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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Bhz Capital Management, LP
San Jose, CA |
BUY
|
- |
12.3KNew |
$368K - $547K
|
12.3K
$550K
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
12.1KNew |
$362K - $538K
|
12.1K
$541K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12K+ 59.93% |
$359K - $534K
|
32.1K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
12K+ 10619.47% |
$359K - $534K
|
12.1K
$541K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.9K+ 7.05% |
$357K - $531K
|
181K
$8.1M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11.9K+ 2.02% |
$357K - $531K
|
603K
$27M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
11.9K+ 27.34% |
$355K - $528K
|
55.3K
$2.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.8K+ 9.6% |
$351K - $523K
|
134K
$6M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
11.7KNew |
$350K - $521K
|
11.7K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
11.6K+ 111.27% |
$348K - $517K
|
22.1K
$987K
|
|
|
Apr 26, 2023
Q1 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
11.5K+ 187.59% |
$345K - $513K
|
17.7K
$791K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11.5K+ 150.37% |
$344K - $511K
|
19.1K
$856K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
11.2KNew |
$334K - $496K
|
11.2K
$499K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.9K+ 19.73% |
$327K - $486K
|
66.3K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.7K+ 16.26% |
$320K - $476K
|
76.5K
$3.42M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
10.5K+ 76.25% |
$314K - $468K
|
24.3K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10.2KNew |
$306K - $456K
|
10.2K
$458K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$304K - $451K
|
10.2K
$454K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$302K - $449K
|
10.1K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.95KNew |
$297K - $442K
|
9.95K
$445K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
9.72KNew |
$291K - $432K
|
9.72K
$435K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
9.36KNew |
$280K - $416K
|
9.36K
$419K
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
9.15KNew |
$273K - $407K
|
9.15K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
9KNew |
$269K - $400K
|
9K
$402K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.74K+ 9.23% |
$261K - $388K
|
103K
$4.62M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.69K+ 23.01% |
$260K - $386K
|
46.5K
$2.08M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
8.27K+ 3.9% |
$247K - $368K
|
220K
$9.85M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
8.26K+ 9.24% |
$247K - $367K
|
97.7K
$4.37M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.24K+ 94.84% |
$246K - $366K
|
16.9K
$757K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.11K+ 6.6% |
$242K - $361K
|
131K
$5.85M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
8.04K+ 42.3% |
$240K - $357K
|
27K
$1.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.81K+ 13.69% |
$234K - $347K
|
64.9K
$2.9M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
7.66KNew |
$229K - $340K
|
7.66K
$342K
|
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.6K+ 3.21% |
$227K - $338K
|
244K
$10.9M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
7.57KNew |
$226K - $336K
|
7.57K
$338K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.5K+ 102.64% |
$224K - $334K
|
14.8K
$662K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
7.39K+ 5.78% |
$221K - $328K
|
135K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.37K+ 0.18% |
$220K - $328K
|
4.12M
$184M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.36KNew |
$220K - $327K
|
7.36K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.34KNew |
$219K - $326K
|
7.34K
$328K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.22KNew |
$216K - $321K
|
7.22K
$323K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
7.19KNew |
$215K - $320K
|
7.19K
$321K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.1KNew |
$212K - $316K
|
7.1K
$317K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.07KNew |
$211K - $314K
|
7.07K
$316K
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
7.02K+ 9.76% |
$210K - $312K
|
78.9K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.67KNew |
$199K - $297K
|
6.67K
$298K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.42K+ 17.75% |
$192K - $286K
|
42.6K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.39K+ 15.87% |
$191K - $284K
|
46.6K
$2.08M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.2K+ 10.07% |
$185K - $276K
|
67.8K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.15K+ 49.33% |
$184K - $274K
|
18.6K
$832K
|