$293 Million is the total value of Coastal Bridge Advisors, LLC's 151 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 38.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BGB | Sell | BLACKSTONE GSO STRATEGIC CR | $38,727,000 | -12.0% | 2,652,549 | -11.6% | 13.23% | +1.5% |
| WSC | Sell | WILLSCOT CORP | $27,240,000 | -26.5% | 1,763,394 | -28.5% | 9.30% | -15.2% |
| ALLO | Sell | ALLOGENE THERAPEUTICS INC | $22,475,000 | -27.6% | 824,617 | -28.6% | 7.68% | -16.4% |
| LGFB | Buy | LIONS GATE ENTMNT CORPcl b non vtg | $19,757,000 | -24.2% | 2,260,516 | +0.7% | 6.75% | -12.5% |
| TH | Buy | TARGET HOSPITALITY CORP | $19,520,000 | -24.9% | 2,866,323 | +0.4% | 6.67% | -13.3% |
| LGFA | LIONS GATE ENTMNT CORPcl a vtg | $16,597,000 | -24.5% | 1,794,321 | 0.0% | 5.67% | -12.9% | |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $14,147,000 | -4.4% | 282,070 | -4.7% | 4.83% | +10.3% |
| FEN | Sell | FIRST TR ENERGY INCOME & GRW | $13,467,000 | -16.5% | 594,304 | -17.8% | 4.60% | -3.7% |
| XOM | Buy | EXXON MOBIL CORP | $5,965,000 | -6.2% | 84,479 | +1.8% | 2.04% | +8.2% |
| AAPL | Buy | APPLE INC | $4,152,000 | +19.3% | 18,540 | +5.4% | 1.42% | +37.7% |
| RA | Sell | BROOKFIELD REAL ASSETS INCOM | $3,782,000 | -9.1% | 167,427 | -12.7% | 1.29% | +5.0% |
| THWWW | TARGET HOSPITALITY CORP*w exp 03/15/202 | $3,612,000 | -57.0% | 4,199,999 | 0.0% | 1.23% | -50.4% | |
| BGT | Buy | BLACKROCK FLOATING RATE INCO | $3,480,000 | -0.5% | 283,584 | +0.7% | 1.19% | +14.9% |
| BX | New | BLACKSTONE GROUP INC | $3,264,000 | – | 66,835 | +100.0% | 1.12% | – |
| NSL | Sell | NUVEEN SR INCOME FD | $3,191,000 | -8.4% | 553,028 | -5.8% | 1.09% | +5.7% |
| FPL | Buy | FST TR NEW OPPORT MLP & ENE | $2,965,000 | +18.0% | 317,781 | +19.5% | 1.01% | +36.3% |
| ARES | Sell | ARES MANAGEMENT CORPORATION | $2,553,000 | -1.2% | 95,243 | -3.5% | 0.87% | +14.1% |
| BA | Buy | BOEING CO | $2,497,000 | +4.8% | 6,563 | +0.2% | 0.85% | +21.0% |
| KKR | Sell | KKR & CO INCcl a | $2,486,000 | +3.0% | 92,583 | -3.1% | 0.85% | +18.9% |
| PEP | Buy | PEPSICO INC | $2,435,000 | +8.2% | 17,763 | +3.5% | 0.83% | +24.9% |
| APO | New | APOLLO GLOBAL MGMT INC | $2,345,000 | – | 62,005 | +100.0% | 0.80% | – |
| CG | Sell | CARLYLE GROUP L P | $2,339,000 | +9.4% | 91,506 | -3.3% | 0.80% | +26.2% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $2,183,000 | -2.0% | 7 | 0.0% | 0.75% | +13.2% | |
| EVV | Sell | EATON VANCE LTD DUR INCOME F | $2,142,000 | -22.3% | 171,346 | -21.3% | 0.73% | -10.3% |
| FB | Buy | FACEBOOK INCcl a | $2,084,000 | +3.8% | 11,704 | +12.5% | 0.71% | +19.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,976,000 | -2.7% | 15,273 | +4.8% | 0.68% | +12.3% |
