Purchases and Sales Made in Q1 2025 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
667+ 12.23% |
$26.5K - $32.3K
|
6.12K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
658+ 18.11% |
$26.1K - $31.8K
|
4.29K
$211K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
635+ 0.39% |
$25.2K - $30.7K
|
161K
$7.93M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
634+ 143.44% |
$25.2K - $30.7K
|
1.08K
$52.9K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
606+ 1.65% |
$24.1K - $29.3K
|
37.4K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
588New |
$23.4K - $28.4K
|
588
$28.9K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
554+ 6.69% |
$22K - $26.8K
|
8.84K
$434K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
545+ 3.44% |
$21.7K - $26.4K
|
16.4K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
525+ 3.02% |
$20.9K - $25.4K
|
17.9K
$880K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
496+ 6.22% |
$19.7K - $24K
|
8.47K
$416K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
486+ 8.74% |
$19.3K - $23.5K
|
6.05K
$297K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
475New |
$18.9K - $23K
|
475
$23.3K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
458+ 0.84% |
$18.2K - $22.1K
|
54.8K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
431+ 7.58% |
$17.1K - $20.8K
|
6.11K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
429+ 3.76% |
$17K - $20.7K
|
11.9K
$582K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
421+ 7.84% |
$16.7K - $20.4K
|
5.79K
$285K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
418+ 3.67% |
$16.6K - $20.2K
|
11.8K
$581K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
414New |
$16.4K - $20K
|
414
$20.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
411+ 15.86% |
$16.3K - $19.9K
|
3K
$147K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
389+ 5.97% |
$15.5K - $18.8K
|
6.91K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
387+ 2.22% |
$15.4K - $18.7K
|
17.8K
$874K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
378New |
$15K - $18.3K
|
378
$18.6K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
368+ 12.05% |
$14.6K - $17.8K
|
3.42K
$168K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
349New |
$13.9K - $16.9K
|
349
$17.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
337+ 26.43% |
$13.4K - $16.3K
|
1.61K
$79.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
334+ 97.09% |
$13.3K - $16.2K
|
678
$33.3K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
296+ 0.91% |
$11.8K - $14.3K
|
32.8K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
289+ 0.54% |
$11.5K - $14K
|
53.9K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
274+ 2.43% |
$10.9K - $13.3K
|
11.5K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
255+ 280.22% |
$10.1K - $12.3K
|
346
$17K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
254+ 0.58% |
$10.1K - $12.3K
|
43.7K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
250New |
$9.93K - $12.1K
|
250
$12.3K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
246New |
$9.77K - $11.9K
|
246
$12.1K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
226+ 3.67% |
$8.98K - $10.9K
|
6.38K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
211+ 3.46% |
$8.38K - $10.2K
|
6.3K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
209+ 4.11% |
$8.3K - $10.1K
|
5.3K
$260K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
203+ 6.4% |
$8.07K - $9.82K
|
3.38K
$166K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
201+ 2.21% |
$7.99K - $9.72K
|
9.28K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
201New |
$7.99K - $9.72K
|
201
$9.88K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
190+ 0.32% |
$7.55K - $9.19K
|
59.5K
$2.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
189+ 0.66% |
$7.51K - $9.14K
|
28.9K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
182+ 6.26% |
$7.23K - $8.8K
|
3.09K
$152K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
178+ 1.38% |
$7.07K - $8.61K
|
13.1K
$642K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
174+ 2.9% |
$6.91K - $8.41K
|
6.18K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
173New |
$6.87K - $8.37K
|
173
$8.5K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
165+ 62.98% |
$6.56K - $7.98K
|
427
$21K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
158+ 81.44% |
$6.28K - $7.64K
|
352
$17.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
144+ 4.52% |
$5.72K - $6.96K
|
3.33K
$163K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
141+ 2.29% |
$5.6K - $6.82K
|
6.29K
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
133+ 129.13% |
$5.28K - $6.43K
|
236
$11.6K
|