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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 4.84% |
$125 - $235
|
130
$6.19K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
128New |
$2.66K - $5.01K
|
128
$6.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
137New |
$2.85K - $5.36K
|
137
$6.53K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-150Closed |
$3.12K - $5.87K
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
97New |
$2.01K - $3.8K
|
97
$4.62K
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-7.58KClosed |
$157K - $297K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Sep 18, 2023
Q2 2022
|
Washington Capital Management Inc
|
BUY
|
- |
1.8K+ 14.2% |
$63.1K - $79.8K
|
14.5K
$690K
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-10KClosed |
$350K - $443K
|
0
$0
|
|
|
Sep 12, 2022
Q2 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
25.9K+ 167.38% |
$909K - $1.15M
|
41.4K
$1.97M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
40New |
$1.4K - $1.77K
|
40
$1.91K
|
|
|
Aug 17, 2022
Q2 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-4- 0.02% |
$140 - $177
|
17.1K
$815K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-63Closed |
$2.21K - $2.79K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.21KNew |
$217K - $275K
|
6.21K
$296K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-616Closed |
$21.6K - $27.3K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-15.3KClosed |
$535K - $677K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-15.4K- 40.64% |
$540K - $683K
|
22.5K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-28Closed |
$981 - $1.24K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-5KClosed |
$175K - $222K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
PUT |
-18.7KClosed |
$655K - $829K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.8KClosed |
$447K - $565K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.87KClosed |
$65.5K - $82.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14.6KClosed |
$512K - $648K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-177KClosed |
$6.2M - $7.84M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-4.96K- 21.95% |
$174K - $220K
|
17.6K
$841K
|
|
|
Aug 12, 2022
Q2 2022
|
Minerva Advisors LLC
Bala Cynwyd, PA |
BUY
|
- |
23.6KNew |
$826K - $1.05M
|
23.6K
$1.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-59Closed |
$2.07K - $2.61K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-651Closed |
$22.8K - $28.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.61K- 96.59% |
$56.5K - $71.5K
|
57
$2.72K
|
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
6.18KNew |
$216K - $274K
|
6.18K
$294K
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.16K- 35.62% |
$111K - $140K
|
5.71K
$272K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-5.83K- 69.01% |
$204K - $258K
|
2.62K
$125K
|
|
|
Aug 12, 2022
Q2 2022
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
10KNew |
$350K - $443K
|
10K
$477K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10.7KNew |
$375K - $474K
|
10.7K
$509K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.68KNew |
$199K - $252K
|
5.68K
$270K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
20New |
$701 - $886
|
20
$953
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
359+ 0.9% |
$12.6K - $15.9K
|
40.3K
$1.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-14.8KClosed |
$517K - $654K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
10+ 0.16% |
$350 - $443
|
6.35K
$303K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.96KClosed |
$174K - $220K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.81KClosed |
$204K - $258K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
19.8K+ 36.85% |
$694K - $877K
|
73.5K
$3.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-9.6KClosed |
$336K - $425K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.55KClosed |
$54.2K - $68.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
259New |
$9.08K - $11.5K
|
259
$12.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-638KClosed |
$22.4M - $28.3M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-46.4KClosed |
$1.63M - $2.06M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
394New |
$13.8K - $17.5K
|
394
$18.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-131- 2.83% |
$4.59K - $5.81K
|
4.49K
$214K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-75Closed |
$2.63K - $3.32K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-712Closed |
$24.9K - $31.6K
|
0
$0
|
|