| FDS | FACTSET RESH SYS INC | $1,948,000 | -15.2% | 8,018 | 0.0% | 0.66% | -2.2% | |
| FXNC | Sell | FIRST NATL CORP | $1,760,000 | -18.9% | 95,914 | -10.0% | 0.60% | -6.4% |
| PANW | PALO ALTO NETWORKS INC | $1,739,000 | +0.1% | 8,532 | 0.0% | 0.59% | +15.6% | |
| SO | Buy | SOUTHERN CO | $1,546,000 | +12.3% | 25,023 | +0.5% | 0.53% | +29.4% |
| IAU | New | ISHARES GOLD TRUSTishares | $1,438,000 | – | 95,577 | +100.0% | 0.49% | – |
| INTC | Buy | INTEL CORP | $1,410,000 | +7.7% | 27,363 | +0.1% | 0.48% | +24.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,378,000 | -0.9% | 6,624 | +1.5% | 0.47% | +14.3% |
| BSL | Buy | BLACKSTONE GSO FLTING RTE FU | $1,368,000 | +15.6% | 80,874 | +15.4% | 0.47% | +33.4% |
| CBRE | CBRE GROUP INCcl a | $1,325,000 | +3.3% | 25,000 | 0.0% | 0.45% | +19.2% | |
| KO | Buy | COCA COLA CO | $1,308,000 | +8.1% | 24,032 | +1.2% | 0.45% | +24.9% |
| T | Buy | AT&T INC | $1,259,000 | +13.1% | 33,284 | +0.2% | 0.43% | +30.7% |
| AMZN | Sell | AMAZON COM INC | $1,260,000 | -20.4% | 726 | -13.2% | 0.43% | -8.1% |
| GLD | Sell | SPDR GOLD TRUST | $1,248,000 | -1.1% | 8,986 | -5.1% | 0.43% | +14.2% |
| TYG | TORTOISE ENERGY INFRA CORP | $1,199,000 | -9.3% | 58,612 | 0.0% | 0.41% | +4.6% | |
| PFE | Buy | PFIZER INC | $1,185,000 | -16.4% | 32,983 | +0.8% | 0.40% | -3.3% |
| DIS | Buy | DISNEY WALT CO | $1,169,000 | -4.1% | 8,970 | +2.7% | 0.40% | +10.5% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $1,147,000 | -11.4% | 8,945 | -12.0% | 0.39% | +2.3% |
| HAS | HASBRO INC | $1,144,000 | +12.3% | 9,639 | 0.0% | 0.39% | +29.5% | |
| PG | Buy | PROCTER & GAMBLE CO | $1,046,000 | +16.1% | 8,408 | +2.3% | 0.36% | +33.7% |
| MSFT | Buy | MICROSOFT CORP | $1,035,000 | +7.7% | 7,442 | +3.7% | 0.35% | +24.3% |
| HD | Buy | HOME DEPOT INC | $1,019,000 | +11.7% | 4,393 | +0.2% | 0.35% | +28.9% |
| ENT | GLOBAL EAGLE ENTMT INC | $971,000 | +11.1% | 1,345,041 | 0.0% | 0.33% | +28.2% | |
| AXP | Buy | AMERICAN EXPRESS CO | $947,000 | +5.2% | 8,006 | +9.8% | 0.32% | +21.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $940,000 | +7.4% | 7,983 | +2.0% | 0.32% | +23.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $865,000 | +5.9% | 5,947 | +0.3% | 0.30% | +21.9% |
| BAC | Buy | BANK AMER CORP | $841,000 | +11.8% | 28,846 | +11.2% | 0.29% | +28.7% |
| FIF | FIRST TR ENERGY INFRASTRCTR | $834,000 | +3.6% | 50,515 | 0.0% | 0.28% | +19.7% | |
