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 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-42- 1.32% |
$1.26K - $1.87K
|
3.14K
$148K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-43- 0.31% |
$1.29K - $1.91K
|
13.9K
$652K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-45- 14.71% |
$1.35K - $2K
|
261
$12.3K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-49- 0.77% |
$1.46K - $2.18K
|
6.31K
$297K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-54- 0.45% |
$1.61K - $2.4K
|
12K
$567K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-54- 0.45% |
$1.61K - $2.4K
|
12K
$567K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-59- 58.42% |
$1.76K - $2.62K
|
42
$1.98K
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-59- 0.48% |
$1.76K - $2.62K
|
12.2K
$574K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-63- 0.08% |
$1.88K - $2.8K
|
77.5K
$3.65M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-66- 0.51% |
$1.97K - $2.93K
|
12.9K
$607K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-71- 5.12% |
$2.12K - $3.16K
|
1.32K
$61.9K
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-71- 0.22% |
$2.12K - $3.16K
|
32.2K
$1.51M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-72- 0.98% |
$2.15K - $3.2K
|
7.27K
$342K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-74- 0.63% |
$2.21K - $3.29K
|
11.8K
$553K
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-77- 1.01% |
$2.3K - $3.42K
|
7.56K
$355K
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-82- 0.09% |
$2.45K - $3.65K
|
86.7K
$4.08M
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-92- 30.36% |
$2.75K - $4.09K
|
211
$9.92K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-94- 0.07% |
$2.81K - $4.18K
|
134K
$6.32M
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-97- 1.47% |
$2.9K - $4.31K
|
6.51K
$306K
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-99- 1.43% |
$2.96K - $4.4K
|
6.8K
$320K
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 0.44% |
$2.99K - $4.45K
|
22.7K
$1.07M
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-102- 70.83% |
$3.05K - $4.53K
|
42
$1.98K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-115- 30.1% |
$3.44K - $5.11K
|
267
$12.6K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-121- 23.91% |
$3.62K - $5.38K
|
385
$18.1K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-131- 1.67% |
$3.92K - $5.82K
|
7.71K
$363K
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-142- 0.12% |
$4.24K - $6.31K
|
114K
$5.38M
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-148- 78.31% |
$4.42K - $6.58K
|
41
$1.93K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 17.14% |
$4.48K - $6.67K
|
725
$34.1K
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
SELL
|
- |
-154- 0.64% |
$4.6K - $6.85K
|
24K
$1.13M
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-156- 22.77% |
$4.66K - $6.94K
|
529
$24.9K
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-163- 1.29% |
$4.87K - $7.25K
|
12.5K
$587K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-174- 68.24% |
$5.2K - $7.74K
|
81
$3.81K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-184- 36.15% |
$5.5K - $8.18K
|
325
$15.3K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-185- 0.55% |
$5.53K - $8.23K
|
33.3K
$1.56M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-189- 43.65% |
$5.65K - $8.4K
|
244
$11.5K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-194- 92.82% |
$5.8K - $8.63K
|
15
$705
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-213- 0.79% |
$6.37K - $9.47K
|
26.7K
$1.26M
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-233- 90.66% |
$6.96K - $10.4K
|
24
$1.13K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-235- 0.84% |
$7.02K - $10.4K
|
27.9K
$1.31M
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-238- 1.34% |
$7.11K - $10.6K
|
17.5K
$824K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-247- 2.68% |
$7.38K - $11K
|
8.98K
$422K
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-257- 0.23% |
$7.68K - $11.4K
|
114K
$5.36M
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-257- 0.35% |
$7.68K - $11.4K
|
73K
$3.43M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-271- 8.89% |
$8.1K - $12K
|
2.78K
$131K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-281- 2.75% |
$8.4K - $12.5K
|
9.94K
$468K
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-300- 0.95% |
$8.97K - $13.3K
|
31.3K
$1.47M
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-315- 4.97% |
$9.42K - $14K
|
6.02K
$283K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-337- 3.86% |
$10.1K - $15K
|
8.39K
$395K
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-338- 0.82% |
$10.1K - $15K
|
41K
$1.93M
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-352- 0.24% |
$10.5K - $15.6K
|
145K
$6.8M
|