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 05, 2023
Q1 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
1.44K+ 21.6% |
$43.1K - $64.1K
|
8.11K
$390K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.23K+ 12.83% |
$36.7K - $54.6K
|
10.8K
$520K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.09K+ 4.14% |
$32.7K - $48.6K
|
27.5K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
1KNew |
$29.9K - $44.5K
|
1K
$48.1K
|
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
880+ 1.5% |
$26.3K - $39.1K
|
59.5K
$2.86M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
600New |
$17.9K - $26.7K
|
600
$28.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
550New |
$16.4K - $24.5K
|
550
$26.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
525+ 5.77% |
$15.7K - $23.3K
|
9.63K
$463K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
519New |
$15.5K - $23.1K
|
519
$25K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
400New |
$12K - $17.8K
|
400
$19.2K
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
343+ 5.05% |
$10.3K - $15.2K
|
7.14K
$343K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
288New |
$8.61K - $12.8K
|
288
$13.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
285New |
$8.52K - $12.7K
|
285
$13.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$5.98K - $8.89K
|
200
$9.62K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
174New |
$5.2K - $7.74K
|
174
$8.37K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
164New |
$4.9K - $7.29K
|
164
$7.89K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
125New |
$3.74K - $5.56K
|
125
$6.01K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
112New |
$3.35K - $4.98K
|
112
$5.39K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
100+ 1.44% |
$2.99K - $4.45K
|
7.04K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
95+ 0.82% |
$2.84K - $4.22K
|
11.7K
$561K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
94+ 0.67% |
$2.81K - $4.18K
|
14.2K
$682K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
59New |
$1.76K - $2.62K
|
59
$2.84K
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
50+ 0.02% |
$1.49K - $2.22K
|
300K
$14.4M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
45New |
$1.35K - $2K
|
45
$2.16K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
39New |
$1.17K - $1.73K
|
39
$1.88K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30New |
$897 - $1.33K
|
30
$1.44K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
12New |
$359 - $534
|
12
$577
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$239 - $356
|
8
$385
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
797KNew |
$27.3M - $33.8M
|
797K
$38.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
93.3K+ 115.32% |
$3.19M - $3.95M
|
174K
$8.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Elm Ridge Management, LLC
Briarcliff Manor, NY |
BUY
|
- |
66.6K+ 203.85% |
$2.28M - $2.82M
|
99.2K
$4.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
40.8KNew |
$1.39M - $1.73M
|
40.8K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
29.9KNew |
$1.02M - $1.27M
|
29.9K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.9KNew |
$477K - $591K
|
13.9K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10K+ 20.0% |
$342K - $424K
|
60K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
9.02KNew |
$309K - $382K
|
9.02K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.86KNew |
$235K - $291K
|
6.86K
$330K
|
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
6.25KNew |
$214K - $265K
|
6.25K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.25KNew |
$214K - $265K
|
6.25K
$300K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
6.12KNew |
$209K - $259K
|
6.12K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.64K+ 32.53% |
$193K - $239K
|
23K
$1.11M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
5.58KNew |
$191K - $236K
|
5.58K
$268K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.44KNew |
$186K - $230K
|
5.44K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
5.42KNew |
$185K - $230K
|
5.42K
$261K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.34KNew |
$183K - $226K
|
5.34K
$257K
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
5.29KNew |
$181K - $224K
|
5.29K
$254K
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.25KNew |
$180K - $223K
|
5.25K
$253K
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.76K+ 4.03% |
$163K - $201K
|
123K
$5.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.59KNew |
$123K - $152K
|
3.59K
$173K
|
|