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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
16New |
$712 - $817
|
16
$762
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-225Closed |
$10K - $11.5K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-348Closed |
$15.5K - $17.8K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-4.85KClosed |
$216K - $247K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Polianta LTD
|
SELL
|
- |
-29.2KClosed |
$1.3M - $1.49M
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-4.74KClosed |
$211K - $242K
|
0
$0
|
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
SELL
|
- |
-1K- 33.33% |
$44.5K - $51K
|
2K
$95.3K
|
|
| Q3 2021 | |||||||
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
SELL
|
- |
-5KClosed |
$206K - $240K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-10.9KClosed |
$450K - $524K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.52MClosed |
$62.5M - $72.8M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-143Closed |
$5.89K - $6.86K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-352Closed |
$14.5K - $16.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-48Closed |
$1.98K - $2.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.6KClosed |
$65.8K - $76.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-22.4KClosed |
$923K - $1.07M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-39.1KClosed |
$1.61M - $1.87M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-232Closed |
$9.56K - $11.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Salzhauer Michael
|
BUY
|
CALL |
2.8KNew |
$115K - $134K
|
2.8K
$133K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-11.7KClosed |
$482K - $562K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-165Closed |
$6.8K - $7.92K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
234New |
$9.64K - $11.2K
|
234
$11.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-12.3KClosed |
$507K - $590K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-25.4K- 99.96% |
$1.05M - $1.22M
|
10
$477
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-133Closed |
$5.48K - $6.38K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Parthenon LLC
|
SELL
|
- |
-5.07KClosed |
$209K - $243K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
29New |
$1.19K - $1.39K
|
29
$1.38K
|
|
|
Oct 26, 2021
Q3 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-8.12KClosed |
$334K - $390K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.33KNew |
$137K - $160K
|
3.33K
$159K
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
SELL
|
- |
-93.3KClosed |
$3.84M - $4.48M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-40Closed |
$1.65K - $1.92K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8New |
$330 - $384
|
8
$381
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-669Closed |
$27.6K - $32.1K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-6.17KClosed |
$254K - $296K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-160Closed |
$6.59K - $7.68K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1.53KClosed |
$65.3K - $77.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.62KClosed |
$197K - $234K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-66Closed |
$2.82K - $3.35K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
13.8KNew |
$588K - $699K
|
13.8K
$656K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-93Closed |
$3.97K - $4.72K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
8New |
$342 - $406
|
8
$381
|
|
|
Aug 13, 2021
Q2 2021
|
Point State Capital LP
New York, NY |
SELL
|
- |
-1.05MClosed |
$44.7M - $53.1M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-942Closed |
$40.2K - $47.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-8Closed |
$342 - $406
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-157KClosed |
$6.69M - $7.95M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$479K - $569K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-27Closed |
$1.15K - $1.37K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-248Closed |
$10.6K - $12.6K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
521New |
$22.3K - $26.4K
|
521
$24.8K
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-840Closed |
$35.9K - $42.6K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
145New |
$6.19K - $7.36K
|
145
$6.91K
|
|