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 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
252+ 2.29% |
$8.17K - $9.36K
|
11.3K
$543K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-570- 3.96% |
$18.5K - $21.2K
|
13.8K
$666K
|
|
Q1 2024 | |||||||
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
9.4KNew |
$286K - $341K
|
9.4K
$453K
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
6.69KNew |
$203K - $243K
|
6.69K
$322K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-225- 2.35% |
$6.85K - $8.17K
|
9.37K
$451K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.4K- 3.42% |
$42.7K - $51K
|
39.7K
$1.91M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-59- 47.2% |
$1.8K - $2.14K
|
66
$3.18K
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
5.89KNew |
$179K - $214K
|
5.89K
$284K
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
47.7KNew |
$1.45M - $1.73M
|
47.7K
$2.3M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
152KNew |
$4.63M - $5.53M
|
152K
$7.33M
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
96New |
$2.92K - $3.48K
|
96
$4.62K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-86- 61.43% |
$2.62K - $3.12K
|
54
$2.6K
|
|
May 15, 2024
Q1 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
156K+ 4266.43% |
$4.73M - $5.65M
|
159K
$7.67M
|
|
May 15, 2024
Q1 2024
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
170K+ 937.64% |
$5.17M - $6.17M
|
188K
$9.06M
|
|
May 15, 2024
Q1 2024
|
Alden Global Capital LLC
West Palm Beach, FL |
SELL
|
CALL |
-250K- 71.43% |
$7.61M - $9.07M
|
100K
$4.82M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14New |
$426 - $508
|
14
$674
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
14New |
$426 - $508
|
14
$674
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-129- 1.76% |
$3.93K - $4.68K
|
7.2K
$347K
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
7.9KNew |
$240K - $287K
|
7.9K
$380K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-173- 0.91% |
$5.26K - $6.28K
|
18.8K
$906K
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-138K- 81.24% |
$4.21M - $5.02M
|
32K
$1.54M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12K+ 16.06% |
$365K - $435K
|
86.5K
$4.17M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.43K+ 19.14% |
$104K - $125K
|
21.4K
$1.03M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-202K- 82.88% |
$6.16M - $7.34M
|
41.8K
$2.01M
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
530New |
$16.1K - $19.2K
|
530
$25.5K
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
180New |
$5.48K - $6.53K
|
180
$8.67K
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
126K+ 1208.65% |
$3.83M - $4.56M
|
136K
$6.55M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-332- 0.27% |
$10.1K - $12K
|
122K
$5.87M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-16.5K- 99.95% |
$502K - $598K
|
8
$385
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
171New |
$5.2K - $6.21K
|
171
$8.24K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-101- 71.13% |
$3.07K - $3.67K
|
41
$1.97K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
15.6KNew |
$474K - $565K
|
15.6K
$750K
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
CALL |
-10.6K- 27.04% |
$323K - $385K
|
28.6K
$1.38M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-176K- 16.07% |
$5.34M - $6.37M
|
917K
$44.2M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1.5K+ 12.38% |
$45.6K - $54.4K
|
13.6K
$656K
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15+ 0.24% |
$456 - $544
|
6.32K
$304K
|
|
May 08, 2024
Q1 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
14.9KNew |
$452K - $539K
|
14.9K
$716K
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-20.2K- 71.25% |
$614K - $733K
|
8.15K
$392K
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-134K- 46.5% |
$4.09M - $4.88M
|
155K
$7.44M
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
32.5KNew |
$989K - $1.18M
|
32.5K
$1.57M
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
CALL |
26.8KNew |
$816K - $973K
|
26.8K
$1.29M
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-4.8K- 29.19% |
$146K - $174K
|
11.6K
$561K
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.47K- 10.36% |
$44.6K - $53.2K
|
12.7K
$611K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.14KNew |
$65.1K - $77.7K
|
2.14K
$103K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
17New |
$517 - $617
|
17
$819
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
6.03KNew |
$183K - $219K
|
6.03K
$290K
|
|
May 01, 2024
Q1 2024
|
Pl Capital Advisors, LLC
Naples, FL |
SELL
|
- |
-69.6K- 46.51% |
$2.12M - $2.52M
|
80K
$3.85M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
196+ 0.93% |
$5.96K - $7.11K
|
21.4K
$1.03M
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
272New |
$8.28K - $9.87K
|
272
$13.1K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-17- 0.18% |
$517 - $617
|
9.39K
$452K
|