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 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-378- 6.14% |
$12.9K - $16K
|
5.78K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-1.98K- 10.67% |
$67.8K - $84K
|
16.6K
$791K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-55- 22.45% |
$1.88K - $2.33K
|
190
$9.05K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
5.42KNew |
$185K - $230K
|
5.42K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.59KNew |
$123K - $152K
|
3.59K
$171K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.4KNew |
$47.8K - $59.2K
|
1.4K
$66.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
323+ 100.0% |
$11.1K - $13.7K
|
646
$30.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
3.05K+ 60.22% |
$104K - $129K
|
8.12K
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.64K+ 32.53% |
$193K - $239K
|
23K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
93.3K+ 115.32% |
$3.19M - $3.95M
|
174K
$8.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.44KNew |
$186K - $230K
|
5.44K
$259K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-130- 10.83% |
$4.45K - $5.51K
|
1.07K
$51K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
252+ 21.0% |
$8.62K - $10.7K
|
1.45K
$69.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.25KNew |
$214K - $265K
|
6.25K
$298K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.54K+ 6.22% |
$121K - $150K
|
60.6K
$2.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
398New |
$13.6K - $16.9K
|
398
$19K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.34KNew |
$183K - $226K
|
5.34K
$254K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-130- 7.42% |
$4.45K - $5.51K
|
1.62K
$77.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
136+ 1.51% |
$4.65K - $5.76K
|
9.12K
$435K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$719 - $890
|
21
$1K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
40+ 0.56% |
$1.37K - $1.69K
|
7.13K
$340K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
971+ 7.48% |
$33.2K - $41.1K
|
14K
$665K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-269- 0.41% |
$9.21K - $11.4K
|
65.6K
$3.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
60New |
$2.05K - $2.54K
|
60
$2.86K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-29- 0.12% |
$992 - $1.23K
|
24.5K
$1.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-143K- 94.41% |
$4.9M - $6.07M
|
8.49K
$404K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-248- 4.23% |
$8.49K - $10.5K
|
5.62K
$268K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-68.8K- 71.34% |
$2.35M - $2.92M
|
27.7K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
583New |
$20K - $24.7K
|
583
$27.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
90+ 1.03% |
$3.08K - $3.81K
|
8.85K
$421K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.97K- 2.78% |
$102K - $126K
|
104K
$4.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-654- 92.9% |
$22.4K - $27.7K
|
50
$2.38K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-844- 41.93% |
$28.9K - $35.8K
|
1.17K
$55.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
253New |
$8.66K - $10.7K
|
253
$12.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
6.12KNew |
$209K - $259K
|
6.12K
$292K
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.25KNew |
$180K - $223K
|
5.25K
$250K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
77+ 86.52% |
$2.63K - $3.26K
|
166
$7.91K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 12.26% |
$42K - $51.9K
|
11.2K
$535K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-7.53K- 23.49% |
$258K - $319K
|
24.5K
$1.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
5.58KNew |
$191K - $236K
|
5.58K
$266K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
27New |
$924 - $1.14K
|
27
$1.29K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-155- 21.99% |
$5.3K - $6.57K
|
550
$26.2K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
7+ 10.94% |
$240 - $297
|
71
$3.38K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7New |
$240 - $297
|
7
$334
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.05K- 14.1% |
$35.8K - $44.3K
|
6.36K
$303K
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.76K+ 4.03% |
$163K - $201K
|
123K
$5.85M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
148New |
$5.06K - $6.27K
|
148
$7.05K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
100K+ 55.56% |
$2.08M - $3.91M
|
280K
$13.3M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-7.87K- 43.22% |
$163K - $308K
|
10.3K
$493K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-223- 61.26% |
$4.63K - $8.73K
|
141
$6.72K
|
|