Purchases and Sales Made in Q2 2022 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
22+ 0.25% |
$13.2K - $15.4K
|
8.66K
$17.7M
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
20+ 4.72% |
$12K - $14K
|
444
$909K
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
20+ 8.7% |
$12K - $14K
|
250
$512K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20+ 5.57% |
$12K - $14K
|
379
$776K
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
16+ 3.24% |
$9.58K - $11.2K
|
510
$1.04M
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
16+ 12.6% |
$9.58K - $11.2K
|
143
$293K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
16+ 4.44% |
$9.58K - $11.2K
|
376
$770K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15+ 17.24% |
$8.98K - $10.5K
|
102
$209K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
15New |
$8.98K - $10.5K
|
15
$30.7K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
10New |
$5.99K - $7K
|
10
$20.5K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
9+ 4.25% |
$5.39K - $6.3K
|
221
$453K
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
9+ 0.27% |
$5.39K - $6.3K
|
3.34K
$6.84M
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
9New |
$5.39K - $6.3K
|
9
$18.4K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 18.18% |
$4.79K - $5.6K
|
52
$106K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
7New |
$4.19K - $4.9K
|
7
$14.3K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7+ 1.6% |
$4.19K - $4.9K
|
445
$911K
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
6New |
$3.59K - $4.2K
|
6
$12.3K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 300.0% |
$3.59K - $4.2K
|
8
$16.4K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 85.71% |
$3.59K - $4.2K
|
13
$26.6K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
5New |
$2.99K - $3.5K
|
5
$10.2K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
5New |
$2.99K - $3.5K
|
5
$10.2K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$2.99K - $3.5K
|
5
$10.2K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4New |
$2.4K - $2.8K
|
4
$8.19K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 28.57% |
$2.4K - $2.8K
|
18
$36.9K
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
4+ 1.14% |
$2.4K - $2.8K
|
354
$725K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$1.8K - $2.1K
|
3
$6.14K
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
3+ 0.56% |
$1.8K - $2.1K
|
538
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3New |
$1.8K - $2.1K
|
3
$6.14K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2+ 100.0% |
$1.2K - $1.4K
|
4
$8.19K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 33.33% |
$599 - $700
|
4
$8.19K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1New |
$599 - $700
|
1
$2.05K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 50.0% |
$599 - $700
|
3
$6.14K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
1New |
$599 - $700
|
1
$2.05K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1New |
$599 - $700
|
1
$2.05K
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 33.33% |
$599 - $700
|
2
$4.1K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
SELL
|
- |
-1- 25.0% |
$599 - $700
|
3
$6.14K
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1Closed |
$599 - $700
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1- 0.26% |
$599 - $700
|
382
$782K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2- 16.67% |
$1.2K - $1.4K
|
10
$20.5K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2- 0.36% |
$1.2K - $1.4K
|
551
$1.13M
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2Closed |
$1.2K - $1.4K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2Closed |
$1.2K - $1.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2- 0.03% |
$1.2K - $1.4K
|
5.98K
$12.2M
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2Closed |
$1.2K - $1.4K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3Closed |
$1.8K - $2.1K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3Closed |
$1.8K - $2.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4Closed |
$2.4K - $2.8K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4- 28.57% |
$2.4K - $2.8K
|
10
$20.5K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 22.22% |
$2.4K - $2.8K
|
14
$28.7K
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-5Closed |
$2.99K - $3.5K
|
0
$0
|