Purchases and Sales Made in Q1 2022 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q1 2022. The information is specifically focused on institutions that hold shares of CITIZENS FINANCIAL GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
135New |
$6.12K - $7.61K
|
135
$5.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
130+ 1.65% |
$5.89K - $7.33K
|
8K
$338K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
125New |
$5.67K - $7.04K
|
125
$5.28K
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
123+ 0.31% |
$5.58K - $6.93K
|
39.9K
$1.69M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
121+ 1.26% |
$5.48K - $6.82K
|
9.74K
$412K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
117+ 1.71% |
$5.3K - $6.59K
|
6.95K
$294K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
94New |
$4.26K - $5.3K
|
94
$3.97K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
92New |
$4.17K - $5.18K
|
92
$3.89K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
90New |
$4.08K - $5.07K
|
90
$3.8K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
83+ 1.0% |
$3.76K - $4.68K
|
8.38K
$354K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
81New |
$3.67K - $4.56K
|
81
$3.42K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
80+ 177.78% |
$3.63K - $4.51K
|
125
$5.28K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
80+ 400.0% |
$3.63K - $4.51K
|
100
$4.22K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
75+ 340.91% |
$3.4K - $4.23K
|
97
$4.1K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
64+ 32.16% |
$2.9K - $3.61K
|
263
$11.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
64+ 33.68% |
$2.9K - $3.61K
|
254
$10.7K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
64+ 0.86% |
$2.9K - $3.61K
|
7.52K
$318K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
63New |
$2.86K - $3.55K
|
63
$2.66K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
57New |
$2.58K - $3.21K
|
57
$2.41K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
53New |
$2.4K - $2.99K
|
53
$2.24K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
53New |
$2.4K - $2.99K
|
53
$2.24K
|
|
|
Sep 18, 2023
Q1 2022
|
Washington Capital Management Inc
|
BUY
|
- |
50+ 0.4% |
$2.27K - $2.82K
|
12.7K
$535K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
44+ 1.54% |
$1.99K - $2.48K
|
2.9K
$122K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
42+ 221.05% |
$1.9K - $2.37K
|
61
$2.58K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
42+ 6.0% |
$1.9K - $2.37K
|
742
$31.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
40+ 0.8% |
$1.81K - $2.25K
|
5.02K
$212K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
33New |
$1.5K - $1.86K
|
33
$1.39K
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
30+ 0.1% |
$1.36K - $1.69K
|
30.2K
$1.28M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
29New |
$1.31K - $1.63K
|
29
$1.22K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
26New |
$1.18K - $1.47K
|
26
$1.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
22+ 0.48% |
$997 - $1.24K
|
4.56K
$193K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
21+ 0.22% |
$952 - $1.18K
|
9.6K
$405K
|
|
|
Apr 14, 2022
Q1 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
11+ 0.24% |
$499 - $620
|
4.56K
$193K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
10+ 0.89% |
$453 - $564
|
1.13K
$47.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6New |
$272 - $338
|
6
$253
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 20.0% |
$227 - $282
|
30
$1.27K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 7.81% |
$227 - $282
|
69
$2.91K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5New |
$227 - $282
|
5
$211
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.62% |
$181 - $225
|
651
$27.5K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2+ 0.9% |
$90.7 - $113
|
225
$9.5K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3Closed |
$136 - $169
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-4- -0.0% |
$181 - $225
|
98.3K
$4.15M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8- 2.99% |
$363 - $451
|
260
$11K
|
|
|
May 13, 2022
Q1 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-8- 0.05% |
$363 - $451
|
14.9K
$629K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-8- 38.1% |
$363 - $451
|
13
$549
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-8- 0.01% |
$363 - $451
|
141K
$5.96M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 0.84% |
$408 - $507
|
1.06K
$44.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Fractal Investments LLC
|
SELL
|
- |
-10- 0.13% |
$453 - $564
|
7.4K
$313K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11Closed |
$499 - $620
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-12- 0.08% |
$544 - $676
|
14.2K
$600K
|