CoastalSouth Bancshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 11/14/2025 | 1.11 M | $24.26 M | 100.00% | 9.91% | |
| EJF CAPITAL LLC | 11/12/2025 | 930.17 K | $20.29 M | 100.00% | 8.29% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 503.08 K | $10.97 M | 100.00% | 4.48% |
| AZORA CAPITAL LP | 11/14/2025 | 399.06 K | $8.70 M | 100.00% | 3.56% |
| BERKELEY CAPITAL PARTNERS, LLC | 11/10/2025 | 380.93 K | $8.20 M | -3.59% | 3.40% |
| FOURTHSTONE LLC | 11/14/2025 | 378.14 K | $8.25 M | 100.00% | 3.37% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 352.95 K | $7.70 M | 100.00% | 3.15% |
| ENDEAVOUR CAPITAL ADVISORS INC | 11/07/2025 | 336.94 K | $7.35 M | 100.00% | 3.00% |
| MENDON CAPITAL ADVISORS CORP | 11/14/2025 | 332.35 K | $7.24 M | 100.00% | 2.96% |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 306.54 K | $6.69 M | 100.00% | 2.73% |
| BLACKROCK, INC. | 11/12/2025 | 250.32 K | $5.46 M | 100.00% | 2.23% |
| NORTH REEF CAPITAL MANAGEMENT LP | 11/14/2025 | 220.62 K | $4.81 M | 100.00% | 1.97% |
| VANGUARD GROUP INC | 11/07/2025 | 147.26 K | $3.21 M | 100.00% | 1.31% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 130.53 K | $2.85 M | 100.00% | 1.16% |
| RAFFLES ASSOCIATES LP | 11/14/2025 | 124.28 K | $2.71 M | 100.00% | 1.11% |
| KLCM ADVISORS, INC. | 11/13/2025 | 90.47 K | $1.97 M | 144.22% | 0.81% |
| BLEAKLEY FINANCIAL GROUP, LLC | 11/10/2025 | 88.09 K | $1.92 M | 100.00% | 0.79% |
| BANC FUNDS CO LLC | 11/14/2025 | 85.72 K | $1.87 M | -65.38% | 0.76% |
| FIRST MANHATTAN CO. LLC. | 11/14/2025 | 77.64 K | $1.69 M | 100.00% | 0.69% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 11/13/2025 | 75.74 K | $1.65 M | 100.00% | 0.68% |
| NORTHERN TRUST CORP | 11/14/2025 | 42.01 K | $916.17 K | 100.00% | 0.37% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 40.09 K | $874.32 K | 100.00% | 0.36% |
| SALZHAUER MICHAEL | 10/20/2025 | 32.75 K | $714.19 K | 100.00% | 0.29% |
| STATE STREET CORP | 11/14/2025 | 26.90 K | $586.78 K | 100.00% | 0.24% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 20.95 K | $456.94 K | 100.00% | 0.19% |
| GHISALLO CAPITAL MANAGEMENT LLC | 11/14/2025 | 20.00 K | $436.20 K | 100.00% | 0.18% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 19.81 K | $431.99 K | 100.00% | 0.18% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 15.58 K | $339.84 K | 100.00% | 0.14% |
| ELCO MANAGEMENT CO., LLC | 11/05/2025 | 11.12 K | $242.42 K | 100.00% | 0.10% |
| SEI INVESTMENTS CO | 11/13/2025 | 9.67 K | $210.95 K | 100.00% | 0.09% |
| UBS GROUP AG | 11/13/2025 | 8.85 K | $193.02 K | 100.00% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 7.75 K | $174.14 K | 100.00% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 6.72 K | $146.61 K | 100.00% | 0.06% |
| BARCLAYS PLC | 11/12/2025 | 6.58 K | $143.49 K | 100.00% | 0.06% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 4.95 K | $108.03 K | 100.00% | 0.04% |
| RHUMBLINE ADVISERS | 11/06/2025 | 4.15 K | $90.53 K | 100.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 3.46 K | $75.48 K | 100.00% | 0.03% |
| MORGAN STANLEY | 11/14/2025 | 3.20 K | $69.81 K | 100.00% | 0.03% |
| JPMORGAN CHASE & CO | 11/26/2025 | 3.06 K | $66.78 K | 100.00% | 0.03% |
| ROYAL BANK OF CANADA | 11/14/2025 | 2.21 K | $48.00 K | 100.00% | 0.02% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 2.15 K | $46.85 K | 100.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 2.14 K | $46.61 K | 100.00% | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 1.90 K | $41.44 K | 100.00% | 0.02% |
| STRS OHIO | 10/30/2025 | 800 | $17.45 K | 100.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 683 | $14.90 K | 100.00% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 483 | $10.53 K | 100.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 396 | $8.63 K | 100.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 386 | $8.42 K | 100.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2025 | 283 | $6.17 K | 100.00% | 0.00% |
| AMALGAMATED BANK | 10/29/2025 | 150 | $3.00 K | 100.00% | 0.00% |
CoastalSouth Bancshares, Inc. institutional Ownership - FAQ's
During the previous two years, 51 institutional investors and hedge funds held shares of CoastalSouth Bancshares, Inc.. The most heavily invested institutionals were:
EJF Capital LLC: 930,171
ALLIANCEBERNSTEIN L.P.: 503,082
Azora Capital LP: 399,064
Berkeley Capital Partners, LLC: 380,934
Fourthstone LLC: 378,141
GOLDMAN SACHS GROUP INC: 352,952
59.03% of CoastalSouth Bancshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.51 M shares in the last 24 months. This purchase volume represents approximately $134.06 M in transactions.