Purchases and Sales Made in Q1 2025 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST CITIZENS BANCSHARES INC .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
32+ 32.0% |
$55.3K - $71.4K
|
132
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
30+ 6.28% |
$51.9K - $66.9K
|
508
$957K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
29+ 263.64% |
$50.1K - $64.7K
|
40
$75.3K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28+ 12.79% |
$48.4K - $62.5K
|
247
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 13.21% |
$48.4K - $62.5K
|
240
$452K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27+ 16.56% |
$46.7K - $60.2K
|
190
$358K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
27+ 2.23% |
$46.7K - $60.2K
|
1.24K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
27+ 23.68% |
$46.7K - $60.2K
|
141
$266K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26+ 12.81% |
$44.9K - $58K
|
229
$431K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
26+ 1.18% |
$44.9K - $58K
|
2.24K
$4.21M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
26New |
$44.9K - $58K
|
26
$49K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 4.87% |
$44.9K - $58K
|
560
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
25+ 24.04% |
$43.2K - $55.8K
|
129
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
25+ 20.0% |
$43.2K - $55.8K
|
150
$282K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
24+ 4.37% |
$41.5K - $53.5K
|
573
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
24New |
$41.5K - $53.5K
|
24
$45.2K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23+ 0.32% |
$39.8K - $51.3K
|
7.3K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22+ 12.94% |
$38K - $49.1K
|
192
$362K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
20+ 0.95% |
$34.6K - $44.6K
|
2.12K
$3.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20+ 2.02% |
$34.6K - $44.6K
|
1.01K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
20+ 5.48% |
$34.6K - $44.6K
|
385
$725K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20+ 4.89% |
$34.6K - $44.6K
|
429
$808K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19+ 4.86% |
$32.8K - $42.4K
|
410
$772K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 39.58% |
$32.8K - $42.4K
|
67
$126K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
19New |
$32.8K - $42.4K
|
19
$35.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15+ 16.48% |
$25.9K - $33.5K
|
106
$200K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14+ 0.64% |
$24.2K - $31.2K
|
2.2K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14+ 0.64% |
$24.2K - $31.2K
|
2.2K
$4.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13+ 11.11% |
$22.5K - $29K
|
130
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
13+ 4.76% |
$22.5K - $29K
|
286
$539K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 3.16% |
$19K - $24.5K
|
359
$676K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
10+ 2.92% |
$17.3K - $22.3K
|
353
$665K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10+ 1.68% |
$17.3K - $22.3K
|
607
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
10+ 1.2% |
$17.3K - $22.3K
|
844
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9+ 15.79% |
$15.6K - $20.1K
|
66
$124K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9+ 0.43% |
$15.6K - $20.1K
|
2.11K
$3.97M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9+ 32.14% |
$15.6K - $20.1K
|
37
$69.7K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8+ 0.48% |
$13.8K - $17.8K
|
1.67K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8+ 3.76% |
$13.8K - $17.8K
|
221
$416K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
8+ 5.48% |
$13.8K - $17.8K
|
154
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
8+ 1.28% |
$13.8K - $17.8K
|
632
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7New |
$12.1K - $15.6K
|
7
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
7+ 6.6% |
$12.1K - $15.6K
|
113
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 120.0% |
$10.4K - $13.4K
|
11
$20.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 54.55% |
$10.4K - $13.4K
|
17
$32K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6+ 60.0% |
$10.4K - $13.4K
|
16
$30.1K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6+ 3.82% |
$10.4K - $13.4K
|
163
$307K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 26.32% |
$8.64K - $11.2K
|
24
$45.2K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 62.5% |
$8.64K - $11.2K
|
13
$24.5K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 2.2% |
$8.64K - $11.2K
|
232
$437K
|