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 908 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
309
shares
|
$12,332
0.0% of portfolio
|
Q2 2024
Reduced 21.17%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
309
shares
|
$12,332
0.0% of portfolio
|
Q4 2024
Reduced 36.94%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
309
shares
|
$12,332
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
300
shares
|
$11,972
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
300
shares
|
$11,972
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$11,972
0.0% of portfolio
|
Q1 2024
Reduced 83.31%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
300
shares
|
$11,972
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
288
shares
|
$11,494
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
276
shares
|
$11,015
0.01% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
272
shares
|
$10,855
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
265
shares
|
$10,576
0.01% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
262
shares
|
$10,456
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
256
shares
|
$10,216
0.0% of portfolio
|
Q2 2024
Reduced 87.29%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
254
shares
|
$10,137
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
250
shares
|
$9,977
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
242
shares
|
$9,658
0.01% of portfolio
|
Q2 2024
Added 11.52%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
238
shares
|
$9,498
0.0% of portfolio
|
Q4 2023
Reduced 48.93%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
231
shares
|
$9,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
218
shares
|
$8,700
0.0% of portfolio
|
Q3 2023
Reduced 69.64%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
209
shares
|
$8,341
0.0% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
205
shares
|
$8,181
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
200
shares
|
$7,981
0.0% of portfolio
|
Q4 2023
Reduced 9.91%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
200
shares
|
$7,981
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
198
shares
|
$7,902
0.0% of portfolio
|
Q2 2024
Added 1000.0%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
194
shares
|
$7,742
0.0% of portfolio
|
Q3 2024
Added 43.7%
|