$488 Million is the total value of Coastal Bridge Advisors, LLC's 148 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 23.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VZ | Buy | VERIZON COMMUNICATIONS INC | $68,842,000 | -3.3% | 1,228,655 | +0.3% | 14.11% | +8.2% |
| DKNG | Sell | DRAFTKINGS INC | $52,177,000 | -64.1% | 1,000,135 | -57.8% | 10.70% | -59.8% |
| LGFB | Buy | LIONS GATE ENTMNT CORPcl b non vtg | $46,891,000 | +55.1% | 2,562,332 | +9.3% | 9.61% | +73.6% |
| BGB | Buy | BLACKSTONE STRATEGIC CREDIT | $43,037,000 | +11.5% | 3,089,506 | +6.7% | 8.82% | +24.8% |
| LGFA | Sell | LIONS GATE ENTMNT CORPcl a vtg | $30,381,000 | +12.6% | 1,467,692 | -18.7% | 6.23% | +26.1% |
| IAU | New | ISHARES GOLD TRishares new | $16,404,000 | – | 486,611 | +100.0% | 3.36% | – |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $15,777,000 | -47.7% | 314,159 | -47.7% | 3.24% | -41.5% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $15,498,000 | +20.0% | 660,594 | +24.3% | 3.18% | +34.3% |
| TH | Sell | TARGET HOSPITALITY CORP | $13,766,000 | +46.6% | 3,710,592 | -0.8% | 2.82% | +64.1% |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $10,544,000 | +13.2% | 400,000 | 0.0% | 2.16% | +26.7% | |
| AAPL | Buy | APPLE INC | $8,385,000 | +21.5% | 61,221 | +8.4% | 1.72% | +36.0% |
| ALLO | ALLOGENE THERAPEUTICS INC | $7,908,000 | -26.1% | 303,240 | 0.0% | 1.62% | -17.3% | |
| FEN | Sell | FIRST TR ENERGY INCOME & GRO | $7,227,000 | -20.6% | 498,382 | -26.7% | 1.48% | -11.1% |
| NSL | Sell | NUVEEN SR INCOME FD | $6,089,000 | -1.0% | 1,030,365 | -6.0% | 1.25% | +10.7% |
| XOM | Buy | EXXON MOBIL CORP | $5,857,000 | +15.3% | 92,858 | +2.0% | 1.20% | +29.0% |
| BX | Sell | BLACKSTONE GROUP INC | $5,125,000 | +30.3% | 52,756 | -0.1% | 1.05% | +45.8% |
| KRON | New | KRONOS BIO INC | $4,746,000 | – | 114,635 | +100.0% | 0.97% | – |
| AMZN | Buy | AMAZON COM INC | $4,648,000 | +89.6% | 1,351 | +70.6% | 0.95% | +112.2% |
| ARES | Sell | ARES MANAGEMENT CORPORATION | $4,626,000 | +13.4% | 72,753 | -0.0% | 0.95% | +26.9% |
| KKR | Sell | KKR & CO INC | $4,248,000 | +21.2% | 71,712 | -0.1% | 0.87% | +35.7% |
| FPL | Buy | FST TR NEW OPPORT MLP & ENE | $4,109,000 | +11.4% | 695,238 | +0.5% | 0.84% | +24.7% |
| MSFT | Buy | MICROSOFT CORP | $3,895,000 | +36.1% | 14,377 | +18.5% | 0.80% | +52.5% |
| FB | Buy | FACEBOOK INCcl a | $3,725,000 | +19.4% | 10,714 | +1.2% | 0.76% | +33.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,671,000 | +6.8% | 23,601 | +4.5% | 0.75% | +19.5% |
| ABNB | New | AIRBNB INC | $3,496,000 | – | 22,826 | +100.0% | 0.72% | – |
| CG | CARLYLE GROUP INC | $3,334,000 | +26.4% | 71,726 | 0.0% | 0.68% | +41.6% | |
| PEP | Buy | PEPSICO INC | $3,290,000 | +12.1% | 22,202 | +7.1% | 0.68% | +25.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $3,056,000 | +15.0% | 18,553 | +14.8% | 0.63% | +28.7% |
| APO | APOLLO GLOBAL MGMT INC | $2,990,000 | +32.3% | 48,072 | 0.0% | 0.61% | +48.1% | |
