Latest Institutional Purchases of First Citizens Bancshares Inc (FCNCA)
This list provides information on the latest institutional transactions involving First Citizens Bancshares Inc (FCNCA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
200New |
$307K - $360K
|
200
$377K
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
133+ 91.1% |
$204K - $239K
|
279
$525K
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
121New |
$185K - $218K
|
121
$228K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
114New |
$175K - $205K
|
114
$215K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 19.35% |
$46K - $54K
|
185
$348K
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
26+ 1300.0% |
$39.8K - $46.8K
|
28
$52.7K
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
21New |
$32.2K - $37.8K
|
21
$39.5K
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
17+ 4.97% |
$26.1K - $30.6K
|
359
$676K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9New |
$13.8K - $16.2K
|
9
$16.9K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7+ 5.19% |
$10.7K - $12.6K
|
142
$267K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6New |
$9.2K - $10.8K
|
6
$11.3K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 200.0% |
$6.13K - $7.2K
|
6
$11.3K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$3.07K - $3.6K
|
2
$3.77K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$3.07K - $3.6K
|
2
$3.77K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2New |
$3.07K - $3.6K
|
2
$3.77K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 25.0% |
$1.53K - $1.8K
|
5
$9.42K
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1+ 0.35% |
$1.53K - $1.8K
|
285
$537K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1New |
$1.53K - $1.8K
|
1
$1.88K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Dme Capital Management, LP
New York, NY |
BUY
|
- |
25.2KNew |
$34.6M - $41.1M
|
25.2K
$47.4M
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
10.4KNew |
$14.2M - $16.9M
|
10.4K
$19.5M
|
|
May 15, 2024
Q1 2024
|
Davide Leone & Partners Investment CO Ltd.
London, X0 |
BUY
|
- |
2.77K+ 18.66% |
$3.81M - $4.53M
|
17.6K
$33.2M
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.27KNew |
$1.74M - $2.07M
|
1.27K
$2.38M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
636+ 6.33% |
$874K - $1.04M
|
10.7K
$20.1M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
555New |
$763K - $907K
|
555
$1.05M
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
456New |
$627K - $746K
|
456
$859K
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
350New |
$481K - $572K
|
350
$659K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
239New |
$328K - $391K
|
239
$450K
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
186New |
$256K - $304K
|
186
$350K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
154New |
$212K - $252K
|
154
$290K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
150+ 57.69% |
$206K - $245K
|
410
$772K
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
140New |
$192K - $229K
|
140
$264K
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
129New |
$177K - $211K
|
129
$243K
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
125New |
$172K - $204K
|
125
$235K
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
124New |
$170K - $203K
|
124
$233K
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
96+ 10.57% |
$132K - $157K
|
1K
$1.89M
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
30New |
$41.2K - $49.1K
|
30
$56.5K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
16+ 5.78% |
$22K - $26.2K
|
293
$552K
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
14+ 3.19% |
$19.2K - $22.9K
|
453
$853K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13New |
$17.9K - $21.3K
|
13
$24.5K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7New |
$9.62K - $11.4K
|
7
$13.2K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4+ 0.58% |
$5.5K - $6.54K
|
692
$1.3M
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4New |
$5.5K - $6.54K
|
4
$7.53K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
3New |
$4.12K - $4.91K
|
3
$5.65K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2New |
$2.75K - $3.27K
|
2
$3.77K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2New |
$2.75K - $3.27K
|
2
$3.77K
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
2New |
$2.75K - $3.27K
|
2
$3.77K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1New |
$1.37K - $1.64K
|
1
$1.88K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$1.37K - $1.64K
|
1
$1.88K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1New |
$1.37K - $1.64K
|
1
$1.88K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|