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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-25.1K- 95.47% |
$750K - $1.12M
|
1.19K
$56.7K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 50.0% |
$747 - $1.11K
|
25
$1.19K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
59New |
$1.76K - $2.62K
|
59
$2.81K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.9K+ 19.73% |
$327K - $486K
|
66.3K
$3.16M
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-60.9K- 17.39% |
$1.82M - $2.71M
|
289K
$13.8M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
10.5K+ 76.25% |
$314K - $468K
|
24.3K
$1.16M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
94+ 0.67% |
$2.81K - $4.18K
|
14.2K
$676K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$239 - $356
|
8
$381
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-566- 46.66% |
$16.9K - $25.2K
|
647
$30.8K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
112New |
$3.35K - $4.98K
|
112
$5.34K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
164New |
$4.9K - $7.29K
|
164
$7.81K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-33- 0.49% |
$986 - $1.47K
|
6.65K
$317K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.51K+ 7.77% |
$135K - $201K
|
62.6K
$2.98M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-653- 6.33% |
$19.5K - $29K
|
9.67K
$461K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.73K- 0.77% |
$51.8K - $77K
|
223K
$10.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
519New |
$15.5K - $23.1K
|
519
$24.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Reinhart Partners, Inc.
|
SELL
|
- |
-9.58K- 2.15% |
$286K - $426K
|
437K
$20.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
SELL
|
- |
-5K- 10.18% |
$149K - $222K
|
44.1K
$2.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-28- 0.14% |
$837 - $1.24K
|
20.7K
$985K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
400New |
$12K - $17.8K
|
400
$19.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-40- 0.04% |
$1.2K - $1.78K
|
98.3K
$4.68M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-59- 0.48% |
$1.76K - $2.62K
|
12.2K
$581K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
288New |
$8.61K - $12.8K
|
288
$13.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-11- 9.91% |
$329 - $489
|
100
$4.77K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
7.57KNew |
$226K - $336K
|
7.57K
$361K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-174- 68.24% |
$5.2K - $7.74K
|
81
$3.86K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
63KNew |
$1.88M - $2.8M
|
63K
$3M
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
285New |
$8.52K - $12.7K
|
285
$13.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-496- 6.13% |
$14.8K - $22.1K
|
7.6K
$362K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$5.98K - $8.89K
|
200
$9.53K
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
7.02K+ 9.76% |
$210K - $312K
|
78.9K
$3.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30New |
$897 - $1.33K
|
30
$1.43K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
550New |
$16.4K - $24.5K
|
550
$26.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.09K+ 4.14% |
$32.7K - $48.6K
|
27.5K
$1.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.55K- 15.19% |
$46.4K - $69K
|
8.67K
$413K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-247- 2.68% |
$7.38K - $11K
|
8.98K
$428K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
525+ 5.77% |
$15.7K - $23.3K
|
9.63K
$459K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
103K+ 12.92% |
$3.07M - $4.56M
|
897K
$42.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
100+ 1.44% |
$2.99K - $4.45K
|
7.04K
$335K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
12New |
$359 - $534
|
12
$572
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
610New |
$20.9K - $25.8K
|
610
$29.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10New |
$342 - $424
|
10
$477
|
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
6.25KNew |
$214K - $265K
|
6.25K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-15.1K- 73.36% |
$515K - $638K
|
5.47K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
66New |
$2.26K - $2.8K
|
66
$3.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1.44K- 7.48% |
$49.3K - $61.1K
|
17.8K
$850K
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
9.02KNew |
$309K - $382K
|
9.02K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-357- 4.49% |
$12.2K - $15.1K
|
7.6K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.86KNew |
$235K - $291K
|
6.86K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-533K- 84.2% |
$18.2M - $22.6M
|
100K
$4.77M
|
|