Purchases and Sales Made in Q3 2023 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 40.0% |
$2.53K - $3.02K
|
7
$14.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2New |
$2.53K - $3.02K
|
2
$4.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.44% |
$2.53K - $3.02K
|
458
$938K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2+ 0.47% |
$2.53K - $3.02K
|
427
$875K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$1.26K - $1.51K
|
1
$2.05K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
1+ 0.03% |
$1.26K - $1.51K
|
2.95K
$6.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1+ 0.36% |
$1.26K - $1.51K
|
277
$567K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
1New |
$1.26K - $1.51K
|
1
$2.05K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 14.29% |
$1.26K - $1.51K
|
8
$16.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 14.29% |
$1.26K - $1.51K
|
8
$16.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 0.55% |
$1.26K - $1.51K
|
183
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1+ 0.17% |
$1.26K - $1.51K
|
592
$1.21M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 1.59% |
$1.26K - $1.51K
|
62
$127K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 14.29% |
$1.26K - $1.51K
|
6
$12.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1- 20.0% |
$1.26K - $1.51K
|
4
$8.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 1.59% |
$1.26K - $1.51K
|
62
$127K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2- 33.33% |
$2.53K - $3.02K
|
4
$8.19K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 9.52% |
$2.53K - $3.02K
|
19
$38.9K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2- 0.38% |
$2.53K - $3.02K
|
531
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2- 0.97% |
$2.53K - $3.02K
|
204
$418K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2- 1.12% |
$2.53K - $3.02K
|
176
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2- 4.35% |
$2.53K - $3.02K
|
44
$90.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3- 42.86% |
$3.79K - $4.54K
|
4
$8.19K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-3- 0.34% |
$3.79K - $4.54K
|
874
$1.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3- 0.84% |
$3.79K - $4.54K
|
355
$727K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4- 0.88% |
$5.06K - $6.05K
|
450
$922K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-4- 0.12% |
$5.06K - $6.05K
|
3.4K
$6.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-5- 0.52% |
$6.32K - $7.56K
|
960
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5- 4.63% |
$6.32K - $7.56K
|
103
$211K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-5- 0.95% |
$6.32K - $7.56K
|
520
$1.06M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 3.73% |
$7.58K - $9.07K
|
155
$317K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 3.73% |
$11.4K - $13.6K
|
232
$475K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10- 5.43% |
$12.6K - $15.1K
|
174
$356K
|
|
|
Oct 25, 2023
Q3 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-10- 0.11% |
$12.6K - $15.1K
|
9.37K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 1.36% |
$13.9K - $16.6K
|
798
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-12- 6.45% |
$15.2K - $18.1K
|
174
$356K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12- 6.45% |
$15.2K - $18.1K
|
174
$356K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-13- 2.9% |
$16.4K - $19.7K
|
435
$891K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13- 6.84% |
$16.4K - $19.7K
|
177
$363K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-14- 6.25% |
$17.7K - $21.2K
|
210
$430K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-14- 7.11% |
$17.7K - $21.2K
|
183
$375K
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-14- 1.56% |
$17.7K - $21.2K
|
881
$1.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-15- 8.11% |
$19K - $22.7K
|
170
$348K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-18- 46.15% |
$22.8K - $27.2K
|
21
$43K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-18- 5.98% |
$22.8K - $27.2K
|
283
$580K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-19- 0.52% |
$24K - $28.7K
|
3.61K
$7.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-19- 9.13% |
$24K - $28.7K
|
189
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21- 8.5% |
$26.5K - $31.8K
|
226
$463K
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-22- 6.45% |
$27.8K - $33.3K
|
319
$653K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-24- 1.35% |
$30.3K - $36.3K
|
1.76K
$3.6M
|