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 882 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 $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
264
shares
|
$12,418
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
256
shares
|
$12,042
0.0% of portfolio
|
Q2 2024
Reduced 87.29%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
254
shares
|
$11,948
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
253
shares
|
$11,901
0.0% of portfolio
|
Q3 2024
Added 42.94%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
250
shares
|
$11,760
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
242
shares
|
$11,383
0.01% of portfolio
|
Q2 2024
Added 11.52%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
238
shares
|
$11,195
0.0% of portfolio
|
Q4 2023
Reduced 48.93%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
231
shares
|
$10,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
218
shares
|
$10,254
0.0% of portfolio
|
Q3 2023
Reduced 69.64%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
212
shares
|
$9,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
209
shares
|
$9,831
0.0% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
205
shares
|
$9,643
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
200
shares
|
$9,408
0.0% of portfolio
|
Q4 2023
Reduced 9.91%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
200
shares
|
$9,408
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
198
shares
|
$9,313
0.0% of portfolio
|
Q2 2024
Added 1000.0%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
194
shares
|
$9,125
0.0% of portfolio
|
Q3 2024
Added 43.7%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
191
shares
|
$8,984
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
189
shares
|
$8,890
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
184
shares
|
$8,655
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
183
shares
|
$8,608
0.0% of portfolio
|
Q4 2024
Added 42.97%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
180
shares
|
$8,467
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
174
shares
|
$8,184
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
169
shares
|
$7,949
0.0% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
160
shares
|
$7,526
0.0% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
159
shares
|
$7,479
0.0% of portfolio
|
Q2 2023
New holding
|