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 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
55+ 2.0% |
$85.9K - $108K
|
2.81K
$5.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 100.0% |
$4.69K - $5.9K
|
6
$11.3K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.33% |
$1.56K - $1.97K
|
304
$572K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.27% |
$1.56K - $1.97K
|
377
$710K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
258+ 0.33% |
$403K - $507K
|
79.1K
$149M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
294+ 27.37% |
$459K - $578K
|
1.37K
$2.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.31% |
$1.56K - $1.97K
|
324
$610K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
314New |
$490K - $617K
|
314
$591K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$1.56K - $1.97K
|
1
$1.88K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1- 0.68% |
$1.56K - $1.97K
|
146
$275K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
3New |
$4.69K - $5.9K
|
3
$5.65K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-81- 92.05% |
$126K - $159K
|
7
$13.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-34- 20.99% |
$53.1K - $66.9K
|
128
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-40- 13.33% |
$62.5K - $78.7K
|
260
$490K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
61+ 7.13% |
$95.3K - $120K
|
916
$1.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
22+ 6.55% |
$34.4K - $43.3K
|
358
$674K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-101- 3.07% |
$158K - $199K
|
3.19K
$6M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-576- 88.62% |
$900K - $1.13M
|
74
$139K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.09% |
$1.56K - $1.97K
|
1.14K
$2.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11- 0.38% |
$17.2K - $21.6K
|
2.89K
$5.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-164- 8.82% |
$256K - $323K
|
1.7K
$3.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
102New |
$159K - $201K
|
102
$192K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-37- 13.55% |
$57.8K - $72.8K
|
236
$444K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 66.67% |
$3.12K - $3.93K
|
1
$1.88K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-10.2K- 98.08% |
$15.9M - $20.1M
|
200
$377K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-255- 49.04% |
$398K - $501K
|
265
$499K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.14% |
$1.56K - $1.97K
|
709
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.85% |
$1.56K - $1.97K
|
118
$222K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
31+ 3.66% |
$48.4K - $61K
|
879
$1.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Check Capital Management Inc
|
BUY
|
- |
328+ 0.97% |
$512K - $645K
|
34.3K
$64.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-50- 29.94% |
$78.1K - $98.3K
|
117
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5- 2.69% |
$7.81K - $9.83K
|
181
$341K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-652- 6.21% |
$1.02M - $1.28M
|
9.85K
$18.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$1.56K - $1.97K
|
1
$1.88K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-17- 8.9% |
$26.5K - $33.4K
|
174
$328K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-346- 41.19% |
$540K - $680K
|
494
$930K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 1.14% |
$3.12K - $3.93K
|
177
$333K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.21% |
$3.12K - $3.93K
|
967
$1.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
141+ 37.5% |
$220K - $277K
|
517
$974K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-31- 19.38% |
$48.4K - $61K
|
129
$243K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.16% |
$1.56K - $1.97K
|
613
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-40- 37.74% |
$62.5K - $78.7K
|
66
$124K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
297+ 15.08% |
$464K - $584K
|
2.27K
$4.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-81- 5.88% |
$126K - $159K
|
1.3K
$2.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
1+ 7.14% |
$1.56K - $1.97K
|
15
$28.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 4.07% |
$14.1K - $17.7K
|
230
$433K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
120+ 27.15% |
$187K - $236K
|
562
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-480- 79.08% |
$750K - $944K
|
127
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.7K+ 23.94% |
$2.65M - $3.34M
|
8.8K
$16.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
38+ 14.23% |
$59.3K - $74.7K
|
305
$574K
|