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 |
---|---|---|---|---|---|---|---|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
100+ 1.44% |
$2.99K - $4.45K
|
7.04K
$287K
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
94+ 0.67% |
$2.81K - $4.18K
|
14.2K
$577K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
59New |
$1.76K - $2.62K
|
59
$2.4K
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
50+ 0.02% |
$1.49K - $2.22K
|
300K
$12.2M
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
45New |
$1.35K - $2K
|
45
$1.83K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
39New |
$1.17K - $1.73K
|
39
$1.59K
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30New |
$897 - $1.33K
|
30
$1.22K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
12New |
$359 - $534
|
12
$488
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$239 - $356
|
8
$326
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
797KNew |
$27.3M - $33.8M
|
797K
$32.5M
|
|
Feb 14, 2023
Q4 2022
|
Elm Ridge Management, LLC
Briarcliff Manor, NY |
BUY
|
- |
66.6K+ 203.85% |
$2.28M - $2.82M
|
99.2K
$4.04M
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
40.8KNew |
$1.39M - $1.73M
|
40.8K
$1.66M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
29.9KNew |
$1.02M - $1.27M
|
29.9K
$1.22M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.9KNew |
$477K - $591K
|
13.9K
$567K
|
|
Feb 14, 2023
Q4 2022
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10K+ 20.0% |
$342K - $424K
|
60K
$2.44M
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
9.02KNew |
$309K - $382K
|
9.02K
$367K
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.86KNew |
$235K - $291K
|
6.86K
$279K
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
6.25KNew |
$214K - $265K
|
6.25K
$254K
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.25KNew |
$214K - $265K
|
6.25K
$254K
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
6.12KNew |
$209K - $259K
|
6.12K
$249K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.64K+ 32.53% |
$193K - $239K
|
23K
$935K
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
5.58KNew |
$191K - $236K
|
5.58K
$227K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.44KNew |
$186K - $230K
|
5.44K
$221K
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
5.42KNew |
$185K - $230K
|
5.42K
$221K
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.34KNew |
$183K - $226K
|
5.34K
$217K
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.25KNew |
$180K - $223K
|
5.25K
$214K
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.76K+ 4.03% |
$163K - $201K
|
123K
$5M
|
|
Feb 13, 2023
Q4 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.59KNew |
$123K - $152K
|
3.59K
$146K
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.54K+ 6.22% |
$121K - $150K
|
60.6K
$2.46M
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
3.05K+ 60.22% |
$104K - $129K
|
8.12K
$330K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.4KNew |
$47.8K - $59.2K
|
1.4K
$56.9K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 12.26% |
$42K - $51.9K
|
11.2K
$457K
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
971+ 7.48% |
$33.2K - $41.1K
|
14K
$568K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
875New |
$29.9K - $37.1K
|
875
$35.6K
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
610New |
$20.9K - $25.8K
|
610
$24.8K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
583New |
$20K - $24.7K
|
583
$23.7K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
398New |
$13.6K - $16.9K
|
398
$16.2K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
323+ 100.0% |
$11.1K - $13.7K
|
646
$26.3K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
253New |
$8.66K - $10.7K
|
253
$10.3K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
252+ 21.0% |
$8.62K - $10.7K
|
1.45K
$59.1K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
170New |
$5.82K - $7.2K
|
170
$6.92K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
148New |
$5.06K - $6.27K
|
148
$6.02K
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
136+ 1.51% |
$4.65K - $5.76K
|
9.12K
$371K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
90+ 1.03% |
$3.08K - $3.81K
|
8.85K
$360K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
77+ 86.52% |
$2.63K - $3.26K
|
166
$6.76K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
66New |
$2.26K - $2.8K
|
66
$2.69K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
60New |
$2.05K - $2.54K
|
60
$2.44K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
40+ 0.56% |
$1.37K - $1.69K
|
7.13K
$290K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
27New |
$924 - $1.14K
|
27
$1.1K
|