Stock Transactions — COASTAL FINL CORP WA

Total Bought
649,579
57 transactions
Total Sold
467,184
51 transactions
Net
+182,395
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
JACOBS ASSET MANAGEMENT, LLC71,800184,722+112,9222.495.50+3.01buy
MILLENNIUM MANAGEMENT LLC19,77498,250+78,4760.000.00+0.00buy
PMC FIG Opportunities LLC10,00070,104+60,1041.234.09+2.86buy
BOOTHBAY FUND MANAGEMENT, LLC60,000119,896+59,8960.090.13+0.04buy
FRANKLIN RESOURCES INC5,03359,290+54,2570.000.00+0.00buy
NORDEN GROUP LLC038,272+38,2720.000.11+0.11buy
AMERICAN CENTURY COMPANIES INC80,614114,513+33,8990.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP316,125339,344+23,2190.000.00-0.00buy
CITADEL ADVISORS LLC11,55630,761+19,2050.000.00+0.00buy
Advisors Capital Management, LLC144,032157,911+13,8790.130.11-0.02buy
T. Rowe Price Investment Management, Inc.857,959870,281+12,3220.020.02-0.00buy
GEODE CAPITAL MANAGEMENT, LLC257,905268,266+10,3610.000.00-0.00buy
STATE OF WISCONSIN INVESTMENT BOARD58,07267,758+9,6860.010.01-0.00buy
EXCHANGE TRADED CONCEPTS, LLC09,618+9,6180.000.01+0.01buy
ExodusPoint Capital Management, LP09,117+9,1170.000.00+0.00buy
KENNEDY CAPITAL MANAGEMENT LLC267,153275,383+8,2300.260.22-0.04buy
Jump Financial, LLC07,988+7,9880.000.01+0.01buy
GOLDMAN SACHS GROUP INC18,69925,835+7,1360.000.00+0.00buy
XTX Topco Ltd06,884+6,8840.000.04+0.04buy
SHERBROOKE PARK ADVISERS LLC06,856+6,8560.000.05+0.05buy
ENDEAVOUR CAPITAL ADVISORS INC743,898750,685+6,78711.0710.09-0.99buy
HRT FINANCIAL LP06,731+6,7310.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC06,500+6,5000.000.01+0.01buy
VANGUARD GROUP INC593,009598,601+5,5920.000.00-0.00buy
Quadrature Capital Ltd05,326+5,3260.000.00+0.00buy
Cubist Systematic Strategies, LLC05,279+5,2790.000.00+0.00buy
UBS Group AG7,64512,761+5,1160.000.00+0.00buy
JPMORGAN CHASE & CO98,395102,235+3,8400.000.00-0.00buy
HSBC HOLDINGS PLC5,6338,471+2,8380.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP25,71027,944+2,2340.000.00-0.00buy
BNP PARIBAS FINANCIAL MARKETS9,80611,572+1,7660.000.00-0.00buy
AQR CAPITAL MANAGEMENT LLC8,0239,772+1,7490.000.00-0.00buy
JANE STREET GROUP, LLC6,5948,140+1,5460.000.00+0.00buy
FRG Family Wealth Advisors LLC01,450+1,4500.000.01+0.01buy
EntryPoint Capital, LLC2241,663+1,4390.010.06+0.05buy
CITIGROUP INC7,9679,204+1,2370.000.00-0.00buy
STATE STREET CORP285,681286,638+9570.000.00-0.00buy
TWO SIGMA ADVISERS, LP31,20032,100+9000.000.00-0.00buy
Point72 Asia (Singapore) Pte. Ltd.0837+8370.000.01+0.01buy
First Bank & Trust21,00621,767+7610.230.17-0.05buy
QUADRANT CAPITAL GROUP LLC0655+6550.000.00+0.00buy
Aquatic Capital Management LLC1,1001,700+6000.000.00+0.00buy
FIRST TRUST ADVISORS LP36,49337,062+5690.000.00-0.00buy
Cox Capital Mgt LLC35,45436,010+5561.030.86-0.16buy
RHUMBLINE ADVISERS13,99914,446+4470.000.00-0.00buy
WELLS FARGO & COMPANY/MN2,8413,274+4330.000.00-0.00buy
INTRUST BANK NA12,99613,362+3660.070.06-0.01buy
DEUTSCHE BANK AG\5,3115,675+3640.000.00-0.00buy
Stieven Capital Advisors, L.P.55,31355,413+1000.530.45-0.08buy
