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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 20.0% |
$730 - $874
|
4
$7.53K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-3- 0.55% |
$2.19K - $2.62K
|
541
$1.02M
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
14New |
$10.2K - $12.2K
|
14
$26.4K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1New |
$730 - $874
|
1
$1.88K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
11New |
$8.03K - $9.61K
|
11
$20.7K
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
278New |
$203K - $243K
|
278
$523K
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
22+ 2.48% |
$16.1K - $19.2K
|
908
$1.71M
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 50.0% |
$1.46K - $1.75K
|
2
$3.77K
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
20.3KNew |
$14.8M - $17.7M
|
20.3K
$38.1M
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1+ 16.67% |
$730 - $874
|
7
$13.2K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3New |
$2.19K - $2.62K
|
3
$5.65K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3New |
$2.19K - $2.62K
|
3
$5.65K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1New |
$730 - $874
|
1
$1.88K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
6New |
$4.38K - $5.24K
|
6
$11.3K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
258+ 2.18% |
$5.97K - $223K
|
12.1K
$22.8M
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-900- 48.1% |
$20.8K - $777K
|
971
$1.83M
|
|
Dec 06, 2022
Q3 2022
|
Hahn Capital Management LLC
San Francisco, CA |
BUY
|
- |
206+ 3.25% |
$4.77K - $178K
|
6.55K
$12.3M
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9New |
$208 - $7.77K
|
9
$16.9K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200New |
$4.63K - $173K
|
200
$377K
|
|
Nov 14, 2022
Q3 2022
|
Price Jennifer C.
New York, NY |
SELL
|
- |
-20K- 50.03% |
$464K - $17.3M
|
20K
$37.7M
|
|
Nov 14, 2022
Q3 2022
|
Miura Global Management, LLC
New York, NY |
SELL
|
- |
-2K- 20.0% |
$46.3K - $1.73M
|
8K
$15.1M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.5K- 73.28% |
$34.7K - $1.3M
|
547
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
483New |
$11.2K - $417K
|
483
$909K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2New |
$46.3 - $1.73K
|
2
$3.77K
|
|
Nov 10, 2022
Q3 2022
|
Algebris (Uk) LTD
London, X0 |
SELL
|
- |
-5.7KClosed |
$132K - $4.92M
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.95KNew |
$45.1K - $1.68M
|
1.95K
$3.67M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$92.6 - $3.46K
|
4
$7.53K
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
5New |
$116 - $4.32K
|
5
$9.42K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11New |
$255 - $9.5K
|
11
$20.7K
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
272New |
$6.3K - $235K
|
272
$512K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2New |
$46.3 - $1.73K
|
2
$3.77K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
72New |
$1.67K - $62.2K
|
72
$136K
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
1New |
$23.2 - $864
|
1
$1.88K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
18New |
$417 - $15.5K
|
18
$33.9K
|
|
Q2 2022 | |||||||
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1Closed |
$599 - $700
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-5Closed |
$2.99K - $3.5K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.03KNew |
$2.41M - $2.82M
|
4.03K
$7.58M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-30Closed |
$18K - $21K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Islet Management, LP
New York, NY |
SELL
|
- |
-15KClosed |
$8.98M - $10.5M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-611Closed |
$366K - $428K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hawkeye Capital Management, LLC
Miami Beach, FL |
BUY
|
- |
1.93KNew |
$1.16M - $1.35M
|
1.93K
$3.64M
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-300Closed |
$180K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-883Closed |
$529K - $618K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2- 16.67% |
$1.2K - $1.4K
|
10
$18.8K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4Closed |
$2.4K - $2.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-9Closed |
$5.39K - $6.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
598+ 8.71% |
$358K - $419K
|
7.47K
$14.1M
|
|
Aug 15, 2022
Q2 2022
|
New Mountain Vantage Advisers, L.L.C.
New York, NY |
SELL
|
- |
-12.7KClosed |
$7.62M - $8.91M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
SELL
|
- |
-1KClosed |
$599K - $700K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-55- 1.49% |
$32.9K - $38.5K
|
3.63K
$6.83M
|