Purchases and Sales Made in Q3 2025 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4+ 0.35% |
$7.16K - $8.63K
|
1.14K
$2.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4+ 0.69% |
$7.16K - $8.63K
|
581
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 1.3% |
$5.37K - $6.47K
|
233
$417K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3+ 33.33% |
$5.37K - $6.47K
|
12
$21.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$3.58K - $4.32K
|
2
$3.58K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.2% |
$3.58K - $4.32K
|
1.01K
$1.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2+ 66.67% |
$3.58K - $4.32K
|
5
$8.95K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
2New |
$3.58K - $4.32K
|
2
$3.58K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2+ 0.81% |
$3.58K - $4.32K
|
250
$447K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
2+ 1.15% |
$3.58K - $4.32K
|
176
$315K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 50.0% |
$3.58K - $4.32K
|
6
$10.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$3.58K - $4.32K
|
1.92K
$3.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 33.33% |
$1.79K - $2.16K
|
4
$7.16K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1+ 0.75% |
$1.79K - $2.16K
|
135
$242K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.26% |
$1.79K - $2.16K
|
380
$680K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1New |
$1.79K - $2.16K
|
1
$1.79K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1+ 0.04% |
$1.79K - $2.16K
|
2.77K
$4.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1New |
$1.79K - $2.16K
|
1
$1.79K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1New |
$1.79K - $2.16K
|
1
$1.79K
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.14% |
$1.79K - $2.16K
|
710
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.41% |
$1.79K - $2.16K
|
245
$438K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1- 0.74% |
$1.79K - $2.16K
|
134
$240K
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1- 0.32% |
$1.79K - $2.16K
|
307
$549K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 2.7% |
$1.79K - $2.16K
|
36
$64.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 16.67% |
$1.79K - $2.16K
|
5
$8.95K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1- 0.55% |
$1.79K - $2.16K
|
182
$326K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.27% |
$1.79K - $2.16K
|
376
$673K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1- 16.67% |
$1.79K - $2.16K
|
5
$8.95K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1- 0.63% |
$1.79K - $2.16K
|
157
$281K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1- 0.25% |
$1.79K - $2.16K
|
406
$726K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1- 0.16% |
$1.79K - $2.16K
|
608
$1.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-1- 0.03% |
$1.79K - $2.16K
|
3.19K
$5.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2- 0.72% |
$3.58K - $4.32K
|
275
$492K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2- 0.21% |
$3.58K - $4.32K
|
965
$1.73M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 22.22% |
$3.58K - $4.32K
|
7
$12.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-2- 0.46% |
$3.58K - $4.32K
|
437
$782K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-2- 0.21% |
$3.58K - $4.32K
|
943
$1.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2- 0.32% |
$3.58K - $4.32K
|
615
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2- 1.48% |
$3.58K - $4.32K
|
133
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2- 1.9% |
$3.58K - $4.32K
|
103
$184K
|
|
|
Oct 06, 2025
Q3 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-2- 1.75% |
$3.58K - $4.32K
|
112
$200K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-2- 13.33% |
$3.58K - $4.32K
|
13
$23.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 50.0% |
$5.37K - $6.47K
|
3
$5.37K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.68% |
$5.37K - $6.47K
|
438
$784K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3- 42.86% |
$5.37K - $6.47K
|
4
$7.16K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-3- 1.27% |
$5.37K - $6.47K
|
233
$417K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3- 1.69% |
$5.37K - $6.47K
|
174
$311K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3- 1.06% |
$5.37K - $6.47K
|
279
$499K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-3- 0.32% |
$5.37K - $6.47K
|
921
$1.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4- 0.46% |
$7.16K - $8.63K
|
875
$1.57M
|
|