Latest Institutional Purchases of Citizens Financial Group Inc (CFG)
This list provides information on the latest institutional transactions involving Citizens Financial Group Inc (CFG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
268New |
$8.69K - $9.96K
|
268
$12.9K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
264New |
$8.56K - $9.81K
|
264
$12.7K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
252+ 2.29% |
$8.17K - $9.36K
|
11.3K
$542K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
180+ 1000.0% |
$5.83K - $6.69K
|
198
$9.52K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
178New |
$5.77K - $6.61K
|
178
$8.56K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
157New |
$5.09K - $5.83K
|
157
$7.55K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
155New |
$5.02K - $5.76K
|
155
$7.46K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
124New |
$4.02K - $4.61K
|
124
$5.96K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
120New |
$3.89K - $4.46K
|
120
$5.77K
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
105+ 1.56% |
$3.4K - $3.9K
|
6.82K
$328K
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
89New |
$2.88K - $3.31K
|
89
$4.28K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
65+ 44.52% |
$2.11K - $2.42K
|
211
$10.1K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
45+ 52.33% |
$1.46K - $1.67K
|
131
$6.3K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
30New |
$972 - $1.11K
|
30
$1.44K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
29+ 38.67% |
$940 - $1.08K
|
104
$5K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
25New |
$810 - $929
|
25
$1.2K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
25+ 11.52% |
$810 - $929
|
242
$11.6K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
20New |
$648 - $743
|
20
$962
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
18New |
$583 - $669
|
18
$866
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
10+ 0.01% |
$324 - $372
|
106K
$5.09M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6New |
$194 - $223
|
6
$289
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4New |
$130 - $149
|
4
$192
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 5.41% |
$64.8 - $74.3
|
39
$1.88K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 3.7% |
$32.4 - $37.2
|
28
$1.35K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
170K+ 937.64% |
$5.17M - $6.17M
|
188K
$9.04M
|
|
May 15, 2024
Q1 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
156K+ 4266.43% |
$4.73M - $5.65M
|
159K
$7.66M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
152KNew |
$4.63M - $5.53M
|
152K
$7.33M
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
126K+ 1208.65% |
$3.83M - $4.56M
|
136K
$6.55M
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
47.7KNew |
$1.45M - $1.73M
|
47.7K
$2.29M
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
32.5KNew |
$989K - $1.18M
|
32.5K
$1.56M
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
CALL |
26.8KNew |
$816K - $973K
|
26.8K
$1.29M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
25.6KNew |
$780K - $930K
|
25.6K
$1.23M
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
21.7KNew |
$659K - $786K
|
21.7K
$1.04M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
15.6KNew |
$474K - $565K
|
15.6K
$749K
|
|
May 08, 2024
Q1 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
14.9KNew |
$452K - $539K
|
14.9K
$715K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12K+ 16.06% |
$365K - $435K
|
86.5K
$4.16M
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
9.4KNew |
$286K - $341K
|
9.4K
$452K
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
7.9KNew |
$240K - $287K
|
7.9K
$380K
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
6.69KNew |
$203K - $243K
|
6.69K
$322K
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
6.03KNew |
$183K - $219K
|
6.03K
$290K
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
5.89KNew |
$179K - $214K
|
5.89K
$283K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.43K+ 19.14% |
$104K - $125K
|
21.4K
$1.03M
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.14KNew |
$65.1K - $77.7K
|
2.14K
$103K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1.5K+ 12.38% |
$45.6K - $54.4K
|
13.6K
$655K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
553New |
$16.8K - $20.1K
|
553
$26.6K
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
530New |
$16.1K - $19.2K
|
530
$25.5K
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
500New |
$15.2K - $18.1K
|
500
$24.1K
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
272New |
$8.28K - $9.87K
|
272
$13.1K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
224New |
$6.82K - $8.13K
|
224
$10.8K
|