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 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
465+ 11625.0% |
$804K - $1.04M
|
469
$883K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-21- 7.29% |
$36.3K - $46.9K
|
267
$503K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
120New |
$207K - $268K
|
120
$226K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 48.0% |
$20.7K - $26.8K
|
13
$24.5K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
800+ 11.53% |
$1.38M - $1.78M
|
7.74K
$14.6M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 50.0% |
$1.73K - $2.23K
|
3
$5.65K
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
870+ 13.11% |
$1.5M - $1.94M
|
7.51K
$14.1M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
168New |
$290K - $375K
|
168
$316K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
463New |
$800K - $1.03M
|
463
$872K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 26.32% |
$8.64K - $11.2K
|
24
$45.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
25+ 20.0% |
$43.2K - $55.8K
|
150
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
35New |
$60.5K - $78.1K
|
35
$65.9K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3+ 0.3% |
$5.19K - $6.69K
|
1K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
122New |
$211K - $272K
|
122
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-20- 1.59% |
$34.6K - $44.6K
|
1.24K
$2.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-3- 0.39% |
$5.19K - $6.69K
|
757
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- 5.56% |
$1.73K - $2.23K
|
17
$32K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-109- 17.44% |
$188K - $243K
|
516
$972K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
1New |
$1.73K - $2.23K
|
1
$1.88K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-762- 95.13% |
$1.32M - $1.7M
|
39
$73.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1- 0.09% |
$1.73K - $2.23K
|
1.12K
$2.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
887New |
$1.53M - $1.98M
|
887
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
785New |
$1.36M - $1.75M
|
785
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
334New |
$577K - $745K
|
334
$629K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1New |
$1.73K - $2.23K
|
1
$1.88K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
24New |
$41.5K - $53.5K
|
24
$45.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-127- 54.04% |
$220K - $283K
|
108
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$1.73K - $2.23K
|
1
$1.88K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-4- 57.14% |
$6.91K - $8.92K
|
3
$5.65K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-129- 92.81% |
$223K - $288K
|
10
$18.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
368New |
$636K - $821K
|
368
$693K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-10- 8.0% |
$17.3K - $22.3K
|
115
$217K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
200+ 6.51% |
$346K - $446K
|
3.27K
$6.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 16.67% |
$5.19K - $6.69K
|
15
$28.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 100.0% |
$1.73K - $2.23K
|
2
$3.77K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
179+ 138.76% |
$326K - $421K
|
308
$580K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9+ 1.22% |
$16.4K - $21.2K
|
744
$1.4M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4New |
$7.28K - $9.41K
|
4
$7.53K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
93+ 33.45% |
$169K - $219K
|
371
$699K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2+ 1.82% |
$3.64K - $4.71K
|
112
$211K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
95New |
$173K - $224K
|
95
$179K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
95New |
$173K - $224K
|
95
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.64K- 5.82% |
$10.3M - $13.3M
|
91.3K
$172M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
142New |
$258K - $334K
|
142
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
907New |
$1.65M - $2.13M
|
907
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5- 2.72% |
$9.09K - $11.8K
|
179
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3New |
$5.46K - $7.06K
|
3
$5.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
173New |
$315K - $407K
|
173
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-25- 2.54% |
$45.5K - $58.8K
|
960
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
179+ 42.62% |
$326K - $421K
|
599
$1.13M
|
|