Institutional Ownership First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA). We have compiled data on the 620 institutions that hold shares in the stock, with a total of 8.7 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 23, 2024 Q2 2024 |
307
shares
|
$566,577
0.31% of portfolio
|
Q4 2022
New holding
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
302
shares
|
$557,350
0.01% of portfolio
|
Q2 2024
Added 0.67%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
300
shares
|
$553,659
0.04% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
Jcsd Capital, LLC
|
Jan 19, 2024 Q4 2023 |
300
shares
|
$553,659
1.31% of portfolio
|
Q4 2023
Added 50.0%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
300
shares
|
$553,659
0.0% of portfolio
|
Q3 2022
New holding
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Aug 05, 2024 Q2 2024 |
300
shares
|
$553,659
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
299
shares
|
$551,813
0.01% of portfolio
|
Q2 2024
New holding
|
|
Burney CO
Reston, VA |
Jul 29, 2024 Q2 2024 |
292
shares
|
$538,894
0.02% of portfolio
|
Q2 2024
Reduced 14.87%
|
|
Old National Bancorp
|
Jul 11, 2024 Q2 2024 |
288
shares
|
$531,512
0.01% of portfolio
|
Q2 2024
Added 6.27%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
285
shares
|
$525,976
0.0% of portfolio
|
Q2 2024
Reduced 24.0%
|
|
Tria Gen Wealth Management LLC
|
Jul 18, 2024 Q2 2024 |
285
shares
|
$525,976
0.2% of portfolio
|
Q2 2024
Added 0.35%
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
283
shares
|
$522,284
0.0% of portfolio
|
Q2 2024
New holding
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Aug 08, 2024 Q2 2024 |
282
shares
|
$520,439
0.01% of portfolio
|
Q2 2024
Added 46.88%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
280
shares
|
$516,748
0.02% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
279
shares
|
$514,902
0.04% of portfolio
|
Q2 2024
Added 91.1%
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 19, 2024 Q2 2024 |
278
shares
|
$513,057
0.41% of portfolio
|
Q1 2023
Reduced 85.71%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
275
shares
|
$507,520
0.0% of portfolio
|
Q2 2024
Added 33.5%
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 12, 2024 Q2 2024 |
272
shares
|
$501,984
0.02% of portfolio
|
Q2 2024
Added 81.33%
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
266
shares
|
$490,910
0.0% of portfolio
|
Q2 2024
Reduced 70.51%
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 09, 2024 Q2 2024 |
259
shares
|
$477,992
0.03% of portfolio
|
Q2 2024
Added 26.96%
|
|
Quent Capital, LLC
|
Jul 08, 2024 Q2 2024 |
248
shares
|
$457,691
0.05% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
247
shares
|
$455,845
0.01% of portfolio
|
Q1 2024
Added 10.27%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
244
shares
|
$450,309
0.01% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
243
shares
|
$448,463
0.08% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
Cambria Investment Management, L.P.
|
Aug 14, 2024 Q2 2024 |
243
shares
|
$448,463
0.03% of portfolio
|
Q2 2024
Reduced 18.18%
|