Purchases and Sales Made in Q3 2023 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
341+ 0.4% |
$431K - $516K
|
86.6K
$186M
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
335+ 28.13% |
$423K - $507K
|
1.53K
$3.27M
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
307New |
$388K - $464K
|
307
$657K
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
301New |
$380K - $455K
|
301
$645K
|
|
Nov 14, 2023
Q3 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
300+ 45.39% |
$379K - $454K
|
961
$2.06M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
282New |
$356K - $426K
|
282
$604K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
274+ 10.39% |
$346K - $414K
|
2.91K
$6.23M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
270New |
$341K - $408K
|
270
$578K
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
262New |
$331K - $396K
|
262
$561K
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
250New |
$316K - $378K
|
250
$535K
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
250New |
$316K - $378K
|
250
$535K
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
245+ 4.12% |
$310K - $370K
|
6.2K
$13.3M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
236+ 49.48% |
$298K - $357K
|
713
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
236New |
$298K - $357K
|
236
$505K
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
229+ 1.44% |
$289K - $346K
|
16.1K
$34.4M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
226New |
$286K - $342K
|
226
$484K
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
209New |
$264K - $316K
|
209
$448K
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
202+ 16.74% |
$255K - $305K
|
1.41K
$3.02M
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
202+ 16.74% |
$255K - $305K
|
1.41K
$3.02M
|
|
Nov 06, 2023
Q3 2023
|
Jcsd Capital, LLC
|
BUY
|
- |
200New |
$253K - $302K
|
200
$428K
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
195New |
$246K - $295K
|
195
$418K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
191New |
$241K - $289K
|
191
$409K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
170New |
$215K - $257K
|
170
$364K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
156New |
$197K - $236K
|
156
$334K
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
156+ 40.21% |
$197K - $236K
|
544
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
155New |
$196K - $234K
|
155
$332K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
155New |
$196K - $234K
|
155
$332K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
154New |
$195K - $233K
|
154
$330K
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
152New |
$192K - $230K
|
152
$326K
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
143+ 16.47% |
$181K - $216K
|
1.01K
$2.17M
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
143+ 25.91% |
$181K - $216K
|
695
$1.49M
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
142+ 6.7% |
$179K - $215K
|
2.26K
$4.84M
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
135+ 70.68% |
$171K - $204K
|
326
$698K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
130+ 41.53% |
$164K - $197K
|
443
$949K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
129+ 28.04% |
$163K - $195K
|
589
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
126+ 22.11% |
$159K - $191K
|
696
$1.49M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
110+ 7.45% |
$139K - $166K
|
1.59K
$3.4M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95+ 1900.0% |
$120K - $144K
|
100
$214K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
90+ 23.38% |
$114K - $136K
|
475
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
81+ 106.58% |
$102K - $122K
|
157
$336K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76+ 8.95% |
$96.1K - $115K
|
925
$1.98M
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
73New |
$92.3K - $110K
|
73
$156K
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
64+ 7.43% |
$80.9K - $96.8K
|
925
$1.98M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60+ 11.7% |
$75.8K - $90.7K
|
573
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
58+ 35.8% |
$73.3K - $87.7K
|
220
$471K
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
57+ 9.45% |
$72.1K - $86.2K
|
660
$1.41M
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
56+ 25.11% |
$70.8K - $84.7K
|
279
$597K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
55+ 8.35% |
$69.5K - $83.2K
|
714
$1.53M
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
52+ 1040.0% |
$65.7K - $78.6K
|
57
$122K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
49+ 35.51% |
$61.9K - $74.1K
|
187
$400K
|