Purchases and Sales Made in Q4 2022 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
46New |
$33.6K - $40.2K
|
46
$94.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
35+ 17.95% |
$25.5K - $30.6K
|
230
$471K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
33+ 7.02% |
$24.1K - $28.8K
|
503
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32New |
$23.3K - $28K
|
32
$65.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
28+ 43.75% |
$20.4K - $24.5K
|
92
$188K
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
27+ 0.39% |
$19.7K - $23.6K
|
6.96K
$14.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
23New |
$16.8K - $20.1K
|
23
$47.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23New |
$16.8K - $20.1K
|
23
$47.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
22+ 2.48% |
$16.1K - $19.2K
|
908
$1.86M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22New |
$16.1K - $19.2K
|
22
$45.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
16New |
$11.7K - $14K
|
16
$32.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
15+ 6.79% |
$10.9K - $13.1K
|
236
$483K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
14New |
$10.2K - $12.2K
|
14
$28.7K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
13+ 11.02% |
$9.49K - $11.4K
|
131
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
12+ 1.35% |
$8.76K - $10.5K
|
901
$1.85M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
11New |
$8.03K - $9.61K
|
11
$22.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10+ 1.81% |
$7.3K - $8.74K
|
564
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10New |
$7.3K - $8.74K
|
10
$20.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
9+ 0.08% |
$6.57K - $7.86K
|
10.6K
$21.7M
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
9+ 3.42% |
$6.57K - $7.86K
|
272
$557K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
9+ 0.94% |
$6.57K - $7.86K
|
963
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6New |
$4.38K - $5.24K
|
6
$12.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
6New |
$4.38K - $5.24K
|
6
$12.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
6+ 7.89% |
$4.38K - $5.24K
|
82
$168K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$2.92K - $3.5K
|
4
$8.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 42.86% |
$2.19K - $2.62K
|
10
$20.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 42.86% |
$2.19K - $2.62K
|
10
$20.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3New |
$2.19K - $2.62K
|
3
$6.14K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3New |
$2.19K - $2.62K
|
3
$6.14K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3New |
$2.19K - $2.62K
|
3
$6.14K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2+ 0.67% |
$1.46K - $1.75K
|
301
$616K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 200.0% |
$1.46K - $1.75K
|
3
$6.14K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2+ 0.71% |
$1.46K - $1.75K
|
285
$584K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.13% |
$730 - $874
|
784
$1.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1New |
$730 - $874
|
1
$2.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$730 - $874
|
1
$2.05K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 25.0% |
$730 - $874
|
5
$10.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
1+ 0.01% |
$730 - $874
|
11.3K
$23.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1+ 16.67% |
$730 - $874
|
7
$14.3K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
1+ 50.0% |
$730 - $874
|
3
$6.14K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1New |
$730 - $874
|
1
$2.05K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1New |
$730 - $874
|
1
$2.05K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1New |
$730 - $874
|
1
$2.05K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.08% |
$730 - $874
|
1.2K
$2.45M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 9.09% |
$730 - $874
|
10
$20.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1- 25.0% |
$730 - $874
|
3
$6.14K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 20.0% |
$730 - $874
|
4
$8.19K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1- 1.08% |
$730 - $874
|
92
$188K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.78% |
$730 - $874
|
127
$260K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.81% |
$1.46K - $1.75K
|
245
$502K
|