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 877 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 $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
460
shares
|
$21,781
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
457
shares
|
$21,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
410
shares
|
$19,413
0.0% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
400
shares
|
$18,940
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
364
shares
|
$17,235
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
350
shares
|
$16,572
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
344
shares
|
$16,288
0.0% of portfolio
|
Q4 2024
Added 18.62%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
325
shares
|
$15,388
0.0% of portfolio
|
Q1 2023
Reduced 8.96%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
309
shares
|
$14,631
0.0% of portfolio
|
Q2 2024
Reduced 21.17%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
300
shares
|
$14,205
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$14,205
0.0% of portfolio
|
Q1 2024
Reduced 83.31%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
288
shares
|
$13,636
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
272
shares
|
$12,879
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
270
shares
|
$12,784
0.01% of portfolio
|
Q3 2024
Reduced 26.43%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
268
shares
|
$12,689
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
264
shares
|
$12,500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
263
shares
|
$12,453
0.01% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
256
shares
|
$12,121
0.0% of portfolio
|
Q2 2024
Reduced 87.29%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
254
shares
|
$12,026
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
253
shares
|
$11,979
0.0% of portfolio
|
Q3 2024
Added 42.94%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
250
shares
|
$11,837
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
242
shares
|
$11,458
0.01% of portfolio
|
Q2 2024
Added 11.52%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
238
shares
|
$11,269
0.0% of portfolio
|
Q4 2023
Reduced 48.93%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
231
shares
|
$10,937
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
218
shares
|
$10,322
0.0% of portfolio
|
Q3 2023
Reduced 69.64%
|