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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-3- 1.27% |
$5.37K - $6.47K
|
233
$417K
|
|
|
Oct 28, 2025
Q3 2025
|
Reinhart Partners, Inc.
|
BUY
|
- |
969+ 1.4% |
$1.73M - $2.09M
|
70.2K
$126M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
138New |
$247K - $298K
|
138
$247K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.45K+ 2.24% |
$2.59M - $3.13M
|
66.3K
$119M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
226+ 7.61% |
$404K - $488K
|
3.2K
$5.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
68+ 7.42% |
$122K - $147K
|
984
$1.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.41% |
$1.79K - $2.16K
|
245
$438K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15+ 1.47% |
$26.8K - $32.4K
|
1.04K
$1.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
449New |
$803K - $969K
|
449
$803K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.27% |
$1.79K - $2.16K
|
376
$673K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 2.7% |
$1.79K - $2.16K
|
36
$64.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
414+ 325.98% |
$741K - $894K
|
541
$968K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-3- 0.32% |
$5.37K - $6.47K
|
921
$1.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1- 0.32% |
$1.79K - $2.16K
|
307
$549K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3- 42.86% |
$5.37K - $6.47K
|
4
$7.16K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 33.33% |
$1.79K - $2.16K
|
4
$7.16K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-2- 13.33% |
$3.58K - $4.32K
|
13
$23.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
48+ 14.81% |
$85.9K - $104K
|
372
$666K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
906New |
$1.62M - $1.96M
|
906
$1.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
8.95KNew |
$16M - $19.3M
|
8.95K
$16M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
7New |
$12.5K - $15.1K
|
7
$12.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-100- 1.14% |
$179K - $216K
|
8.7K
$15.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
206+ 28.1% |
$369K - $445K
|
939
$1.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
5+ 166.67% |
$8.95K - $10.8K
|
8
$14.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
28+ 15.22% |
$50.1K - $60.4K
|
212
$379K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45+ 10.11% |
$80.5K - $97.1K
|
490
$877K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 1.3% |
$5.37K - $6.47K
|
233
$417K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-42- 4.11% |
$75.1K - $90.6K
|
980
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
SELL
|
- |
-19- 0.07% |
$34K - $41K
|
27.9K
$49.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-55- 1.5% |
$98.4K - $119K
|
3.62K
$6.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-281- 33.1% |
$503K - $606K
|
568
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
55New |
$98.4K - $119K
|
55
$98.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-379- 59.5% |
$678K - $818K
|
258
$462K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
19+ 6.25% |
$34K - $41K
|
323
$578K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 16.67% |
$1.79K - $2.16K
|
5
$8.95K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8+ 1.96% |
$14.3K - $17.3K
|
416
$744K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$3.58K - $4.32K
|
1.92K
$3.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
26+ 17.69% |
$46.5K - $56.1K
|
173
$310K
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-76- 3.48% |
$136K - $164K
|
2.11K
$3.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
144+ 46.01% |
$258K - $311K
|
457
$818K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 15.38% |
$71.6K - $86.3K
|
220
$394K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-2- 0.21% |
$3.58K - $4.32K
|
943
$1.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
2.14K+ 63.45% |
$3.82M - $4.61M
|
5.5K
$9.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
27+ 19.42% |
$48.3K - $58.3K
|
166
$297K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
38.4K+ 390.2% |
$68.8M - $83M
|
48.3K
$86.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6New |
$10.7K - $12.9K
|
6
$10.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13New |
$23.3K - $28.1K
|
13
$23.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21+ 4.08% |
$37.6K - $45.3K
|
536
$959K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.21K+ 58.05% |
$2.17M - $2.61M
|
3.3K
$5.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-209- 15.28% |
$374K - $451K
|
1.16K
$2.07M
|
|