Purchases and Sales Made in Q2 2024 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q2 2024. 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 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
30+ 10.17% |
$46K - $54K
|
325
$682K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27New |
$41.4K - $48.6K
|
27
$56.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 38.24% |
$39.8K - $46.8K
|
94
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
26+ 1300.0% |
$39.8K - $46.8K
|
28
$58.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
26+ 1.0% |
$39.8K - $46.8K
|
2.62K
$5.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
22+ 1.89% |
$33.7K - $39.6K
|
1.19K
$2.49M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
21New |
$32.2K - $37.8K
|
21
$44K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
20+ 4.56% |
$30.7K - $36K
|
459
$963K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
18+ 13.33% |
$27.6K - $32.4K
|
153
$321K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
17+ 6.27% |
$26.1K - $30.6K
|
288
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
17+ 4.97% |
$26.1K - $30.6K
|
359
$753K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 23.08% |
$23K - $27K
|
80
$168K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15+ 7.85% |
$23K - $27K
|
206
$432K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15+ 0.9% |
$23K - $27K
|
1.67K
$3.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15+ 21.74% |
$23K - $27K
|
84
$176K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14+ 3.11% |
$21.5K - $25.2K
|
464
$973K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13New |
$19.9K - $23.4K
|
13
$27.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11+ 8.46% |
$16.9K - $19.8K
|
141
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 32.35% |
$16.9K - $19.8K
|
45
$94.4K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
11+ 17.74% |
$16.9K - $19.8K
|
73
$153K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 366.67% |
$16.9K - $19.8K
|
14
$29.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
10+ 7.04% |
$15.3K - $18K
|
152
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
10+ 4.65% |
$15.3K - $18K
|
225
$472K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10+ 1.63% |
$15.3K - $18K
|
625
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 5.49% |
$15.3K - $18K
|
192
$403K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
9+ 5.59% |
$13.8K - $16.2K
|
170
$357K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9New |
$13.8K - $16.2K
|
9
$18.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
8New |
$12.3K - $14.4K
|
8
$16.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 4.38% |
$10.7K - $12.6K
|
167
$350K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
7+ 3.93% |
$10.7K - $12.6K
|
185
$388K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7+ 3.89% |
$10.7K - $12.6K
|
187
$392K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7New |
$10.7K - $12.6K
|
7
$14.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7+ 5.19% |
$10.7K - $12.6K
|
142
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
6+ 11.32% |
$9.2K - $10.8K
|
59
$124K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6New |
$9.2K - $10.8K
|
6
$12.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.5% |
$9.2K - $10.8K
|
1.2K
$2.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
5New |
$7.66K - $9K
|
5
$10.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5+ 22.73% |
$7.66K - $9K
|
27
$56.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 200.0% |
$6.13K - $7.2K
|
6
$12.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4+ 0.5% |
$6.13K - $7.2K
|
812
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 3.95% |
$4.6K - $5.4K
|
79
$166K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
3New |
$4.6K - $5.4K
|
3
$6.29K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 37.5% |
$4.6K - $5.4K
|
11
$23.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2+ 0.98% |
$3.07K - $3.6K
|
207
$434K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$3.07K - $3.6K
|
2
$4.19K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2New |
$3.07K - $3.6K
|
2
$4.19K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2+ 0.67% |
$3.07K - $3.6K
|
302
$633K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.33% |
$3.07K - $3.6K
|
602
$1.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$3.07K - $3.6K
|
2
$4.19K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2+ 0.18% |
$3.07K - $3.6K
|
1.09K
$2.28M
|