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 14, 2023
Q4 2022
|
Elm Ridge Management, LLC
Briarcliff Manor, NY |
BUY
|
- |
66.6K+ 203.85% |
$2.28M - $2.82M
|
99.2K
$4.78M
|
|
|
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
$301K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
6.12KNew |
$209K - $259K
|
6.12K
$295K
|
|
|
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
$269K
|
|
|
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
|
|
|
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
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.54K+ 6.22% |
$121K - $150K
|
60.6K
$2.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
3.05K+ 60.22% |
$104K - $129K
|
8.12K
$391K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
971+ 7.48% |
$33.2K - $41.1K
|
14K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
875New |
$29.9K - $37.1K
|
875
$42.1K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
610New |
$20.9K - $25.8K
|
610
$29.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
583New |
$20K - $24.7K
|
583
$28.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
398New |
$13.6K - $16.9K
|
398
$19.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
323+ 100.0% |
$11.1K - $13.7K
|
646
$31.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
253New |
$8.66K - $10.7K
|
253
$12.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
252+ 21.0% |
$8.62K - $10.7K
|
1.45K
$69.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
170New |
$5.82K - $7.2K
|
170
$8.18K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
148New |
$5.06K - $6.27K
|
148
$7.12K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
136+ 1.51% |
$4.65K - $5.76K
|
9.12K
$439K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
90+ 1.03% |
$3.08K - $3.81K
|
8.85K
$426K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
77+ 86.52% |
$2.63K - $3.26K
|
166
$7.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
66New |
$2.26K - $2.8K
|
66
$3.18K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
60New |
$2.05K - $2.54K
|
60
$2.89K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
40+ 0.56% |
$1.37K - $1.69K
|
7.13K
$343K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
27New |
$924 - $1.14K
|
27
$1.3K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$719 - $890
|
21
$1.01K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10New |
$342 - $424
|
10
$481
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
7+ 10.94% |
$240 - $297
|
71
$3.42K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7New |
$240 - $297
|
7
$337
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.09M+ 899.74% |
$43.4M - $81.7M
|
2.32M
$112M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
100K+ 55.56% |
$2.08M - $3.91M
|
280K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
52.3KNew |
$1.09M - $2.05M
|
52.3K
$2.52M
|
|
|
Oct 19, 2022
Q3 2022
|
Aquila Investment Management LLC
|
BUY
|
- |
35KNew |
$727K - $1.37M
|
35K
$1.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
7.3K+ 2.28% |
$152K - $286K
|
327K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.89KNew |
$143K - $270K
|
6.89K
$332K
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.79K+ 2812.62% |
$120K - $227K
|
6K
$289K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.25KNew |
$109K - $205K
|
5.25K
$253K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.9KNew |
$39.5K - $74.3K
|
1.9K
$91.5K
|
|