Purchases and Sales Made in Q4 2024 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
17New |
$30.9K - $40K
|
17
$32K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
17+ 2.8% |
$30.9K - $40K
|
624
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16+ 7.11% |
$29.1K - $37.6K
|
241
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
16New |
$29.1K - $37.6K
|
16
$30.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
15+ 8.67% |
$27.3K - $35.3K
|
188
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
15+ 3.27% |
$27.3K - $35.3K
|
474
$893K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
14+ 3.24% |
$25.5K - $32.9K
|
446
$840K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
12+ 4.49% |
$21.8K - $28.2K
|
279
$525K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12+ 31.58% |
$21.8K - $28.2K
|
50
$94.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
11+ 0.55% |
$20K - $25.9K
|
2.01K
$3.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 30.56% |
$20K - $25.9K
|
47
$88.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10+ 4.74% |
$18.2K - $23.5K
|
221
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
10+ 8.7% |
$18.2K - $23.5K
|
125
$235K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10+ 16.13% |
$18.2K - $23.5K
|
72
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9+ 0.06% |
$16.4K - $21.2K
|
16.1K
$30.3M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9+ 1.22% |
$16.4K - $21.2K
|
744
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
9+ 8.26% |
$16.4K - $21.2K
|
118
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
9+ 0.92% |
$16.4K - $21.2K
|
986
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
9+ 6.98% |
$16.4K - $21.2K
|
138
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8+ 7.34% |
$14.6K - $18.8K
|
117
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8+ 4.65% |
$14.6K - $18.8K
|
180
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7New |
$12.7K - $16.5K
|
7
$13.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 10.0% |
$12.7K - $16.5K
|
77
$145K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
7+ 33.33% |
$12.7K - $16.5K
|
28
$52.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 4.22% |
$12.7K - $16.5K
|
173
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7+ 2.23% |
$12.7K - $16.5K
|
321
$604K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
6+ 60.0% |
$10.9K - $14.1K
|
16
$30.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.26% |
$10.9K - $14.1K
|
2.31K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
5+ 3.33% |
$9.09K - $11.8K
|
155
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5New |
$9.09K - $11.8K
|
5
$9.42K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 1.18% |
$9.09K - $11.8K
|
428
$806K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5+ 2.99% |
$9.09K - $11.8K
|
172
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5+ 0.15% |
$9.09K - $11.8K
|
3.32K
$6.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 6.1% |
$9.09K - $11.8K
|
87
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5+ 3.16% |
$9.09K - $11.8K
|
163
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5+ 38.46% |
$9.09K - $11.8K
|
18
$33.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5+ 0.4% |
$9.09K - $11.8K
|
1.25K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5New |
$9.09K - $11.8K
|
5
$9.42K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4+ 3.15% |
$7.28K - $9.41K
|
131
$247K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4New |
$7.28K - $9.41K
|
4
$7.53K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
4+ 80.0% |
$7.28K - $9.41K
|
9
$16.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 57.14% |
$7.28K - $9.41K
|
11
$20.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4New |
$7.28K - $9.41K
|
4
$7.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3+ 0.25% |
$5.46K - $7.06K
|
1.21K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.21% |
$5.46K - $7.06K
|
1.43K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 10.34% |
$5.46K - $7.06K
|
32
$60.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3New |
$5.46K - $7.06K
|
3
$5.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.94% |
$5.46K - $7.06K
|
323
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3+ 1.5% |
$5.46K - $7.06K
|
203
$382K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 20.0% |
$5.46K - $7.06K
|
18
$33.9K
|