Stock Transactions — COASTAL FINL CORP WA

Total Bought
2,037,952
86 transactions
Total Sold
1,082,980
92 transactions
Net
+954,972
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
LOOMIS SAYLES & CO L P0229,569+229,5690.000.03+0.03buy
FMR LLC133,881327,656+193,7750.000.00+0.00buy
Ranger Investment Management, L.P.0156,185+156,1850.001.18+1.18buy
DRIEHAUS CAPITAL MANAGEMENT LLC215,712356,488+140,7760.170.28+0.11buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC36,361168,764+132,4030.000.00+0.00buy
D.A. DAVIDSON & CO.0125,539+125,5390.000.09+0.09buy
UBS Group AG64,250166,185+101,9350.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/10,337105,441+95,1040.000.00+0.00buy
T. Rowe Price Investment Management, Inc.1,294,3271,380,943+86,6160.080.09+0.01buy
COOPER CREEK PARTNERS MANAGEMENT LLC77,661162,099+84,4380.250.66+0.41buy
NEXT CENTURY GROWTH INVESTORS LLC077,493+77,4930.000.61+0.61buy
EMERALD ADVISERS, LLC7,42159,086+51,6650.030.20+0.18buy
Russell Investments Group, Ltd.82746,477+45,6500.000.01+0.01buy
WELLINGTON MANAGEMENT GROUP LLP446,213486,197+39,9840.010.01+0.00buy
STATE STREET CORP408,735447,935+39,2000.000.00+0.00buy
Informed Momentum Co LLC039,011+39,0110.000.48+0.48buy
JANUS HENDERSON GROUP PLC4,94642,365+37,4190.000.00+0.00buy
Lisanti Capital Growth, LLC032,659+32,6590.000.86+0.86buy
MENDON CAPITAL ADVISORS CORP029,700+29,7000.001.43+1.43buy
VICTORY CAPITAL MANAGEMENT INC029,382+29,3820.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC481,933510,549+28,6160.030.03+0.00buy
SILVERCREST ASSET MANAGEMENT GROUP LLC58,78685,723+26,9370.040.06+0.02buy
Focus Partners Wealth024,193+24,1930.000.00+0.00buy
JANE STREET GROUP, LLC020,608+20,6080.000.00+0.00buy
BANK OF AMERICA CORP /DE/46,16065,679+19,5190.000.00+0.00buy
Harvest Investment Services, LLC014,143+14,1430.000.31+0.31buy
GEODE CAPITAL MANAGEMENT, LLC304,365316,540+12,1750.000.00+0.00buy
Invesco Ltd.64,95576,977+12,0220.000.00+0.00buy
GOLDMAN SACHS GROUP INC84,24792,303+8,0560.000.00+0.00buy
MANGROVE PARTNERS IM, LLC07,737+7,7370.000.06+0.06buy
PEREGRINE CAPITAL MANAGEMENT LLC140,693147,553+6,8600.410.48+0.07buy
Quantbot Technologies LP9,53516,050+6,5150.020.05+0.02buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC101,940108,302+6,3620.000.00+0.00buy
Tidal Investments LLC05,825+5,8250.000.00+0.00buy
Virtu Financial LLC04,931+4,9310.000.03+0.03buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC04,701+4,7010.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC42,12146,783+4,6620.000.00+0.00buy
Rafferty Asset Management, LLC17,10221,743+4,6410.010.01+0.00buy
Verition Fund Management LLC2,6427,144+4,5020.000.00+0.00buy
SEI INVESTMENTS CO21,02025,494+4,4740.000.00+0.00buy
NOMURA HOLDINGS INC7,94712,297+4,3500.010.01+0.00buy
VANGUARD GROUP INC762,236766,037+3,8010.000.00+0.00buy
Kings Path Partners LLC03,025+3,0250.000.12+0.12buy
MACQUARIE GROUP LTD38,08641,023+2,9370.000.01+0.00buy
BNP PARIBAS FINANCIAL MARKETS7,1419,687+2,5460.000.00+0.00buy
COLDSTREAM CAPITAL MANAGEMENT INC02,365+2,3650.000.00+0.00buy
