Latest Institutional Purchases of Citizens Financial Group Inc (CFG)
This list provides information on the latest institutional transactions involving Citizens Financial Group Inc (CFG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.32% |
$22.9 - $33.6
|
77
$3.13K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
1.16MNew |
$29.9M - $37.6M
|
1.16M
$47.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
28KNew |
$722K - $910K
|
28K
$1.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
23.4K+ 75.2% |
$603K - $759K
|
54.5K
$2.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.8KNew |
$355K - $448K
|
13.8K
$562K
|
|
|
Nov 14, 2023
Q3 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
10KNew |
$258K - $324K
|
10K
$407K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.64KNew |
$197K - $248K
|
7.64K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
5.48K+ 205.51% |
$141K - $178K
|
8.15K
$332K
|
|
|
Nov 09, 2023
Q3 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
3.86KNew |
$99.4K - $125K
|
3.86K
$157K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.51KNew |
$38.8K - $48.9K
|
1.51K
$61.3K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
702+ 57.68% |
$18.1K - $22.8K
|
1.92K
$78.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
546New |
$14.1K - $17.7K
|
546
$22.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
284+ 0.68% |
$7.32K - $9.21K
|
41.8K
$1.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
149New |
$3.84K - $4.83K
|
149
$6.06K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
84+ 11.04% |
$2.16K - $2.72K
|
845
$34.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
78New |
$2.01K - $2.53K
|
78
$3.17K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
67New |
$1.73K - $2.17K
|
67
$2.73K
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
50+ 0.14% |
$1.29K - $1.62K
|
35.5K
$1.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
50New |
$1.29K - $1.62K
|
50
$2.04K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
40New |
$1.03K - $1.3K
|
40
$1.63K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13New |
$335 - $422
|
13
$529
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 6.76% |
$129 - $162
|
79
$3.22K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
383K+ 371.66% |
$9.5M - $11.9M
|
486K
$19.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
246K+ 136.09% |
$6.1M - $7.61M
|
427K
$17.4M
|
|
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
228KNew |
$5.65M - $7.05M
|
228K
$9.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
112K+ 1120.0% |
$2.78M - $3.47M
|
122K
$4.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
90.1KNew |
$2.23M - $2.79M
|
90.1K
$3.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
PUT |
90KNew |
$2.23M - $2.78M
|
90K
$3.66M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
42.7KNew |
$1.06M - $1.32M
|
42.7K
$1.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
15.9KNew |
$394K - $491K
|
15.9K
$647K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
12K+ 157.04% |
$298K - $372K
|
19.7K
$801K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
10.2KNew |
$254K - $317K
|
10.2K
$417K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9.77KNew |
$242K - $302K
|
9.77K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.21KNew |
$228K - $285K
|
9.21K
$375K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
6.5KNew |
$161K - $201K
|
6.5K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
5.06K+ 41.77% |
$125K - $156K
|
17.2K
$698K
|
|
|
Aug 11, 2023
Q2 2023
|
Artal Group S.A.
Luxembourg, N4 |
BUY
|
- |
5K+ 100.0% |
$124K - $155K
|
10K
$407K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.3K+ 2.23% |
$107K - $133K
|
197K
$8.03M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.62K+ 22.42% |
$64.9K - $81K
|
14.3K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.57KNew |
$63.7K - $79.5K
|
2.57K
$105K
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
2.4KNew |
$59.5K - $74.3K
|
2.4K
$97.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.52K+ 61.78% |
$37.6K - $47K
|
3.98K
$162K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.5KNew |
$37.1K - $46.3K
|
1.5K
$60.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
985New |
$24.4K - $30.5K
|
985
$40.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
591+ 8.37% |
$14.7K - $18.3K
|
7.66K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
CALL |
300New |
$7.44K - $9.28K
|
300
$12.2K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
191New |
$4.74K - $5.91K
|
191
$7.77K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
159New |
$3.94K - $4.92K
|
159
$6.47K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
115New |
$2.85K - $3.56K
|
115
$4.68K
|
|