NEW YORK LIFE INVESTMENT MANAGEMENT LLC9,5909,669+790.000.00-0.00buy
SIMPLEX TRADING, LLC066+660.000.00+0.00buy
MassMutual Private Wealth & Trust, FSB063+630.000.00+0.00buy
Russell Investments Group, Ltd.782821+390.000.00-0.00buy
Covestor Ltd018+180.000.00+0.00buy
CWM, LLC07+70.000.000.00buy
Allspring Global Investments Holdings, LLC1720+30.000.00-0.00buy
Avior Wealth Management, LLC02+20.000.00+0.00buy
Ameritas Investment Partners, Inc.1,0761,07600.000.00-0.00hold
ALLIANCEBERNSTEIN L.P.217,820217,82000.000.00-0.00hold
LOS ANGELES CAPITAL MANAGEMENT LLC35,43535,43500.010.00-0.00hold
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.56,70056,70000.150.13-0.02hold
Zurcher Kantonalbank (Zurich Cantonalbank)1,0621,06200.000.00-0.00hold
MetLife Investment Management, LLC5,3965,39600.000.00-0.00hold
Allworth Financial LP13013000.000.00-0.00hold
Madrona Financial Services, LLC18,46518,46500.320.25-0.07hold
Swiss National Bank22,26522,26500.000.00-0.00hold
First Horizon Advisors, Inc.2,3462,34600.000.00-0.00hold
Parallel Advisors, LLC7,7787,77800.010.01-0.00hold
First Pacific Financial2,0562,05600.030.02-0.01hold
Quent Capital, LLC19,88919,88900.120.09-0.03hold
US BANCORP \DE\10,69710,69700.000.00-0.00hold
STIFEL FINANCIAL CORP66,00066,00000.000.00-0.00hold
METROPOLITAN LIFE INSURANCE CO/NY64164100.000.00-0.00hold
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0000.000.000.00hold
NISA INVESTMENT ADVISORS, LLC9900.000.00-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND5,2735,270-30.000.00-0.00sell
JACOBS LEVY EQUITY MANAGEMENT, INC23,13623,115-210.010.00-0.00sell
Legal & General Group Plc7,8937,866-270.000.00-0.00sell
TRUIST FINANCIAL CORP16,28716,252-350.000.00-0.00sell
AMERICAN INTERNATIONAL GROUP, INC.5,3805,335-450.000.00-0.00sell
MML INVESTORS SERVICES, LLC5,5825,502-800.000.00-0.00sell
SHELL ASSET MANAGEMENT CO1,5791,475-1040.000.00-0.00sell
Riverwater Partners LLC7,8817,771-1100.270.22-0.05sell
FMR LLC1,049914-1350.000.00-0.00sell
NewEdge Advisors, LLC363202-1610.000.00-0.00sell
Rafferty Asset Management, LLC10,70110,283-4180.000.00-0.00sell
AMERIPRISE FINANCIAL INC15,78415,354-4300.000.00-0.00sell
Capital Advisors Wealth Management, LLC6,4645,964-5000.070.05-0.02sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM11,88111,253-6280.000.00-0.00sell
Quantbot Technologies LP6570-6570.000.00-0.00sell
JANUS HENDERSON GROUP PLC13,10612,350-7560.000.00-0.00sell
CHARLES SCHWAB INVESTMENT MANAGEMENT INC30,41729,633-7840.000.00-0.00sell
West Tower Group, LLC7900-7900.070.00-0.07sell
Tradewinds Capital Management, LLC4,0053,100-9050.070.03-0.04sell
AMALGAMATED BANK1,534366-1,1680.000.00-0.00sell
Magnus Financial Group LLC7,1275,744-1,3830.040.03-0.02sell
TUDOR INVESTMENT CORP ET AL22,28720,862-1,4250.010.01-0.00sell
Tower Research Capital LLC (TRC)1,6150-1,6150.000.00-0.00sell
ENVESTNET ASSET MANAGEMENT INC58,25156,105-2,1460.000.00-0.00sell
Mesirow Financial Investment Management, Inc.8,5806,371-2,2090.010.01-0.01sell
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