Latest Institutional Transactions on Citizens Financial Group Inc (CFG)
This table provides information on the latest institutional transactions involving Citizens Financial Group Inc (CFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1K+ 9.42% |
$40K - $48.5K
|
11.6K
$547K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.57K+ 7.77% |
$62.7K - $76.1K
|
21.8K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.42K+ 30.33% |
$56.6K - $68.7K
|
6.09K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
504KNew |
$20.1M - $24.4M
|
504K
$23.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.51K+ 3.43% |
$60.3K - $73.2K
|
45.5K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-22.3K- 12.25% |
$892K - $1.08M
|
160K
$7.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.08K+ 3.12% |
$83.2K - $101K
|
68.9K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4+ 0.08% |
$160 - $194
|
5.1K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.78K+ 109.6% |
$231K - $280K
|
11.1K
$520K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4.8K- 1.15% |
$191K - $232K
|
412K
$19.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-589- 14.45% |
$23.5K - $28.5K
|
3.49K
$164K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-19.8K- 5.71% |
$791K - $961K
|
327K
$15.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-8- 0.07% |
$319 - $388
|
11.6K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-11.1K- 2.64% |
$443K - $538K
|
410K
$19.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-66- 2.63% |
$2.63K - $3.2K
|
2.45K
$115K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-611- 1.04% |
$24.4K - $29.6K
|
58.2K
$2.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
241K+ 536.68% |
$9.61M - $11.7M
|
286K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.29K- 4.33% |
$291K - $353K
|
161K
$7.58M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-471- 3.97% |
$18.8K - $22.8K
|
11.4K
$536K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.54K- 39.91% |
$181K - $220K
|
6.83K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-34.3K- 7.86% |
$1.37M - $1.66M
|
402K
$18.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-9.1K- 3.79% |
$363K - $441K
|
231K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 3.6% |
$31.9K - $38.8K
|
21.4K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-11.2K- 1.05% |
$448K - $543K
|
1.06M
$49.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
3.4K+ 0.88% |
$136K - $165K
|
389K
$18.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
10.2KNew |
$408K - $495K
|
10.2K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
BUY
|
- |
4.7KNew |
$188K - $228K
|
4.7K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11+ 0.05% |
$439 - $533
|
22.3K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
321New |
$12.8K - $15.6K
|
321
$15.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
965+ 59.35% |
$38.5K - $46.8K
|
2.59K
$122K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.96K+ 36.96% |
$78.2K - $94.9K
|
7.26K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-661- 3.46% |
$26.4K - $32K
|
18.4K
$867K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
55+ 42.97% |
$2.2K - $2.67K
|
183
$8.61K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.07KNew |
$42.6K - $51.7K
|
1.07K
$50.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-7- 6.36% |
$279 - $339
|
103
$4.85K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.47K+ 26.59% |
$58.8K - $71.4K
|
7.02K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-75- 0.77% |
$2.99K - $3.63K
|
9.63K
$453K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.76% |
$79.8 - $96.9
|
265
$12.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
4.69KNew |
$187K - $227K
|
4.69K
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
77+ 2.49% |
$3.07K - $3.73K
|
3.17K
$149K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 5.95% |
$59.9K - $72.7K
|
23.7K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-887- 3.14% |
$35.4K - $43K
|
27.3K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-308- 2.78% |
$12.3K - $14.9K
|
10.8K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-13.9K- 3.8% |
$555K - $673K
|
352K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-647- 10.22% |
$25.8K - $31.4K
|
5.68K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
95+ 19.96% |
$3.79K - $4.6K
|
571
$26.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
19+ 48.72% |
$758 - $921
|
58
$2.73K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
83New |
$3.31K - $4.02K
|
83
$3.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.42K- 56.5% |
$336K - $408K
|
6.48K
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
998+ 2.22% |
$39.8K - $48.4K
|
46K
$2.16M
|