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 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$1.69K - $2.13K
|
1
$2.2K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.24% |
$1.69K - $2.13K
|
423
$931K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20+ 14.08% |
$33.7K - $42.6K
|
162
$356K
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-119- 6.8% |
$201K - $253K
|
1.63K
$3.59M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
60New |
$101K - $128K
|
60
$132K
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-67- 1.88% |
$113K - $143K
|
3.51K
$7.71M
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-32- 3.62% |
$53.9K - $68.1K
|
853
$1.88M
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1- 2.13% |
$1.69K - $2.13K
|
46
$101K
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-100- 2.5% |
$169K - $213K
|
3.9K
$8.58M
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
117New |
$197K - $249K
|
117
$257K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
3+ 1.76% |
$5.06K - $6.39K
|
173
$381K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-469- 77.78% |
$791K - $998K
|
134
$295K
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-905- 58.96% |
$1.53M - $1.93M
|
630
$1.39M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
109New |
$184K - $232K
|
109
$240K
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-502- 15.02% |
$846K - $1.07M
|
2.84K
$6.25M
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.16% |
$1.69K - $2.13K
|
611
$1.34M
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.94KNew |
$3.26M - $4.12M
|
1.94K
$4.26M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
109New |
$184K - $232K
|
109
$240K
|
|
Oct 29, 2024
Q3 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-17.7K- 44.52% |
$29.9M - $37.7M
|
22.1K
$48.6M
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-24- 9.27% |
$40.5K - $51.1K
|
235
$517K
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
SELL
|
- |
-358- 1.24% |
$604K - $762K
|
28.5K
$62.7M
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-830- 40.15% |
$1.4M - $1.77M
|
1.24K
$2.72M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.31% |
$1.69K - $2.13K
|
320
$704K
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
368New |
$620K - $783K
|
368
$810K
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-62- 11.13% |
$105K - $132K
|
495
$1.09M
|
|
Oct 29, 2024
Q3 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-544- 24.86% |
$917K - $1.16M
|
1.64K
$3.62M
|
|
Oct 29, 2024
Q3 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
48+ 5.12% |
$80.9K - $102K
|
986
$2.17M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
244+ 6.94% |
$411K - $519K
|
3.76K
$8.27M
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.22K+ 93.87% |
$3.74M - $4.73M
|
4.59K
$10.1M
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-2.61K- 12.0% |
$4.4M - $5.56M
|
19.1K
$42.1M
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
17+ 10.56% |
$28.7K - $36.2K
|
178
$392K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1- 0.63% |
$1.69K - $2.13K
|
158
$348K
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1+ 0.48% |
$1.69K - $2.13K
|
208
$458K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
95+ 16.99% |
$160K - $202K
|
654
$1.44M
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-5- 0.72% |
$8.43K - $10.6K
|
693
$1.52M
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
150New |
$253K - $319K
|
150
$330K
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
200New |
$337K - $426K
|
200
$440K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3+ 0.09% |
$5.06K - $6.39K
|
3.32K
$7.29M
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-600- 7.97% |
$1.01M - $1.28M
|
6.93K
$15.3M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15+ 13.89% |
$25.3K - $31.9K
|
123
$271K
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4- 3.2% |
$6.74K - $8.51K
|
121
$266K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 2.22% |
$1.69K - $2.13K
|
46
$101K
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
120New |
$202K - $255K
|
120
$264K
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
156New |
$263K - $332K
|
156
$343K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-22- 14.38% |
$37.1K - $46.8K
|
131
$288K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-16- 3.49% |
$27K - $34.1K
|
443
$975K
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
300+ 14.29% |
$506K - $639K
|
2.4K
$5.28M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3+ 2.42% |
$5.06K - $6.39K
|
127
$279K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-18- 1.62% |
$30.3K - $38.3K
|
1.09K
$2.41M
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
13+ 5.49% |
$21.9K - $27.7K
|
250
$550K
|