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 |
---|---|---|---|---|---|---|---|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.79K+ 2812.62% |
$120K - $227K
|
6K
$286K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.03K- 8.98% |
$21.3K - $40.2K
|
10.4K
$496K
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-100- 0.89% |
$2.08K - $3.91K
|
11.2K
$531K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
27+ 0.11% |
$561 - $1.06K
|
25.1K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.43KClosed |
$92K - $173K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-5.59K- 10.1% |
$116K - $219K
|
49.7K
$2.37M
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
52.3KNew |
$1.09M - $2.05M
|
52.3K
$2.49M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
954+ 7.76% |
$19.8K - $37.3K
|
13.2K
$631K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.89KNew |
$143K - $270K
|
6.89K
$328K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
100New |
$2.08K - $3.91K
|
100
$4.77K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.09M+ 899.74% |
$43.4M - $81.7M
|
2.32M
$111M
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
BUY
|
- |
241+ 3.72% |
$5.01K - $9.43K
|
6.72K
$320K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-31.4K- 60.36% |
$652K - $1.23M
|
20.6K
$982K
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.57K+ 9.39% |
$53.3K - $100K
|
29.9K
$1.42M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
10KNew |
$208K - $391K
|
10K
$476K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
108New |
$2.24K - $4.23K
|
108
$5.15K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
785+ 9.76% |
$16.3K - $30.7K
|
8.83K
$421K
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.89K- 33.16% |
$80.8K - $152K
|
7.84K
$374K
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
7.3K+ 2.28% |
$152K - $286K
|
327K
$15.6M
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-3.45K- 24.32% |
$71.7K - $135K
|
10.7K
$512K
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-5.62K- 47.68% |
$117K - $220K
|
6.17K
$294K
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
401+ 1.01% |
$8.33K - $15.7K
|
40.3K
$1.92M
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-75- 0.3% |
$1.56K - $2.93K
|
25.1K
$1.19M
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-260- 1.98% |
$5.4K - $10.2K
|
12.9K
$615K
|
|
Nov 07, 2022
Q3 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.04K+ 28.11% |
$21.6K - $40.7K
|
4.74K
$226K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-604- 73.12% |
$12.5K - $23.6K
|
222
$10.6K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-33.9K- 15.0% |
$705K - $1.33M
|
192K
$9.17M
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.9KNew |
$39.5K - $74.3K
|
1.9K
$90.5K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.25KNew |
$109K - $205K
|
5.25K
$250K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.1K- 11.92% |
$22.9K - $43.1K
|
8.14K
$388K
|
|
Oct 25, 2022
Q3 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-927- 10.86% |
$19.3K - $36.3K
|
7.61K
$363K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-99- 1.09% |
$2.06K - $3.87K
|
9.01K
$429K
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
SELL
|
- |
-2.99K- 27.32% |
$62.2K - $117K
|
7.97K
$380K
|
|
Oct 19, 2022
Q3 2022
|
Aquila Investment Management LLC
|
BUY
|
- |
35KNew |
$727K - $1.37M
|
35K
$1.67M
|
|
Oct 18, 2022
Q3 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.48K+ 13.64% |
$30.7K - $57.8K
|
12.3K
$587K
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
304New |
$6.31K - $11.9K
|
304
$14.5K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
265New |
$5.5K - $10.4K
|
265
$12.6K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 4.84% |
$125 - $235
|
130
$6.19K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
128New |
$2.66K - $5.01K
|
128
$6.1K
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
137New |
$2.85K - $5.36K
|
137
$6.53K
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-150Closed |
$3.12K - $5.87K
|
0
$0
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
97New |
$2.01K - $3.8K
|
97
$4.62K
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-7.58KClosed |
$157K - $297K
|
0
$0
|
|
Q2 2022 | |||||||
Sep 18, 2023
Q2 2022
|
Washington Capital Management Inc
|
BUY
|
- |
1.8K+ 14.2% |
$63.1K - $79.8K
|
14.5K
$690K
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-10KClosed |
$350K - $443K
|
0
$0
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
40New |
$1.4K - $1.77K
|
40
$1.91K
|
|
Aug 17, 2022
Q2 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-4- 0.02% |
$140 - $177
|
17.1K
$815K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-63Closed |
$2.21K - $2.79K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.21KNew |
$217K - $275K
|
6.21K
$296K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-616Closed |
$21.6K - $27.3K
|
0
$0
|