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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
39+ 21.67% |
$49.3K - $59K
|
219
$404K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
3New |
$3.79K - $4.54K
|
3
$5.54K
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-60- 11.54% |
$75.8K - $90.7K
|
460
$849K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
7New |
$8.85K - $10.6K
|
7
$12.9K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1KNew |
$1.26M - $1.51M
|
1K
$1.85M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1- 20.0% |
$1.26K - $1.51K
|
4
$7.38K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
156New |
$197K - $236K
|
156
$288K
|
|
Q2 2023 | |||||||
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-21.4K- 15.01% |
$20.4M - $28.3M
|
121K
$224M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-90- 18.95% |
$85.6K - $119K
|
385
$711K
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.94K- 22.46% |
$1.84M - $2.56M
|
6.68K
$12.3M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
150KNew |
$143M - $198M
|
150K
$277M
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8New |
$7.61K - $10.6K
|
8
$14.8K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
6New |
$5.7K - $7.93K
|
6
$11.1K
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
700New |
$666K - $925K
|
700
$1.29M
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
200New |
$190K - $264K
|
200
$369K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-50- 33.33% |
$47.5K - $66.1K
|
100
$185K
|
|
Aug 14, 2023
Q2 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-4.76K- 16.93% |
$4.52M - $6.28M
|
23.3K
$43.1M
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
547New |
$520K - $723K
|
547
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
191New |
$182K - $252K
|
191
$352K
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.74KNew |
$3.56M - $4.94M
|
3.74K
$6.9M
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
11.1K+ 51.06% |
$10.6M - $14.7M
|
32.9K
$60.8M
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-95- 20.74% |
$90.3K - $126K
|
363
$670K
|
|
Aug 14, 2023
Q2 2023
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
750+ 300.0% |
$713K - $991K
|
1K
$1.85M
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
751New |
$714K - $992K
|
751
$1.39M
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
24New |
$22.8K - $31.7K
|
24
$44.3K
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
298New |
$283K - $394K
|
298
$550K
|
|
Aug 11, 2023
Q2 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-67- 18.21% |
$63.7K - $88.5K
|
301
$556K
|
|
Aug 10, 2023
Q2 2023
|
Clifford Capital Partners LLC
Alpine, UT |
SELL
|
- |
-2.04K- 22.21% |
$1.93M - $2.69M
|
7.13K
$13.2M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-210- 5.05% |
$200K - $277K
|
3.95K
$7.29M
|
|
Aug 10, 2023
Q2 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
156+ 19.95% |
$148K - $206K
|
938
$1.73M
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-49- 19.37% |
$46.6K - $64.7K
|
204
$376K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 33.33% |
$951 - $1.32K
|
4
$7.38K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$1.9K - $2.64K
|
2
$3.69K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-18- 5.71% |
$17.1K - $23.8K
|
297
$548K
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
31New |
$29.5K - $41K
|
31
$57.2K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
19+ 1900.0% |
$18.1K - $25.1K
|
20
$36.9K
|
|
Jul 31, 2023
Q2 2023
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
800New |
$761K - $1.06M
|
800
$1.48M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.24KNew |
$2.13M - $2.96M
|
2.24K
$4.14M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1- 33.33% |
$951 - $1.32K
|
2
$3.69K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3New |
$2.85K - $3.96K
|
3
$5.54K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
176New |
$167K - $233K
|
176
$325K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2New |
$1.9K - $2.64K
|
2
$3.69K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24New |
$22.8K - $31.7K
|
24
$44.3K
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-93- 10.81% |
$88.4K - $123K
|
767
$1.42M
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
186New |
$177K - $246K
|
186
$343K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 50.0% |
$951 - $1.32K
|
1
$1.85K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 50.0% |
$2.85K - $3.96K
|
3
$5.54K
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
14New |
$13.3K - $18.5K
|
14
$25.8K
|
|
Q1 2023 | |||||||
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
270New |
$137K - $263K
|
270
$498K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.67K- 85.71% |
$849K - $1.62M
|
278
$513K
|