| WMT | Buy | WALMART INC | $827,000 | +7.5% | 6,969 | +0.1% | 0.28% | +23.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $772,000 | +38.4% | 632 | +22.7% | 0.26% | +60.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $723,000 | +28.4% | 11,973 | +21.4% | 0.25% | +47.9% |
| PSTG | PURE STORAGE INCcl a | $720,000 | +10.9% | 42,514 | 0.0% | 0.25% | +28.1% | |
| CVX | Buy | CHEVRON CORP NEW | $696,000 | -0.9% | 5,866 | +4.0% | 0.24% | +14.4% |
| MRK | Buy | MERCK & CO INC | $679,000 | +1.5% | 8,067 | +1.2% | 0.23% | +17.2% |
| CL | COLGATE PALMOLIVE CO | $677,000 | +2.6% | 9,208 | 0.0% | 0.23% | +18.5% | |
| MYL | MYLAN N V | $673,000 | +3.9% | 34,040 | 0.0% | 0.23% | +19.8% | |
| FOXA | Buy | FOX CORP | $651,000 | -13.3% | 20,632 | +0.6% | 0.22% | 0.0% |
| SPY | SPDR S&P 500 ETF TRtr unit | $629,000 | +1.3% | 2,121 | 0.0% | 0.22% | +16.8% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $628,000 | +20.5% | 515 | +6.8% | 0.21% | +39.0% |
| WFC | Buy | WELLS FARGO CO NEW | $595,000 | +22.7% | 11,789 | +15.0% | 0.20% | +41.0% |
| OKTA | OKTA INCcl a | $590,000 | -20.3% | 5,992 | 0.0% | 0.20% | -8.2% | |
| IYJ | ISHARES TRus industrials | $584,000 | +0.3% | 3,675 | 0.0% | 0.20% | +15.7% | |
| YUM | Buy | YUM BRANDS INC | $579,000 | +2.5% | 5,106 | +0.1% | 0.20% | +18.6% |
| ES | Buy | EVERSOURCE ENERGY | $577,000 | +15.4% | 6,756 | +2.4% | 0.20% | +33.1% |
| WDAY | WORKDAY INCcl a | $555,000 | -17.3% | 3,263 | 0.0% | 0.19% | -4.5% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $550,000 | +0.4% | 5,085 | 0.0% | 0.19% | +16.0% | |
| SLV | ISHARES SILVER TRUSTishares | $549,000 | +11.1% | 34,500 | 0.0% | 0.19% | +28.1% | |
| QUAL | New | ISHARES TRusa quality fctr | $533,000 | – | 5,711 | +100.0% | 0.18% | – |
| UNP | Buy | UNION PACIFIC CORP | $530,000 | -2.2% | 3,274 | +2.2% | 0.18% | +13.1% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $521,000 | +0.6% | 7,342 | 0.0% | 0.18% | +16.3% | |
| IYW | ISHARES TRu.s. tech etf | $504,000 | +3.1% | 2,470 | 0.0% | 0.17% | +18.6% | |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $499,000 | – | 17,455 | +100.0% | 0.17% | – |
| CBS | Sell | CBS CORP NEWcl b | $491,000 | -21.6% | 12,154 | -3.1% | 0.17% | -9.2% |
| IYH | ISHARES TRus hlthcare etf | $474,000 | -3.3% | 2,509 | 0.0% | 0.16% | +11.7% | |
| URGN | UROGEN PHARMA LTD | $469,000 | -26.3% | 17,692 | 0.0% | 0.16% | -14.9% | |
| CLR | CONTINENTAL RESOURCES INC | $463,000 | -26.9% | 15,030 | 0.0% | 0.16% | -15.5% | |
| EXC | Buy | EXELON CORP | $464,000 | +38.5% | 9,563 | +37.0% | 0.16% | +59.6% |
| HPP | Buy | HUDSON PAC PPTYS INC | $454,000 | +33.9% | 13,567 | +33.0% | 0.16% | +55.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $449,000 | -12.5% | 8,193 | -15.2% | 0.15% | +0.7% |
