Stock Transactions — COASTAL FINL CORP WA

Total Bought
2,430,229
93 transactions
Total Sold
752,795
65 transactions
Net
+1,677,434
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
T. Rowe Price Investment Management, Inc.898,4611,322,325+423,8640.030.07+0.04buy
WELLINGTON MANAGEMENT GROUP LLP39,120456,887+417,7670.000.01+0.01buy
Azora Capital LP0397,994+397,9940.001.52+1.52buy
DRIEHAUS CAPITAL MANAGEMENT LLC096,215+96,2150.000.07+0.07buy
WESTWOOD HOLDINGS GROUP INC089,742+89,7420.000.06+0.06buy
KENNEDY CAPITAL MANAGEMENT LLC216,125299,456+83,3310.260.56+0.31buy
ROYCE & ASSOCIATES LP10,00089,554+79,5540.000.07+0.07buy
VANGUARD GROUP INC615,113685,385+70,2720.000.00+0.00buy
Philadelphia Financial Management of San Francisco, LLC37,668102,351+64,6830.431.75+1.31buy
Roubaix Capital, LLC058,432+58,4320.002.38+2.38buy
FJ Capital Management LLC055,877+55,8770.000.55+0.55buy
Informed Momentum Co LLC050,956+50,9560.000.61+0.61buy
EMERALD MUTUAL FUND ADVISERS TRUST10,01059,004+48,9940.030.30+0.28buy
ExodusPoint Capital Management, LP8,55349,646+41,0930.000.04+0.04buy
UBS Group AG8,35348,961+40,6080.000.00+0.00buy
STATE STREET CORP314,274352,593+38,3190.000.00+0.00buy
Elizabeth Park Capital Advisors, Ltd.036,555+36,5550.002.53+2.53buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE351,453385,433+33,9800.020.03+0.01buy
STATE OF WISCONSIN INVESTMENT BOARD73,252103,369+30,1170.010.02+0.01buy
Stieven Capital Advisors, L.P.74,113102,213+28,1000.761.54+0.79buy
Squarepoint Ops LLC019,597+19,5970.000.00+0.00buy
BOOTHBAY FUND MANAGEMENT, LLC103,425122,130+18,7050.170.31+0.14buy
Cox Capital Mgt LLC33,70948,614+14,9051.092.65+1.56buy
TWO SIGMA INVESTMENTS, LP29,18743,681+14,4940.000.01+0.00buy
Proficio Capital Partners LLC013,416+13,4160.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC12,60325,417+12,8140.000.00+0.00buy
FEDERATED HERMES, INC.15811,333+11,1750.000.00+0.00buy
MORGAN STANLEY52,37562,359+9,9840.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/08,537+8,5370.000.00+0.00buy
SEI INVESTMENTS CO07,552+7,5520.000.00+0.00buy
Pacific Ridge Capital Partners, LLC13,55520,911+7,3560.170.41+0.23buy
EMERALD ADVISERS, LLC05,455+5,4550.000.02+0.02buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO05,280+5,2800.000.00+0.00buy
INTECH INVESTMENT MANAGEMENT LLC04,824+4,8240.000.00+0.00buy
Ashton Thomas Private Wealth, LLC04,404+4,4040.000.01+0.01buy
JPMORGAN CHASE & CO117,081121,469+4,3880.000.00+0.00buy
Tidal Investments LLC04,032+4,0320.000.00+0.00buy
FNY Investment Advisers, LLC04,000+4,0000.000.18+0.18buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP4,4058,379+3,9740.000.00+0.00buy
FIDUCIARY TRUST CO03,940+3,9400.000.00+0.00buy
NORDEN GROUP LLC03,762+3,7620.000.04+0.04buy
DEUTSCHE BANK AG\7,10110,806+3,7050.000.00+0.00buy
Swiss National Bank22,26525,965+3,7000.000.00+0.00buy
Arizona State Retirement System03,320+3,3200.000.00+0.00buy
ProShare Advisors LLC03,198+3,1980.000.00+0.00buy
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM03,090+3,0900.000.00+0.00buy
Engineers Gate Manager LP03,038+3,0380.000.00+0.00buy
