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 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
8New |
$12.5K - $15.7K
|
8
$15.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7New |
$10.9K - $13.8K
|
7
$13.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
7+ 0.81% |
$10.9K - $13.8K
|
873
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
6+ 35.29% |
$9.37K - $11.8K
|
23
$43.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 46.15% |
$9.37K - $11.8K
|
19
$35.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5New |
$7.81K - $9.83K
|
5
$9.42K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5New |
$7.81K - $9.83K
|
5
$9.42K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5+ 2.67% |
$7.81K - $9.83K
|
192
$362K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
4+ 0.05% |
$6.25K - $7.87K
|
7.97K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4New |
$6.25K - $7.87K
|
4
$7.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4+ 0.7% |
$6.25K - $7.87K
|
577
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 57.14% |
$6.25K - $7.87K
|
11
$20.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4+ 0.28% |
$6.25K - $7.87K
|
1.43K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
4+ 133.33% |
$6.25K - $7.87K
|
7
$13.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 100.0% |
$4.69K - $5.9K
|
6
$11.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3+ 2.38% |
$4.69K - $5.9K
|
129
$243K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
3+ 0.91% |
$4.69K - $5.9K
|
331
$623K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3+ 1.67% |
$4.69K - $5.9K
|
183
$345K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
3New |
$4.69K - $5.9K
|
3
$5.65K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
3+ 1.05% |
$4.69K - $5.9K
|
289
$544K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 100.0% |
$4.69K - $5.9K
|
6
$11.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2New |
$3.12K - $3.93K
|
2
$3.77K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 1.14% |
$3.12K - $3.93K
|
177
$333K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 11.76% |
$3.12K - $3.93K
|
19
$35.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2New |
$3.12K - $3.93K
|
2
$3.77K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.43% |
$3.12K - $3.93K
|
465
$876K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2+ 5.41% |
$3.12K - $3.93K
|
39
$73.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 2.44% |
$3.12K - $3.93K
|
84
$158K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2+ 1.03% |
$3.12K - $3.93K
|
196
$369K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2+ 1.54% |
$3.12K - $3.93K
|
132
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 28.57% |
$3.12K - $3.93K
|
9
$16.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.21% |
$3.12K - $3.93K
|
967
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2+ 4.35% |
$3.12K - $3.93K
|
48
$90.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 28.57% |
$3.12K - $3.93K
|
9
$16.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.07% |
$1.56K - $1.97K
|
1.43K
$2.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1+ 0.64% |
$1.56K - $1.97K
|
158
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$1.56K - $1.97K
|
1
$1.88K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.16% |
$1.56K - $1.97K
|
613
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$1.56K - $1.97K
|
1
$1.88K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.47% |
$1.56K - $1.97K
|
215
$405K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1New |
$1.56K - $1.97K
|
1
$1.88K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1+ 0.96% |
$1.56K - $1.97K
|
105
$198K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 100.0% |
$1.56K - $1.97K
|
2
$3.77K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$1.56K - $1.97K
|
1
$1.88K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.09% |
$1.56K - $1.97K
|
1.14K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1New |
$1.56K - $1.97K
|
1
$1.88K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
1+ 0.33% |
$1.56K - $1.97K
|
308
$580K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$1.56K - $1.97K
|
1
$1.88K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.31% |
$1.56K - $1.97K
|
324
$610K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.27% |
$1.56K - $1.97K
|
377
$710K
|