Purchases and Sales Made in Q2 2023 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
226New |
$215K - $299K
|
226
$497K
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
216+ 28.13% |
$205K - $285K
|
984
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
216New |
$205K - $285K
|
216
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
207+ 17.74% |
$197K - $273K
|
1.37K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
203New |
$193K - $268K
|
203
$447K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
200+ 22.2% |
$190K - $264K
|
1.1K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
200New |
$190K - $264K
|
200
$440K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
197New |
$187K - $260K
|
197
$433K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
194+ 303.13% |
$184K - $256K
|
258
$568K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
191New |
$182K - $252K
|
191
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
191New |
$182K - $252K
|
191
$420K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
190New |
$181K - $251K
|
190
$418K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
187New |
$178K - $247K
|
187
$411K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
186New |
$177K - $246K
|
186
$409K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
186New |
$177K - $246K
|
186
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
186New |
$177K - $246K
|
186
$409K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
185New |
$176K - $244K
|
185
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
182New |
$173K - $240K
|
182
$400K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
180New |
$171K - $238K
|
180
$396K
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
176+ 129.41% |
$167K - $233K
|
312
$687K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
176New |
$167K - $233K
|
176
$387K
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
BUY
|
- |
171New |
$163K - $226K
|
171
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
170New |
$162K - $225K
|
170
$374K
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
169New |
$161K - $223K
|
169
$372K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
168+ 89.84% |
$160K - $222K
|
355
$781K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
168+ 23.7% |
$160K - $222K
|
877
$1.93M
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
163New |
$155K - $215K
|
163
$359K
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
162New |
$154K - $214K
|
162
$356K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
160New |
$152K - $211K
|
160
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159+ 74.65% |
$151K - $210K
|
372
$819K
|
|
|
Aug 10, 2023
Q2 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
156+ 19.95% |
$148K - $206K
|
938
$2.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
156New |
$148K - $206K
|
156
$343K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
155+ 8.08% |
$147K - $205K
|
2.07K
$4.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100+ 1.18% |
$95.1K - $132K
|
8.55K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
100+ 33.33% |
$95.1K - $132K
|
400
$880K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
100New |
$95.1K - $132K
|
100
$220K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
97+ 15.82% |
$92.2K - $128K
|
710
$1.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
82+ 15.05% |
$78K - $108K
|
627
$1.38M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
76New |
$72.3K - $100K
|
76
$167K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
76New |
$72.3K - $100K
|
76
$167K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
73+ 54.07% |
$69.4K - $96.4K
|
208
$458K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51+ 3.58% |
$48.5K - $67.4K
|
1.48K
$3.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46New |
$43.7K - $60.8K
|
46
$101K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
38+ 38.0% |
$36.1K - $50.2K
|
138
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
35New |
$33.3K - $46.2K
|
35
$77K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 550.0% |
$31.4K - $43.6K
|
39
$85.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
31New |
$29.5K - $41K
|
31
$68.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26+ 19.12% |
$24.7K - $34.3K
|
162
$356K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 11.57% |
$23.8K - $33K
|
241
$530K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24New |
$22.8K - $31.7K
|
24
$52.8K
|