| PANW | Sell | PALO ALTO NETWORKS INC | $2,988,000 | +14.8% | 8,054 | -0.3% | 0.61% | +28.5% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $2,930,000 | +8.5% | 7 | 0.0% | 0.60% | +21.4% | |
| FDS | FACTSET RESH SYS INC | $2,692,000 | +8.8% | 8,021 | 0.0% | 0.55% | +21.9% | |
| EVV | Buy | EATON VANCE LTD DURATION INC | $2,461,000 | +6.1% | 185,580 | +1.1% | 0.50% | +18.8% |
| THWWW | TARGET HOSPITALITY CORP*w exp 03/15/202 | $2,311,000 | +206.9% | 4,199,999 | 0.0% | 0.47% | +243.5% | |
| NBB | Sell | NUVEEN TAXABLE MUNICPAL INM | $1,950,000 | -11.3% | 83,327 | -14.4% | 0.40% | -0.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,896,000 | +10.2% | 6,822 | +1.3% | 0.39% | +23.5% |
| ARKK | Buy | ARK ETF TRinnovation etf | $1,869,000 | +57.7% | 14,289 | +44.7% | 0.38% | +76.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,795,000 | +39.3% | 735 | +17.6% | 0.37% | +55.9% |
| DIS | Buy | DISNEY WALT CO | $1,734,000 | -4.1% | 9,863 | +0.7% | 0.36% | +7.6% |
| HD | Buy | HOME DEPOT INC | $1,724,000 | +7.3% | 5,406 | +2.7% | 0.35% | +20.1% |
| SO | Buy | SOUTHERN CO | $1,700,000 | +6.1% | 28,099 | +9.0% | 0.35% | +19.1% |
| KO | Buy | COCA COLA CO | $1,657,000 | +4.5% | 30,630 | +1.9% | 0.34% | +17.2% |
| GLD | SPDR GOLD TR | $1,621,000 | +3.6% | 9,784 | 0.0% | 0.33% | +15.7% | |
| BA | Buy | BOEING CO | $1,587,000 | -5.8% | 6,623 | +0.2% | 0.32% | +5.5% |
| INTC | Sell | INTEL CORP | $1,573,000 | -22.8% | 28,024 | -12.0% | 0.32% | -13.4% |
| XBI | Buy | SPDR SER TRs&p biotech | $1,526,000 | +48.4% | 11,269 | +48.7% | 0.31% | +66.5% |
| BSL | Sell | BLACKSTONE SENIOR FLOATNG RA | $1,484,000 | -9.2% | 90,786 | -13.6% | 0.30% | +1.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,403,000 | +32.6% | 8,488 | +13.5% | 0.29% | +48.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,369,000 | +4.2% | 10,148 | +4.6% | 0.28% | +16.6% |
| OKTA | OKTA INCcl a | $1,344,000 | +11.0% | 5,492 | 0.0% | 0.28% | +24.3% | |
| BGT | BLACKROCK GLOBAL FLOATING RA | $1,333,000 | +2.8% | 103,643 | 0.0% | 0.27% | +14.7% | |
| BAC | Buy | BK OF AMERICA CORP | $1,329,000 | +7.2% | 32,243 | +0.6% | 0.27% | +19.8% |
| HAS | Buy | HASBRO INC | $1,317,000 | +12.0% | 13,931 | +13.9% | 0.27% | +25.6% |
| PFE | Sell | PFIZER INC | $1,198,000 | +6.9% | 30,595 | -1.1% | 0.25% | +20.0% |
| WMT | Buy | WALMART INC | $1,014,000 | +6.5% | 7,190 | +2.6% | 0.21% | +19.5% |
| IYW | Buy | ISHARES TRu.s. tech etf | $1,012,000 | +23.0% | 10,180 | +8.5% | 0.21% | +37.1% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $1,003,000 | -7.2% | 6,323 | -11.4% | 0.21% | +4.0% |
| RDFN | REDFIN CORP | $961,000 | -4.9% | 15,162 | 0.0% | 0.20% | +6.5% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $909,000 | +8.0% | 2,124 | 0.0% | 0.19% | +20.8% | |
| AMGN | Buy | AMGEN INC | $809,000 | -0.6% | 3,321 | +1.5% | 0.17% | +11.4% |
| MRK | Sell | MERCK & CO INC | $802,000 | -3.8% | 10,308 | -4.7% | 0.16% | +7.2% |
