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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
132New |
$5.24K - $6.38K
|
132
$5.33K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
125+ 1.99% |
$4.97K - $6.05K
|
6.41K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
121New |
$4.81K - $5.85K
|
121
$4.88K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
116+ 0.26% |
$4.61K - $5.61K
|
45.1K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
113+ 2.62% |
$4.49K - $5.46K
|
4.43K
$179K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
110New |
$4.37K - $5.32K
|
110
$4.44K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
109+ 1.61% |
$4.33K - $5.27K
|
6.9K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$3.97K - $4.84K
|
100
$4.04K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100+ 11.86% |
$3.97K - $4.84K
|
943
$38.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
99+ 16.84% |
$3.93K - $4.79K
|
687
$27.7K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
94+ 1.47% |
$3.73K - $4.55K
|
6.47K
$261K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
92New |
$3.66K - $4.45K
|
92
$3.71K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
82+ 44.81% |
$3.26K - $3.97K
|
265
$10.7K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
79New |
$3.14K - $3.82K
|
79
$3.19K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
75+ 0.97% |
$2.98K - $3.63K
|
7.81K
$315K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
75+ 13.66% |
$2.98K - $3.63K
|
624
$25.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
69New |
$2.74K - $3.34K
|
69
$2.78K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
69+ 0.89% |
$2.74K - $3.34K
|
7.85K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
67New |
$2.66K - $3.24K
|
67
$2.7K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
67+ 11.73% |
$2.66K - $3.24K
|
638
$25.7K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
62+ 1.92% |
$2.46K - $3K
|
3.29K
$133K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
61+ 1.93% |
$2.42K - $2.95K
|
3.22K
$130K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
60+ 0.89% |
$2.38K - $2.9K
|
6.82K
$275K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
59+ 14.71% |
$2.34K - $2.85K
|
460
$18.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
56+ 3.07% |
$2.22K - $2.71K
|
1.88K
$75.8K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
56+ 3.07% |
$2.22K - $2.71K
|
1.88K
$76K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
55+ 0.87% |
$2.19K - $2.66K
|
6.4K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
53+ 0.09% |
$2.11K - $2.56K
|
60.5K
$2.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
53New |
$2.11K - $2.56K
|
53
$2.14K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
53+ 0.0% |
$2.11K - $2.56K
|
1.11M
$44.7M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
51+ 0.69% |
$2.03K - $2.47K
|
7.49K
$302K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
47New |
$1.87K - $2.27K
|
47
$1.9K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
46New |
$1.83K - $2.22K
|
46
$1.86K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
43+ 58.9% |
$1.71K - $2.08K
|
116
$4.68K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
42+ 1.45% |
$1.67K - $2.03K
|
2.93K
$118K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
40+ 12.94% |
$1.59K - $1.93K
|
349
$14.1K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
37+ 0.63% |
$1.47K - $1.79K
|
5.94K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
37+ 0.6% |
$1.47K - $1.79K
|
6.22K
$251K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
33New |
$1.31K - $1.6K
|
33
$1.33K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
32+ 0.41% |
$1.27K - $1.55K
|
7.75K
$313K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
32+ 100.0% |
$1.27K - $1.55K
|
64
$2.58K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
30New |
$1.19K - $1.45K
|
30
$1.21K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
28+ 1.96% |
$1.11K - $1.35K
|
1.46K
$58.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
27New |
$1.07K - $1.31K
|
27
$1.09K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
26+ 0.33% |
$1.03K - $1.26K
|
8.02K
$324K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
25New |
$993 - $1.21K
|
25
$1.01K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
24+ 0.3% |
$954 - $1.16K
|
8.14K
$328K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
21+ 190.91% |
$834 - $1.02K
|
32
$1.29K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
20New |
$795 - $967
|
20
$807
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
18+ 0.1% |
$715 - $870
|
18.8K
$758K
|