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 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-98- 1.89% |
$3.91K - $4.75K
|
5.09K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
364+ 11.13% |
$14.5K - $17.6K
|
3.63K
$168K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
673+ 2.02% |
$26.9K - $32.6K
|
34K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
9.56K+ 138.89% |
$382K - $463K
|
16.5K
$762K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-61- 44.85% |
$2.44K - $2.96K
|
75
$3.48K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13KNew |
$519K - $630K
|
13K
$603K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13K- 74.16% |
$517K - $628K
|
4.51K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7New |
$279 - $339
|
7
$324
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-194- 0.86% |
$7.74K - $9.4K
|
22.4K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
207+ 3.36% |
$8.26K - $10K
|
6.38K
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61.5K+ 1076.0% |
$2.46M - $2.98M
|
67.3K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-127K- 1.77% |
$5.05M - $6.13M
|
7.01M
$325M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
474+ 6.62% |
$18.9K - $23K
|
7.64K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-4K- 2.97% |
$160K - $194K
|
131K
$6.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.96KNew |
$198K - $241K
|
4.96K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
381K+ 75.77% |
$15.2M - $18.5M
|
885K
$41M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
894+ 4.34% |
$35.7K - $43.3K
|
21.5K
$996K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.03K- 1.37% |
$41K - $49.8K
|
73.9K
$3.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.8K+ 10.26% |
$71.9K - $87.3K
|
19.4K
$897K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.78K+ 30.33% |
$111K - $135K
|
12K
$554K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-889- 2.62% |
$35.5K - $43.1K
|
33.1K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-179- 0.14% |
$7.15K - $8.67K
|
130K
$6.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.32K+ 25.26% |
$132K - $161K
|
16.5K
$763K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-221- 9.76% |
$8.82K - $10.7K
|
2.04K
$94.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
500New |
$20K - $24.2K
|
500
$23.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.29MNew |
$51.5M - $62.6M
|
1.29M
$59.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.2% |
$120 - $145
|
1.5K
$69.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
498New |
$19.9K - $24.1K
|
498
$23.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
19.1K+ 34.78% |
$762K - $924K
|
73.9K
$3.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-26.2K- 75.28% |
$1.04M - $1.27M
|
8.59K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.57KNew |
$183K - $222K
|
4.57K
$212K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.9K+ 2.18% |
$156K - $189K
|
183K
$8.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-341- 0.9% |
$13.6K - $16.5K
|
37.8K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
158KNew |
$6.3M - $7.65M
|
158K
$7.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
896+ 1.95% |
$35.8K - $43.4K
|
47K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
59+ 3.34% |
$2.36K - $2.86K
|
1.83K
$84.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49+ 4.93% |
$1.96K - $2.37K
|
1.04K
$48.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
11.9K+ 155.25% |
$474K - $576K
|
19.5K
$905K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
757+ 31.58% |
$30.2K - $36.7K
|
3.15K
$146K
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
SELL
|
- |
-876- 0.29% |
$35K - $42.5K
|
302K
$14M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-181- 36.94% |
$7.23K - $8.77K
|
309
$14.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.41K- 4.37% |
$96.2K - $117K
|
52.8K
$2.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.62KNew |
$384K - $466K
|
9.62K
$446K
|
|
|
Feb 05, 2025
Q4 2024
|
Bruni J V & CO
|
SELL
|
- |
-411- 0.04% |
$16.4K - $19.9K
|
968K
$44.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-51- 0.45% |
$2.04K - $2.47K
|
11.3K
$526K
|
|
|
Feb 05, 2025
Q4 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-1.5K- 1.84% |
$59.9K - $72.7K
|
80K
$3.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
482+ 3.32% |
$19.2K - $23.4K
|
15K
$695K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
141+ 55.73% |
$5.63K - $6.83K
|
394
$18.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
74+ 0.23% |
$2.95K - $3.59K
|
32.4K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
1.97K+ 18.09% |
$78.8K - $95.7K
|
12.9K
$597K
|