Klingman & Associates, LLC Citizens Financial Group Inc Transaction History

Klingman & Associates, LLC

$1.8 Billion
Q2 2025

A detailed history of Klingman & Associates, LLC transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Klingman & Associates, LLC holds 447,081 shares of CFG stock, worth $21.6 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

447,081

Previous 447,198 0.03%

Holding current value

$21.6 Million

Previous $18.3 Million 9.2%

% of portfolio

1.11%

Previous 1.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$34.27 - $44.75 $4,009 - $5,235	-117 Reduced 0.03%	447,081 $20 Million
Q1 2025 May 12, 2025	BUY	$39.73 - $48.36 $1.49 Million - $1.82 Million	37,574 Added 9.17%	447,198 $18.3 Million
Q4 2024 Jan 31, 2025	SELL	$39.92 - $48.46 $442,992 - $537,760	-11,097 Reduced 2.64%	409,624 $17.9 Million
Q3 2024 Nov 01, 2024	SELL	$35.24 - $43.24 $1,409 - $1,729	-40 Reduced 0.01%	420,721 $17.3 Million
Q2 2024 Jul 30, 2024	BUY	$32.41 - $37.16 $1,296 - $1,486	40 Added 0.01%	420,761 $15.2 Million
Q1 2024 May 01, 2024	BUY	$30.43 - $36.29 $2.71 Million - $3.23 Million	89,052 Added 26.85%	420,721 $15.3 Million
Q4 2023 Jan 29, 2024	BUY	$22.87 - $33.64 $2,630 - $3,868	115 Added 0.03%	331,669 $11 Million
Q3 2023 Oct 30, 2023	SELL	$25.76 - $32.44 $124,008 - $156,166	-4,814 Reduced 1.43%	331,554 $8.89 Million
Q2 2023 Jul 31, 2023	BUY	$24.8 - $30.94 $121,495 - $151,575	4,899 Added 1.48%	336,368 $8.77 Million
Q1 2023 May 03, 2023	BUY	$29.89 - $44.46 $431,731 - $642,180	14,444 Added 4.56%	331,469 $10.1 Million
Q4 2022 Feb 03, 2023	SELL	$34.22 - $42.36 $196,183 - $242,849	-5,733 Reduced 1.78%	317,025 $12.5 Million
Q3 2022 Oct 28, 2022	SELL	$20.77 - $39.13 $726 - $1,369	-35 Reduced 0.01%	322,758 $11.1 Million
Q2 2022 Jul 27, 2022	BUY	$35.04 - $44.32 $1,752 - $2,216	50 Added 0.02%	322,793 $11.5 Million
Q1 2022 May 06, 2022	BUY	$45.33 - $56.35 $1.65 Million - $2.05 Million	36,379 Added 12.7%	322,743 $14.6 Million
Q4 2021 Jan 31, 2022	SELL	$44.49 - $51.04 $355 - $408	-8 Reduced -0.0%	286,364 $13.5 Million
Q3 2021 Nov 01, 2021	SELL	$41.2 - $47.99 $1,359 - $1,583	-33 Reduced 0.01%	286,372 $13.5 Million
Q1 2021 Apr 29, 2021	BUY	$35.21 - $46.38 $4.94 Million - $6.51 Million	140,427 Added 96.2%	286,405 $12.6 Million
Q3 2020 Nov 03, 2020	BUY	$22.73 - $27.99 $8,864 - $10,916	390 Added 0.27%	145,978 $3.69 Million
Q2 2020 Aug 04, 2020	BUY	$16.94 - $30.41 $1.11 Million - $1.99 Million	65,588 Added 81.99%	145,588 $3.68 Million
Q1 2018 Apr 25, 2018	SELL	$41.27 - $47.87 $1.53 Million - $1.77 Million	-36,976 Reduced 31.61%	80,000 $3.36 Million
Q4 2017 Feb 02, 2018	SELL	$36.57 - $42.63 $914,250 - $1.07 Million	-25,000 Reduced 17.61%	116,976 $4.91 Million
Q3 2017 Oct 24, 2017	BUY	$32.08 - $37.87 $4.55 Million - $5.38 Million	141,976	141,976 $5.38 Million

Others Institutions Holding CFG

# of Institutions

938

Shares Held

421M

Call Options Held

3.04M

Put Options Held

2.83M

View Full List

About CITIZENS FINANCIAL GROUP INC

Ticker CFG
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 495,844,000
Market Cap $24B
Description
Citizens Financial Group, Inc. operates as the bank holding company for Citizens Bank, National Association that provides retail and commercial banking products and services to individuals, small businesses, middle-market companies, corporations, and institutions in the United States. The company operates in two segments, Consumer Banking and Co...

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Klingman & Associates, LLC Citizens Financial Group Inc Transaction History