Mariner, LLC02,902+2,9020.000.00+0.00buy
PDT Partners, LLC12,04514,864+2,8190.060.11+0.05buy
CITIGROUP INC13,70716,276+2,5690.000.00+0.00buy
Pictet Asset Management Holding SA02,518+2,5180.000.00+0.00buy
FMR LLC1,3163,634+2,3180.000.00+0.00buy
Creative Planning5,5137,752+2,2390.000.00+0.00buy
ROYAL BANK OF CANADA5,5237,697+2,1740.000.00+0.00buy
WELLS FARGO & COMPANY/MN3,7125,418+1,7060.000.00+0.00buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC7,1968,850+1,6540.010.01+0.00buy
ENVESTNET ASSET MANAGEMENT INC61,70663,355+1,6490.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC155,727157,238+1,5110.000.01+0.00buy
Legal & General Group Plc10,13811,643+1,5050.000.00+0.00buy
Painted Porch Advisors LLC2,0003,500+1,5000.050.15+0.09buy
BANK OF AMERICA CORP /DE/15,26416,742+1,4780.000.00+0.00buy
AMERIPRISE FINANCIAL INC29,37530,828+1,4530.000.00+0.00buy
USA FINANCIAL FORMULAS01,441+1,4410.000.02+0.02buy
TRUIST FINANCIAL CORP19,22120,276+1,0550.000.00+0.00buy
NEW YORK STATE TEACHERS RETIREMENT SYSTEM01,019+1,0190.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC92,00792,959+9520.000.00+0.00buy
MetLife Investment Management, LLC6,0816,845+7640.000.00+0.00buy
MEEDER ASSET MANAGEMENT INC0755+7550.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC6,9777,630+6530.000.00+0.00buy
Rafferty Asset Management, LLC10,81411,342+5280.000.00+0.00buy
SG Americas Securities, LLC5,9956,517+5220.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC17,58418,091+5070.020.03+0.01buy
Empowered Funds, LLC11,08411,591+5070.010.01+0.00buy
Tower Research Capital LLC (TRC)257718+4610.000.00+0.00buy
FRANKLIN RESOURCES INC45,48645,886+4000.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,1166,459+3430.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC12,37512,629+2540.000.00+0.00buy
MML INVESTORS SERVICES, LLC4,2784,488+2100.000.00+0.00buy
FIRST TRUST ADVISORS LP8,1418,297+1560.000.00+0.00buy
QUADRANT CAPITAL GROUP LLC139255+1160.000.00+0.00buy
SIMPLEX TRADING, LLC0100+1000.000.00+0.00buy
Portside Wealth Group, LLC4,6694,763+940.040.07+0.02buy
Versant Capital Management, Inc079+790.000.00+0.00buy
Mesirow Financial Investment Management, Inc.5,2975,372+750.010.01+0.00buy
Covestor Ltd2253+310.000.00+0.00buy
US BANCORP \DE\10,90410,931+270.000.00+0.00buy
HARBOR CAPITAL ADVISORS, INC.83103+200.000.00+0.00buy
Sterling Capital Management LLC1232+200.000.00+0.00buy
CWM, LLC91107+160.000.00+0.00buy
SIGNATUREFD, LLC011+110.000.00+0.00buy
EverSource Wealth Advisors, LLC08+80.000.00+0.00buy
GAMMA Investing LLC07+70.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC2025+50.000.00+0.00buy
Ameritas Investment Partners, Inc.1,0761,07600.000.00+0.00hold
MassMutual Private Wealth & Trust, FSB16516500.000.00+0.00hold
MENDON CAPITAL ADVISORS CORP30,00030,00001.051.44+0.39hold
Curi Capital, LLC30,00030,00000.040.06+0.02hold
Madrona Financial Services, LLC18,46518,46500.280.43+0.15hold
Arax Advisory Partners919100.000.00+0.00hold
First Horizon Advisors, Inc.2,3692,36900.000.01+0.00hold
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