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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
6New |
$5.7K - $7.93K
|
6
$11.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8New |
$7.61K - $10.6K
|
8
$15.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
150KNew |
$143M - $198M
|
150K
$283M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
547New |
$520K - $723K
|
547
$1.03M
|
|
|
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
$43.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-50- 33.33% |
$47.5K - $66.1K
|
100
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
200New |
$190K - $264K
|
200
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.74KNew |
$3.56M - $4.94M
|
3.74K
$7.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
11.1K+ 51.06% |
$10.6M - $14.7M
|
32.9K
$62M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
298New |
$283K - $394K
|
298
$561K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-95- 20.74% |
$90.3K - $126K
|
363
$684K
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
751New |
$714K - $992K
|
751
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
24New |
$22.8K - $31.7K
|
24
$45.2K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-67- 18.21% |
$63.7K - $88.5K
|
301
$567K
|
|
|
Aug 10, 2023
Q2 2023
|
Clifford Capital Partners LLC
Alpine, UT |
SELL
|
- |
-2.04K- 22.21% |
$1.93M - $2.69M
|
7.13K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-210- 5.05% |
$200K - $277K
|
3.95K
$7.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-49- 19.37% |
$46.6K - $64.7K
|
204
$384K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 33.33% |
$951 - $1.32K
|
4
$7.53K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$1.9K - $2.64K
|
2
$3.77K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-18- 5.71% |
$17.1K - $23.8K
|
297
$559K
|
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
31New |
$29.5K - $41K
|
31
$58.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
19+ 1900.0% |
$18.1K - $25.1K
|
20
$37.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1- 33.33% |
$951 - $1.32K
|
2
$3.77K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.24KNew |
$2.13M - $2.96M
|
2.24K
$4.22M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
176New |
$167K - $233K
|
176
$331K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3New |
$2.85K - $3.96K
|
3
$5.65K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24New |
$22.8K - $31.7K
|
24
$45.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2New |
$1.9K - $2.64K
|
2
$3.77K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
14New |
$13.3K - $18.5K
|
14
$26.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 50.0% |
$2.85K - $3.96K
|
3
$5.65K
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
270New |
$137K - $263K
|
270
$508K
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
30+ 5.77% |
$15.3K - $29.2K
|
550
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
600New |
$305K - $584K
|
600
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
4KNew |
$2.04M - $3.89M
|
4K
$7.53M
|
|
|
May 15, 2023
Q1 2023
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
35KNew |
$17.8M - $34.1M
|
35K
$65.9M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
190New |
$96.7K - $185K
|
190
$358K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15- 65.22% |
$7.64K - $14.6K
|
8
$15.1K
|
|
|
May 15, 2023
Q1 2023
|
Gcm Grosvenor Holdings, LLC
Chicago, IL |
SELL
|
- |
-9.43K- 21.86% |
$4.8M - $9.18M
|
33.7K
$63.5M
|
|
|
May 15, 2023
Q1 2023
|
Arctis Global LLC
San Juan, PR |
BUY
|
- |
14KNew |
$7.14M - $13.6M
|
14K
$26.4M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
10.8KNew |
$5.5M - $10.5M
|
10.8K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
10.3KNew |
$5.22M - $9.97M
|
10.3K
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
Inherent Group, LP
New York, NY |
BUY
|
- |
4.31KNew |
$2.19M - $4.19M
|
4.31K
$8.11M
|
|
|
May 15, 2023
Q1 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
4KNew |
$2.04M - $3.89M
|
4K
$7.53M
|
|
|
May 15, 2023
Q1 2023
|
Springhouse Capital Management, LP
Westport, CT |
BUY
|
- |
800New |
$407K - $778K
|
800
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
1.11KNew |
$567K - $1.08M
|
1.11K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
CALL |
500New |
$255K - $487K
|
500
$942K
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
3KNew |
$1.53M - $2.92M
|
3K
$5.65M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
111New |
$56.5K - $108K
|
111
$209K
|
|
|
May 12, 2023
Q1 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
388New |
$198K - $378K
|
388
$731K
|
|
|
May 12, 2023
Q1 2023
|
Beaconlight Capital, LLC
New York, NY |
BUY
|
- |
1.18KNew |
$601K - $1.15M
|
1.18K
$2.22M
|
|