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 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 66.67% |
$3.12K - $3.93K
|
1
$1.88K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-2- 1.42% |
$3.12K - $3.93K
|
139
$262K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2- 0.14% |
$3.12K - $3.93K
|
1.47K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3- 1.47% |
$4.69K - $5.9K
|
201
$378K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3- 3.7% |
$4.69K - $5.9K
|
78
$147K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3- 0.59% |
$4.69K - $5.9K
|
505
$951K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3- 0.06% |
$4.69K - $5.9K
|
4.79K
$9.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3- 2.17% |
$4.69K - $5.9K
|
135
$254K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3- 0.39% |
$4.69K - $5.9K
|
774
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-3- 0.77% |
$4.69K - $5.9K
|
389
$732K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-4- 0.34% |
$6.25K - $7.87K
|
1.18K
$2.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-4- 2.6% |
$6.25K - $7.87K
|
150
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-4- 0.63% |
$6.25K - $7.87K
|
628
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5- 2.69% |
$7.81K - $9.83K
|
181
$341K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 1.23% |
$7.81K - $9.83K
|
400
$753K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5- 1.76% |
$7.81K - $9.83K
|
279
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6- 3.21% |
$9.37K - $11.8K
|
181
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 37.5% |
$9.37K - $11.8K
|
10
$18.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6- 6.67% |
$9.37K - $11.8K
|
84
$158K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7- 3.65% |
$10.9K - $13.8K
|
185
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-8- 15.69% |
$12.5K - $15.7K
|
43
$81K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-9- 0.96% |
$14.1K - $17.7K
|
924
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-10- 7.14% |
$15.6K - $19.7K
|
130
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-10- 90.91% |
$15.6K - $19.7K
|
1
$1.88K
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-10- 0.88% |
$15.6K - $19.7K
|
1.13K
$2.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-11- 3.94% |
$17.2K - $21.6K
|
268
$505K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-11- 0.96% |
$17.2K - $21.6K
|
1.13K
$2.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11- 0.38% |
$17.2K - $21.6K
|
2.89K
$5.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-12- 0.54% |
$18.7K - $23.6K
|
2.22K
$4.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-14- 10.85% |
$21.9K - $27.5K
|
115
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-14- 8.0% |
$21.9K - $27.5K
|
161
$303K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-15- 51.72% |
$23.4K - $29.5K
|
14
$26.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-17- 8.9% |
$26.5K - $33.4K
|
174
$328K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20- 1.3% |
$31.2K - $39.3K
|
1.52K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22- 12.72% |
$34.4K - $43.3K
|
151
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-22- 9.57% |
$34.4K - $43.3K
|
208
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-24- 3.76% |
$37.5K - $47.2K
|
615
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24- 10.48% |
$37.5K - $47.2K
|
205
$386K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-26- 2.45% |
$40.6K - $51.1K
|
1.03K
$1.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-28- 6.42% |
$43.7K - $55.1K
|
408
$768K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-28- 17.18% |
$43.7K - $55.1K
|
135
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-28- 20.29% |
$43.7K - $55.1K
|
110
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-30- 1.26% |
$46.9K - $59K
|
2.36K
$4.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-30- 1.79% |
$46.9K - $59K
|
1.65K
$3.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-31- 19.38% |
$48.4K - $61K
|
129
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-32- 21.33% |
$50K - $62.9K
|
118
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-32- 3.28% |
$50K - $62.9K
|
945
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-32- 6.91% |
$50K - $62.9K
|
431
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-34- 0.03% |
$53.1K - $66.9K
|
122K
$229M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-34- 20.99% |
$53.1K - $66.9K
|
128
$241K
|