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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
24New |
$41.5K - $53.5K
|
24
$50.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-127- 54.04% |
$220K - $283K
|
108
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15+ 16.48% |
$25.9K - $33.5K
|
106
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
202+ 5.33% |
$349K - $451K
|
3.99K
$8.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$1.73K - $2.23K
|
1
$2.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
490New |
$847K - $1.09M
|
490
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-4- 57.14% |
$6.91K - $8.92K
|
3
$6.29K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-129- 92.81% |
$223K - $288K
|
10
$21K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4- 1.92% |
$6.91K - $8.92K
|
204
$428K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
368New |
$636K - $821K
|
368
$772K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-6- 2.15% |
$10.4K - $13.4K
|
273
$573K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-10- 8.0% |
$17.3K - $22.3K
|
115
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.12KNew |
$3.67M - $4.73M
|
2.12K
$4.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
200+ 6.51% |
$346K - $446K
|
3.27K
$6.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
25+ 24.04% |
$43.2K - $55.8K
|
129
$271K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 16.67% |
$5.19K - $6.69K
|
15
$31.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
57+ 11.54% |
$98.5K - $127K
|
551
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-12.6K- 13.81% |
$21.8M - $28.2M
|
78.9K
$165M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
29+ 263.64% |
$50.1K - $64.7K
|
40
$83.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
3+ 1.6% |
$5.19K - $6.69K
|
191
$401K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-122K- 99.95% |
$211M - $273M
|
66
$138K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
30+ 6.28% |
$51.9K - $66.9K
|
508
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32+ 5.18% |
$55.3K - $71.4K
|
650
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$1.73K - $2.23K
|
1
$2.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-5- 0.11% |
$8.64K - $11.2K
|
4.62K
$9.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
840New |
$1.45M - $1.87M
|
840
$1.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
109+ 10900.0% |
$188K - $243K
|
110
$231K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 100.0% |
$1.73K - $2.23K
|
2
$4.19K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.4% |
$1.73K - $2.23K
|
247
$518K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.92K+ 13.95% |
$3.48M - $4.51M
|
15.6K
$32.8M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-388- 7.63% |
$706K - $913K
|
4.7K
$9.85M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9+ 1.22% |
$16.4K - $21.2K
|
744
$1.56M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
438+ 2.91% |
$797K - $1.03M
|
15.5K
$32.5M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-8- 1.38% |
$14.6K - $18.8K
|
571
$1.2M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4New |
$7.28K - $9.41K
|
4
$8.39K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
93+ 33.45% |
$169K - $219K
|
371
$778K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
233+ 1456.25% |
$424K - $548K
|
249
$522K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2+ 1.82% |
$3.64K - $4.71K
|
112
$235K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
95New |
$173K - $224K
|
95
$199K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
95New |
$173K - $224K
|
95
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
15+ 3.27% |
$27.3K - $35.3K
|
474
$994K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.64K- 5.82% |
$10.3M - $13.3M
|
91.3K
$192M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
142New |
$258K - $334K
|
142
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
907New |
$1.65M - $2.13M
|
907
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.21% |
$5.46K - $7.06K
|
1.43K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5- 2.72% |
$9.09K - $11.8K
|
179
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-22- 10.53% |
$40K - $51.8K
|
187
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3New |
$5.46K - $7.06K
|
3
$6.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
173New |
$315K - $407K
|
173
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-25- 2.54% |
$45.5K - $58.8K
|
960
$2.01M
|
|