Purchases and Sales Made in Q2 2025 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q2 2025. The information is specifically focused on institutions that hold shares of CITIZENS FINANCIAL GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
246+ 106.96% |
$8.43K - $11K
|
476
$22.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
243+ 2.79% |
$8.33K - $10.9K
|
8.96K
$431K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
235+ 3.03% |
$8.05K - $10.5K
|
7.98K
$384K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
233+ 0.93% |
$7.98K - $10.4K
|
25.2K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
225New |
$7.71K - $10.1K
|
225
$10.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
217New |
$7.44K - $9.71K
|
217
$10.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
214+ 2.94% |
$7.33K - $9.58K
|
7.5K
$361K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
214+ 3.59% |
$7.33K - $9.58K
|
6.17K
$297K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
212+ 316.42% |
$7.27K - $9.49K
|
279
$13.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
211New |
$7.23K - $9.44K
|
211
$10.2K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
189+ 0.29% |
$6.48K - $8.46K
|
65.1K
$3.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
176+ 1.35% |
$6.03K - $7.88K
|
13.2K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
173New |
$5.93K - $7.74K
|
173
$8.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
163+ 15.15% |
$5.59K - $7.29K
|
1.24K
$59.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
145+ 0.76% |
$4.97K - $6.49K
|
19.3K
$928K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
136+ 680.0% |
$4.66K - $6.09K
|
156
$7.51K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
135+ 2.27% |
$4.63K - $6.04K
|
6.08K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
129New |
$4.42K - $5.77K
|
129
$6.21K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
121+ 0.48% |
$4.15K - $5.41K
|
25.2K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
119+ 5.46% |
$4.08K - $5.33K
|
2.3K
$111K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
117New |
$4.01K - $5.24K
|
117
$5.63K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
114New |
$3.91K - $5.1K
|
114
$5.49K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
113New |
$3.87K - $5.06K
|
113
$5.44K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
111+ 1.8% |
$3.8K - $4.97K
|
6.29K
$303K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
110New |
$3.77K - $4.92K
|
110
$5.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
100+ 0.61% |
$3.43K - $4.48K
|
16.5K
$794K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
95+ 175.93% |
$3.26K - $4.25K
|
149
$7.17K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
94New |
$3.22K - $4.21K
|
94
$4.53K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
74+ 10.91% |
$2.54K - $3.31K
|
752
$36.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
73+ 152.08% |
$2.5K - $3.27K
|
121
$5.82K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
73+ 7300.0% |
$2.5K - $3.27K
|
74
$3.56K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
72+ 135.85% |
$2.47K - $3.22K
|
125
$6.02K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
69+ 15.0% |
$2.36K - $3.09K
|
529
$25.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
65+ 54.62% |
$2.23K - $2.91K
|
184
$8.86K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
63+ 0.58% |
$2.16K - $2.82K
|
11K
$528K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
61+ 4.12% |
$2.09K - $2.73K
|
1.54K
$74.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
60+ 162.16% |
$2.06K - $2.69K
|
97
$4.67K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
55+ 8.08% |
$1.88K - $2.46K
|
736
$35.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
53New |
$1.82K - $2.37K
|
53
$2.55K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
52New |
$1.78K - $2.33K
|
52
$2.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
51New |
$1.75K - $2.28K
|
51
$2.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
50+ 20.0% |
$1.71K - $2.24K
|
300
$14.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
46New |
$1.58K - $2.06K
|
46
$2.21K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
46+ 3.16% |
$1.58K - $2.06K
|
1.5K
$72.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
45+ 0.74% |
$1.54K - $2.01K
|
6.17K
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
42New |
$1.44K - $1.88K
|
42
$2.02K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42+ 0.54% |
$1.44K - $1.88K
|
7.83K
$377K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
41New |
$1.41K - $1.83K
|
41
$1.97K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37+ 1.96% |
$1.27K - $1.66K
|
1.92K
$92.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
31New |
$1.06K - $1.39K
|
31
$1.49K
|