Creative Planning11,46613,655+2,1890.000.00+0.00buy
Verdence Capital Advisors LLC02,119+2,1190.000.01+0.01buy
Pictet Asset Management Holding SA01,969+1,9690.000.00+0.00buy
AMERIFLEX GROUP, INC.1,9293,858+1,9290.100.16+0.06buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM10,65912,579+1,9200.000.00+0.00buy
SG Americas Securities, LLC10,74112,204+1,4630.000.00+0.00buy
WELLS FARGO & COMPANY/MN6,7057,926+1,2210.000.00+0.00buy
Police & Firemen's Retirement System of New Jersey2,7013,709+1,0080.000.00+0.00buy
DEUTSCHE BANK AG\8,8749,819+9450.000.00+0.00buy
USA FINANCIAL FORMULAS0944+9440.000.02+0.02buy
NORTHERN TRUST CORP111,949112,862+9130.000.00+0.00buy
Bank of New York Mellon Corp37,06337,934+8710.000.00+0.00buy
Farther Finance Advisors, LLC122896+7740.000.00+0.00buy
LPL Financial LLC3,1133,811+6980.000.00+0.00buy
State of Alaska, Department of Revenue0592+5920.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC7,2417,818+5770.000.00-0.00buy
Brooklyn Investment Group1,6122,063+4510.020.02+0.00buy
EJF Capital LLC13,54713,996+4491.040.88-0.16buy
Legal & General Group Plc14,14914,574+4250.000.00+0.00buy
QUADRANT CAPITAL GROUP LLC0255+2550.000.00+0.00buy
Swiss National Bank25,96526,165+2000.000.00+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.0194+1940.000.00+0.00buy
Arax Advisory Partners0132+1320.000.00+0.00buy
MCF Advisors LLC099+990.000.00+0.00buy
Optiver Holding B.V.096+960.000.00+0.00buy
Strategic Advocates LLC080+800.000.00+0.00buy
Rossby Financial, LCC57136+790.000.00+0.00buy
AlphaQuest LLC2,1392,217+780.020.02-0.00buy
Arizona State Retirement System3,9303,986+560.000.00+0.00buy
BALYASNY ASSET MANAGEMENT L.P.2,1552,210+550.000.00+0.00buy
Point72 Europe (London) LLP053+530.000.00+0.00buy
Point72 Asia (Singapore) Pte. Ltd.047+470.000.00+0.00buy
HARBOR CAPITAL ADVISORS, INC.2761+340.000.00+0.00buy
SIGNATUREFD, LLC1829+110.000.00+0.00buy
Allworth Financial LP149156+70.000.00+0.00buy
Physician Wealth Advisors, Inc.05+50.000.00+0.00buy
CWM, LLC153156+30.000.00-0.00buy
Smartleaf Asset Management LLC03+30.000.00+0.00buy
Tortoise Investment Management, LLC01+10.000.00+0.00buy
COMERICA BANK3839+10.000.00+0.00buy
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO23023000.000.00+0.00hold
NOMURA ASSET MANAGEMENT CO LTD0000.000.000.00hold
FEDERATED HERMES, INC.11,15911,15900.000.00+0.00hold
PRINCIPAL SECURITIES, INC.2200.000.00-0.00hold
Sterling Capital Management LLC313100.000.00+0.00hold
Amundi3,5653,56500.000.00+0.00hold
Curi Capital, LLC30,00030,00000.060.06+0.00hold
Zurcher Kantonalbank (Zurich Cantonalbank)1,7671,76700.000.00+0.00hold
JCSD Capital, LLC130,040130,040024.5024.99+0.49hold
Parkside Financial Bank & Trust5500.000.00-0.00hold
IMA Advisory Services, Inc.20720700.000.00+0.00hold
MetLife Investment Management, LLC7,7257,72500.000.00-0.00hold
Madrona Financial Services, LLC18,46518,46500.430.44+0.01hold
Tradewinds Capital Management, LLC3,1003,10000.080.08-0.00hold
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