Stock Transactions — COASTAL FINL CORP WA

Total Bought
965,798
80 transactions
Total Sold
730,769
84 transactions
Net
+235,029
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
AMERICAN CENTURY COMPANIES INC206,433481,933+275,5000.010.03+0.01buy
Azora Capital LP594,142751,098+156,9563.653.29-0.36buy
FIRST TRUST ADVISORS LP9,07768,748+59,6710.000.01+0.00buy
SILVERCREST ASSET MANAGEMENT GROUP LLC058,786+58,7860.000.04+0.04buy
ROYCE & ASSOCIATES LP106,339148,625+42,2860.100.15+0.04buy
PEREGRINE CAPITAL MANAGEMENT LLC112,594140,693+28,0990.340.41+0.07buy
PRINCIPAL FINANCIAL GROUP INC14,30342,121+27,8180.000.00+0.00buy
ExodusPoint Capital Management, LP10,44537,266+26,8210.010.04+0.03buy
VANGUARD GROUP INC739,322762,236+22,9140.000.00-0.00buy
Militia Capital Partners, LP11,00032,900+21,9000.501.50+1.00buy
BOOTHBAY FUND MANAGEMENT, LLC91,715110,915+19,2000.290.33+0.04buy
JACOBS ASSET MANAGEMENT, LLC82,500100,000+17,5004.725.52+0.80buy
EMERALD MUTUAL FUND ADVISERS TRUST64,87378,995+14,1220.420.47+0.05buy
JCSD Capital, LLC116,711130,040+13,32915.7924.50+8.71buy
COOPER CREEK PARTNERS MANAGEMENT LLC64,71377,661+12,9480.190.25+0.06buy
DIMENSIONAL FUND ADVISORS LP347,818359,160+11,3420.010.01+0.00buy
Cubist Systematic Strategies, LLC6,25517,551+11,2960.010.02+0.01buy
PMC FIG Opportunities LLC36,47147,653+11,1828.056.87-1.18buy
GOLDMAN SACHS GROUP INC73,50384,247+10,7440.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC26,46536,361+9,8960.000.00+0.00buy
NOMURA HOLDINGS INC07,947+7,9470.000.01+0.01buy
STATE STREET CORP401,377408,735+7,3580.000.00-0.00buy
TWO SIGMA INVESTMENTS, LP20,09727,305+7,2080.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC297,635304,365+6,7300.000.00-0.00buy
BARCLAYS PLC25,35832,006+6,6480.000.00+0.00buy
MACQUARIE GROUP LTD32,22238,086+5,8640.000.00+0.00buy
CITADEL ADVISORS LLC4,4349,413+4,9790.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS2,2707,141+4,8710.000.00+0.00buy
BANK OF AMERICA CORP /DE/41,28946,160+4,8710.000.00+0.00buy
SG Americas Securities, LLC6,35010,741+4,3910.000.00+0.00buy
Amundi03,565+3,5650.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC03,431+3,4310.000.00+0.00buy
Jump Financial, LLC03,400+3,4000.000.00+0.00buy
Orion Porfolio Solutions, LLC59,83163,168+3,3370.050.05-0.00buy
LPL Financial LLC03,113+3,1130.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC98,858101,940+3,0820.000.00+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP25,90928,757+2,8480.000.00+0.00buy
Legal & General Group Plc11,31514,149+2,8340.000.00+0.00buy
RHUMBLINE ADVISERS16,70019,101+2,4010.000.00+0.00buy
CacheTech Inc.02,204+2,2040.000.04+0.04buy
BALYASNY ASSET MANAGEMENT L.P.02,155+2,1550.000.00+0.00buy
Advisors Capital Management, LLC139,895141,658+1,7630.200.19-0.01buy
TRUIST FINANCIAL CORP16,68318,381+1,6980.000.00+0.00buy
Brooklyn Investment Group01,612+1,6120.000.02+0.02buy
Creative Planning9,88411,466+1,5820.000.00+0.00buy
Point72 Asset Management, L.P.01,400+1,4000.000.00+0.00buy
RAYMOND JAMES FINANCIAL INC6,2677,372+1,1050.000.00+0.00buy
