Purchases and Sales Made in Q2 2024 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$3.07K - $3.6K
|
2
$3.77K
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2+ 0.98% |
$3.07K - $3.6K
|
207
$390K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2+ 0.98% |
$3.07K - $3.6K
|
207
$390K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2New |
$3.07K - $3.6K
|
2
$3.77K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2New |
$3.07K - $3.6K
|
2
$3.77K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
1New |
$1.53K - $1.8K
|
1
$1.88K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$1.53K - $1.8K
|
1
$1.88K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1New |
$1.53K - $1.8K
|
1
$1.88K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 11.11% |
$1.53K - $1.8K
|
10
$18.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 25.0% |
$1.53K - $1.8K
|
5
$9.42K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1+ 0.35% |
$1.53K - $1.8K
|
285
$537K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1+ 2.17% |
$1.53K - $1.8K
|
47
$88.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.31% |
$1.53K - $1.8K
|
321
$604K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 9.09% |
$1.53K - $1.8K
|
12
$22.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1- 9.09% |
$1.53K - $1.8K
|
10
$18.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1- 0.78% |
$1.53K - $1.8K
|
128
$241K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1- 0.24% |
$1.53K - $1.8K
|
415
$781K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1- 0.58% |
$1.53K - $1.8K
|
170
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Amitell Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-1- 0.04% |
$1.53K - $1.8K
|
2.37K
$4.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1- 0.8% |
$1.53K - $1.8K
|
124
$233K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1- 0.04% |
$1.53K - $1.8K
|
2.79K
$5.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1- 0.24% |
$1.53K - $1.8K
|
415
$781K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2- 0.33% |
$3.07K - $3.6K
|
605
$1.14M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-2- 0.8% |
$3.07K - $3.6K
|
248
$467K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 66.67% |
$3.07K - $3.6K
|
1
$1.88K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2- 1.44% |
$3.07K - $3.6K
|
137
$258K
|
|
|
Feb 20, 2025
Q2 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-3- 0.09% |
$4.6K - $5.4K
|
3.26K
$6.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-3- 0.27% |
$4.6K - $5.4K
|
1.12K
$2.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3- 0.71% |
$4.6K - $5.4K
|
422
$795K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 15.79% |
$4.6K - $5.4K
|
16
$30.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3- 1.3% |
$4.6K - $5.4K
|
228
$429K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3- 0.88% |
$4.6K - $5.4K
|
337
$635K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3- 1.46% |
$4.6K - $5.4K
|
202
$380K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-4- 3.15% |
$6.13K - $7.2K
|
123
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 5.97% |
$6.13K - $7.2K
|
63
$119K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 40.0% |
$6.13K - $7.2K
|
6
$11.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-5- 1.6% |
$7.66K - $9K
|
307
$578K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5- 16.13% |
$7.66K - $9K
|
26
$49K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5- 0.59% |
$7.66K - $9K
|
839
$1.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6- 1.44% |
$9.2K - $10.8K
|
411
$774K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6- 3.47% |
$9.2K - $10.8K
|
167
$314K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-8- 3.27% |
$12.3K - $14.4K
|
237
$446K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8- 2.6% |
$12.3K - $14.4K
|
300
$565K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-8- 1.74% |
$12.3K - $14.4K
|
451
$849K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9- 5.03% |
$13.8K - $16.2K
|
170
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9- 5.03% |
$13.8K - $16.2K
|
170
$320K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 11.63% |
$15.3K - $18K
|
76
$143K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11- 5.73% |
$16.9K - $19.8K
|
181
$341K
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
SELL
|
- |
-11- 2.4% |
$16.9K - $19.8K
|
447
$842K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11- 16.18% |
$16.9K - $19.8K
|
57
$107K
|