Purchases and Sales Made in Q1 2023 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 20.0% |
$1.02K - $1.95K
|
12
$25.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 50.0% |
$1.02K - $1.95K
|
6
$12.6K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.85% |
$1.02K - $1.95K
|
238
$500K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$1.02K - $1.95K
|
2
$4.21K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2New |
$1.02K - $1.95K
|
2
$4.21K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1New |
$509 - $973
|
1
$2.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 10.0% |
$509 - $973
|
11
$23.1K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 1.22% |
$509 - $973
|
83
$175K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1- 0.13% |
$509 - $973
|
783
$1.65M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1- 1.69% |
$509 - $973
|
58
$122K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$509 - $973
|
2
$4.21K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1- 0.29% |
$509 - $973
|
346
$727K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-2- 50.0% |
$1.02K - $1.95K
|
2
$4.21K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2- 0.21% |
$1.02K - $1.95K
|
930
$1.96M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 40.0% |
$1.02K - $1.95K
|
3
$6.31K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-3Closed |
$1.53K - $2.92K
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 13.64% |
$1.53K - $2.92K
|
19
$39.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 44.44% |
$2.04K - $3.89K
|
5
$10.5K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4- 3.15% |
$2.04K - $3.89K
|
123
$259K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5- 0.69% |
$2.55K - $4.87K
|
720
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5- 0.81% |
$2.55K - $4.87K
|
613
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 50.0% |
$2.55K - $4.87K
|
5
$10.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-5- 0.77% |
$2.55K - $4.87K
|
647
$1.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 3.93% |
$3.56K - $6.81K
|
171
$360K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 25.0% |
$4.07K - $7.78K
|
24
$50.5K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10- 2.06% |
$5.09K - $9.73K
|
476
$1M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-11- 8.66% |
$5.6K - $10.7K
|
116
$244K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11- 2.49% |
$5.6K - $10.7K
|
430
$904K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-12- 4.8% |
$6.11K - $11.7K
|
238
$500K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12- 3.67% |
$6.11K - $11.7K
|
315
$662K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 40.63% |
$6.62K - $12.7K
|
19
$39.9K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 17.11% |
$6.62K - $12.7K
|
63
$132K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15- 65.22% |
$7.64K - $14.6K
|
8
$16.8K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-16- 19.05% |
$8.14K - $15.6K
|
68
$143K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-17- 5.57% |
$8.65K - $16.5K
|
288
$606K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-18- 4.28% |
$9.16K - $17.5K
|
403
$847K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21- 6.19% |
$10.7K - $20.4K
|
318
$669K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-21- 3.07% |
$10.7K - $20.4K
|
663
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-22- 4.37% |
$11.2K - $21.4K
|
481
$1.01M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-24- 2.0% |
$12.2K - $23.4K
|
1.17K
$2.47M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-28- 2.44% |
$14.3K - $27.2K
|
1.12K
$2.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-29- 11.84% |
$14.8K - $28.2K
|
216
$454K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30- 3.42% |
$15.3K - $29.2K
|
846
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-31- 3.12% |
$15.8K - $30.2K
|
963
$2.02M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-32- 11.76% |
$16.3K - $31.1K
|
240
$505K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-33- 9.14% |
$16.8K - $32.1K
|
328
$690K
|
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-34- 3.66% |
$17.3K - $33.1K
|
895
$1.88M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-35- 15.22% |
$17.8K - $34.1K
|
195
$410K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-41- 31.3% |
$20.9K - $39.9K
|
90
$189K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-42- 1.51% |
$21.4K - $40.9K
|
2.74K
$5.75M
|