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 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2+ 1.07% |
$2.53K - $3.02K
|
189
$436K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 40.0% |
$2.53K - $3.02K
|
7
$16.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
1+ 0.03% |
$1.26K - $1.51K
|
2.95K
$6.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
1New |
$1.26K - $1.51K
|
1
$2.31K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1+ 0.36% |
$1.26K - $1.51K
|
277
$639K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 0.55% |
$1.26K - $1.51K
|
183
$422K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 14.29% |
$1.26K - $1.51K
|
8
$18.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1+ 0.17% |
$1.26K - $1.51K
|
592
$1.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$1.26K - $1.51K
|
1
$2.31K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 14.29% |
$1.26K - $1.51K
|
8
$18.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 14.29% |
$1.26K - $1.51K
|
6
$13.9K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 1.59% |
$1.26K - $1.51K
|
62
$143K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 1.59% |
$1.26K - $1.51K
|
62
$143K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1- 20.0% |
$1.26K - $1.51K
|
4
$9.23K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2- 0.38% |
$2.53K - $3.02K
|
531
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2- 1.12% |
$2.53K - $3.02K
|
176
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2- 4.35% |
$2.53K - $3.02K
|
44
$102K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2- 33.33% |
$2.53K - $3.02K
|
4
$9.23K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 9.52% |
$2.53K - $3.02K
|
19
$43.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2- 0.97% |
$2.53K - $3.02K
|
204
$471K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-3- 0.34% |
$3.79K - $4.54K
|
874
$2.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3- 0.84% |
$3.79K - $4.54K
|
355
$820K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3- 42.86% |
$3.79K - $4.54K
|
4
$9.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-4- 0.12% |
$5.06K - $6.05K
|
3.4K
$7.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4- 0.88% |
$5.06K - $6.05K
|
450
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5- 4.63% |
$6.32K - $7.56K
|
103
$238K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-5- 0.95% |
$6.32K - $7.56K
|
520
$1.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-5- 0.52% |
$6.32K - $7.56K
|
960
$2.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 3.73% |
$7.58K - $9.07K
|
155
$358K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 3.73% |
$11.4K - $13.6K
|
232
$536K
|
|
|
Oct 25, 2023
Q3 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-10- 0.11% |
$12.6K - $15.1K
|
9.37K
$21.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10- 5.43% |
$12.6K - $15.1K
|
174
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 1.36% |
$13.9K - $16.6K
|
798
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-12- 6.45% |
$15.2K - $18.1K
|
174
$402K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12- 6.45% |
$15.2K - $18.1K
|
174
$402K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13- 6.84% |
$16.4K - $19.7K
|
177
$409K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-13- 2.9% |
$16.4K - $19.7K
|
435
$1M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-14- 6.25% |
$17.7K - $21.2K
|
210
$485K
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-14- 1.56% |
$17.7K - $21.2K
|
881
$2.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-14- 7.11% |
$17.7K - $21.2K
|
183
$422K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-15- 8.11% |
$19K - $22.7K
|
170
$392K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-18- 5.98% |
$22.8K - $27.2K
|
283
$653K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-18- 46.15% |
$22.8K - $27.2K
|
21
$48.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-19- 9.13% |
$24K - $28.7K
|
189
$436K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-19- 0.52% |
$24K - $28.7K
|
3.61K
$8.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21- 8.5% |
$26.5K - $31.8K
|
226
$522K
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-22- 6.45% |
$27.8K - $33.3K
|
319
$736K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-24- 1.35% |
$30.3K - $36.3K
|
1.76K
$4.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-25- 1.59% |
$31.6K - $37.8K
|
1.55K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27- 28.13% |
$34.1K - $40.8K
|
69
$159K
|