Institutional Ownership Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG). We have compiled data on the 873 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
5,190
shares
|
$246,317
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
5,189
shares
|
$246,269
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
5,155
shares
|
$244,656
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,134
shares
|
$243,659
0.0% of portfolio
|
Q3 2024
Added 224.32%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,118
shares
|
$242,900
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
5,093
shares
|
$241,713
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,975
shares
|
$236,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
4,966
shares
|
$235,686
0.0% of portfolio
|
Q4 2024
Reduced 30.14%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,956
shares
|
$235,211
0.05% of portfolio
|
Q3 2024
Added 143.54%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,951
shares
|
$234,974
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
4,854
shares
|
$230,370
0.01% of portfolio
|
Q4 2024
Reduced 75.46%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
4,808
shares
|
$228,187
0.01% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
4,675
shares
|
$221,875
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
4,659
shares
|
$221,116
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,636
shares
|
$220,024
0.02% of portfolio
|
Q3 2024
Added 39.93%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
4,595
shares
|
$218,078
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
4,588
shares
|
$217,746
0.14% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,494
shares
|
$213,285
0.05% of portfolio
|
Q2 2022
Reduced 2.83%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,344
shares
|
$206,166
0.0% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,321
shares
|
$205,074
0.01% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
4,275
shares
|
$202,891
0.0% of portfolio
|
Q3 2024
Reduced 49.61%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,247
shares
|
$201,562
0.0% of portfolio
|
Q3 2024
Added 18.9%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
4,076
shares
|
$193,446
0.01% of portfolio
|
Q3 2024
Added 174.85%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,975
shares
|
$188,653
0.02% of portfolio
|
Q2 2023
Added 61.78%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
3,668
shares
|
$174,083
0.0% of portfolio
|
Q3 2024
Reduced 33.9%
|