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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
114
shares
|
$5,397
0.0% of portfolio
|
Q4 2024
Reduced 14.93%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
112
shares
|
$5,303
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
110
shares
|
$5,208
0.0% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
108
shares
|
$5,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
104
shares
|
$4,924
0.0% of portfolio
|
Q2 2024
Added 38.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
103
shares
|
$4,877
0.0% of portfolio
|
Q3 2024
Added 119.15%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
100
shares
|
$4,735
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
94
shares
|
$4,450
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
91
shares
|
$4,308
0.0% of portfolio
|
Q3 2024
Added 35.82%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
90
shares
|
$4,261
0.0% of portfolio
|
Q4 2024
Reduced 28.0%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
90
shares
|
$4,261
0.0% of portfolio
|
Q2 2023
Added 218.89%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
89
shares
|
$4,214
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
86
shares
|
$4,072
0.0% of portfolio
|
Q4 2024
Added 59.26%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
79
shares
|
$3,740
0.0% of portfolio
|
Q3 2023
Added 6.76%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
78
shares
|
$3,693
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
78
shares
|
$3,693
0.0% of portfolio
|
Q4 2024
Added 34.48%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
77
shares
|
$3,645
0.0% of portfolio
|
Q4 2023
Added 1.32%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
75
shares
|
$3,551
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
73
shares
|
$3,456
0.0% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
71
shares
|
$3,361
0.0% of portfolio
|
Q4 2024
Reduced 27.55%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
71
shares
|
$3,361
0.0% of portfolio
|
Q4 2023
Reduced 57.23%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
70
shares
|
$3,314
0.0% of portfolio
|
Q4 2023
Reduced 93.16%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
69
shares
|
$3,267
0.0% of portfolio
|
Q4 2024
Reduced 47.33%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
67
shares
|
$3,172
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
66
shares
|
$3,125
0.0% of portfolio
|
Q1 2024
Reduced 47.2%
|