| IYK | Sell | ISHARES TRu.s. cnsm gd etf | $443,000 | -0.4% | 3,499 | -4.4% | 0.15% | +14.4% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $439,000 | +7.3% | 3,213 | +2.2% | 0.15% | +24.0% |
| MCD | Buy | MCDONALDS CORP | $430,000 | +6.4% | 2,004 | +2.9% | 0.15% | +22.5% |
| ARCC | New | ARES CAP CORP | $392,000 | – | 21,057 | +100.0% | 0.13% | – |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $379,000 | -25.1% | 2,510 | -25.6% | 0.13% | -14.0% |
| HON | Buy | HONEYWELL INTL INC | $353,000 | -3.0% | 2,086 | +0.2% | 0.12% | +12.0% |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $355,000 | – | 3,934 | +100.0% | 0.12% | – |
| AMGN | AMGEN INC | $350,000 | +4.8% | 1,811 | 0.0% | 0.12% | +21.2% | |
| PLD | New | PROLOGIS INC | $341,000 | – | 3,996 | +100.0% | 0.12% | – |
| PIM | Buy | PUTNAM MASTER INTER INCOME Tsh ben int | $338,000 | +1.5% | 73,652 | +1.6% | 0.12% | +16.2% |
| V | New | VISA INC | $338,000 | – | 1,963 | +100.0% | 0.12% | – |
| KXI | New | ISHARES TRglb cnsm stp etf | $315,000 | – | 5,754 | +100.0% | 0.11% | – |
| FSK | New | FS KKR CAPITAL CORP | $315,000 | – | 54,006 | +100.0% | 0.11% | – |
| CII | Buy | BLACKROCK ENH CAP & INC FD I | $308,000 | +3.7% | 19,034 | +1.4% | 0.10% | +19.3% |
| ETJ | Buy | EATON VANCE RISK MNGD DIV EQ | $301,000 | +0.3% | 32,582 | +2.1% | 0.10% | +15.7% |
| RDFN | REDFIN CORP | $299,000 | -6.3% | 17,750 | 0.0% | 0.10% | +8.5% | |
| SYY | SYSCO CORP | $296,000 | +12.1% | 3,729 | 0.0% | 0.10% | +29.5% | |
| SPG | New | SIMON PPTY GROUP INC NEW | $290,000 | – | 1,860 | +100.0% | 0.10% | – |
| EQR | New | EQUITY RESIDENTIALsh ben int | $284,000 | – | 3,298 | +100.0% | 0.10% | – |
| IJH | ISHARES TRcore s&p mcp etf | $268,000 | -0.4% | 1,385 | 0.0% | 0.09% | +15.0% | |
| RHP | Sell | RYMAN HOSPITALITY PPTYS INC | $270,000 | -11.5% | 3,299 | -12.3% | 0.09% | +2.2% |
| ALB | ALBEMARLE CORP | $265,000 | -1.1% | 3,808 | 0.0% | 0.09% | +15.2% | |
| CABO | CABLE ONE INC | $267,000 | +7.2% | 213 | 0.0% | 0.09% | +23.0% | |
| PSA | New | PUBLIC STORAGE | $264,000 | – | 1,075 | +100.0% | 0.09% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $262,000 | – | 4,227 | +100.0% | 0.09% | – |
| COST | COSTCO WHSL CORP NEW | $262,000 | +9.2% | 908 | 0.0% | 0.09% | +25.4% | |
| VTR | New | VENTAS INC | $262,000 | – | 3,587 | +100.0% | 0.09% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $250,000 | – | 3,777 | +100.0% | 0.08% | – |
| LYFT | New | LYFT INC | $245,000 | – | 6,009 | +100.0% | 0.08% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $246,000 | – | 2,899 | +100.0% | 0.08% | – |
