Latest Institutional Transactions on First Citizens Bancshares Inc (FCNCA)
This table provides information on the latest institutional transactions involving First Citizens Bancshares Inc (FCNCA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
SELL
|
- |
-634- 63.78% |
$1.1M - $1.41M
|
360
$644K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-32- 5.02% |
$55.3K - $71.4K
|
606
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
475New |
$821K - $1.06M
|
475
$850K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
1.44KNew |
$2.5M - $3.22M
|
1.44K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Amf Tjanstepension Ab
|
SELL
|
- |
-150- 0.32% |
$259K - $335K
|
47.1K
$84.2M
|
|
|
May 12, 2025
Q1 2025
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-59- 3.41% |
$102K - $132K
|
1.67K
$2.99M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100+ 100.0% |
$173K - $223K
|
200
$358K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1New |
$1.73K - $2.23K
|
1
$1.79K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50- 40.65% |
$86.4K - $112K
|
73
$131K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-162- 53.64% |
$280K - $361K
|
140
$250K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 3.16% |
$19K - $24.5K
|
359
$642K
|
|
|
May 08, 2025
Q1 2025
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
1KNew |
$1.73M - $2.23M
|
1K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-9- 6.87% |
$15.6K - $20.1K
|
122
$218K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
26New |
$44.9K - $58K
|
26
$46.5K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-6.41K- 99.8% |
$11.1M - $14.3M
|
13
$23.3K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
465+ 11625.0% |
$804K - $1.04M
|
469
$839K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-21- 7.29% |
$36.3K - $46.9K
|
267
$478K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
120New |
$207K - $268K
|
120
$215K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 48.0% |
$20.7K - $26.8K
|
13
$23.3K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
800+ 11.53% |
$1.38M - $1.78M
|
7.74K
$13.9M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
168New |
$290K - $375K
|
168
$301K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
463New |
$800K - $1.03M
|
463
$828K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
35New |
$60.5K - $78.1K
|
35
$62.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
122New |
$211K - $272K
|
122
$218K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-3- 0.39% |
$5.19K - $6.69K
|
757
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-109- 17.44% |
$188K - $243K
|
516
$923K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
1New |
$1.73K - $2.23K
|
1
$1.79K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1- 0.09% |
$1.73K - $2.23K
|
1.12K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1New |
$1.73K - $2.23K
|
1
$1.79K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-127- 54.04% |
$220K - $283K
|
108
$193K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-4- 57.14% |
$6.91K - $8.92K
|
3
$5.37K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-129- 92.81% |
$223K - $288K
|
10
$17.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
368New |
$636K - $821K
|
368
$658K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-10- 8.0% |
$17.3K - $22.3K
|
115
$206K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 100.0% |
$1.73K - $2.23K
|
2
$3.58K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
31+ 28.18% |
$56.4K - $72.9K
|
141
$252K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4New |
$7.28K - $9.41K
|
4
$7.16K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
95New |
$173K - $224K
|
95
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.64K- 5.82% |
$10.3M - $13.3M
|
91.3K
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
142New |
$258K - $334K
|
142
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
907New |
$1.65M - $2.13M
|
907
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
173New |
$315K - $407K
|
173
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-25- 2.54% |
$45.5K - $58.8K
|
960
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
179+ 42.62% |
$326K - $421K
|
599
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-100- 12.5% |
$182K - $235K
|
700
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-3K- 96.77% |
$5.46M - $7.06M
|
100
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-636- 68.76% |
$1.16M - $1.5M
|
289
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Ulysses Management LLC
New York, NY |
SELL
|
- |
-900- 47.37% |
$1.64M - $2.12M
|
1K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
100+ 20.0% |
$182K - $235K
|
600
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
200+ 66.67% |
$364K - $471K
|
500
$895K
|
|