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 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 34.15% |
$21.5K - $25.2K
|
27
$49.8K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 37.5% |
$4.6K - $5.4K
|
11
$20.3K
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-200- 25.0% |
$307K - $360K
|
600
$1.11M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-156- 20.55% |
$239K - $281K
|
603
$1.11M
|
|
Jul 22, 2024
Q2 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-325- 13.59% |
$498K - $585K
|
2.07K
$3.81M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5- 16.13% |
$7.66K - $9K
|
26
$48K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 40.0% |
$6.13K - $7.2K
|
6
$11.1K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 5.49% |
$15.3K - $18K
|
192
$354K
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.24K- 1.33% |
$1.89M - $2.23M
|
91.6K
$169M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-239- 1.47% |
$366K - $430K
|
16K
$29.6M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
616+ 88.63% |
$944K - $1.11M
|
1.31K
$2.42M
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-61- 4.68% |
$93.5K - $110K
|
1.24K
$2.29M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
165New |
$253K - $297K
|
165
$305K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.33% |
$3.07K - $3.6K
|
602
$1.11M
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.63K+ 6.85% |
$2.49M - $2.93M
|
25.4K
$46.8M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
31New |
$47.5K - $55.8K
|
31
$57.2K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36+ 120.0% |
$55.2K - $64.8K
|
66
$122K
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1+ 0.35% |
$1.53K - $1.8K
|
285
$526K
|
|
Jul 18, 2024
Q2 2024
|
Reinhart Partners, Inc.
|
SELL
|
- |
-2.2K- 3.76% |
$3.37M - $3.96M
|
56.4K
$104M
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
121New |
$185K - $218K
|
121
$223K
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.4K- 35.77% |
$2.15M - $2.52M
|
2.52K
$4.65M
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
52+ 2.21% |
$79.7K - $93.6K
|
2.4K
$4.43M
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-177- 4.72% |
$271K - $319K
|
3.57K
$6.59M
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-54- 7.55% |
$82.8K - $97.2K
|
661
$1.22M
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
14.4K+ 354.44% |
$22.1M - $25.9M
|
18.5K
$34.1M
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
125New |
$192K - $225K
|
125
$231K
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
37+ 7.12% |
$56.7K - $66.6K
|
557
$1.03M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-262- 5.33% |
$402K - $472K
|
4.66K
$8.59M
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15+ 21.74% |
$23K - $27K
|
84
$155K
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
21New |
$32.2K - $37.8K
|
21
$38.8K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-41- 22.4% |
$62.8K - $73.8K
|
142
$262K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
78+ 7.2% |
$120K - $140K
|
1.16K
$2.14M
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
230+ 6.17% |
$352K - $414K
|
3.96K
$7.3M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2+ 0.67% |
$3.07K - $3.6K
|
302
$557K
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
4.21KNew |
$6.45M - $7.58M
|
4.21K
$7.77M
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-32- 14.81% |
$49K - $57.6K
|
184
$340K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9New |
$13.8K - $16.2K
|
9
$16.6K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 19.35% |
$46K - $54K
|
185
$341K
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
17+ 6.27% |
$26.1K - $30.6K
|
288
$532K
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3- 0.88% |
$4.6K - $5.4K
|
337
$622K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 200.0% |
$6.13K - $7.2K
|
6
$11.1K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9- 5.03% |
$13.8K - $16.2K
|
170
$314K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
69+ 33.5% |
$106K - $124K
|
275
$508K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1New |
$1.53K - $1.8K
|
1
$1.85K
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-8- 3.27% |
$12.3K - $14.4K
|
237
$437K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-89- 19.78% |
$136K - $160K
|
361
$666K
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.74K+ 278.4% |
$2.67M - $3.13M
|
2.37K
$4.36M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 15.79% |
$4.6K - $5.4K
|
16
$29.5K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-2- 0.8% |
$3.07K - $3.6K
|
248
$458K
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-8- 1.74% |
$12.3K - $14.4K
|
451
$832K
|