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
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
95+ 0.82% |
$2.84K - $4.22K
|
11.7K
$522K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
94+ 0.67% |
$2.81K - $4.18K
|
14.2K
$634K
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
87+ 0.56% |
$2.6K - $3.87K
|
15.6K
$697K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
85+ 1.59% |
$2.54K - $3.78K
|
5.43K
$243K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
73+ 8.72% |
$2.18K - $3.25K
|
910
$40.7K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
67+ 1.27% |
$2K - $2.98K
|
5.35K
$239K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
66+ 6.57% |
$1.97K - $2.93K
|
1.07K
$47.8K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
59New |
$1.76K - $2.62K
|
59
$2.64K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55+ 10.58% |
$1.64K - $2.45K
|
575
$25.7K
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
50+ 0.02% |
$1.49K - $2.22K
|
300K
$13.4M
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
50+ 0.02% |
$1.49K - $2.22K
|
300K
$13.4M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
47New |
$1.4K - $2.09K
|
47
$2.1K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
47+ 9.71% |
$1.4K - $2.09K
|
531
$23.7K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
46+ 0.3% |
$1.37K - $2.05K
|
15.5K
$692K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
45New |
$1.35K - $2K
|
45
$2.01K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44+ 70.97% |
$1.32K - $1.96K
|
106
$4.74K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
41+ 3.25% |
$1.23K - $1.82K
|
1.3K
$58.3K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
39New |
$1.17K - $1.73K
|
39
$1.74K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31New |
$927 - $1.38K
|
31
$1.39K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30New |
$897 - $1.33K
|
30
$1.34K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
26+ 0.26% |
$777 - $1.16K
|
10.1K
$449K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
25+ 6.51% |
$747 - $1.11K
|
409
$18.3K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
19+ 63.33% |
$568 - $845
|
49
$2.19K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
15+ 0.22% |
$448 - $667
|
6.94K
$310K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
12New |
$359 - $534
|
12
$536
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9+ 0.1% |
$269 - $400
|
9.33K
$417K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$239 - $356
|
8
$358
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
7+ 700.0% |
$209 - $311
|
8
$358
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 15.79% |
$179 - $267
|
44
$1.97K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$149 - $222
|
5
$224
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
5+ 0.26% |
$149 - $222
|
1.92K
$85.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.8% |
$120 - $178
|
506
$22.6K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.38% |
$29.9 - $44.5
|
259
$11.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.01% |
$29.9 - $44.5
|
10.7K
$479K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-10Closed |
$299 - $445
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-11- 9.91% |
$329 - $489
|
100
$4.47K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-13- 7.74% |
$389 - $578
|
155
$6.93K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-20- 11.63% |
$598 - $889
|
152
$6.79K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 50.0% |
$747 - $1.11K
|
25
$1.12K
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-28- 0.14% |
$837 - $1.24K
|
20.7K
$924K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28- 15.82% |
$837 - $1.24K
|
149
$6.66K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-28- 0.07% |
$837 - $1.24K
|
38.9K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-32- 8.96% |
$956 - $1.42K
|
325
$14.5K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-33- 0.49% |
$986 - $1.47K
|
6.65K
$297K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 6.63% |
$1.05K - $1.56K
|
493
$22K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-38- 3.78% |
$1.14K - $1.69K
|
968
$43.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-40- 0.04% |
$1.2K - $1.78K
|
98.3K
$4.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-42- 84.0% |
$1.26K - $1.87K
|
8
$358
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-42- 1.32% |
$1.26K - $1.87K
|
3.14K
$140K
|