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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
7New |
$4.19K - $4.9K
|
7
$15.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1KNew |
$599K - $700K
|
1K
$2.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-27Closed |
$16.2K - $18.9K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2Closed |
$1.2K - $1.4K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-10Closed |
$5.99K - $7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-8Closed |
$4.79K - $5.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
15New |
$8.98K - $10.5K
|
15
$33K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$59.9K - $70K
|
100
$220K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-55Closed |
$32.9K - $38.5K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$2.99K - $3.5K
|
5
$11K
|
|
| Q1 2022 | |||||||
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.25% |
$3.31K - $4.53K
|
405
$891K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
389New |
$258K - $352K
|
389
$856K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
13New |
$8.61K - $11.8K
|
13
$28.6K
|
|
|
Jun 22, 2023
Q1 2022
|
Msd Partners, L.P.
New York, NY |
SELL
|
- |
-5.51K- 59.89% |
$3.65M - $4.99M
|
3.69K
$8.11M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3New |
$1.99K - $2.72K
|
3
$6.6K
|
|
|
May 16, 2022
Q1 2022
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
2.14K+ 3.56% |
$1.41M - $1.94M
|
62.2K
$137M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
106KNew |
$70.1M - $95.9M
|
106K
$233M
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-721Closed |
$478K - $653K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
5New |
$3.31K - $4.53K
|
5
$11K
|
|
|
May 16, 2022
Q1 2022
|
One Fin Capital Management LP
San Francisco, CA |
SELL
|
- |
-14.7KClosed |
$9.71M - $13.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
311New |
$206K - $282K
|
311
$684K
|
|
|
May 16, 2022
Q1 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-351Closed |
$232K - $318K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-125KClosed |
$82.8M - $113M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Toms Capital Investment Management LP
New York, NY |
SELL
|
- |
-151KClosed |
$100M - $137M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.29KClosed |
$856K - $1.17M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-57.6KClosed |
$38.2M - $52.2M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5+ 1.25% |
$3.31K - $4.53K
|
405
$891K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-2.43KClosed |
$1.61M - $2.2M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-16KClosed |
$10.6M - $14.5M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-406Closed |
$269K - $368K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1New |
$662 - $906
|
1
$2.2K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1Closed |
$662 - $906
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1New |
$662 - $906
|
1
$2.2K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-268Closed |
$178K - $243K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-113Closed |
$74.8K - $102K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3New |
$1.99K - $2.72K
|
3
$6.6K
|
|
|
May 09, 2022
Q1 2022
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-12.6KClosed |
$8.35M - $11.4M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
370New |
$245K - $335K
|
370
$814K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
18New |
$11.9K - $16.3K
|
18
$39.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-500Closed |
$331K - $453K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
9New |
$5.96K - $8.15K
|
9
$19.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
7New |
$4.64K - $6.34K
|
7
$15.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Denali Advisors LLC
|
SELL
|
- |
-7Closed |
$4.64K - $6.34K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7New |
$4.64K - $6.34K
|
7
$15.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Roubaix Capital, LLC
|
SELL
|
- |
-4.8KClosed |
$3.18M - $4.35M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
525New |
$402K - $465K
|
525
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
67New |
$51.3K - $59.3K
|
67
$147K
|
|
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-10.2KClosed |
$7.81M - $9.03M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.87KNew |
$2.2M - $2.54M
|
2.87K
$6.31M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
400New |
$306K - $354K
|
400
$880K
|
|