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 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2- 1.15% |
$2.58K - $2.97K
|
172
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-2- 0.05% |
$2.58K - $2.97K
|
3.69K
$7.56M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2Closed |
$2.58K - $2.97K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3- 20.0% |
$3.87K - $4.46K
|
12
$24.6K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3- 0.85% |
$3.87K - $4.46K
|
352
$721K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3- 0.56% |
$3.87K - $4.46K
|
529
$1.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-3- 75.0% |
$3.87K - $4.46K
|
1
$2.05K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 13.04% |
$3.87K - $4.46K
|
20
$41K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3- 2.91% |
$3.87K - $4.46K
|
100
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 1.75% |
$5.16K - $5.94K
|
224
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4- 1.51% |
$5.16K - $5.94K
|
261
$535K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-5- 0.66% |
$6.45K - $7.43K
|
757
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8- 4.4% |
$10.3K - $11.9K
|
174
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8- 1.15% |
$10.3K - $11.9K
|
688
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-9- 0.68% |
$11.6K - $13.4K
|
1.32K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-10- 0.72% |
$12.9K - $14.9K
|
1.38K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10- 4.22% |
$12.9K - $14.9K
|
227
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12- 1.73% |
$15.5K - $17.8K
|
683
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-12- 3.91% |
$15.5K - $17.8K
|
295
$604K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-13- 6.34% |
$16.8K - $19.3K
|
192
$393K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-13- 3.51% |
$16.8K - $19.3K
|
357
$731K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-14- 1.32% |
$18.1K - $20.8K
|
1.05K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-15- 6.0% |
$19.4K - $22.3K
|
235
$481K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-17- 3.87% |
$21.9K - $25.3K
|
422
$864K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-18- 1.67% |
$23.2K - $26.7K
|
1.06K
$2.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-19- 3.47% |
$24.5K - $28.2K
|
529
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-20- 2.6% |
$25.8K - $29.7K
|
750
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-21- 9.29% |
$27.1K - $31.2K
|
205
$420K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 40.35% |
$29.7K - $34.2K
|
34
$69.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
SELL
|
- |
-23- 0.08% |
$29.7K - $34.2K
|
29.1K
$59.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-24- 1.18% |
$31K - $35.7K
|
2.02K
$4.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25- 0.51% |
$32.3K - $37.1K
|
4.92K
$10.1M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-26- 16.56% |
$33.5K - $38.6K
|
131
$268K
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-28- 1.59% |
$36.1K - $41.6K
|
1.73K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-28- 1.59% |
$36.1K - $41.6K
|
1.73K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-28- 7.0% |
$36.1K - $41.6K
|
372
$762K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-30- 17.24% |
$38.7K - $44.6K
|
144
$295K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-32- 12.8% |
$41.3K - $47.5K
|
218
$446K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-34- 17.8% |
$43.9K - $50.5K
|
157
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-37- 55.22% |
$47.7K - $55K
|
30
$61.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-42- 6.47% |
$54.2K - $62.4K
|
607
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-45- 5.11% |
$58.1K - $66.9K
|
836
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-46- 6.91% |
$59.3K - $68.3K
|
620
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-53- 22.75% |
$68.4K - $78.7K
|
180
$369K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-54- 6.56% |
$69.7K - $80.2K
|
769
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-60- 1.47% |
$77.4K - $89.1K
|
4.02K
$8.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-63- 4.81% |
$81.3K - $93.6K
|
1.25K
$2.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-64- 5.33% |
$82.6K - $95.1K
|
1.14K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-67- 6.87% |
$86.4K - $99.5K
|
908
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-75- 6.98% |
$96.8K - $111K
|
999
$2.05M
|