Purchases and Sales Made in Q1 2024 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q1 2024. 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 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 3.85% |
$30.4 - $36.3
|
27
$1.33K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 6.45% |
$60.9 - $72.6
|
29
$1.42K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 0.16% |
$183 - $218
|
3.81K
$187K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6- 0.83% |
$183 - $218
|
717
$35.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-10- 0.01% |
$304 - $363
|
163K
$8.03M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10- 0.16% |
$304 - $363
|
6.35K
$312K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-12- 0.17% |
$365 - $435
|
6.93K
$341K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-16- 0.25% |
$487 - $581
|
6.44K
$316K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-17- 2.05% |
$517 - $617
|
812
$39.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-17- 0.18% |
$517 - $617
|
9.39K
$461K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 9.73% |
$548 - $653
|
167
$8.2K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-23- 9.27% |
$700 - $835
|
225
$11.1K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-25- 0.09% |
$761 - $907
|
27K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-27- 0.19% |
$822 - $980
|
14.4K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-34- 2.56% |
$1.03K - $1.23K
|
1.3K
$63.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-48- 12.4% |
$1.46K - $1.74K
|
339
$16.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-48- 16.44% |
$1.46K - $1.74K
|
244
$12K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-50- 0.35% |
$1.52K - $1.81K
|
14.1K
$693K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-50- 56.82% |
$1.52K - $1.81K
|
38
$1.87K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-50- 0.06% |
$1.52K - $1.81K
|
81.5K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-50- 0.68% |
$1.52K - $1.81K
|
7.27K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-59- 47.2% |
$1.8K - $2.14K
|
66
$3.24K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-62- 0.27% |
$1.89K - $2.25K
|
23K
$1.13M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-64- 1.07% |
$1.95K - $2.32K
|
5.89K
$289K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-65- 20.12% |
$1.98K - $2.36K
|
258
$12.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-66- 23.32% |
$2.01K - $2.4K
|
217
$10.7K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-66- 0.57% |
$2.01K - $2.4K
|
11.5K
$565K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-86- 61.43% |
$2.62K - $3.12K
|
54
$2.65K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 0.47% |
$3.04K - $3.63K
|
21.2K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.12% |
$3.04K - $3.63K
|
80.6K
$3.96M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-101- 71.13% |
$3.07K - $3.67K
|
41
$2.01K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-111- 8.08% |
$3.38K - $4.03K
|
1.26K
$62K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-125- 2.13% |
$3.8K - $4.54K
|
5.73K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-129- 1.76% |
$3.93K - $4.68K
|
7.2K
$354K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-130- 1.08% |
$3.96K - $4.72K
|
11.9K
$584K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-146- 7.34% |
$4.44K - $5.3K
|
1.84K
$90.6K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-150- 1.72% |
$4.56K - $5.44K
|
8.55K
$420K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-158- 0.21% |
$4.81K - $5.73K
|
73.8K
$3.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-160- 30.19% |
$4.87K - $5.81K
|
370
$18.2K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-173- 0.91% |
$5.26K - $6.28K
|
18.8K
$924K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-177- 3.56% |
$5.39K - $6.42K
|
4.79K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-177- 0.77% |
$5.39K - $6.42K
|
22.8K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-184- 0.24% |
$5.6K - $6.68K
|
77.3K
$3.8M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-186- 6.11% |
$5.66K - $6.75K
|
2.86K
$140K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-200- 3.34% |
$6.09K - $7.26K
|
5.78K
$284K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-200- 1.18% |
$6.09K - $7.26K
|
16.8K
$825K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-204- 1.84% |
$6.21K - $7.4K
|
10.9K
$534K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-206- 8.63% |
$6.27K - $7.48K
|
2.18K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-215- 1.0% |
$6.54K - $7.8K
|
21.3K
$1.05M
|