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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24New |
$595 - $743
|
24
$1.16K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 1.78% |
$223 - $278
|
515
$24.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
5+ 1.67% |
$124 - $155
|
305
$14.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4+ 1.25% |
$99.2 - $124
|
325
$15.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$24.8 - $30.9
|
1
$48.1
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.9MNew |
$117M - $174M
|
3.9M
$188M
|
|
|
May 15, 2023
Q1 2023
|
Sessa Capital Im, L.P.
New York, NY |
BUY
|
- |
648KNew |
$19.4M - $28.8M
|
648K
$31.2M
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
CALL |
400KNew |
$12M - $17.8M
|
400K
$19.3M
|
|
|
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
194K+ 73.58% |
$5.81M - $8.64M
|
458K
$22.1M
|
|
|
May 15, 2023
Q1 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
186KNew |
$5.55M - $8.26M
|
186K
$8.94M
|
|
|
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
170KNew |
$5.09M - $7.57M
|
170K
$8.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
103K+ 12.92% |
$3.07M - $4.56M
|
897K
$43.2M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
100KNew |
$2.99M - $4.45M
|
100K
$4.81M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
71.2KNew |
$2.13M - $3.16M
|
71.2K
$3.43M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
27.5KNew |
$822K - $1.22M
|
27.5K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
13.1KNew |
$390K - $581K
|
13.1K
$629K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
11.7KNew |
$350K - $521K
|
11.7K
$564K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.9K+ 19.73% |
$327K - $486K
|
66.3K
$3.19M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
10.5K+ 76.25% |
$314K - $468K
|
24.3K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$302K - $449K
|
10.1K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
CALL |
10KNew |
$299K - $445K
|
10K
$481K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
9.36KNew |
$280K - $416K
|
9.36K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Algebris (Uk) LTD
London, X0 |
BUY
|
CALL |
8.3KNew |
$248K - $369K
|
8.3K
$400K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
7.57KNew |
$226K - $336K
|
7.57K
$364K
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
7.02K+ 9.76% |
$210K - $312K
|
78.9K
$3.8M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.51K+ 7.77% |
$135K - $201K
|
62.6K
$3.01M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.34K+ 5.5% |
$99.7K - $148K
|
64K
$3.08M
|
|
|
May 05, 2023
Q1 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
1.44K+ 21.6% |
$43.1K - $64.1K
|
8.11K
$391K
|
|
|
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 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
525+ 5.77% |
$15.7K - $23.3K
|
9.63K
$463K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
400New |
$12K - $17.8K
|
400
$19.3K
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
343+ 5.05% |
$10.3K - $15.2K
|
7.14K
$344K
|
|
|
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
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
174New |
$5.2K - $7.74K
|
174
$8.38K
|
|
|
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 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
94+ 0.67% |
$2.81K - $4.18K
|
14.2K
$683K
|
|
|
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
$2.17K
|
|
|
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
|
|
|
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
|
|