| GOOG | ALPHABET INCcap stk cl c | $797,000 | +21.1% | 318 | 0.0% | 0.16% | +34.7% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $768,000 | +41.2% | 5,237 | +28.2% | 0.16% | +57.0% |
| IYJ | ISHARES TRus industrials | $744,000 | +5.2% | 6,694 | 0.0% | 0.15% | +17.7% | |
| YUM | Buy | YUM BRANDS INC | $742,000 | +6.5% | 6,446 | +0.1% | 0.15% | +18.8% |
| CVX | Buy | CHEVRON CORP NEW | $724,000 | +45.1% | 6,916 | +45.3% | 0.15% | +62.6% |
| UNP | UNION PAC CORP | $707,000 | -0.3% | 3,215 | 0.0% | 0.14% | +11.5% | |
| WDAY | WORKDAY INCcl a | $702,000 | -4.0% | 2,941 | 0.0% | 0.14% | +7.5% | |
| NFLX | New | NETFLIX INC | $688,000 | – | 1,302 | +100.0% | 0.14% | – |
| IYH | ISHARES TRus hlthcare etf | $685,000 | +8.2% | 2,509 | 0.0% | 0.14% | +20.7% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $671,000 | +23.1% | 1,146 | 0.0% | 0.14% | +38.0% | |
| SKLZ | New | SKILLZ INC | $658,000 | – | 30,291 | +100.0% | 0.14% | – |
| MMM | Buy | 3M CO | $642,000 | +47.9% | 3,232 | +43.5% | 0.13% | +67.1% |
| CL | Sell | COLGATE PALMOLIVE CO | $637,000 | -22.3% | 7,836 | -24.7% | 0.13% | -12.7% |
| HPP | HUDSON PAC PPTYS INC | $636,000 | +2.6% | 22,854 | 0.0% | 0.13% | +14.0% | |
| T | Buy | AT&T INC | $623,000 | -3.0% | 21,647 | +2.1% | 0.13% | +8.5% |
| MCD | Buy | MCDONALDS CORP | $623,000 | +4.4% | 2,697 | +1.2% | 0.13% | +17.4% |
| PSTG | PURE STORAGE INCcl a | $621,000 | -9.3% | 31,797 | 0.0% | 0.13% | +1.6% | |
| CSCO | Buy | CISCO SYS INC | $593,000 | +43.6% | 11,184 | +40.2% | 0.12% | +60.5% |
| IYK | ISHARES TRu.s. cnsm gd etf | $597,000 | +3.8% | 3,246 | 0.0% | 0.12% | +16.2% | |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $591,000 | +5.7% | 6,389 | +1.5% | 0.12% | +18.6% |
| URGN | UROGEN PHARMA LTD | $565,000 | -21.6% | 37,000 | 0.0% | 0.12% | -12.1% | |
| GLW | New | CORNING INC | $562,000 | – | 13,743 | +100.0% | 0.12% | – |
| WGO | WINNEBAGO INDS INC | $530,000 | -11.4% | 7,794 | 0.0% | 0.11% | -0.9% | |
| HON | Sell | HONEYWELL INTL INC | $506,000 | -19.3% | 2,308 | -20.1% | 0.10% | -9.6% |
| VLDR | New | VELODYNE LIDAR INC | $484,000 | – | 45,496 | +100.0% | 0.10% | – |
| CLDR | CLOUDERA INC | $475,000 | +30.5% | 29,941 | 0.0% | 0.10% | +44.8% | |
| WFC | Buy | WELLS FARGO CO NEW | $473,000 | +16.5% | 10,446 | +0.5% | 0.10% | +31.1% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $470,000 | +7.6% | 5,512 | -2.5% | 0.10% | +20.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $460,000 | +31.1% | 1,579 | +9.1% | 0.09% | +46.9% |
| TV | GRUPO TELEVISA S A Bspon adr rep ord | $428,000 | +60.9% | 30,000 | 0.0% | 0.09% | +79.6% | |
| HA | HAWAIIAN HOLDINGS INC | $426,000 | -8.8% | 17,500 | 0.0% | 0.09% | +1.2% | |
| TYG | TORTOISE ENERGY INFRA CORP | $422,000 | +17.9% | 14,653 | 0.0% | 0.09% | +31.8% | |
| CABO | CABLE ONE INC | $408,000 | +4.6% | 213 | 0.0% | 0.08% | +18.3% | |
| YUMC | Buy | YUM CHINA HLDGS INC | $392,000 | +12.0% | 5,919 | +0.1% | 0.08% | +25.0% |
| GIS | Buy | GENERAL MLS INC | $376,000 | +39.8% | 6,179 | +40.7% | 0.08% | +57.1% |
