Purchases and Sales Made in Q3 2023 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
47+ 23.74% |
$59.4K - $71.1K
|
245
$461K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46+ 12.37% |
$58.1K - $69.6K
|
418
$787K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
44+ 2.12% |
$55.6K - $66.5K
|
2.12K
$3.99M
|
|
|
Oct 27, 2023
Q3 2023
|
Cortland Associates Inc
|
BUY
|
- |
42+ 0.14% |
$53.1K - $63.5K
|
29.1K
$54.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
41+ 18.89% |
$51.8K - $62K
|
258
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
40+ 3.55% |
$50.6K - $60.5K
|
1.17K
$2.2M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
40+ 24.24% |
$50.6K - $60.5K
|
205
$386K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
40+ 12.12% |
$50.6K - $60.5K
|
370
$697K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
39+ 21.67% |
$49.3K - $59K
|
219
$412K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
37+ 19.37% |
$46.8K - $55.9K
|
228
$429K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
31+ 6.0% |
$39.2K - $46.9K
|
548
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
28+ 2.56% |
$35.4K - $42.3K
|
1.12K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
28+ 3.08% |
$35.4K - $42.3K
|
936
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
27+ 12.62% |
$34.1K - $40.8K
|
241
$454K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
24+ 1.19% |
$30.3K - $36.3K
|
2.04K
$3.84M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
23+ 4.09% |
$29.1K - $34.8K
|
586
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22+ 13.75% |
$27.8K - $33.3K
|
182
$343K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22+ 8.24% |
$27.8K - $33.3K
|
289
$544K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
21+ 60.0% |
$26.5K - $31.8K
|
56
$105K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
21+ 3.12% |
$26.5K - $31.8K
|
694
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
20+ 4.77% |
$25.3K - $30.2K
|
439
$827K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19New |
$24K - $28.7K
|
19
$35.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
18+ 11.54% |
$22.8K - $27.2K
|
174
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
16+ 16.67% |
$20.2K - $24.2K
|
112
$211K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
14+ 8.38% |
$17.7K - $21.2K
|
181
$341K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14+ 1.34% |
$17.7K - $21.2K
|
1.06K
$1.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
13+ 650.0% |
$16.4K - $19.7K
|
15
$28.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12+ 4.12% |
$15.2K - $18.1K
|
303
$571K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
10+ 0.23% |
$12.6K - $15.1K
|
4.28K
$8.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 900.0% |
$11.4K - $13.6K
|
10
$18.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 53.33% |
$10.1K - $12.1K
|
23
$43.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
8New |
$10.1K - $12.1K
|
8
$15.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
7New |
$8.85K - $10.6K
|
7
$13.2K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
7New |
$8.85K - $10.6K
|
7
$13.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
7+ 0.72% |
$8.85K - $10.6K
|
975
$1.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6New |
$7.58K - $9.07K
|
6
$11.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
6+ 150.0% |
$7.58K - $9.07K
|
10
$18.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
6+ 600.0% |
$7.58K - $9.07K
|
7
$13.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 23.81% |
$6.32K - $7.56K
|
26
$49K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5+ 1.82% |
$6.32K - $7.56K
|
279
$525K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
4+ 0.82% |
$5.06K - $6.05K
|
491
$925K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.76% |
$5.06K - $6.05K
|
532
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3+ 1.28% |
$3.79K - $4.54K
|
237
$446K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3New |
$3.79K - $4.54K
|
3
$5.65K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
3New |
$3.79K - $4.54K
|
3
$5.65K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
3New |
$3.79K - $4.54K
|
3
$5.65K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
3+ 300.0% |
$3.79K - $4.54K
|
4
$7.53K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 40.0% |
$2.53K - $3.02K
|
7
$13.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.56% |
$2.53K - $3.02K
|
360
$678K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2New |
$2.53K - $3.02K
|
2
$3.77K
|