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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
69+ 28.63% |
$119K - $154K
|
310
$650K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
67+ 38.07% |
$116K - $149K
|
243
$510K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67+ 4.42% |
$116K - $149K
|
1.58K
$3.32M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
58+ 2.03% |
$100K - $129K
|
2.91K
$6.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
57+ 11.54% |
$98.5K - $127K
|
551
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
53+ 1.73% |
$91.6K - $118K
|
3.11K
$6.52M
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
47+ 4.77% |
$81.2K - $105K
|
1.03K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46+ 3.73% |
$79.5K - $103K
|
1.28K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
40+ 23.67% |
$69.1K - $89.2K
|
209
$438K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
38+ 20.21% |
$65.7K - $84.8K
|
226
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
35New |
$60.5K - $78.1K
|
35
$73.4K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
34+ 24.64% |
$58.8K - $75.9K
|
172
$361K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34+ 12.59% |
$58.8K - $75.9K
|
304
$638K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
32+ 32.0% |
$55.3K - $71.4K
|
132
$277K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32+ 5.18% |
$55.3K - $71.4K
|
650
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
30+ 6.28% |
$51.9K - $66.9K
|
508
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
29+ 263.64% |
$50.1K - $64.7K
|
40
$83.9K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28+ 12.79% |
$48.4K - $62.5K
|
247
$518K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
27+ 2.23% |
$46.7K - $60.2K
|
1.24K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
27+ 23.68% |
$46.7K - $60.2K
|
141
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27+ 16.56% |
$46.7K - $60.2K
|
190
$398K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 4.87% |
$44.9K - $58K
|
560
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
26New |
$44.9K - $58K
|
26
$54.5K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
26+ 1.18% |
$44.9K - $58K
|
2.24K
$4.69M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26+ 12.81% |
$44.9K - $58K
|
229
$480K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
25+ 20.0% |
$43.2K - $55.8K
|
150
$315K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
25+ 24.04% |
$43.2K - $55.8K
|
129
$271K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
24+ 4.37% |
$41.5K - $53.5K
|
573
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
24New |
$41.5K - $53.5K
|
24
$50.3K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23+ 0.32% |
$39.8K - $51.3K
|
7.3K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22+ 12.94% |
$38K - $49.1K
|
192
$403K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
20+ 5.48% |
$34.6K - $44.6K
|
385
$807K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
20+ 0.95% |
$34.6K - $44.6K
|
2.12K
$4.45M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20+ 4.89% |
$34.6K - $44.6K
|
429
$900K
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
19New |
$32.8K - $42.4K
|
19
$39.8K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 39.58% |
$32.8K - $42.4K
|
67
$141K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19+ 4.86% |
$32.8K - $42.4K
|
410
$860K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15+ 16.48% |
$25.9K - $33.5K
|
106
$222K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14+ 0.64% |
$24.2K - $31.2K
|
2.2K
$4.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13+ 11.11% |
$22.5K - $29K
|
130
$273K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 3.16% |
$19K - $24.5K
|
359
$753K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
10+ 2.92% |
$17.3K - $22.3K
|
353
$740K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
10+ 1.2% |
$17.3K - $22.3K
|
844
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10+ 1.68% |
$17.3K - $22.3K
|
607
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9+ 15.79% |
$15.6K - $20.1K
|
66
$138K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9+ 32.14% |
$15.6K - $20.1K
|
37
$77.6K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9+ 0.43% |
$15.6K - $20.1K
|
2.11K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8+ 0.48% |
$13.8K - $17.8K
|
1.67K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
8+ 5.48% |
$13.8K - $17.8K
|
154
$323K
|