Purchases and Sales Made in Q1 2024 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 46.43% |
$17.9K - $21.3K
|
41
$77.2K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
13+ 5.6% |
$17.9K - $21.3K
|
245
$461K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13New |
$17.9K - $21.3K
|
13
$24.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12+ 63.16% |
$16.5K - $19.6K
|
31
$58.4K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
12+ 1.94% |
$16.5K - $19.6K
|
632
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
11+ 1.23% |
$15.1K - $18K
|
903
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10+ 50.0% |
$13.7K - $16.4K
|
30
$56.5K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8+ 0.74% |
$11K - $13.1K
|
1.09K
$2.05M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7New |
$9.62K - $11.4K
|
7
$13.2K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7+ 3.8% |
$9.62K - $11.4K
|
191
$360K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7+ 1.58% |
$9.62K - $11.4K
|
450
$847K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6+ 1.63% |
$8.24K - $9.81K
|
375
$706K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 2.87% |
$8.24K - $9.81K
|
215
$405K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 62.5% |
$6.87K - $8.18K
|
13
$24.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5+ 2.5% |
$6.87K - $8.18K
|
205
$386K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4+ 0.58% |
$5.5K - $6.54K
|
692
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4New |
$5.5K - $6.54K
|
4
$7.53K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4+ 66.67% |
$5.5K - $6.54K
|
10
$18.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3+ 0.97% |
$4.12K - $4.91K
|
313
$589K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
3New |
$4.12K - $4.91K
|
3
$5.65K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 27.27% |
$4.12K - $4.91K
|
14
$26.4K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3+ 0.4% |
$4.12K - $4.91K
|
760
$1.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2New |
$2.75K - $3.27K
|
2
$3.77K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2New |
$2.75K - $3.27K
|
2
$3.77K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2New |
$2.75K - $3.27K
|
2
$3.77K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2New |
$2.75K - $3.27K
|
2
$3.77K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.04% |
$2.75K - $3.27K
|
4.92K
$9.26M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2+ 50.0% |
$2.75K - $3.27K
|
6
$11.3K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2+ 0.53% |
$2.75K - $3.27K
|
381
$717K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$2.75K - $3.27K
|
2
$3.77K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2+ 10.0% |
$2.75K - $3.27K
|
22
$41.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
2New |
$2.75K - $3.27K
|
2
$3.77K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 200.0% |
$2.75K - $3.27K
|
3
$5.65K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 22.22% |
$2.75K - $3.27K
|
11
$20.7K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1New |
$1.37K - $1.64K
|
1
$1.88K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.14% |
$1.37K - $1.64K
|
706
$1.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.16% |
$1.37K - $1.64K
|
610
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.4% |
$1.37K - $1.64K
|
250
$471K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.52% |
$1.37K - $1.64K
|
67
$126K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1+ 1.64% |
$1.37K - $1.64K
|
62
$117K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 33.33% |
$1.37K - $1.64K
|
4
$7.53K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 50.0% |
$1.37K - $1.64K
|
3
$5.65K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
1+ 0.64% |
$1.37K - $1.64K
|
158
$298K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.49% |
$1.37K - $1.64K
|
206
$388K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.19% |
$1.37K - $1.64K
|
530
$998K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1New |
$1.37K - $1.64K
|
1
$1.88K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$1.37K - $1.64K
|
1
$1.88K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1+ 0.58% |
$1.37K - $1.64K
|
174
$328K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1+ 5.88% |
$1.37K - $1.64K
|
18
$33.9K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1+ 0.29% |
$1.37K - $1.64K
|
342
$644K
|