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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26+ 12.81% |
$44.9K - $58K
|
229
$480K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85+ 5.85% |
$147K - $190K
|
1.54K
$3.23M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2- 1.39% |
$3.46K - $4.46K
|
142
$298K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-731- 6.62% |
$1.26M - $1.63M
|
10.3K
$21.6M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34+ 12.59% |
$58.8K - $75.9K
|
304
$638K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
120New |
$207K - $268K
|
120
$252K
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
77+ 41.18% |
$133K - $172K
|
264
$554K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
640+ 11.93% |
$1.11M - $1.43M
|
6K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-100- 10.0% |
$173K - $223K
|
900
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-260- 4.08% |
$449K - $580K
|
6.12K
$12.8M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-14- 8.14% |
$24.2K - $31.2K
|
158
$331K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-40- 3.64% |
$69.1K - $89.2K
|
1.06K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20+ 4.89% |
$34.6K - $44.6K
|
429
$900K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 48.0% |
$20.7K - $26.8K
|
13
$27.3K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
142+ 37.57% |
$245K - $317K
|
520
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
800+ 11.53% |
$1.38M - $1.78M
|
7.74K
$16.2M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-252- 43.45% |
$436K - $562K
|
328
$688K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
404+ 6.76% |
$698K - $901K
|
6.38K
$13.4M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
169+ 6.54% |
$292K - $377K
|
2.76K
$5.78M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
129New |
$223K - $288K
|
129
$271K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 62.5% |
$8.64K - $11.2K
|
13
$27.3K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5- 62.5% |
$8.64K - $11.2K
|
3
$6.29K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
10+ 1.2% |
$17.3K - $22.3K
|
844
$1.77M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-288- 5.63% |
$498K - $643K
|
4.83K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-36- 3.13% |
$62.2K - $80.3K
|
1.12K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 1.16% |
$3.46K - $4.46K
|
175
$367K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 50.0% |
$1.73K - $2.23K
|
3
$6.29K
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
870+ 13.11% |
$1.5M - $1.94M
|
7.51K
$15.7M
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
SELL
|
- |
-22- 0.08% |
$38K - $49.1K
|
28K
$58.7M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-500- 7.77% |
$864K - $1.12M
|
5.93K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.16% |
$1.73K - $2.23K
|
612
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-137- 4.67% |
$237K - $306K
|
2.8K
$5.87M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-11- 5.24% |
$19K - $24.5K
|
199
$417K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-33- 0.99% |
$57K - $73.6K
|
3.29K
$6.89M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-47- 21.96% |
$81.2K - $105K
|
167
$350K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-29- 13.49% |
$50.1K - $64.7K
|
186
$390K
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
BUY
|
- |
359+ 1.07% |
$620K - $801K
|
34K
$71.2M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
168New |
$290K - $375K
|
168
$352K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 3.07% |
$12.1K - $15.6K
|
221
$463K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
463New |
$800K - $1.03M
|
463
$971K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 26.32% |
$8.64K - $11.2K
|
24
$50.3K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
8+ 1.28% |
$13.8K - $17.8K
|
632
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7- 4.14% |
$12.1K - $15.6K
|
162
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-13- 1.19% |
$22.5K - $29K
|
1.08K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
25+ 20.0% |
$43.2K - $55.8K
|
150
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2+ 0.46% |
$3.46K - $4.46K
|
436
$914K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9- 0.74% |
$15.6K - $20.1K
|
1.21K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.14KNew |
$1.96M - $2.53M
|
1.14K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-7- 0.61% |
$12.1K - $15.6K
|
1.14K
$2.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3New |
$5.19K - $6.69K
|
3
$6.29K
|