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 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
896+ 15.93% |
$35.8K - $43.4K
|
6.52K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
36.5KNew |
$1.46M - $1.77M
|
36.5K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
20.1KNew |
$802K - $973K
|
20.1K
$945K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
233+ 3.3% |
$9.3K - $11.3K
|
7.3K
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
250New |
$9.98K - $12.1K
|
250
$11.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.67KNew |
$266K - $323K
|
6.67K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.11K+ 7.3% |
$44.3K - $53.8K
|
16.3K
$767K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
47+ 100.0% |
$1.88K - $2.28K
|
94
$4.42K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.18K+ 23.17% |
$47.2K - $57.3K
|
6.28K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
278+ 5.37% |
$11.1K - $13.5K
|
5.46K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
246+ 0.86% |
$9.82K - $11.9K
|
28.7K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.19M- 58.26% |
$47.5M - $57.7M
|
853K
$40.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4K+ 8.07% |
$160K - $194K
|
53.6K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
186KNew |
$7.42M - $9.01M
|
186K
$8.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.28K+ 110.68% |
$50.9K - $61.8K
|
2.43K
$114K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
390+ 2.09% |
$15.6K - $18.9K
|
19K
$895K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-113- 1.43% |
$4.51K - $5.48K
|
7.78K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.79K+ 25.09% |
$111K - $135K
|
13.9K
$654K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-139- 1.2% |
$5.55K - $6.74K
|
11.5K
$539K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5K- 33.33% |
$200K - $242K
|
10K
$470K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
205New |
$8.18K - $9.93K
|
205
$9.64K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.23K+ 4.63% |
$169K - $205K
|
95.6K
$4.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.62K+ 28.25% |
$64.6K - $78.5K
|
7.35K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.83K+ 17.24% |
$73K - $88.6K
|
12.4K
$585K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-27- 27.55% |
$1.08K - $1.31K
|
71
$3.34K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.18K+ 12.22% |
$87.1K - $106K
|
20K
$942K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
77+ 0.3% |
$3.07K - $3.73K
|
25.7K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-62- 47.33% |
$2.48K - $3K
|
69
$3.25K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-235- 0.55% |
$9.38K - $11.4K
|
42.8K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 30.36% |
$679 - $824
|
73
$3.43K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
674+ 0.65% |
$26.9K - $32.7K
|
105K
$4.93M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20+ 34.48% |
$798 - $969
|
78
$3.67K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
404+ 4.9% |
$16.1K - $19.6K
|
8.65K
$407K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
6.33K+ 26.54% |
$253K - $307K
|
30.2K
$1.42M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 14.93% |
$798 - $969
|
114
$5.36K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
39+ 3.16% |
$1.56K - $1.89K
|
1.28K
$60K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-52- 0.47% |
$2.08K - $2.52K
|
10.9K
$515K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
89New |
$3.55K - $4.31K
|
89
$4.19K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
806K+ 19.33% |
$32.2M - $39M
|
4.97M
$234M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-6.73K- 34.42% |
$269K - $326K
|
12.8K
$603K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
105+ 0.32% |
$4.19K - $5.09K
|
32.5K
$1.53M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
250+ 17.42% |
$9.98K - $12.1K
|
1.69K
$79.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
997+ 8.83% |
$39.8K - $48.3K
|
12.3K
$578K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.49M- 58.79% |
$87.6M - $108M
|
1.74M
$82M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
14.4KNew |
$506K - $621K
|
14.4K
$676K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-148- 0.12% |
$5.22K - $6.4K
|
125K
$5.88M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.18KNew |
$76.6K - $94K
|
2.18K
$102K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11KNew |
$389K - $477K
|
11K
$519K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-595- 1.29% |
$21K - $25.7K
|
45.4K
$2.14M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
583K+ 105.76% |
$20.6M - $25.2M
|
1.14M
$53.4M
|
|