCE TECHNOLOGIES LLC | 22,600 | $$2M |
| Corient Private Wealth LLC | 15,630 | $$1M |
| Trexquant Investment LP | 14,605 | $$1M |
| Qube Research & Technologies Ltd | 12,096 | $$843K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 11,634 | $$810K |
| Vident Advisory, LLC | 10,987 | $$765K |
| VANGUARD ASSET MANAGEMENT, Ltd | 8,984 | $$626K |
| Numerai GP LLC | 8,531 | $$594K |
| EntryPoint Capital, LLC | 6,560 | $$457K |
| Vanguard Global Advisers, LLC | 5,225 | $$364K |
| Squarepoint Ops LLC | 4,958 | $$345K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Driehaus Capital Management LLC | 344,364 | $$24M |
| NEXT CENTURY GROWTH INVESTORS LLC | 178,224 | $$12M |
| Phocas Financial Corp. | 68,906 | $$5M |
| MACQUARIE GROUP LTD | 41,023 | $$3M |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 40,000 | $$3M |
| PRINCIPAL FINANCIAL GROUP INC | 35,668 | $$2M |
| Lisanti Capital Growth, LLC | 32,609 | $$2M |
| Informed Momentum Co LLC | 29,427 | $$2M |
| Focus Partners Wealth | 23,842 | $$2M |
| THORNBURG INVESTMENT MANAGEMENT INC | 19,252 | $$1M |
| Elizabeth Park Capital Advisors, Lt | 19,011 | $$1M |
| NOMURA HOLDINGS INC | 16,125 | $$1M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 15,276 | $$1M |
| Harvest Investment Services, LLC | 14,607 | $$1M |
| PDT Partners, LLC | 13,769 | $$959K |
| Empowered Funds, LLC | 13,511 | $$941K |
| MANGROVE PARTNERS IM, LLC | 7,737 | $$539K |
| Jain Global LLC | 7,204 | $$502K |
| Tidal Investments LLC | 6,765 | $$471K |
| Brooklyn Investment Group | 5,885 | $$410K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| COOPER CREEK PARTNERS MANAGEMENT LL | +230,537 | +105.0% | 450,134 |
| STATE STREET CORP | +112,131 | +25.3% | 554,958 |
| ENDEAVOUR CAPITAL ADVISORS INC | +111,678 | +69.0% | 273,602 |
| UBS AM, a distinct business unit of | +106,503 | +65.7% | 268,689 |
| MORGAN STANLEY | +69,633 | +219.9% | 101,301 |
| EMERALD ADVISERS, LLC | +68,427 | +44.8% | 221,182 |
| SEGALL BRYANT & HAMILL, LLC | +67,207 | +91.8% | 140,394 |
| EMERALD MUTUAL FUND ADVISERS TRUST | +48,927 | +45.4% | 156,664 |
| Azora Capital LP | +40,373 | +6.5% | 658,617 |
| UBS Group AG | +37,952 | +31.2% | 159,712 |
| BANK OF AMERICA CORP /DE | +36,045 | +71.2% | 86,657 |
| STIFEL FINANCIAL CORP | +34,230 | +57.4% | 93,884 |
| PNC FINANCIAL SERVICES GROUP, INC. | +32,012 | +16937.6% | 32,201 |
| MENDON CAPITAL ADVISORS CORP | +26,000 | +86.7% | 56,000 |
| DIMENSIONAL FUND ADVISORS LP | +25,424 | +7.6% | 359,571 |
| Quantinno Capital Management LP | +23,125 | +1026.9% | 25,377 |
| XTX Topco Ltd | +22,146 | +562.5% | 26,083 |
| Balyasny Asset Management L.P. | +21,528 | +838.6% | 24,095 |
| Curi Capital, LLC | +20,000 | +66.7% | 50,000 |
| VANGUARD GROUP INC | +18,193 | +2.4% | 784,230 |