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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-539- 2.51% |
$21.4K - $26.1K
|
20.9K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
201+ 2.21% |
$7.99K - $9.72K
|
9.28K
$456K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-31- 39.24% |
$1.23K - $1.5K
|
48
$2.36K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.53K+ 52.53% |
$180K - $219K
|
13.1K
$646K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.24K- 30.88% |
$208K - $253K
|
11.7K
$576K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.78K+ 40.69% |
$110K - $134K
|
9.61K
$472K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.48K- 1.55% |
$58.7K - $71.4K
|
93.9K
$4.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100+ 11.86% |
$3.97K - $4.84K
|
943
$46.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
49.7K+ 393.81% |
$1.98M - $2.4M
|
62.3K
$3.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4+ 0.08% |
$159 - $193
|
4.97K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.2KNew |
$207K - $251K
|
5.2K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 5.63% |
$159 - $193
|
67
$3.29K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-500- 2.3% |
$19.9K - $24.2K
|
21.3K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1.11KNew |
$43.9K - $53.5K
|
1.11K
$54.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
27New |
$1.07K - $1.31K
|
27
$1.33K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7KNew |
$278K - $338K
|
7K
$344K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-864- 12.95% |
$34.3K - $41.8K
|
5.81K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.23K+ 9.0% |
$48.7K - $59.2K
|
14.8K
$729K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
337+ 26.43% |
$13.4K - $16.3K
|
1.61K
$79.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.64K+ 25.86% |
$105K - $128K
|
12.9K
$632K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
32+ 100.0% |
$1.27K - $1.55K
|
64
$3.14K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
69New |
$2.74K - $3.34K
|
69
$3.39K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.86K- 20.55% |
$114K - $138K
|
11.1K
$543K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-242K- 72.58% |
$9.6M - $11.7M
|
91.3K
$4.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-11.3K- 19.78% |
$451K - $549K
|
46K
$2.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
635+ 0.39% |
$25.2K - $30.7K
|
161K
$7.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
10.7K+ 12.54% |
$426K - $518K
|
96.2K
$4.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.7K- 2.5% |
$67.5K - $82.2K
|
66.2K
$3.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-4.84K- 3.65% |
$192K - $234K
|
128K
$6.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.84K+ 74.93% |
$152K - $185K
|
8.95K
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.18% |
$39.7 - $48.4
|
551
$27.1K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
67New |
$2.66K - $3.24K
|
67
$3.29K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.22K- 2.05% |
$48.4K - $59K
|
58.1K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.3KNew |
$608K - $740K
|
15.3K
$752K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-4.2K- 19.44% |
$167K - $203K
|
17.4K
$855K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
92New |
$3.66K - $4.45K
|
92
$4.52K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
20New |
$795 - $967
|
20
$983
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
21+ 190.91% |
$834 - $1.02K
|
32
$1.57K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-122- 1.06% |
$4.85K - $5.9K
|
11.3K
$557K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
166K+ 14.41% |
$6.6M - $8.03M
|
1.32M
$64.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-27- 4.66% |
$1.07K - $1.31K
|
553
$27.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-131- 71.2% |
$5.2K - $6.34K
|
53
$2.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
59+ 14.71% |
$2.34K - $2.85K
|
460
$22.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.4% |
$39.7 - $48.4
|
251
$12.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
4New |
$159 - $193
|
4
$197
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
43+ 58.9% |
$1.71K - $2.08K
|
116
$5.7K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
203+ 6.4% |
$8.07K - $9.82K
|
3.38K
$166K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-11.4K- 37.89% |
$454K - $553K
|
18.8K
$921K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-917K- 32.86% |
$36.6M - $44.4M
|
1.87M
$92M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.2K+ 141.02% |
$2M - $2.43M
|
85.8K
$4.21M
|
|