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 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-4- 2.6% |
$6.25K - $7.87K
|
150
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 17.65% |
$60.9K - $76.7K
|
260
$490K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7New |
$10.9K - $13.8K
|
7
$13.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
1+ 0.33% |
$1.56K - $1.97K
|
308
$580K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 50.0% |
$1.56K - $1.97K
|
1
$1.88K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
105New |
$164K - $206K
|
105
$198K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-587- 16.09% |
$917K - $1.15M
|
3.06K
$5.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3- 0.59% |
$4.69K - $5.9K
|
505
$951K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
176New |
$275K - $346K
|
176
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13+ 1.29% |
$20.3K - $25.6K
|
1.02K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
81+ 14.7% |
$126K - $159K
|
632
$1.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10+ 2.02% |
$15.6K - $19.7K
|
505
$951K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
13+ 32.5% |
$20.3K - $25.6K
|
53
$99.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
68+ 103.03% |
$106K - $134K
|
134
$252K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
107+ 3.31% |
$167K - $210K
|
3.34K
$6.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.84K+ 159.4% |
$6M - $7.55M
|
6.25K
$11.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.47% |
$1.56K - $1.97K
|
215
$405K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-32- 3.28% |
$50K - $62.9K
|
945
$1.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.06K+ 510.58% |
$1.66M - $2.09M
|
1.27K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
8New |
$12.5K - $15.7K
|
8
$15.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
101+ 42.08% |
$158K - $199K
|
341
$642K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25+ 5.1% |
$39K - $49.2K
|
515
$970K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-9- 0.96% |
$14.1K - $17.7K
|
924
$1.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
125+ 4.93% |
$195K - $246K
|
2.66K
$5.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3- 0.06% |
$4.69K - $5.9K
|
4.79K
$9.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-200- 5.41% |
$312K - $393K
|
3.5K
$6.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
335+ 118.79% |
$523K - $659K
|
617
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-104- 5.3% |
$162K - $205K
|
1.86K
$3.5M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
3+ 1.05% |
$4.69K - $5.9K
|
289
$544K
|
|
|
Jul 09, 2025
Q2 2025
|
Reinhart Partners, Inc.
|
BUY
|
- |
2.82K+ 4.24% |
$4.4M - $5.55M
|
69.3K
$130M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
128+ 2.21% |
$200K - $252K
|
5.93K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 100.0% |
$4.69K - $5.9K
|
6
$11.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
138New |
$216K - $271K
|
138
$260K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.69K- 17.46% |
$4.2M - $5.28M
|
12.7K
$23.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
105New |
$164K - $206K
|
105
$198K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 11.76% |
$3.12K - $3.93K
|
19
$35.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 68.18% |
$23.4K - $29.5K
|
37
$69.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 2.44% |
$3.12K - $3.93K
|
84
$158K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2+ 0.85% |
$3.46K - $4.46K
|
237
$446K
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-7- 0.61% |
$12.1K - $15.6K
|
1.14K
$2.14M
|
|
|
Jun 10, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
200+ 200.0% |
$346K - $446K
|
300
$565K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 25.0% |
$1.73K - $2.23K
|
3
$5.65K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-92- 1.08% |
$159K - $205K
|
8.45K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
317New |
$548K - $707K
|
317
$597K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
443New |
$766K - $988K
|
443
$834K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8- 12.31% |
$13.8K - $17.8K
|
57
$107K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
163New |
$282K - $364K
|
163
$307K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.21K- 61.13% |
$5.54M - $7.16M
|
2.04K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.45K+ 12.5% |
$2.5M - $3.23M
|
13K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
1.4KNew |
$2.42M - $3.13M
|
1.4K
$2.64M
|
|