Latest Institutional Transactions on Citizens Financial Group Inc (CFG)
This table provides information on the latest institutional transactions involving Citizens Financial Group Inc (CFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
10.9K+ 37.75% |
$373K - $487K
|
39.7K
$1.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.62K+ 32.7% |
$55.7K - $72.7K
|
6.59K
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-210- 33.33% |
$7.2K - $9.4K
|
420
$20.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.5K+ 5.34% |
$257K - $336K
|
148K
$7.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-17.8K- 73.65% |
$611K - $798K
|
6.38K
$314K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
28.7K+ 117.35% |
$983K - $1.28M
|
53.1K
$2.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 2.55% |
$20.6K - $26.9K
|
22.9K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-3- 23.08% |
$103 - $134
|
10
$491
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1K- 76.92% |
$34.3K - $44.8K
|
300
$14.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
309+ 72.37% |
$10.6K - $13.8K
|
736
$36.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-484- 8.78% |
$16.6K - $21.7K
|
5.03K
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
3.66K+ 35.47% |
$125K - $164K
|
14K
$687K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-668- 2.01% |
$22.9K - $29.9K
|
32.6K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
10+ 100.0% |
$343 - $448
|
20
$983
|
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
3.9K+ 2.1% |
$134K - $175K
|
189K
$9.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14+ 175.0% |
$480 - $627
|
22
$1.08K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.5% |
$103 - $134
|
608
$29.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-9.41K- 64.11% |
$322K - $421K
|
5.26K
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.5K- 35.02% |
$533K - $696K
|
28.8K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-4.5K- 31.06% |
$154K - $201K
|
9.98K
$491K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-64- 0.25% |
$2.19K - $2.86K
|
25.3K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-14.2K- 49.98% |
$485K - $634K
|
14.2K
$696K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.97K+ 4.07% |
$67.5K - $88.2K
|
50.4K
$2.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
46+ 3.16% |
$1.58K - $2.06K
|
1.5K
$73.8K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-18.1K- 74.56% |
$622K - $812K
|
6.19K
$304K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-7K- 46.67% |
$240K - $313K
|
8K
$393K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
65+ 54.62% |
$2.23K - $2.91K
|
184
$9.04K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.09K+ 7.01% |
$243K - $317K
|
108K
$5.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-25K- 58.66% |
$857K - $1.12M
|
17.6K
$865K
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
5.16KNew |
$177K - $231K
|
5.16K
$254K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-211- 0.31% |
$7.23K - $9.44K
|
68.8K
$3.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-10.4K- 41.87% |
$357K - $466K
|
14.5K
$710K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
114New |
$3.91K - $5.1K
|
114
$5.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
155KNew |
$5.31M - $6.94M
|
155K
$7.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2.5K- 11.82% |
$85.7K - $112K
|
18.7K
$916K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
243+ 2.79% |
$8.33K - $10.9K
|
8.96K
$440K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.45K- 3.69% |
$187K - $244K
|
142K
$6.98M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
129KNew |
$4.41M - $5.76M
|
129K
$6.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
410+ 177.49% |
$14.1K - $18.3K
|
641
$31.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-628- 3.09% |
$21.5K - $28.1K
|
19.7K
$969K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.31KNew |
$182K - $238K
|
5.31K
$261K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
748+ 2.87% |
$25.6K - $33.5K
|
26.9K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.57% |
$68.5 - $89.5
|
354
$17.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
113K+ 50.65% |
$3.86M - $5.04M
|
335K
$16.5M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.19K+ 10.08% |
$40.8K - $53.3K
|
13K
$639K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.04K- 4.09% |
$35.7K - $46.6K
|
24.4K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-841- 1.99% |
$28.8K - $37.6K
|
41.4K
$2.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.06K+ 2.84% |
$36.4K - $47.6K
|
38.4K
$1.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.74K- 8.14% |
$59.5K - $77.7K
|
19.6K
$963K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
512+ 1.47% |
$17.5K - $22.9K
|
35.4K
$1.74M
|