Institutional Ownership Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG). We have compiled data on the 887 institutions that hold shares in the stock, with a total of 415 Million shares, which have been reported (via 13F filing form) to have a value of $19.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
644
shares
|
$30,866
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
641
shares
|
$30,723
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
630
shares
|
$30,195
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
605
shares
|
$28,997
0.0% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
600
shares
|
$28,758
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
588
shares
|
$28,182
0.0% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
580
shares
|
$27,799
0.02% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
571
shares
|
$27,368
0.01% of portfolio
|
Q4 2024
Added 19.96%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
550
shares
|
$26,361
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
550
shares
|
$26,361
0.01% of portfolio
|
Q4 2022
Reduced 21.99%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
549
shares
|
$26,313
0.0% of portfolio
|
Q4 2024
Added 111.97%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
500
shares
|
$23,965
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
498
shares
|
$23,869
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
460
shares
|
$22,047
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
457
shares
|
$21,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
401
shares
|
$19,219
0.0% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
400
shares
|
$19,172
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
394
shares
|
$18,884
0.01% of portfolio
|
Q4 2024
Added 55.73%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
364
shares
|
$17,446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
350
shares
|
$16,775
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
344
shares
|
$16,487
0.0% of portfolio
|
Q4 2024
Added 18.62%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
325
shares
|
$15,577
0.0% of portfolio
|
Q1 2023
Reduced 8.96%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
321
shares
|
$15,385
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
317
shares
|
$15,193
0.0% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
309
shares
|
$14,810
0.0% of portfolio
|
Q4 2024
Reduced 36.94%
|