Purchases and Sales Made in Q1 2023 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-365- 4.61% |
$10.9K - $16.2K
|
7.56K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-369- 5.08% |
$11K - $16.4K
|
6.9K
$309K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-372- 0.17% |
$11.1K - $16.5K
|
222K
$9.96M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-373- 12.35% |
$11.1K - $16.6K
|
2.65K
$119K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-377- 17.43% |
$11.3K - $16.8K
|
1.79K
$80K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-393- 44.76% |
$11.7K - $17.5K
|
485
$21.7K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-475- 7.96% |
$14.2K - $21.1K
|
5.49K
$246K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-496- 6.13% |
$14.8K - $22.1K
|
7.6K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-518- 5.2% |
$15.5K - $23K
|
9.45K
$423K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-548- 55.47% |
$16.4K - $24.4K
|
440
$19.7K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-549- 4.25% |
$16.4K - $24.4K
|
12.4K
$554K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-566- 46.66% |
$16.9K - $25.2K
|
647
$29K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-571- 1.97% |
$17.1K - $25.4K
|
28.4K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-576- 0.65% |
$17.2K - $25.6K
|
87.5K
$3.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-620- 8.82% |
$18.5K - $27.6K
|
6.41K
$287K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-653- 6.33% |
$19.5K - $29K
|
9.67K
$433K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-665- 0.38% |
$19.9K - $29.6K
|
175K
$7.85M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 2.98% |
$20.9K - $31.1K
|
22.8K
$1.02M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-703- 16.72% |
$21K - $31.3K
|
3.5K
$157K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-755- 14.06% |
$22.6K - $33.6K
|
4.61K
$207K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-784- 5.07% |
$23.4K - $34.9K
|
14.7K
$657K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-794- 21.47% |
$23.7K - $35.3K
|
2.91K
$130K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-796- 8.47% |
$23.8K - $35.4K
|
8.6K
$385K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-835- 5.46% |
$25K - $37.1K
|
14.5K
$648K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-883- 3.13% |
$26.4K - $39.3K
|
27.3K
$1.22M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-985- 0.85% |
$29.4K - $43.8K
|
115K
$5.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-991- 0.77% |
$29.6K - $44.1K
|
127K
$5.7M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-991- 0.77% |
$29.6K - $44.1K
|
127K
$5.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 10.23% |
$33.3K - $49.5K
|
9.76K
$437K
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.12K- 4.03% |
$33.4K - $49.7K
|
26.6K
$1.19M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.18K- 0.73% |
$35.2K - $52.3K
|
161K
$7.2M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.29K- 69.09% |
$38.4K - $57.1K
|
575
$25.7K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.33K- 27.08% |
$39.7K - $59K
|
3.58K
$160K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.37K- 35.14% |
$40.9K - $60.8K
|
2.52K
$113K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.39K- 15.73% |
$41.4K - $61.6K
|
7.42K
$332K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.39K- 58.37% |
$41.5K - $61.7K
|
990
$44.3K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.41K- 6.77% |
$42.1K - $62.6K
|
19.4K
$868K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.45K- 52.47% |
$43.5K - $64.6K
|
1.32K
$59K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.52K- 1.18% |
$45.5K - $67.7K
|
127K
$5.69M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.55K- 15.19% |
$46.4K - $69K
|
8.67K
$388K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.55K- 14.76% |
$46.4K - $69.1K
|
8.97K
$402K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.6K- 8.87% |
$47.7K - $71K
|
16.4K
$734K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.72K- 0.28% |
$51.3K - $76.3K
|
612K
$27.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.73K- 0.77% |
$51.8K - $77K
|
223K
$9.98M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.75K- 3.93% |
$52.3K - $77.8K
|
42.8K
$1.92M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.8K- 3.92% |
$53.9K - $80.1K
|
44.2K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.83K- 6.29% |
$54.7K - $81.4K
|
27.3K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.83K- 7.27% |
$54.8K - $81.5K
|
23.4K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.88K- 0.07% |
$56.1K - $83.4K
|
2.55M
$114M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.92K- 13.11% |
$57.4K - $85.3K
|
12.7K
$569K
|