Latest Institutional Transactions on First Citizens Bancshares Inc (FCNCA)
This table provides information on the latest institutional transactions involving First Citizens Bancshares Inc (FCNCA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
150+ 57.69% |
$206K - $245K
|
410
$757K
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
10.4KNew |
$14.2M - $16.9M
|
10.4K
$19.1M
|
|
May 13, 2024
Q1 2024
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-612- 13.94% |
$841K - $1M
|
3.78K
$6.97M
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
456New |
$627K - $746K
|
456
$842K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2New |
$2.75K - $3.27K
|
2
$3.69K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
141New |
$194K - $231K
|
141
$260K
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
566New |
$778K - $925K
|
566
$1.04M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
775+ 2583.33% |
$1.06M - $1.27M
|
805
$1.49M
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-1.79K- 89.5% |
$2.46M - $2.93M
|
210
$388K
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.75KNew |
$3.78M - $4.5M
|
2.75K
$5.08M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
636+ 6.33% |
$874K - $1.04M
|
10.7K
$19.7M
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$1.37K - $1.64K
|
1
$1.85K
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1+ 5.88% |
$1.37K - $1.64K
|
18
$33.2K
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
150+ 66.67% |
$206K - $245K
|
375
$692K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2New |
$2.75K - $3.27K
|
2
$3.69K
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-4.84K- 40.63% |
$6.65M - $7.91M
|
7.07K
$13M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
38+ 19.9% |
$52.2K - $62.1K
|
229
$423K
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
96+ 10.57% |
$132K - $157K
|
1K
$1.85M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-20- 1.0% |
$27.5K - $32.7K
|
1.99K
$3.66M
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18New |
$24.7K - $29.4K
|
18
$33.2K
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-124- 46.1% |
$170K - $203K
|
145
$268K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1New |
$1.37K - $1.64K
|
1
$1.85K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 62.5% |
$6.87K - $8.18K
|
13
$24K
|
|
May 03, 2024
Q1 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
239+ 12.26% |
$328K - $391K
|
2.19K
$4.04M
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4New |
$5.5K - $6.54K
|
4
$7.38K
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3+ 0.4% |
$4.12K - $4.91K
|
760
$1.4M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.67% |
$4.12K - $4.91K
|
448
$827K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 66.67% |
$2.75K - $3.27K
|
1
$1.85K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 27.27% |
$4.12K - $4.91K
|
14
$25.8K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
16+ 5.78% |
$22K - $26.2K
|
293
$541K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.27KNew |
$1.74M - $2.07M
|
1.27K
$2.33M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.18KNew |
$1.62M - $1.92M
|
1.18K
$2.17M
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
1+ 0.64% |
$1.37K - $1.64K
|
158
$292K
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1- 0.23% |
$1.37K - $1.64K
|
434
$801K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1- 2.17% |
$1.37K - $1.64K
|
45
$83K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8- 50.0% |
$11K - $13.1K
|
8
$14.8K
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
129New |
$177K - $211K
|
129
$238K
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
125New |
$172K - $204K
|
125
$231K
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
200New |
$275K - $327K
|
200
$369K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-30- 88.24% |
$41.2K - $49.1K
|
4
$7.38K
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-200- 6.63% |
$275K - $327K
|
2.82K
$5.2M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
159New |
$218K - $260K
|
159
$293K
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.14% |
$1.37K - $1.64K
|
706
$1.3M
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
2New |
$2.75K - $3.27K
|
2
$3.69K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-426- 37.57% |
$585K - $697K
|
708
$1.31M
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-124- 34.16% |
$170K - $203K
|
239
$441K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 33.33% |
$1.37K - $1.64K
|
4
$7.38K
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.16% |
$1.37K - $1.64K
|
610
$1.13M
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
124New |
$170K - $203K
|
124
$229K
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32- 9.85% |
$44K - $52.3K
|
293
$541K
|