Latest Institutional Transactions on First Citizens Bancshares Inc (FCNCA)
This table provides information on the latest institutional transactions involving First Citizens Bancshares Inc (FCNCA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-25- 19.38% |
$45.5K - $58.8K
|
104
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-646- 34.68% |
$1.18M - $1.52M
|
1.22K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29+ 0.77% |
$52.7K - $68.2K
|
3.79K
$8.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
103New |
$187K - $242K
|
103
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-750- 30.11% |
$1.36M - $1.76M
|
1.74K
$3.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 3.39% |
$3.64K - $4.71K
|
57
$125K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3+ 75.0% |
$5.46K - $7.06K
|
7
$15.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 57.14% |
$7.28K - $9.41K
|
11
$24.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3- 2.26% |
$5.46K - $7.06K
|
130
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
800New |
$1.46M - $1.88M
|
800
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
7+ 33.33% |
$12.7K - $16.5K
|
28
$61.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.51% |
$1.82K - $2.35K
|
199
$436K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
202New |
$367K - $475K
|
202
$442K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
473New |
$860K - $1.11M
|
473
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
37+ 20.9% |
$67.3K - $87.1K
|
214
$468K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.25K- 63.46% |
$4.09M - $5.29M
|
1.3K
$2.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
99+ 25.06% |
$180K - $233K
|
494
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-4- 1.37% |
$7.28K - $9.41K
|
288
$630K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-19- 0.41% |
$34.6K - $44.7K
|
4.62K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
25New |
$45.5K - $58.8K
|
25
$54.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-28- 9.12% |
$50.9K - $65.9K
|
279
$611K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-100- 16.67% |
$182K - $235K
|
500
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2- 1.6% |
$3.64K - $4.71K
|
123
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
146New |
$266K - $344K
|
146
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
106New |
$193K - $249K
|
106
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
1.18K+ 2.08% |
$2.15M - $2.78M
|
58K
$127M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
101New |
$184K - $238K
|
101
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$1.82K - $2.35K
|
1
$2.19K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.04% |
$3.64K - $4.71K
|
4.64K
$10.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
91+ 1.98% |
$166K - $214K
|
4.68K
$10.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
100New |
$182K - $235K
|
100
$219K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-27- 2.39% |
$49.1K - $63.5K
|
1.1K
$2.41M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2New |
$3.64K - $4.71K
|
2
$4.38K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-2.92K- 41.75% |
$5.31M - $6.86M
|
4.07K
$8.91M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
195+ 6.69% |
$355K - $459K
|
3.11K
$6.81M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-49- 31.21% |
$89.1K - $115K
|
108
$236K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
310New |
$564K - $729K
|
310
$679K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
547+ 136.75% |
$995K - $1.29M
|
947
$2.07M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 20.0% |
$5.46K - $7.06K
|
18
$39.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10+ 16.13% |
$18.2K - $23.5K
|
72
$158K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.5K+ 6.84% |
$31.2M - $39.4M
|
289K
$633M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
110New |
$185K - $234K
|
110
$241K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.3KNew |
$3.88M - $4.9M
|
2.3K
$5.04M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.93KNew |
$4.94M - $6.24M
|
2.93K
$6.42M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
24+ 3.38% |
$40.5K - $51.1K
|
735
$1.61M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-93- 1.08% |
$157K - $198K
|
8.54K
$18.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.4KNew |
$5.73M - $7.24M
|
3.4K
$7.44M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10+ 1.0% |
$16.9K - $21.3K
|
1.01K
$2.2M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
5+ 0.83% |
$8.43K - $10.6K
|
607
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50+ 4.01% |
$84.3K - $106K
|
1.3K
$2.84M
|
|