COASTAL FINANCIAL CORP - Common Stock (CCB)

CUSIP: 19046P209

Q3 2023 13F Holders as of 30 Sep 2023

Holder snapshot 7 signals
Share change
+60,557
Put/Call ratio
146%
SEC-reported price per share
$42.91
Number of holders
116
Value change
+$3,601,449
Number of buys
52
Open additional details 1 more signal available
Number of sells
49
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
15,034,241

Security key

19046P209

Report period

Q3 2023

Institutions

116

Top holders

10

Ownership snapshot

Top reported holders of CCB - COASTAL FINANCIAL CORP - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
T. Rowe Price Investment ...
Disclosed value leader
T. Rowe Price Investment ...
Comparable rows
0/15
Latest evidence
30 Jun 2023
13F 3/4/5 Highest disclosed value: $30,937,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

T. Rowe Price Investment Management, Inc. has the largest disclosed position value at $30.94M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens T. Rowe Price Investment Management, Inc.'s linked filing trail.
Disclosed position value Top 5
T. Rowe Price Investment Manageme... $30.94M
BlackRock Finance, Inc. $28.3M
ENDEAVOUR CAPITAL ADVISORS INC $27.5M
MANUFACTURERS LIFE INSURANCE COMP... $22.35M
VANGUARD GROUP INC $21.41M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
T. Rowe Price Investment Management, Inc.
13F
Company
13F
—
denominator unverified
$30,937,000
821,686 shares
— 30 Jun 2023
BlackRock Finance, Inc.
13F
Company
13F
—
denominator unverified
$28,299,549
751,648 shares
— 30 Jun 2023
ENDEAVOUR CAPITAL ADVISORS INC
13F
Company
13F
—
denominator unverified
$27,504,266
730,525 shares
— 30 Jun 2023
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
Company
13F
—
denominator unverified
$22,351,299
593,660 shares
— 30 Jun 2023
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$21,411,592
568,701 shares
— 30 Jun 2023
Andrew P. Skotdal
3/4/5
Director
—
denominator unverified
$13,993,422
309,589 shares
— 14 Mar 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
116
Shares
7,774,457
Rows available
116
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
109
Q3 2023 holders
116
Holder diff
7
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 value Q3 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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