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 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
997+ 8.83% |
$39.8K - $48.3K
|
12.3K
$584K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
896+ 15.93% |
$35.8K - $43.4K
|
6.52K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
797+ 10.65% |
$31.8K - $38.6K
|
8.28K
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
783+ 6.63% |
$31.3K - $37.9K
|
12.6K
$599K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
674+ 0.65% |
$26.9K - $32.7K
|
105K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
641New |
$25.6K - $31.1K
|
641
$30.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
630New |
$25.1K - $30.5K
|
630
$30K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
519+ 9.86% |
$20.7K - $25.2K
|
5.78K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
457New |
$18.2K - $22.1K
|
457
$21.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
454+ 3.43% |
$18.1K - $22K
|
13.7K
$652K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
404+ 4.9% |
$16.1K - $19.6K
|
8.65K
$411K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 0.34% |
$16K - $19.4K
|
119K
$5.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
390+ 2.09% |
$15.6K - $18.9K
|
19K
$905K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
386+ 2.48% |
$15.4K - $18.7K
|
16K
$760K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
290+ 111.97% |
$11.6K - $14.1K
|
549
$26.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
278+ 5.37% |
$11.1K - $13.5K
|
5.46K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
250New |
$9.98K - $12.1K
|
250
$11.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
250+ 17.42% |
$9.98K - $12.1K
|
1.69K
$80.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
247+ 3.28% |
$9.86K - $12K
|
7.78K
$370K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
246+ 0.86% |
$9.82K - $11.9K
|
28.7K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
233+ 3.3% |
$9.3K - $11.3K
|
7.3K
$347K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
229+ 1.01% |
$9.14K - $11.1K
|
22.8K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
207+ 0.97% |
$8.26K - $10K
|
21.6K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
205New |
$8.18K - $9.93K
|
205
$9.75K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
179+ 7.14% |
$7.15K - $8.67K
|
2.69K
$128K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
111+ 6.48% |
$4.43K - $5.38K
|
1.82K
$86.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
105+ 0.32% |
$4.19K - $5.09K
|
32.5K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
93+ 1.57% |
$3.71K - $4.51K
|
6K
$285K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
89New |
$3.55K - $4.31K
|
89
$4.23K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
77+ 0.3% |
$3.07K - $3.73K
|
25.7K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
60New |
$2.4K - $2.91K
|
60
$2.85K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
56+ 0.88% |
$2.24K - $2.71K
|
6.4K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
54+ 18.62% |
$2.16K - $2.62K
|
344
$16.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
47+ 100.0% |
$1.88K - $2.28K
|
94
$4.47K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
40+ 5.87% |
$1.6K - $1.94K
|
721
$34.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
39+ 3.16% |
$1.56K - $1.89K
|
1.28K
$60.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35+ 3.11% |
$1.4K - $1.7K
|
1.16K
$55.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
32+ 59.26% |
$1.28K - $1.55K
|
86
$4.09K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20+ 34.48% |
$798 - $969
|
78
$3.71K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
19New |
$758 - $921
|
19
$903
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 30.36% |
$679 - $824
|
73
$3.47K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 13.04% |
$240 - $291
|
52
$2.47K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 3.05% |
$200 - $242
|
169
$8.04K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 5.13% |
$79.8 - $96.9
|
41
$1.95K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$39.9 - $48.5
|
4
$190
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
34.8M+ 272271.94% |
$1.22B - $1.5B
|
34.8M
$1.65B
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
5.58M+ 207.2% |
$197M - $241M
|
8.27M
$393M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.99M+ 13.53% |
$105M - $129M
|
25.1M
$1.19B
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.62M+ 6.67% |
$56.9M - $69.8M
|
25.8M
$1.23B
|
|