Purchases and Sales Made in Q2 2025 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
68+ 103.03% |
$106K - $134K
|
134
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
61+ 7.13% |
$95.3K - $120K
|
916
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
56+ 6.64% |
$87.5K - $110K
|
900
$1.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
55+ 2.0% |
$85.9K - $108K
|
2.81K
$5.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
52+ 2.8% |
$81.2K - $102K
|
1.91K
$3.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
50+ 26.88% |
$78.1K - $98.3K
|
236
$444K
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
49+ 18.56% |
$76.5K - $96.4K
|
313
$589K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
46+ 27.71% |
$71.8K - $90.5K
|
212
$399K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
44+ 12.15% |
$68.7K - $86.5K
|
406
$764K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
41+ 6.24% |
$64K - $80.6K
|
698
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
40+ 30.3% |
$62.5K - $78.7K
|
172
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
40+ 10.39% |
$62.5K - $78.7K
|
425
$800K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 17.65% |
$60.9K - $76.7K
|
260
$490K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
39+ 36.11% |
$60.9K - $76.7K
|
147
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
38+ 1.8% |
$59.3K - $74.7K
|
2.15K
$4.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
38+ 14.23% |
$59.3K - $74.7K
|
305
$574K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
36New |
$56.2K - $70.8K
|
36
$67.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35+ 8.54% |
$54.7K - $68.8K
|
445
$838K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
34+ 2.74% |
$53.1K - $66.9K
|
1.27K
$2.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
31+ 3.66% |
$48.4K - $61K
|
879
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30+ 3.66% |
$46.9K - $59K
|
849
$1.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
29+ 2.61% |
$45.3K - $57K
|
1.14K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
28+ 43.75% |
$43.7K - $55.1K
|
92
$173K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
27New |
$42.2K - $53.1K
|
27
$50.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
26+ 10.79% |
$40.6K - $51.1K
|
267
$503K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25+ 5.1% |
$39K - $49.2K
|
515
$970K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
22+ 8.46% |
$34.4K - $43.3K
|
282
$531K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
22+ 6.55% |
$34.4K - $43.3K
|
358
$674K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
21+ 161.54% |
$32.8K - $41.3K
|
34
$64K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 31.34% |
$32.8K - $41.3K
|
88
$166K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21+ 6.91% |
$32.8K - $41.3K
|
325
$612K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
20New |
$31.2K - $39.3K
|
20
$37.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 3.57% |
$31.2K - $39.3K
|
580
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
19+ 16.81% |
$29.7K - $37.4K
|
132
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18+ 13.64% |
$28.1K - $35.4K
|
150
$282K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
18+ 2.82% |
$28.1K - $35.4K
|
657
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
15+ 7.89% |
$23.4K - $29.5K
|
205
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15+ 4.62% |
$23.4K - $29.5K
|
340
$640K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 68.18% |
$23.4K - $29.5K
|
37
$69.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15+ 7.89% |
$23.4K - $29.5K
|
205
$386K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
15+ 2.49% |
$23.4K - $29.5K
|
617
$1.16M
|
|
|
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 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
13+ 1.2% |
$20.3K - $25.6K
|
1.09K
$2.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
13+ 32.5% |
$20.3K - $25.6K
|
53
$99.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
12+ 1.08% |
$18.7K - $23.6K
|
1.13K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Ceredex Value Advisors LLC
|
BUY
|
- |
12+ 0.06% |
$18.7K - $23.6K
|
18.7K
$35.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 2.8% |
$18.7K - $23.6K
|
441
$830K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11+ 7.75% |
$17.2K - $21.6K
|
153
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10+ 2.02% |
$15.6K - $19.7K
|
505
$951K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 4.07% |
$14.1K - $17.7K
|
230
$433K
|