Purchases and Sales Made in Q2 2023 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 50.0% |
$2.85K - $3.96K
|
3
$6.14K
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-4- 0.29% |
$3.8K - $5.28K
|
1.36K
$2.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4- 1.4% |
$3.8K - $5.28K
|
281
$576K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-4- 0.49% |
$3.8K - $5.28K
|
820
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-8- 80.0% |
$7.61K - $10.6K
|
2
$4.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10- 5.85% |
$9.51K - $13.2K
|
161
$330K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-10- 90.91% |
$9.51K - $13.2K
|
1
$2.05K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10- 2.47% |
$9.51K - $13.2K
|
395
$809K
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-11- 2.34% |
$10.5K - $14.5K
|
459
$940K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-11- 0.9% |
$10.5K - $14.5K
|
1.22K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-15- 1.56% |
$14.3K - $19.8K
|
948
$1.94M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-15- 12.2% |
$14.3K - $19.8K
|
108
$221K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-16- 6.67% |
$15.2K - $21.1K
|
224
$459K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-18- 5.71% |
$17.1K - $23.8K
|
297
$608K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18- 33.33% |
$17.1K - $23.8K
|
36
$73.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24- 10.67% |
$22.8K - $31.7K
|
201
$412K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-24- 2.92% |
$22.8K - $31.7K
|
799
$1.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26- 4.82% |
$24.7K - $34.3K
|
513
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27- 8.49% |
$25.7K - $35.7K
|
291
$596K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28- 5.54% |
$26.6K - $37K
|
477
$977K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-28- 5.88% |
$26.6K - $37K
|
448
$918K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-28- 13.21% |
$26.6K - $37K
|
184
$377K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-35- 4.06% |
$33.3K - $46.2K
|
828
$1.7M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-38- 3.24% |
$36.1K - $50.2K
|
1.14K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-39- 2.99% |
$37.1K - $51.5K
|
1.26K
$2.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-40- 3.03% |
$38K - $52.8K
|
1.28K
$2.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-43- 20.48% |
$40.9K - $56.8K
|
167
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44- 7.63% |
$41.8K - $58.1K
|
533
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-49- 19.37% |
$46.6K - $64.7K
|
204
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-50- 33.33% |
$47.5K - $66.1K
|
100
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-50- 4.24% |
$47.5K - $66.1K
|
1.13K
$2.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-51- 43.97% |
$48.5K - $67.4K
|
65
$133K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-60- 22.56% |
$57K - $79.3K
|
206
$422K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-63- 98.44% |
$59.9K - $83.2K
|
1
$2.05K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-67- 18.21% |
$63.7K - $88.5K
|
301
$616K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-72- 21.36% |
$68.5K - $95.1K
|
265
$543K
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
SELL
|
- |
-72- 7.73% |
$68.5K - $95.1K
|
859
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-73- 25.17% |
$69.4K - $96.4K
|
217
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-74- 6.42% |
$70.4K - $97.8K
|
1.08K
$2.21M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-90- 18.95% |
$85.6K - $119K
|
385
$789K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-92- 15.31% |
$87.5K - $122K
|
509
$1.04M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-93- 10.81% |
$88.4K - $123K
|
767
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-95- 20.74% |
$90.3K - $126K
|
363
$743K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-96- 3.5% |
$91.3K - $127K
|
2.65K
$5.42M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-97- 21.32% |
$92.2K - $128K
|
358
$733K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-100- 3.2% |
$95.1K - $132K
|
3.02K
$6.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-100- 5.34% |
$95.1K - $132K
|
1.77K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 5.13% |
$95.1K - $132K
|
1.85K
$3.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-103- 16.4% |
$97.9K - $136K
|
525
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-108- 9.08% |
$103K - $143K
|
1.08K
$2.22M
|