Purchases and Sales Made in Q1 2025 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST CITIZENS BANCSHARES INC .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
32+ 32.0% |
$55.3K - $71.4K
|
132
$277K
|
|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 13.21% |
$48.4K - $62.5K
|
240
$503K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28+ 12.79% |
$48.4K - $62.5K
|
247
$518K
|
|
|
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 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
27+ 2.23% |
$46.7K - $60.2K
|
1.24K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
26New |
$44.9K - $58K
|
26
$54.5K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 4.87% |
$44.9K - $58K
|
560
$1.17M
|
|
|
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 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
25+ 24.04% |
$43.2K - $55.8K
|
129
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
25+ 20.0% |
$43.2K - $55.8K
|
150
$315K
|
|
|
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 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
20+ 0.95% |
$34.6K - $44.6K
|
2.12K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
20+ 5.48% |
$34.6K - $44.6K
|
385
$807K
|
|
|
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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20+ 4.89% |
$34.6K - $44.6K
|
429
$900K
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
19New |
$32.8K - $42.4K
|
19
$39.8K
|
|
|
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
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
13+ 4.76% |
$22.5K - $29K
|
286
$600K
|
|
|
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 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9+ 0.43% |
$15.6K - $20.1K
|
2.11K
$4.42M
|
|
|
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 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
8+ 5.48% |
$13.8K - $17.8K
|
154
$323K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8+ 3.76% |
$13.8K - $17.8K
|
221
$463K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8+ 0.48% |
$13.8K - $17.8K
|
1.67K
$3.5M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
8+ 1.28% |
$13.8K - $17.8K
|
632
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7New |
$12.1K - $15.6K
|
7
$14.7K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
7+ 6.6% |
$12.1K - $15.6K
|
113
$237K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6+ 60.0% |
$10.4K - $13.4K
|
16
$33.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 54.55% |
$10.4K - $13.4K
|
17
$35.7K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6+ 3.82% |
$10.4K - $13.4K
|
163
$342K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 120.0% |
$10.4K - $13.4K
|
11
$23.1K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 2.2% |
$8.64K - $11.2K
|
232
$487K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 26.32% |
$8.64K - $11.2K
|
24
$50.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 62.5% |
$8.64K - $11.2K
|
13
$27.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 3.76% |
$8.64K - $11.2K
|
138
$289K
|