IMA Wealth, Inc. - COASTAL FINL CORP WA ownership

COASTAL FINL CORP WA's ticker is CCB and the CUSIP is 19046P209. A total of 123 filers reported holding COASTAL FINL CORP WA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of COASTAL FINL CORP WA
ValueSharesWeighting
Q3 2023$8,883
+14.0%
2070.0%0.00%0.0%
Q2 2023$7,794
+4.5%
2070.0%0.00%0.0%
Q1 2023$7,455
-24.2%
2070.0%0.00%
-33.3%
Q4 2022$9,837
+23.0%
2070.0%0.00%
+50.0%
Q3 2022$8,0000.0%2070.0%0.00%0.0%
Q2 2022$8,000
-11.1%
2070.0%0.00%0.0%
Q1 2022$9,000
-10.0%
2070.0%0.00%0.0%
Q4 2021$10,000
+42.9%
2070.0%0.00%0.0%
Q3 2021$7,000
+16.7%
2070.0%0.00%
+100.0%
Q2 2021$6,000
+20.0%
2070.0%0.00%0.0%
Q1 2021$5,000
+25.0%
2070.0%0.00%0.0%
Q4 2020$4,000
+33.3%
2070.0%0.00%0.0%
Q3 2020$3,0002070.00%
Other shareholders
COASTAL FINL CORP WA shareholders Q1 2023
NameSharesValueWeighting ↓
ENDEAVOUR CAPITAL ADVISORS INC 728,824$31,273,83812.57%
JCSD Capital, LLC 116,711$5,008,06910.18%
Rosenthal {-} Henry Capital Advisors, Inc. 64,711$2,776,7483.74%
EJF Capital LLC 131,370$5,637,0872.48%
JACOBS ASSET MANAGEMENT, LLC 60,000$2,574,6001.75%
Mesirow Financial Investment Management, Inc. 8,580$368,1681.60%
River Oaks Capital LLC 18,000$772,3801.14%
Stieven Capital Advisors, L.P. 55,313$2,373,4810.62%
Cox Capital Mgt LLC 19,724$846,3740.60%
Madrona Financial Services, LLC 18,465$792,3330.36%
View complete list of COASTAL FINL CORP WA shareholders