DFPG INVESTMENTS, LLC - COASTAL FINL CORP WA ownership

COASTAL FINL CORP WA's ticker is CCB and the CUSIP is 19046P209. A total of 1 filers reported holding COASTAL FINL CORP WA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of COASTAL FINL CORP WA
ValueSharesWeighting
Q3 2023$796,060
-29.0%
21,200
-16.2%
0.07%
-26.7%
Q2 2023$1,121,562
+41.1%
25,306
+14.7%
0.10%
+18.8%
Q1 2023$794,777
-16.0%
22,071
+5.2%
0.08%
-45.5%
Q4 2022$946,13920,9880.16%
Other shareholders
COASTAL FINL CORP WA shareholders Q4 2023
NameSharesValueWeighting ↓
ENDEAVOUR CAPITAL ADVISORS INC 730,525$27,848,0005.38%
JCSD Capital, LLC 72,448$2,762,0003.17%
EJF Capital LLC 440,690$16,799,0002.80%
HARBOUR INVESTMENT MANAGEMENT LLC 103,221$3,935,0002.37%
JACOBS ASSET MANAGEMENT, LLC 117,940$4,496,0002.11%
Mesirow Financial Investment Management, Inc. 9,882$377,0001.82%
HighTower Trust Company, N.A. 278,541$17,172,0001.80%
River Oaks Capital LLC 18,000$686,0000.74%
Carlson Capital Management 116,666$4,447,0000.39%
Madrona Financial Services, LLC 17,000$648,0000.38%
View complete list of COASTAL FINL CORP WA shareholders