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Coastal Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$185K
Morgan Stanley
27
Morgan Stanley
New York
$181K -$14.2K -922 -7%
TA
28
Teton Advisors
New York
$180K +$27.8K +1,800 +18%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$152K +$5.41K +351 +4%
Deutsche Bank
30
Deutsche Bank
Germany
$128K -$91.8K -5,954 -41%
Victory Capital Management
31
Victory Capital Management
Texas
$128K -$24.7K -1,600 -16%
AIG
32
American International Group
New York
$64K -$509 -33 -0.8%
Bank of America
33
Bank of America
North Carolina
$64K +$25K +1,621 +62%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$61K +$61.7K +4,000 New
Wells Fargo
35
Wells Fargo
California
$50K +$37.1K +2,407 +267%
AG
36
Advisor Group
Arizona
$42K +$42.5K +2,755 New
UBS Group
37
UBS Group
Switzerland
$39K -$6.54K -424 -14%
JP Morgan Chase
38
JP Morgan Chase
New York
$32K +$9.18K +595 +40%
SO
39
STRS Ohio
Ohio
$27K
Citigroup
40
Citigroup
New York
$26K -$1.16K -75 -4%
Legal & General Group
41
Legal & General Group
United Kingdom
$14K
AIP
42
Ameritas Investment Partners
Nebraska
$8K
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$8K +$7.83K +508 New
CCA
44
Catalyst Capital Advisors
New York
$5K
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$2.57K +$2.61K +169 New
Barclays
46
Barclays
United Kingdom
$2K -$36.4K -2,361 -94%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1K -$2.38K -154 -68%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1K +$740 +48 +109%
JAM
49
Jacobs Asset Management
New York
-$1.4M -82,332 Closed
SSA
50
Schonfeld Strategic Advisors
New York
-$1.16M -68,470 Closed