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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
37+ 0.63% |
$1.47K - $1.79K
|
5.94K
$286K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
33New |
$1.31K - $1.6K
|
33
$1.59K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
32+ 100.0% |
$1.27K - $1.55K
|
64
$3.08K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
30New |
$1.19K - $1.45K
|
30
$1.44K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
30New |
$1.19K - $1.45K
|
30
$1.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
27New |
$1.07K - $1.31K
|
27
$1.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
20New |
$795 - $967
|
20
$963
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
18+ 0.1% |
$715 - $870
|
18.8K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
17New |
$675 - $822
|
17
$818
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
14New |
$556 - $677
|
14
$674
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
8+ 66.67% |
$318 - $387
|
20
$963
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6New |
$238 - $290
|
6
$289
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4+ 0.06% |
$159 - $193
|
6.39K
$308K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4New |
$159 - $193
|
4
$193
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
3+ 5.17% |
$119 - $145
|
61
$2.94K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.4% |
$39.7 - $48.4
|
251
$12.1K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
760KNew |
$30.3M - $36.8M
|
760K
$36.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
218KNew |
$8.69M - $10.6M
|
218K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
158KNew |
$6.3M - $7.65M
|
158K
$7.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
101KNew |
$4.02M - $4.88M
|
101K
$4.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
100KNew |
$3.99M - $4.85M
|
100K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
PUT |
75KNew |
$2.99M - $3.63M
|
75K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
32.3K+ 55.93% |
$1.29M - $1.57M
|
90.1K
$4.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
20.4K+ 56.53% |
$815K - $989K
|
56.5K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
19.6KNew |
$782K - $950K
|
19.6K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
19.3K+ 356.66% |
$769K - $933K
|
24.7K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.4K+ 1.47% |
$576K - $699K
|
994K
$47.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
13KNew |
$519K - $630K
|
13K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13KNew |
$519K - $630K
|
13K
$626K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
11.9K+ 155.25% |
$474K - $576K
|
19.5K
$940K
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$459K - $557K
|
11.5K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$421K - $511K
|
10.5K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
9.88K+ 21.23% |
$395K - $479K
|
56.4K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.59KNew |
$343K - $416K
|
8.59K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
8K+ 114.29% |
$319K - $388K
|
15K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
7.38KNew |
$295K - $358K
|
7.38K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
6.75KNew |
$270K - $327K
|
6.75K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6.44K+ 31.46% |
$257K - $312K
|
26.9K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.78K+ 109.6% |
$231K - $280K
|
11.1K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.54KNew |
$221K - $268K
|
5.54K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.5KNew |
$220K - $267K
|
5.5K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
5.16K+ 6.53% |
$206K - $250K
|
84.2K
$4.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.95KNew |
$198K - $240K
|
4.95K
$238K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.9KNew |
$196K - $238K
|
4.9K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
BUY
|
- |
4.7KNew |
$188K - $228K
|
4.7K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
4.69KNew |
$187K - $227K
|
4.69K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
4.66KNew |
$186K - $226K
|
4.66K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.6KNew |
$183K - $223K
|
4.6K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.32KNew |
$133K - $161K
|
3.32K
$160K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.73K+ 24.73% |
$109K - $132K
|
13.8K
$663K
|
|