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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
1New |
$23.2 - $864
|
1
$1.72K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
18New |
$417 - $15.5K
|
18
$30.9K
|
|
| Q2 2022 | |||||||
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1Closed |
$599 - $700
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-5Closed |
$2.99K - $3.5K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.03KNew |
$2.41M - $2.82M
|
4.03K
$6.91M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-30Closed |
$18K - $21K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Islet Management, LP
New York, NY |
SELL
|
- |
-15KClosed |
$8.98M - $10.5M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-611Closed |
$366K - $428K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.36KClosed |
$3.81M - $4.46M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hawkeye Capital Management, LLC
Miami Beach, FL |
BUY
|
- |
1.93KNew |
$1.16M - $1.35M
|
1.93K
$3.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-300Closed |
$180K - $210K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-883Closed |
$529K - $618K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2- 16.67% |
$1.2K - $1.4K
|
10
$17.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4Closed |
$2.4K - $2.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-9Closed |
$5.39K - $6.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
598+ 8.71% |
$358K - $419K
|
7.47K
$12.8M
|
|
|
Aug 15, 2022
Q2 2022
|
New Mountain Vantage Advisers, L.L.C.
New York, NY |
SELL
|
- |
-12.7KClosed |
$7.62M - $8.91M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
SELL
|
- |
-1KClosed |
$599K - $700K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-55- 1.49% |
$32.9K - $38.5K
|
3.63K
$6.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
101+ 10.26% |
$60.5K - $70.7K
|
1.09K
$1.86M
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2Closed |
$1.2K - $1.4K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.91KNew |
$1.74M - $2.03M
|
2.91K
$4.99M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
554New |
$332K - $388K
|
554
$951K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-18Closed |
$10.8K - $12.6K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-2.74KClosed |
$1.64M - $1.92M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-233- 91.73% |
$140K - $163K
|
21
$36K
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-17Closed |
$10.2K - $11.9K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 27.78% |
$2.99K - $3.5K
|
13
$22.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Cardinal Capital Management
|
SELL
|
- |
-498Closed |
$298K - $349K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
10New |
$5.99K - $7K
|
10
$17.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-6Closed |
$3.59K - $4.2K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
7New |
$4.19K - $4.9K
|
7
$12K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1KNew |
$599K - $700K
|
1K
$1.72M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-27Closed |
$16.2K - $18.9K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2Closed |
$1.2K - $1.4K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-10Closed |
$5.99K - $7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-8Closed |
$4.79K - $5.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
15New |
$8.98K - $10.5K
|
15
$25.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$59.9K - $70K
|
100
$172K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-55Closed |
$32.9K - $38.5K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$2.99K - $3.5K
|
5
$8.58K
|
|
| Q1 2022 | |||||||
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.25% |
$3.31K - $4.53K
|
405
$695K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
389New |
$258K - $352K
|
389
$668K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
13New |
$8.61K - $11.8K
|
13
$22.3K
|
|
|
Jun 22, 2023
Q1 2022
|
Msd Partners, L.P.
New York, NY |
SELL
|
- |
-5.51K- 59.89% |
$3.65M - $4.99M
|
3.69K
$6.33M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3New |
$1.99K - $2.72K
|
3
$5.15K
|
|
|
May 16, 2022
Q1 2022
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
2.14K+ 3.56% |
$1.41M - $1.94M
|
62.2K
$107M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
106KNew |
$70.1M - $95.9M
|
106K
$182M
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-721Closed |
$478K - $653K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
5New |
$3.31K - $4.53K
|
5
$8.58K
|
|