| NKE | Buy | NIKE INCcl b | $370,000 | +25.9% | 2,396 | +8.1% | 0.08% | +40.7% |
| AMP | Buy | AMERIPRISE FINL INC | $363,000 | +7.4% | 1,459 | +0.2% | 0.07% | +19.4% |
| COST | COSTCO WHSL CORP NEW | $362,000 | +12.4% | 914 | 0.0% | 0.07% | +25.4% | |
| RBLX | New | ROBLOX CORPcl a | $356,000 | – | 3,958 | +100.0% | 0.07% | – |
| TDG | TRANSDIGM GROUP INC | $357,000 | +9.8% | 552 | 0.0% | 0.07% | +21.7% | |
| CII | Buy | BLACKROCK ENHANCD CAP & INM | $342,000 | +7.9% | 16,611 | +1.1% | 0.07% | +20.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $338,000 | +11.9% | 843 | +3.9% | 0.07% | +25.5% |
| TSLA | TESLA INC | $326,000 | +1.6% | 480 | 0.0% | 0.07% | +13.6% | |
| V | Buy | VISA INC | $327,000 | +39.7% | 1,399 | +26.4% | 0.07% | +55.8% |
| TRV | Buy | TRAVELERS COMPANIES INC | $317,000 | +7.8% | 2,119 | +8.4% | 0.06% | +20.4% |
| IBB | ISHARES TRishares biotech | $319,000 | +8.5% | 1,950 | 0.0% | 0.06% | +20.4% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $310,000 | +10.3% | 1,560 | +4.6% | 0.06% | +25.5% |
| PIM | Buy | PUTNAM MASTER INTER INCOME Tsh ben int | $298,000 | -1.7% | 71,086 | +1.4% | 0.06% | +8.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $294,000 | +3.5% | 1,298 | +3.6% | 0.06% | +15.4% |
| WHR | Buy | WHIRLPOOL CORP | $286,000 | -0.7% | 1,314 | +0.5% | 0.06% | +11.3% |
| DOW | New | DOW INC | $289,000 | – | 4,573 | +100.0% | 0.06% | – |
| FIF | FIRST TR ENERGY INFRASTRCTR | $289,000 | +10.3% | 21,175 | 0.0% | 0.06% | +22.9% | |
| SEE | Sell | SEALED AIR CORP NEW | $283,000 | +25.8% | 4,770 | -2.9% | 0.06% | +41.5% |
| NSC | NORFOLK SOUTHN CORP | $282,000 | -1.1% | 1,061 | 0.0% | 0.06% | +11.5% | |
| LYFT | New | LYFT INC | $277,000 | – | 4,574 | +100.0% | 0.06% | – |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $275,000 | -7.4% | 4,115 | -12.5% | 0.06% | +3.7% |
| ES | Sell | EVERSOURCE ENERGY | $268,000 | -53.1% | 3,335 | -49.4% | 0.06% | -47.6% |
| AWP | ABERDEEN GLOBAL PREMIER PPTY | $266,000 | +6.8% | 41,897 | 0.0% | 0.06% | +19.6% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $257,000 | +2.4% | 4,505 | -2.7% | 0.05% | +15.2% |
| UBER | UBER TECHNOLOGIES INC | $255,000 | -8.3% | 5,094 | 0.0% | 0.05% | +2.0% | |
| TQQQ | New | PROSHARES TRultrapro qqq | $255,000 | – | 2,080 | +100.0% | 0.05% | – |
| MITK | MITEK SYS INC | $250,000 | +31.6% | 13,000 | 0.0% | 0.05% | +45.7% | |
| PINS | PINTEREST INCcl a | $232,000 | +6.4% | 2,941 | 0.0% | 0.05% | +20.0% | |
| TTD | New | THE TRADE DESK INC | $232,000 | – | 3,000 | +100.0% | 0.05% | – |
| BLV | VANGUARD BD INDEX FDSlong term bond | $231,000 | +5.0% | 2,241 | 0.0% | 0.05% | +17.5% | |
| PCSA | Buy | PROCESSA PHARMACEUTICALS INC | $225,000 | +3.2% | 27,500 | +37.5% | 0.05% | +15.0% |
| GDX | VANECK VECTORS ETF TRgold miners etf | $221,000 | +4.7% | 6,500 | 0.0% | 0.04% | +15.4% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $217,000 | +6.9% | 3,474 | +0.2% | 0.04% | +18.9% |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $215,000 | – | 2,114 | +100.0% | 0.04% | – |
