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 882 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 $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
149
shares
|
$7,008
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
146
shares
|
$6,867
0.0% of portfolio
|
Q4 2023
Reduced 40.41%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
145
shares
|
$6,820
0.0% of portfolio
|
Q4 2024
Reduced 32.24%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
145
shares
|
$6,820
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
144
shares
|
$6,773
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
138
shares
|
$6,491
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
136
shares
|
$6,397
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
123
shares
|
$5,785
0.0% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
120
shares
|
$5,644
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
115
shares
|
$5,409
0.0% of portfolio
|
Q3 2024
Reduced 36.81%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
114
shares
|
$5,362
0.0% of portfolio
|
Q4 2024
Reduced 14.93%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
112
shares
|
$5,268
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
108
shares
|
$5,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
104
shares
|
$4,892
0.0% of portfolio
|
Q2 2024
Added 38.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
103
shares
|
$4,845
0.0% of portfolio
|
Q3 2024
Added 119.15%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
103
shares
|
$4,845
0.0% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
100
shares
|
$4,704
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
94
shares
|
$4,421
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
91
shares
|
$4,280
0.0% of portfolio
|
Q3 2024
Added 35.82%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
90
shares
|
$4,233
0.0% of portfolio
|
Q4 2024
Reduced 28.0%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
90
shares
|
$4,233
0.0% of portfolio
|
Q2 2023
Added 218.89%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
89
shares
|
$4,186
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
86
shares
|
$4,045
0.0% of portfolio
|
Q4 2024
Added 59.26%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
83
shares
|
$3,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
79
shares
|
$3,716
0.0% of portfolio
|
Q3 2023
Added 6.76%
|