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 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
545+ 0.92% |
$16.3K - $24.2K
|
60K
$2.82M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
525+ 5.77% |
$15.7K - $23.3K
|
9.63K
$453K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
519New |
$15.5K - $23.1K
|
519
$24.4K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
515+ 919.64% |
$15.4K - $22.9K
|
571
$26.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
492+ 155.21% |
$14.7K - $21.9K
|
809
$38K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
466+ 93.57% |
$13.9K - $20.7K
|
964
$45.3K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
463+ 2.72% |
$13.8K - $20.6K
|
17.5K
$822K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
450+ 12.78% |
$13.5K - $20K
|
3.97K
$187K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
450New |
$13.5K - $20K
|
450
$21.2K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
448+ 6.37% |
$13.4K - $19.9K
|
7.48K
$352K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
446+ 5.61% |
$13.3K - $19.8K
|
8.39K
$395K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
444+ 0.89% |
$13.3K - $19.7K
|
50.3K
$2.36M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
440+ 202.76% |
$13.2K - $19.6K
|
657
$30.9K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
404+ 3.72% |
$12.1K - $18K
|
11.3K
$530K
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
400+ 5.13% |
$12K - $17.8K
|
8.2K
$386K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
400New |
$12K - $17.8K
|
400
$18.8K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
398New |
$11.9K - $17.7K
|
398
$18.7K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
384+ 36.57% |
$11.5K - $17.1K
|
1.43K
$67.4K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
375+ 31.15% |
$11.2K - $16.7K
|
1.58K
$74.3K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
372+ 0.28% |
$11.1K - $16.5K
|
134K
$6.29M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
364+ 3.96% |
$10.9K - $16.2K
|
9.55K
$449K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
344+ 0.6% |
$10.3K - $15.3K
|
58K
$2.73M
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
343+ 5.05% |
$10.3K - $15.2K
|
7.14K
$336K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
332New |
$9.92K - $14.8K
|
332
$15.6K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
321New |
$9.59K - $14.3K
|
321
$15.1K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
319+ 2.24% |
$9.53K - $14.2K
|
14.6K
$685K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.35% |
$8.97K - $13.3K
|
86.9K
$4.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
289+ 1.12% |
$8.64K - $12.8K
|
26K
$1.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
288New |
$8.61K - $12.8K
|
288
$13.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
285New |
$8.52K - $12.7K
|
285
$13.4K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
284+ 0.97% |
$8.49K - $12.6K
|
29.6K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
241+ 0.29% |
$7.2K - $10.7K
|
83.5K
$3.93M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
218New |
$6.52K - $9.69K
|
218
$10.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
214+ 3.37% |
$6.4K - $9.51K
|
6.57K
$309K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
210+ 0.52% |
$6.28K - $9.34K
|
40.7K
$1.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.63% |
$5.98K - $8.89K
|
32K
$1.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$5.98K - $8.89K
|
200
$9.41K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
178+ 41.88% |
$5.32K - $7.91K
|
603
$28.4K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
174New |
$5.2K - $7.74K
|
174
$8.18K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
173New |
$5.17K - $7.69K
|
173
$8.14K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
166+ 123.88% |
$4.96K - $7.38K
|
300
$14.1K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
164New |
$4.9K - $7.29K
|
164
$7.71K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
155+ 500.0% |
$4.63K - $6.89K
|
186
$8.75K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
144New |
$4.3K - $6.4K
|
144
$6.77K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
134+ 1.02% |
$4.01K - $5.96K
|
13.3K
$626K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
125New |
$3.74K - $5.56K
|
125
$5.88K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
121+ 26.95% |
$3.62K - $5.38K
|
570
$26.8K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
115+ 0.16% |
$3.44K - $5.11K
|
70.5K
$3.31M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
112New |
$3.35K - $4.98K
|
112
$5.27K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
106+ 40.77% |
$3.17K - $4.71K
|
366
$17.2K
|