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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.4KNew |
$47.8K - $59.2K
|
1.4K
$66.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 12.26% |
$42K - $51.9K
|
11.2K
$535K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
971+ 7.48% |
$33.2K - $41.1K
|
14K
$665K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
875New |
$29.9K - $37.1K
|
875
$41.7K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
610New |
$20.9K - $25.8K
|
610
$29.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
583New |
$20K - $24.7K
|
583
$27.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
398New |
$13.6K - $16.9K
|
398
$19K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
323+ 100.0% |
$11.1K - $13.7K
|
646
$30.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
253New |
$8.66K - $10.7K
|
253
$12.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
252+ 21.0% |
$8.62K - $10.7K
|
1.45K
$69.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
170New |
$5.82K - $7.2K
|
170
$8.1K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
148New |
$5.06K - $6.27K
|
148
$7.05K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
136+ 1.51% |
$4.65K - $5.76K
|
9.12K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
93New |
$3.18K - $3.94K
|
93
$4.43K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
90+ 1.03% |
$3.08K - $3.81K
|
8.85K
$421K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
77+ 86.52% |
$2.63K - $3.26K
|
166
$7.91K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
66New |
$2.26K - $2.8K
|
66
$3.14K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
60New |
$2.05K - $2.54K
|
60
$2.86K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
40+ 0.56% |
$1.37K - $1.69K
|
7.13K
$340K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
27New |
$924 - $1.14K
|
27
$1.29K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$719 - $890
|
21
$1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10New |
$342 - $424
|
10
$477
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7New |
$240 - $297
|
7
$334
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
7+ 10.94% |
$240 - $297
|
71
$3.38K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.09M+ 899.74% |
$43.4M - $81.7M
|
2.32M
$111M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
100K+ 55.56% |
$2.08M - $3.91M
|
280K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
52.3KNew |
$1.09M - $2.05M
|
52.3K
$2.49M
|
|
|
Oct 19, 2022
Q3 2022
|
Aquila Investment Management LLC
|
BUY
|
- |
35KNew |
$727K - $1.37M
|
35K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
10KNew |
$208K - $391K
|
10K
$476K
|
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
7.3K+ 2.28% |
$152K - $286K
|
327K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.89KNew |
$143K - $270K
|
6.89K
$328K
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.79K+ 2812.62% |
$120K - $227K
|
6K
$286K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.25KNew |
$109K - $205K
|
5.25K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.57K+ 9.39% |
$53.3K - $100K
|
29.9K
$1.42M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.9KNew |
$39.5K - $74.3K
|
1.9K
$90.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.48K+ 13.64% |
$30.7K - $57.8K
|
12.3K
$587K
|
|
|
Nov 07, 2022
Q3 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.04K+ 28.11% |
$21.6K - $40.7K
|
4.74K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
954+ 7.76% |
$19.8K - $37.3K
|
13.2K
$631K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
785+ 9.76% |
$16.3K - $30.7K
|
8.83K
$421K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
401+ 1.01% |
$8.33K - $15.7K
|
40.3K
$1.92M
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
304New |
$6.31K - $11.9K
|
304
$14.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
265New |
$5.5K - $10.4K
|
265
$12.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
BUY
|
- |
241+ 3.72% |
$5.01K - $9.43K
|
6.72K
$320K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
137New |
$2.85K - $5.36K
|
137
$6.53K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
128New |
$2.66K - $5.01K
|
128
$6.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
108New |
$2.24K - $4.23K
|
108
$5.15K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
100New |
$2.08K - $3.91K
|
100
$4.77K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
97New |
$2.01K - $3.8K
|
97
$4.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
27+ 0.11% |
$561 - $1.06K
|
25.1K
$1.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 4.84% |
$125 - $235
|
130
$6.19K
|
|