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 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 21.43% |
$5.19K - $6.69K
|
17
$35.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2+ 1.04% |
$3.46K - $4.46K
|
194
$407K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-51- 4.0% |
$88.1K - $114K
|
1.22K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-33- 2.95% |
$57K - $73.6K
|
1.09K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 3.76% |
$8.64K - $11.2K
|
138
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-241- 2.41% |
$417K - $538K
|
9.75K
$20.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
35New |
$60.5K - $78.1K
|
35
$73.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.18K+ 8.74% |
$2.03M - $2.62M
|
14.6K
$30.7M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3+ 0.3% |
$5.19K - $6.69K
|
1K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20+ 2.02% |
$34.6K - $44.6K
|
1.01K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
122New |
$211K - $272K
|
122
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.34K- 1.24% |
$2.32M - $3M
|
107K
$225M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-45- 10.61% |
$77.8K - $100K
|
379
$795K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
69+ 28.63% |
$119K - $154K
|
310
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
119New |
$206K - $266K
|
119
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3- 30.0% |
$5.19K - $6.69K
|
7
$14.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.43KNew |
$2.46M - $3.18M
|
1.43K
$2.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-49- 3.32% |
$84.7K - $109K
|
1.43K
$2.99M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-20- 1.59% |
$34.6K - $44.6K
|
1.24K
$2.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-44- 5.36% |
$76K - $98.2K
|
777
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.05K+ 12.85% |
$12.2M - $15.7M
|
61.9K
$130M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
5.73K+ 113.86% |
$9.89M - $12.8M
|
10.8K
$22.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-8- 1.29% |
$13.8K - $17.8K
|
610
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.5KNew |
$2.59M - $3.35M
|
1.5K
$3.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-3- 0.39% |
$5.19K - $6.69K
|
757
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- 5.56% |
$1.73K - $2.23K
|
17
$35.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-109- 17.44% |
$188K - $243K
|
516
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-13- 1.94% |
$22.5K - $29K
|
657
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2- 0.02% |
$3.46K - $4.46K
|
10.5K
$22M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6- 54.55% |
$10.4K - $13.4K
|
5
$10.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
139+ 3.79% |
$240K - $310K
|
3.8K
$7.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
108New |
$187K - $241K
|
108
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
1New |
$1.73K - $2.23K
|
1
$2.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3- 37.5% |
$5.19K - $6.69K
|
5
$10.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-762- 95.13% |
$1.32M - $1.7M
|
39
$81.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-182- 59.09% |
$315K - $406K
|
126
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1- 0.09% |
$1.73K - $2.23K
|
1.12K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
887New |
$1.53M - $1.98M
|
887
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-54- 9.76% |
$93.3K - $120K
|
499
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-12- 4.3% |
$20.7K - $26.8K
|
267
$560K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-10- 3.23% |
$17.3K - $22.3K
|
300
$629K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13+ 11.11% |
$22.5K - $29K
|
130
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
785New |
$1.36M - $1.75M
|
785
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
334New |
$577K - $745K
|
334
$700K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27+ 16.56% |
$46.7K - $60.2K
|
190
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10+ 1.68% |
$17.3K - $22.3K
|
607
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.3K+ 427.3% |
$2.25M - $2.9M
|
1.6K
$3.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1New |
$1.73K - $2.23K
|
1
$2.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.42% |
$1.73K - $2.23K
|
241
$505K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
237New |
$410K - $529K
|
237
$497K
|