Latest Institutional Purchases of First Citizens Bancshares Inc (FCNCA)
This list provides information on the latest institutional transactions involving First Citizens Bancshares Inc (FCNCA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
278New |
$203K - $243K
|
278
$612K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
81New |
$59.1K - $70.8K
|
81
$178K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
74+ 145.1% |
$54K - $64.7K
|
125
$275K
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
55New |
$40.1K - $48.1K
|
55
$121K
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
52New |
$37.9K - $45.4K
|
52
$114K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
46New |
$33.6K - $40.2K
|
46
$101K
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
22+ 2.48% |
$16.1K - $19.2K
|
908
$2M
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
16New |
$11.7K - $14K
|
16
$35.2K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
14New |
$10.2K - $12.2K
|
14
$30.8K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
11New |
$8.03K - $9.61K
|
11
$24.2K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10New |
$7.3K - $8.74K
|
10
$22K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
6New |
$4.38K - $5.24K
|
6
$13.2K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3New |
$2.19K - $2.62K
|
3
$6.6K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3New |
$2.19K - $2.62K
|
3
$6.6K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3New |
$2.19K - $2.62K
|
3
$6.6K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1New |
$730 - $874
|
1
$2.2K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1+ 16.67% |
$730 - $874
|
7
$15.4K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1New |
$730 - $874
|
1
$2.2K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.95KNew |
$45.1K - $1.68M
|
1.95K
$4.28M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
483New |
$11.2K - $417K
|
483
$1.06M
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
272New |
$6.3K - $235K
|
272
$599K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
258+ 2.18% |
$5.97K - $223K
|
12.1K
$26.6M
|
|
Dec 06, 2022
Q3 2022
|
Hahn Capital Management LLC
San Francisco, CA |
BUY
|
- |
206+ 3.25% |
$4.77K - $178K
|
6.55K
$14.4M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200New |
$4.63K - $173K
|
200
$440K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
72New |
$1.67K - $62.2K
|
72
$158K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
29+ 2.43% |
$671 - $25K
|
1.22K
$2.69M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
18New |
$417 - $15.5K
|
18
$39.6K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11New |
$255 - $9.5K
|
11
$24.2K
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9New |
$208 - $7.77K
|
9
$19.8K
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
5New |
$116 - $4.32K
|
5
$11K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$92.6 - $3.46K
|
4
$8.8K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2New |
$46.3 - $1.73K
|
2
$4.4K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2New |
$46.3 - $1.73K
|
2
$4.4K
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
1New |
$23.2 - $864
|
1
$2.2K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.03KNew |
$2.41M - $2.82M
|
4.03K
$8.86M
|
|
Aug 09, 2022
Q2 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.91KNew |
$1.74M - $2.03M
|
2.91K
$6.39M
|
|
Aug 15, 2022
Q2 2022
|
Hawkeye Capital Management, LLC
Miami Beach, FL |
BUY
|
- |
1.93KNew |
$1.16M - $1.35M
|
1.93K
$4.26M
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1KNew |
$599K - $700K
|
1K
$2.2M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
598+ 8.71% |
$358K - $419K
|
7.47K
$16.4M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
554New |
$332K - $388K
|
554
$1.22M
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
101+ 10.26% |
$60.5K - $70.7K
|
1.09K
$2.39M
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$59.9K - $70K
|
100
$220K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
15New |
$8.98K - $10.5K
|
15
$33K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
10New |
$5.99K - $7K
|
10
$22K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
7New |
$4.19K - $4.9K
|
7
$15.4K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$2.99K - $3.5K
|
5
$11K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
106KNew |
$70.1M - $95.9M
|
106K
$233M
|
|
May 16, 2022
Q1 2022
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
2.14K+ 3.56% |
$1.41M - $1.94M
|
62.2K
$137M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
389New |
$258K - $352K
|
389
$856K
|
|
May 03, 2022
Q1 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
370New |
$245K - $335K
|
370
$814K
|