| YUMC | Buy | YUM CHINA HLDGS INC | $237,000 | +1.3% | 5,208 | +2.7% | 0.08% | +17.4% |
| TDG | TRANSDIGM GROUP INC | $234,000 | +7.3% | 450 | 0.0% | 0.08% | +23.1% | |
| BLV | VANGUARD BD INDEX FD INClong term bond | $230,000 | +5.5% | 2,241 | 0.0% | 0.08% | +21.5% | |
| GIS | Buy | GENERAL MLS INC | $230,000 | +6.0% | 4,172 | +0.9% | 0.08% | +23.4% |
| CMCSA | New | COMCAST CORP NEWcl a | $226,000 | – | 5,016 | +100.0% | 0.08% | – |
| CONE | New | CYRUSONE INC | $223,000 | – | 2,821 | +100.0% | 0.08% | – |
| CLDR | CLOUDERA INC | $219,000 | +68.5% | 24,677 | 0.0% | 0.08% | +97.4% | |
| NKE | New | NIKE INCcl b | $217,000 | – | 2,309 | +100.0% | 0.07% | – |
| FOCS | FOCUS FINL PARTNERS INC | $218,000 | -13.1% | 9,174 | 0.0% | 0.07% | 0.0% | |
| MDLZ | New | MONDELEZ INTL INCcl a | $215,000 | – | 3,882 | +100.0% | 0.07% | – |
| CSCO | Buy | CISCO SYS INC | $213,000 | -9.7% | 4,313 | +0.1% | 0.07% | +4.3% |
| PSEC | New | PROSPECT CAPITAL CORPORATION | $215,000 | – | 32,587 | +100.0% | 0.07% | – |
| AINV | New | APOLLO INVT CORP | $215,000 | – | 13,366 | +100.0% | 0.07% | – |
| AMP | Buy | AMERIPRISE FINL INC | $214,000 | +1.4% | 1,456 | +0.3% | 0.07% | +17.7% |
| CPT | New | CAMDEN PPTY TRsh ben int | $211,000 | – | 1,899 | +100.0% | 0.07% | – |
| BLW | Buy | BLACKROCK LTD DURATION INC T | $212,000 | +4.4% | 13,573 | +0.2% | 0.07% | +20.0% |
| BXP | New | BOSTON PROPERTIES INC | $204,000 | – | 1,577 | +100.0% | 0.07% | – |
| SEE | Buy | SEALED AIR CORP NEW | $201,000 | -2.9% | 4,843 | +0.2% | 0.07% | +13.1% |
| ADBE | ADOBE INC | $201,000 | -6.1% | 727 | 0.0% | 0.07% | +9.5% | |
| HCP | New | HCP INC | $200,000 | – | 5,618 | +100.0% | 0.07% | – |
| JRS | NUVEEN REAL ESTATE INCOME FD | $200,000 | +4.7% | 18,195 | 0.0% | 0.07% | +19.3% | |
| ET | New | ENERGY TRANSFER LP | $178,000 | – | 13,645 | +100.0% | 0.06% | – |
| KYN | KAYNE ANDERSN MLP MIDS INVT | $180,000 | -5.8% | 12,480 | 0.0% | 0.06% | +7.0% | |
| KMF | KAYNE ANDERSON MDSTM ENERGY | $174,000 | -6.5% | 16,052 | 0.0% | 0.06% | +7.3% | |
| ITCI | INTRA CELLULAR THERAPIES INC | $161,000 | -42.5% | 21,605 | 0.0% | 0.06% | -33.7% | |
| HTGC | New | HERCULES CAPITAL INC | $151,000 | – | 11,271 | +100.0% | 0.05% | – |
| NMFC | New | NEW MTN FIN CORP | $149,000 | – | 10,910 | +100.0% | 0.05% | – |
| GE | GENERAL ELECTRIC CO | $142,000 | -15.0% | 15,893 | 0.0% | 0.05% | -2.0% | |
| DRH | New | DIAMONDROCK HOSPITALITY CO | $137,000 | – | 13,411 | +100.0% | 0.05% | – |
| MITK | MITEK SYS INC | $125,000 | -3.1% | 13,000 | 0.0% | 0.04% | +13.2% | |
| CWH | CAMPING WORLD HLDGS INCcl a | $122,000 | -28.7% | 13,736 | 0.0% | 0.04% | -17.6% | |
