Purchases and Sales Made in Q2 2023 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
24New |
$22.8K - $31.7K
|
24
$45.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24New |
$22.8K - $31.7K
|
24
$45.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
19+ 1900.0% |
$18.1K - $25.1K
|
20
$37.7K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
16+ 1.66% |
$15.2K - $21.1K
|
979
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
16+ 0.27% |
$15.2K - $21.1K
|
5.95K
$11.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 4.61% |
$13.3K - $18.5K
|
318
$599K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
14New |
$13.3K - $18.5K
|
14
$26.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14+ 9.72% |
$13.3K - $18.5K
|
158
$298K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
13+ 15.66% |
$12.4K - $17.2K
|
96
$181K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 54.17% |
$12.4K - $17.2K
|
37
$69.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
13+ 5.12% |
$12.4K - $17.2K
|
267
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11+ 1.46% |
$10.5K - $14.5K
|
762
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10New |
$9.51K - $13.2K
|
10
$18.8K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
10+ 1.51% |
$9.51K - $13.2K
|
673
$1.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
8+ 2.29% |
$7.61K - $10.6K
|
358
$674K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8New |
$7.61K - $10.6K
|
8
$15.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7+ 2.43% |
$6.66K - $9.25K
|
295
$555K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
6New |
$5.7K - $7.93K
|
6
$11.3K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
6New |
$5.7K - $7.93K
|
6
$11.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5New |
$4.75K - $6.61K
|
5
$9.42K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 1.11% |
$4.75K - $6.61K
|
456
$859K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4+ 0.73% |
$3.8K - $5.28K
|
552
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4+ 133.33% |
$3.8K - $5.28K
|
7
$13.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 133.33% |
$3.8K - $5.28K
|
7
$13.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3New |
$2.85K - $3.96K
|
3
$5.65K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 25.0% |
$2.85K - $3.96K
|
15
$28.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 60.0% |
$2.85K - $3.96K
|
8
$15.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
3+ 0.14% |
$2.85K - $3.96K
|
2.12K
$3.99M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 10.53% |
$1.9K - $2.64K
|
21
$39.5K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 10.53% |
$1.9K - $2.64K
|
21
$39.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 40.0% |
$1.9K - $2.64K
|
7
$13.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2New |
$1.9K - $2.64K
|
2
$3.77K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$1.9K - $2.64K
|
2
$3.77K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.42% |
$951 - $1.32K
|
239
$450K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$951 - $1.32K
|
1
$1.88K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1New |
$951 - $1.32K
|
1
$1.88K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 50.0% |
$951 - $1.32K
|
3
$5.65K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.42% |
$951 - $1.32K
|
239
$450K
|
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
1+ 0.05% |
$951 - $1.32K
|
1.83K
$3.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 25.0% |
$951 - $1.32K
|
5
$9.42K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1+ 1.11% |
$951 - $1.32K
|
91
$171K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 33.33% |
$951 - $1.32K
|
4
$7.53K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 16.67% |
$951 - $1.32K
|
7
$13.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1- 33.33% |
$951 - $1.32K
|
2
$3.77K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1- 0.26% |
$951 - $1.32K
|
385
$725K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 2.5% |
$951 - $1.32K
|
39
$73.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 50.0% |
$951 - $1.32K
|
1
$1.88K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1- 0.42% |
$951 - $1.32K
|
236
$444K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2- 20.0% |
$1.9K - $2.64K
|
8
$15.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 50.0% |
$2.85K - $3.96K
|
3
$5.65K
|