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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 4.18% |
$12.9K - $14.9K
|
249
$469K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9+ 3.25% |
$11.6K - $13.4K
|
286
$539K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 47.37% |
$11.6K - $13.4K
|
28
$52.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 70.0% |
$9.03K - $10.4K
|
17
$32K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 4.43% |
$9.03K - $10.4K
|
165
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
7+ 2.59% |
$9.03K - $10.4K
|
277
$522K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
7New |
$9.03K - $10.4K
|
7
$13.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7+ 4.55% |
$9.03K - $10.4K
|
161
$303K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6New |
$7.74K - $8.91K
|
6
$11.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 23.08% |
$7.74K - $8.91K
|
32
$60.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 13.64% |
$7.74K - $8.91K
|
50
$94.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6New |
$7.74K - $8.91K
|
6
$11.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
6+ 0.75% |
$7.74K - $8.91K
|
803
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.94% |
$6.45K - $7.43K
|
536
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5+ 13.89% |
$6.45K - $7.43K
|
41
$77.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
4+ 0.22% |
$5.16K - $5.94K
|
1.8K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4New |
$5.16K - $5.94K
|
4
$7.53K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
3+ 5.17% |
$3.87K - $4.46K
|
61
$115K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3New |
$3.87K - $4.46K
|
3
$5.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3New |
$3.87K - $4.46K
|
3
$5.65K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
3+ 1.22% |
$3.87K - $4.46K
|
248
$467K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2+ 0.47% |
$2.58K - $2.97K
|
429
$808K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2+ 0.29% |
$2.58K - $2.97K
|
696
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2New |
$2.58K - $2.97K
|
2
$3.77K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2+ 0.66% |
$2.58K - $2.97K
|
305
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
2New |
$2.58K - $2.97K
|
2
$3.77K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 28.57% |
$2.58K - $2.97K
|
9
$16.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2+ 100.0% |
$2.58K - $2.97K
|
4
$7.53K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2New |
$2.58K - $2.97K
|
2
$3.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.54% |
$1.29K - $1.49K
|
66
$124K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.22% |
$1.29K - $1.49K
|
451
$849K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 2.56% |
$1.29K - $1.49K
|
40
$75.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$1.29K - $1.49K
|
698
$1.31M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1New |
$1.29K - $1.49K
|
1
$1.88K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.16% |
$1.29K - $1.49K
|
609
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$1.29K - $1.49K
|
1
$1.88K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 10.0% |
$1.29K - $1.49K
|
11
$20.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.07% |
$1.29K - $1.49K
|
1.43K
$2.69M
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1- 10.0% |
$1.29K - $1.49K
|
9
$16.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1- 0.12% |
$1.29K - $1.49K
|
841
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 1.61% |
$1.29K - $1.49K
|
61
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-1- 0.35% |
$1.29K - $1.49K
|
284
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1- 0.46% |
$1.29K - $1.49K
|
218
$410K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 33.33% |
$1.29K - $1.49K
|
2
$3.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.48% |
$1.29K - $1.49K
|
209
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2- 1.15% |
$2.58K - $2.97K
|
172
$324K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2Closed |
$2.58K - $2.97K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2- 50.0% |
$2.58K - $2.97K
|
2
$3.77K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2- 9.52% |
$2.58K - $2.97K
|
19
$35.8K
|