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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
78
shares
|
$3,669
0.0% of portfolio
|
Q4 2024
Added 34.48%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
78
shares
|
$3,669
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
77
shares
|
$3,622
0.0% of portfolio
|
Q4 2023
Added 1.32%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
75
shares
|
$3,528
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
73
shares
|
$3,433
0.0% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
71
shares
|
$3,339
0.0% of portfolio
|
Q4 2024
Reduced 27.55%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
71
shares
|
$3,339
0.0% of portfolio
|
Q4 2023
Reduced 57.23%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
70
shares
|
$3,292
0.0% of portfolio
|
Q4 2023
Reduced 93.16%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
69
shares
|
$3,245
0.0% of portfolio
|
Q4 2024
Reduced 47.33%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
67
shares
|
$3,151
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
66
shares
|
$3,104
0.0% of portfolio
|
Q1 2024
Reduced 47.2%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
63
shares
|
$2,963
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
60
shares
|
$2,822
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
60
shares
|
$2,822
0.0% of portfolio
|
Q4 2024
Reduced 69.39%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
58
shares
|
$2,728
0.0% of portfolio
|
Q4 2024
Added 48.72%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
57
shares
|
$2,681
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
57
shares
|
$2,681
0.0% of portfolio
|
Q2 2022
Reduced 96.59%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
54
shares
|
$2,540
0.0% of portfolio
|
Q1 2024
Reduced 61.43%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
52
shares
|
$2,446
0.0% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
50
shares
|
$2,352
0.0% of portfolio
|
Q4 2022
Reduced 92.9%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
50
shares
|
$2,352
0.0% of portfolio
|
Q2 2023
Reduced 1.96%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
50
shares
|
$2,352
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
49
shares
|
$2,304
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
45
shares
|
$2,116
0.0% of portfolio
|
Q3 2024
Added 136.84%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
43
shares
|
$2,022
0.0% of portfolio
|
Q4 2023
New holding
|