Empowered Funds, LLC12,43913,511+1,0720.020.01-0.00buy
Quantbot Technologies LP8,4769,535+1,0590.020.02-0.00buy
Tower Research Capital LLC (TRC)2031,262+1,0590.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/9,39810,337+9390.000.00+0.00buy
Portside Wealth Group, LLC3,6664,505+8390.050.06+0.01buy
STIFEL FINANCIAL CORP66,12566,746+6210.010.01-0.00buy
Rafferty Asset Management, LLC16,48617,102+6160.010.01-0.00buy
WELLS FARGO & COMPANY/MN6,1036,705+6020.000.00+0.00buy
KLP KAPITALFORVALTNING AS2,1002,700+6000.000.00+0.00buy
Russell Investments Group, Ltd.251827+5760.000.00+0.00buy
Global Retirement Partners, LLC0565+5650.000.00+0.00buy
MetLife Investment Management, LLC7,2727,725+4530.000.00+0.00buy
VOYA INVESTMENT MANAGEMENT LLC3,2283,625+3970.000.00+0.00buy
EJF Capital LLC13,21813,547+3290.761.04+0.29buy
EMERALD ADVISERS, LLC7,2427,421+1790.030.03-0.00buy
SummerHaven Investment Management, LLC17,13817,303+1651.081.10+0.02buy
JPMORGAN CHASE & CO6,4956,644+1490.000.00-0.00buy
BNP Paribas Asset Management Holding S.A.0132+1320.000.00+0.00buy
NISA INVESTMENT ADVISORS, LLC9139+1300.000.00+0.00buy
Farther Finance Advisors, LLC0122+1220.000.00+0.00buy
EverSource Wealth Advisors, LLC23140+1170.000.00+0.00buy
Stieven Capital Advisors, L.P.88,47188,571+1001.551.67+0.13buy
Arizona State Retirement System3,8443,930+860.000.00-0.00buy
AlphaQuest LLC2,0792,139+600.020.02-0.00buy
Arcus Capital Partners, LLC12,61912,672+530.460.53+0.07buy
COMERICA BANK938+290.000.00+0.00buy
MAI Capital Management010+100.000.00+0.00buy
Allworth Financial LP140149+90.000.00-0.00buy
Sterling Capital Management LLC2531+60.000.00+0.00buy
Avion Wealth06+60.000.000.00buy
Caitong International Asset Management Co., Ltd06+60.000.00+0.00buy
True Wealth Design, LLC03+30.000.00+0.00buy
PRINCIPAL SECURITIES, INC.02+20.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13,74213,74200.000.00-0.00hold
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO23023000.000.00-0.00hold
HARBOR CAPITAL ADVISORS, INC.272700.000.00+0.00hold
NOMURA ASSET MANAGEMENT CO LTD0000.000.000.00hold
Ameritas Investment Partners, Inc.1,2661,26600.000.00-0.00hold
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM10,65910,65900.000.00-0.00hold
MassMutual Private Wealth & Trust, FSB16216200.000.00-0.00hold
Curi Capital, LLC30,00030,00000.070.06-0.01hold
Zurcher Kantonalbank (Zurich Cantonalbank)1,7671,76700.000.00-0.00hold
IMA Advisory Services, Inc.20720700.000.00-0.00hold
Madrona Financial Services, LLC18,46518,46500.460.43-0.03hold
Swiss National Bank25,96525,96500.000.00-0.00hold
Tradewinds Capital Management, LLC3,1003,10000.080.08+0.00hold
NewEdge Advisors, LLC20220200.000.00-0.00hold
IFP Advisors, Inc0000.000.00+0.00hold
Parallel Advisors, LLC5,9785,97800.010.01-0.00hold
Versant Capital Management, Inc17817800.000.00-0.00hold
Magnus Financial Group LLC4,6684,66800.040.04-0.00hold
Capital Advisors Wealth Management, LLC4,5144,51400.070.07-0.00hold
SBI Securities Co., Ltd.1100.000.00-0.00hold
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