| BBDC | New | BARINGS BDC INC | $111,000 | – | 10,908 | +100.0% | 0.04% | – |
| AWP | ABERDEEN GLOBAL PREMIER PPTY | $99,000 | -1.0% | 15,923 | 0.0% | 0.03% | +13.3% | |
| AMZA | ETFIS SER TR Iinfrac act mlp | $88,000 | -11.1% | 17,857 | 0.0% | 0.03% | +3.4% | |
| OCSL | New | OAKTREE SPECIALTY LENDING CO | $87,000 | – | 16,865 | +100.0% | 0.03% | – |
| PNNT | New | PENNANTPARK INVT CORP | $85,000 | – | 13,533 | +100.0% | 0.03% | – |
| CAPR | Sell | CAPRICOR THERAPEUTICS INC | $40,000 | +11.1% | 10,962 | -1.2% | 0.01% | +27.3% |
| SNNAQ | Exit | SIENNA BIOPHARMACEUTICALS IN | $0 | – | -21,115 | -100.0% | -0.01% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -17,200 | -100.0% | -0.02% | – |
| NRK | Exit | NUVEEN NEW YORK AMT QLT MUNI | $0 | – | -10,650 | -100.0% | -0.04% | – |
| JQC | Exit | NUVEEN CR STRATEGIES INCM FD | $0 | – | -25,109 | -100.0% | -0.06% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -1,074 | -100.0% | -0.06% | – |
| BIT | Exit | BLACKROCK MULTI-SECTOR INC T | $0 | – | -11,856 | -100.0% | -0.06% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -1,061 | -100.0% | -0.06% | – |
| IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -1,950 | -100.0% | -0.06% | – |
| ETY | Exit | EATON VANCE TX MGD DIV EQ IN | $0 | – | -21,758 | -100.0% | -0.08% | – |
| IRBT | Exit | IROBOT CORP | $0 | – | -3,049 | -100.0% | -0.08% | – |
| BOE | Exit | BLACKROCK ENHANCED GBL DIV T | $0 | – | -26,322 | -100.0% | -0.08% | – |
| RSF | Exit | RIVERNORTH MARKETPLACE LENDI | $0 | – | -18,633 | -100.0% | -0.11% | – |
| APO | Exit | APOLLO GLOBAL MGMT LLC | $0 | – | -64,223 | -100.0% | -0.65% | – |
| NBB | Exit | NUVEEN TAXABLE MUNICPL INCM | $0 | – | -212,409 | -100.0% | -0.71% | – |
| BX | Exit | BLACKSTONE GROUP L P | $0 | – | -68,957 | -100.0% | -0.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VERIZON COMMUNICATIONS INC | 32 | Q3 2023 | 29.0% |
| FIRST TR ENERGY INCOME & GRW | 32 | Q3 2023 | 5.5% |
| EXXON MOBIL CORP | 32 | Q3 2023 | 4.5% |
| APPLE INC | 32 | Q3 2023 | 3.2% |
| PEPSICO INC | 32 | Q3 2023 | 1.4% |
| BERKSHIRE HATHAWAY INC DEL | 32 | Q3 2023 | 1.3% |
| JOHNSON & JOHNSON | 32 | Q3 2023 | 1.4% |
| FACTSET RESH SYS INC | 32 | Q3 2023 | 1.1% |
| MICROSOFT CORP | 32 | Q3 2023 | 1.4% |
| BOEING CO | 32 | Q3 2023 | 1.1% |
View Coastal Bridge Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-14 |
| 13F-HR/A | 2023-08-17 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-15 |
| 13F-HR/A | 2022-11-15 |
| 13F-HR | 2022-08-05 |
| 13F-HR/A | 2022-05-20 |
View Coastal Bridge Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.