| ORCL | New | ORACLE CORP | $216,000 | – | 2,771 | +100.0% | 0.04% | – |
| DHR | New | DANAHER CORPORATION | $213,000 | – | 795 | +100.0% | 0.04% | – |
| IYM | ISHARES TRu.s. bas mtl etf | $210,000 | +3.4% | 1,613 | 0.0% | 0.04% | +16.2% | |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $209,000 | – | 4,052 | +100.0% | 0.04% | – |
| GE | Sell | GENERAL ELECTRIC CO | $205,000 | -11.3% | 15,230 | -13.6% | 0.04% | 0.0% |
| PPG | New | PPG INDS INC | $204,000 | – | 1,204 | +100.0% | 0.04% | – |
| SYY | Sell | SYSCO CORP | $203,000 | -29.0% | 2,609 | -28.2% | 0.04% | -19.2% |
| PAAS | PAN AMERN SILVER CORP | $200,000 | -4.8% | 7,000 | 0.0% | 0.04% | +7.9% | |
| AGI | ALAMOS GOLD INC NEW | $171,000 | -2.3% | 22,417 | 0.0% | 0.04% | +9.4% | |
| ETY | Buy | EATON VANCE TAX-MANAGED DIVE | $150,000 | +12.8% | 10,639 | +1.9% | 0.03% | +29.2% |
| KMF | KAYNE ANDERSON NEXTGEN ENRGY | $121,000 | +13.1% | 16,009 | 0.0% | 0.02% | +25.0% | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $111,000 | +24.7% | 12,480 | 0.0% | 0.02% | +43.8% | |
| MFA | MFA FINL INC | $58,000 | +11.5% | 12,658 | 0.0% | 0.01% | +20.0% | |
| CAPR | CAPRICOR THERAPEUTICS INC | $56,000 | +9.8% | 10,894 | 0.0% | 0.01% | +22.2% | |
| MUX | MCEWEN MNG INC | $54,000 | +31.7% | 39,375 | 0.0% | 0.01% | +37.5% | |
| BITF | New | BITFARMS LTD | $45,000 | – | 11,600 | +100.0% | 0.01% | – |
| WTER | ALKALINE WTR CO INC | $34,000 | +41.7% | 22,000 | 0.0% | 0.01% | +75.0% | |
| GPL | GREAT PANTHER MNG LTD | $30,000 | -16.7% | 47,273 | 0.0% | 0.01% | -14.3% | |
| REML | Exit | CREDIT SUISSE NASSAU BRANCHxlnks reit etn36 | $0 | – | -13,031 | -100.0% | -0.02% | – |
| USA | Exit | LIBERTY ALL STAR EQUITY FDsh ben int | $0 | – | -22,115 | -100.0% | -0.03% | – |
| IBRX | Exit | IMMUNITYBIO INC | $0 | – | -9,500 | -100.0% | -0.04% | – |
| FLIR | Exit | FLIR SYS INC | $0 | – | -4,500 | -100.0% | -0.05% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -1,400 | -100.0% | -0.05% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -917 | -100.0% | -0.05% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -1,528 | -100.0% | -0.05% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -516 | -100.0% | -0.05% | – |
| ETJ | Exit | EATON VANCE RISK-MANAGED DIV | $0 | – | -29,224 | -100.0% | -0.06% | – |
| CMA | Exit | COMERICA INC | $0 | – | -4,632 | -100.0% | -0.06% | – |
| CLR | Exit | CONTINENTAL RES INC | $0 | – | -13,470 | -100.0% | -0.06% | – |
| IRBT | Exit | IROBOT CORP | $0 | – | -3,049 | -100.0% | -0.07% | – |
| VTRS | Exit | VIATRIS INC | $0 | – | -37,634 | -100.0% | -0.10% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -5,000 | -100.0% | -0.12% | – |
| PCI | Exit | PIMCO DYNAMIC CR INCOME FD | $0 | – | -143,896 | -100.0% | -0.59% | – |
| IAU | Exit | ISHARES GOLD TRishares | $0 | – | -984,326 | -100.0% | -2.93% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-10
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.