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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3+ 0.25% |
$5.46K - $7.06K
|
1.21K
$2.54M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2+ 1.82% |
$3.64K - $4.71K
|
112
$235K
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
2+ 0.18% |
$3.64K - $4.71K
|
1.12K
$2.35M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2New |
$3.64K - $4.71K
|
2
$4.19K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.04% |
$3.64K - $4.71K
|
4.64K
$9.72M
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1+ 0.24% |
$1.82K - $2.35K
|
417
$875K
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1+ 0.48% |
$1.82K - $2.35K
|
211
$443K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1+ 50.0% |
$1.82K - $2.35K
|
3
$6.29K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1New |
$1.82K - $2.35K
|
1
$2.1K
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.14% |
$1.82K - $2.35K
|
708
$1.48M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.64% |
$1.82K - $2.35K
|
157
$329K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1New |
$1.82K - $2.35K
|
1
$2.1K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1New |
$1.82K - $2.35K
|
1
$2.1K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 3.7% |
$1.82K - $2.35K
|
28
$58.7K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 7.69% |
$1.82K - $2.35K
|
14
$29.4K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$1.82K - $2.35K
|
1
$2.1K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1+ 0.7% |
$1.82K - $2.35K
|
144
$302K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 4.17% |
$1.82K - $2.35K
|
25
$52.4K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.51% |
$1.82K - $2.35K
|
199
$417K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$1.82K - $2.35K
|
1
$2.1K
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-1- 0.22% |
$1.82K - $2.35K
|
463
$971K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.58% |
$1.82K - $2.35K
|
170
$357K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 0.41% |
$1.82K - $2.35K
|
240
$503K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$1.82K - $2.35K
|
2
$4.19K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 20.0% |
$3.64K - $4.71K
|
8
$16.8K
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2- 1.27% |
$3.64K - $4.71K
|
156
$327K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 3.39% |
$3.64K - $4.71K
|
57
$120K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2- 0.87% |
$3.64K - $4.71K
|
228
$478K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2- 1.6% |
$3.64K - $4.71K
|
123
$258K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 16.67% |
$3.64K - $4.71K
|
10
$21K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3- 2.26% |
$5.46K - $7.06K
|
130
$273K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-3- 0.63% |
$5.46K - $7.06K
|
473
$992K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3- 1.8% |
$5.46K - $7.06K
|
164
$344K
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3- 0.06% |
$5.46K - $7.06K
|
5.25K
$11M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4- 1.72% |
$7.28K - $9.41K
|
228
$478K
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-4- 1.37% |
$7.28K - $9.41K
|
288
$604K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4- 66.67% |
$7.28K - $9.41K
|
2
$4.19K
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-4- 0.9% |
$7.28K - $9.41K
|
439
$921K
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5- 1.87% |
$9.09K - $11.8K
|
263
$552K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5- 3.01% |
$9.09K - $11.8K
|
161
$338K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5- 2.72% |
$9.09K - $11.8K
|
179
$375K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5- 0.45% |
$9.09K - $11.8K
|
1.11K
$2.32M
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6- 5.36% |
$10.9K - $14.1K
|
106
$222K
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-6- 0.85% |
$10.9K - $14.1K
|
700
$1.47M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6- 4.38% |
$10.9K - $14.1K
|
131
$275K
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-6- 4.0% |
$10.9K - $14.1K
|
144
$302K
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-6- 0.49% |
$10.9K - $14.1K
|
1.22K
$2.55M
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-7- 15.22% |
$12.7K - $16.5K
|
39
$81.8K
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-7- 10.94% |
$12.7K - $16.5K
|
57
$120K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7- 28.0% |
$12.7K - $16.5K
|
18
$37.8K
|