Purchases and Sales Made in Q4 2024 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2New |
$3.64K - $4.71K
|
2
$4.35K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.04% |
$3.64K - $4.71K
|
4.64K
$10.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1New |
$1.82K - $2.35K
|
1
$2.17K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.51% |
$1.82K - $2.35K
|
199
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 7.69% |
$1.82K - $2.35K
|
14
$30.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$1.82K - $2.35K
|
1
$2.17K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.64% |
$1.82K - $2.35K
|
157
$341K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 3.7% |
$1.82K - $2.35K
|
28
$60.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.14% |
$1.82K - $2.35K
|
708
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1New |
$1.82K - $2.35K
|
1
$2.17K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1New |
$1.82K - $2.35K
|
1
$2.17K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1+ 0.7% |
$1.82K - $2.35K
|
144
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$1.82K - $2.35K
|
2
$4.35K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 20.0% |
$3.64K - $4.71K
|
8
$17.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 3.39% |
$3.64K - $4.71K
|
57
$124K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2- 0.87% |
$3.64K - $4.71K
|
228
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2- 1.6% |
$3.64K - $4.71K
|
123
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3- 1.8% |
$5.46K - $7.06K
|
164
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-3- 0.63% |
$5.46K - $7.06K
|
473
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3- 2.26% |
$5.46K - $7.06K
|
130
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4- 66.67% |
$7.28K - $9.41K
|
2
$4.35K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-4- 1.37% |
$7.28K - $9.41K
|
288
$626K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-4- 0.9% |
$7.28K - $9.41K
|
439
$954K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-6- 4.0% |
$10.9K - $14.1K
|
144
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-6- 0.85% |
$10.9K - $14.1K
|
700
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7- 28.0% |
$12.7K - $16.5K
|
18
$39.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-7- 15.22% |
$12.7K - $16.5K
|
39
$84.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9- 3.23% |
$16.4K - $21.2K
|
270
$587K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-9- 1.06% |
$16.4K - $21.2K
|
844
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-12- 1.9% |
$21.8K - $28.2K
|
618
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12- 2.85% |
$21.8K - $28.2K
|
409
$889K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-15- 57.69% |
$27.3K - $35.3K
|
11
$23.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17- 9.14% |
$30.9K - $40K
|
169
$367K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-18- 1.53% |
$32.7K - $42.4K
|
1.16K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-18- 1.21% |
$32.7K - $42.4K
|
1.47K
$3.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-19- 0.41% |
$34.6K - $44.7K
|
4.62K
$10M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-22- 8.27% |
$40K - $51.8K
|
244
$530K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-25- 19.38% |
$45.5K - $58.8K
|
104
$226K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-27- 2.39% |
$49.1K - $63.5K
|
1.1K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-28- 0.95% |
$50.9K - $65.9K
|
2.91K
$6.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-28- 9.12% |
$50.9K - $65.9K
|
279
$606K
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-28- 8.16% |
$50.9K - $65.9K
|
315
$684K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-32- 7.8% |
$58.2K - $75.3K
|
378
$821K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-32- 0.86% |
$58.2K - $75.3K
|
3.69K
$8.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-35- 2.97% |
$63.7K - $82.4K
|
1.15K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-38- 13.67% |
$69.1K - $89.4K
|
240
$521K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-43- 16.73% |
$78.2K - $101K
|
214
$465K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-49- 31.21% |
$89.1K - $115K
|
108
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-51- 26.84% |
$92.8K - $120K
|
139
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-51- 5.15% |
$92.8K - $120K
|
939
$2.04M
|