Purchases and Sales Made in Q4 2023 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
62New |
$80K - $92.1K
|
62
$127K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
56+ 19.65% |
$72.2K - $83.2K
|
341
$698K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
56New |
$72.2K - $83.2K
|
56
$115K
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
53New |
$68.4K - $78.7K
|
53
$109K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
50+ 21.19% |
$64.5K - $74.3K
|
286
$586K
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
50+ 2.54% |
$64.5K - $74.3K
|
2.02K
$4.13M
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
50New |
$64.5K - $74.3K
|
50
$102K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
46New |
$59.3K - $68.3K
|
46
$94.2K
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
45+ 3.85% |
$58.1K - $66.9K
|
1.21K
$2.48M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42+ 10.05% |
$54.2K - $62.4K
|
460
$942K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
40+ 25.81% |
$51.6K - $59.4K
|
195
$399K
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
37New |
$47.7K - $55K
|
37
$75.8K
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
36+ 12.86% |
$46.4K - $53.5K
|
316
$647K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
34New |
$43.9K - $50.5K
|
34
$69.6K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 4.26% |
$43.9K - $50.5K
|
832
$1.7M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30New |
$38.7K - $44.6K
|
30
$61.4K
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
29+ 362.5% |
$37.4K - $43.1K
|
37
$75.8K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
29New |
$37.4K - $43.1K
|
29
$59.4K
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
28New |
$36.1K - $41.6K
|
28
$57.3K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28+ 12.73% |
$36.1K - $41.6K
|
248
$508K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
27+ 1.03% |
$34.8K - $40.1K
|
2.65K
$5.42M
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
26+ 23.21% |
$33.5K - $38.6K
|
138
$283K
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
25+ 1.61% |
$32.3K - $37.1K
|
1.57K
$3.22M
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 7.97% |
$31K - $35.7K
|
325
$666K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
23+ 3.89% |
$29.7K - $34.2K
|
615
$1.26M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
22+ 12.64% |
$28.4K - $32.7K
|
196
$401K
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
22+ 0.75% |
$28.4K - $32.7K
|
2.97K
$6.08M
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
22+ 10.48% |
$28.4K - $32.7K
|
232
$475K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
22+ 12.64% |
$28.4K - $32.7K
|
196
$401K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 9.05% |
$27.1K - $31.2K
|
253
$518K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
20New |
$25.8K - $29.7K
|
20
$41K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 10.58% |
$25.8K - $29.7K
|
209
$428K
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
19+ 4.52% |
$24.5K - $28.2K
|
439
$899K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19+ 8.02% |
$24.5K - $28.2K
|
256
$524K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
18+ 9.63% |
$23.2K - $26.7K
|
205
$420K
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
17New |
$21.9K - $25.3K
|
17
$34.8K
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
17+ 0.46% |
$21.9K - $25.3K
|
3.73K
$7.63M
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
16+ 8.74% |
$20.6K - $23.8K
|
199
$408K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15New |
$19.4K - $22.3K
|
15
$30.7K
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
14+ 0.36% |
$18.1K - $20.8K
|
3.91K
$8.02M
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
14+ 1.22% |
$18.1K - $20.8K
|
1.16K
$2.37M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
14+ 7.91% |
$18.1K - $20.8K
|
191
$391K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
12+ 16.44% |
$15.5K - $17.8K
|
85
$174K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12+ 4.3% |
$15.5K - $17.8K
|
291
$596K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 4.18% |
$12.9K - $14.9K
|
249
$510K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 4.18% |
$12.9K - $14.9K
|
249
$510K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10+ 100.0% |
$12.9K - $14.9K
|
20
$41K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10New |
$12.9K - $14.9K
|
10
$20.5K
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
10+ 0.54% |
$12.9K - $14.9K
|
1.86K
$3.81M
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9+ 3.25% |
$11.6K - $13.4K
|
286
$586K
|