Purchases and Sales Made in Q3 2024 in First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2New |
$3.37K - $4.26K
|
2
$4.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2+ 1.42% |
$3.37K - $4.26K
|
143
$300K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2New |
$3.37K - $4.26K
|
2
$4.19K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 3.51% |
$3.37K - $4.26K
|
59
$124K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2New |
$3.37K - $4.26K
|
2
$4.19K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 25.0% |
$3.37K - $4.26K
|
10
$21K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$1.69K - $2.13K
|
1
$2.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1+ 0.24% |
$1.69K - $2.13K
|
410
$860K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 2.22% |
$1.69K - $2.13K
|
46
$96.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.52% |
$1.69K - $2.13K
|
193
$405K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 50.0% |
$1.69K - $2.13K
|
3
$6.29K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.14% |
$1.69K - $2.13K
|
707
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.09% |
$1.69K - $2.13K
|
1.09K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.78% |
$1.69K - $2.13K
|
129
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1+ 0.24% |
$1.69K - $2.13K
|
416
$872K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1+ 0.48% |
$1.69K - $2.13K
|
208
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1+ 0.41% |
$1.69K - $2.13K
|
244
$512K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.16% |
$1.69K - $2.13K
|
611
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$1.69K - $2.13K
|
1
$2.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 100.0% |
$1.69K - $2.13K
|
2
$4.19K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.24% |
$1.69K - $2.13K
|
423
$887K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1Closed |
$1.69K - $2.13K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.6% |
$1.69K - $2.13K
|
166
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 12.5% |
$1.69K - $2.13K
|
7
$14.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1- 0.07% |
$1.69K - $2.13K
|
1.43K
$2.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1- 0.63% |
$1.69K - $2.13K
|
158
$331K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 7.69% |
$1.69K - $2.13K
|
12
$25.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 3.85% |
$1.69K - $2.13K
|
25
$52.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1- 2.13% |
$1.69K - $2.13K
|
46
$96.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 25.0% |
$1.69K - $2.13K
|
3
$6.29K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.31% |
$1.69K - $2.13K
|
320
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 5.88% |
$1.69K - $2.13K
|
16
$33.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1- 0.6% |
$1.69K - $2.13K
|
166
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 50.0% |
$1.69K - $2.13K
|
1
$2.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2- 0.95% |
$3.37K - $4.26K
|
209
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2- 0.99% |
$3.37K - $4.26K
|
200
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2- 2.5% |
$3.37K - $4.26K
|
78
$164K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2- 0.33% |
$3.37K - $4.26K
|
603
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3- 1.76% |
$5.06K - $6.39K
|
167
$350K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 18.75% |
$5.06K - $6.39K
|
13
$27.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4- 1.76% |
$6.74K - $8.51K
|
223
$468K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-4- 0.66% |
$6.74K - $8.51K
|
598
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4- 3.2% |
$6.74K - $8.51K
|
121
$254K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4- 1.42% |
$6.74K - $8.51K
|
278
$583K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-4- 1.05% |
$6.74K - $8.51K
|
377
$791K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-5- 0.72% |
$8.43K - $10.6K
|
693
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 2.11% |
$8.43K - $10.6K
|
232
$487K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 45.45% |
$8.43K - $10.6K
|
6
$12.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5- 3.07% |
$8.43K - $10.6K
|
158
$331K
|