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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9New |
$359 - $436
|
9
$442
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-41.3K- 73.41% |
$1.65M - $2M
|
15K
$735K
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
4.66KNew |
$186K - $226K
|
4.66K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-23.7K- 75.36% |
$944K - $1.15M
|
7.74K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.8KNew |
$191K - $232K
|
4.8K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
2.61K+ 1.85% |
$104K - $126K
|
144K
$7.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-211- 13.66% |
$8.42K - $10.2K
|
1.33K
$65.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.59KNew |
$343K - $416K
|
8.59K
$422K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
872+ 5.28% |
$34.8K - $42.3K
|
17.4K
$855K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
9.73KNew |
$388K - $471K
|
9.73K
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.51K+ 3.43% |
$60.3K - $73.2K
|
45.5K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.78K+ 109.6% |
$231K - $280K
|
11.1K
$543K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-589- 14.45% |
$23.5K - $28.5K
|
3.49K
$171K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-66- 2.63% |
$2.63K - $3.2K
|
2.45K
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
BUY
|
- |
4.7KNew |
$188K - $228K
|
4.7K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.96K+ 36.96% |
$78.2K - $94.9K
|
7.26K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.76% |
$79.8 - $96.9
|
265
$13K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
4.69KNew |
$187K - $227K
|
4.69K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
83New |
$3.31K - $4.02K
|
83
$4.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
641New |
$25.6K - $31.1K
|
641
$31.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-461- 8.57% |
$18.4K - $22.3K
|
4.92K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
20.4K+ 56.53% |
$815K - $989K
|
56.5K
$2.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$459K - $557K
|
11.5K
$564K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 6.43% |
$439 - $533
|
160
$7.86K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-6.71K- 26.01% |
$268K - $325K
|
19.1K
$938K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.09K+ 8.57% |
$43.4K - $52.7K
|
13.8K
$677K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-562- 10.91% |
$22.4K - $27.2K
|
4.59K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.6KNew |
$183K - $223K
|
4.6K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
60New |
$2.4K - $2.91K
|
60
$2.95K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
4.66KNew |
$186K - $226K
|
4.66K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-35- 28.0% |
$1.4K - $1.7K
|
90
$4.42K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-774- 6.51% |
$30.9K - $37.5K
|
11.1K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
19New |
$758 - $921
|
19
$933
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
14.2KNew |
$568K - $690K
|
14.2K
$699K
|
|
|
Jan 23, 2025
Q4 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-45.4K- 27.76% |
$1.81M - $2.2M
|
118K
$5.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.91K+ 58.95% |
$156K - $190K
|
10.5K
$518K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-500- 16.87% |
$20K - $24.2K
|
2.46K
$121K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.32KNew |
$133K - $161K
|
3.32K
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.04K- 13.18% |
$41.6K - $50.5K
|
6.87K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35+ 3.11% |
$1.4K - $1.7K
|
1.16K
$57K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.95KNew |
$198K - $240K
|
4.95K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
205New |
$8.18K - $9.93K
|
205
$10.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
89New |
$3.55K - $4.31K
|
89
$4.37K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-6.73K- 34.42% |
$269K - $326K
|
12.8K
$630K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
6.1K+ 31.43% |
$215K - $264K
|
25.5K
$1.25M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.18KNew |
$76.6K - $94K
|
2.18K
$107K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
53.1KNew |
$1.87M - $2.3M
|
53.1K
$2.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.17KNew |
$41.1K - $50.5K
|
1.17K
$57.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
23New |
$811 - $995
|
23
$1.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
85.8KNew |
$3.02M - $3.71M
|
85.8K
$4.22M
|
|