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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-12.7KClosed |
$444K - $562K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
2.44K+ 1.68% |
$85.5K - $108K
|
148K
$7.04M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-4.56KClosed |
$160K - $202K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
757+ 605.6% |
$26.5K - $33.6K
|
882
$42K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-81Closed |
$2.84K - $3.59K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-21Closed |
$736 - $931
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-29Closed |
$1.02K - $1.29K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.93KClosed |
$173K - $219K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-254Closed |
$8.9K - $11.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-5.01KClosed |
$175K - $222K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-4.68KClosed |
$164K - $207K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-6.81KClosed |
$239K - $302K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-8.18KClosed |
$287K - $363K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Fractal Investments LLC
|
SELL
|
- |
-7.4KClosed |
$259K - $328K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-160KClosed |
$5.6M - $7.08M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-64Closed |
$2.24K - $2.84K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-4.57KClosed |
$160K - $203K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Delta Capital Management LLC
|
SELL
|
- |
-30- 0.05% |
$1.05K - $1.33K
|
62.7K
$2.99M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.4KClosed |
$84.1K - $106K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-65.4KClosed |
$2.29M - $2.9M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-5.69KClosed |
$199K - $252K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Washington Capital Management Inc
|
BUY
|
PUT |
1.8K+ 14.2% |
$63.1K - $79.8K
|
14.5K
$690K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-38.2KClosed |
$1.34M - $1.69M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-5.02KClosed |
$176K - $222K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3New |
$105 - $133
|
3
$143
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-6Closed |
$210 - $266
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-4.56KClosed |
$160K - $202K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-33- 97.06% |
$1.16K - $1.46K
|
1
$47.7
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 13.0% |
$57.6K - $72.9K
|
14.3K
$682K
|
|
|
Jul 11, 2022
Q2 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
67KNew |
$2.35M - $2.97M
|
67K
$3.19M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
22+ 115.79% |
$771 - $975
|
41
$1.95K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.73K+ 79.66% |
$95.8K - $121K
|
6.17K
$294K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1KClosed |
$35K - $44.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jun 22, 2023
Q1 2022
|
Msd Partners, L.P.
New York, NY |
SELL
|
- |
-125K- 66.67% |
$5.69M - $7.07M
|
62.7K
$2.99M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.04KNew |
$229K - $284K
|
5.04K
$240K
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-6.85KClosed |
$310K - $386K
|
0
$0
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-4.44KClosed |
$201K - $250K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-7.95KClosed |
$360K - $448K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-21KClosed |
$954K - $1.19M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.67KClosed |
$257K - $320K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29.5KNew |
$1.34M - $1.66M
|
29.5K
$1.4M
|
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-208KClosed |
$9.41M - $11.7M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-8KClosed |
$363K - $451K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-132KClosed |
$5.98M - $7.43M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-19Closed |
$861 - $1.07K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-720- 93.75% |
$32.6K - $40.6K
|
48
$2.29K
|
|
|
May 16, 2022
Q1 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
300KNew |
$13.6M - $16.9M
|
300K
$14.3M
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-327Closed |
$14.8K - $18.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-12.2KClosed |
$554K - $689K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
BUY
|
- |
250+ 2.2% |
$11.3K - $14.1K
|
11.6K
$553K
|
|