Purchases and Sales Made in Q1 2025 in Citizens Financial Group Inc (CFG)

CFG Quotes by TradingView

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 14, 2025 Q1 2025
Brown Brothers Harriman & CO

New York, NY
BUY
 -
17
+ 1.31%
$675 - $822
1.32K $53.2K
May 15, 2025 Q1 2025
Rise Advisors, LLC

BUY
 -
17
New
$675 - $822
17 $686
Apr 28, 2025 Q1 2025
North Capital, Inc.

Salt Lake City, UT
BUY
 -
14
New
$556 - $677
14 $565
May 15, 2025 Q1 2025
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
12
+ 35.29%
$477 - $580
46 $1.86K
May 16, 2025 Q1 2025
Hfm Investment Advisors, LLC

Glassboro, NJ
BUY
 -
10
New
$397 - $484
10 $404
Apr 15, 2025 Q1 2025
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
10
+ 24.39%
$397 - $484
51 $2.06K
Apr 24, 2025 Q1 2025
West End Advisors, LLC

BUY
 -
9
+ 225.0%
$358 - $435
13 $525
May 02, 2025 Q1 2025
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
8
+ 66.67%
$318 - $387
20 $807
May 12, 2025 Q1 2025
Bay Harbor Wealth Management, LLC

BUY
 -
8
New
$318 - $387
8 $323
Apr 25, 2025 Q1 2025
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
7
+ 13.46%
$278 - $339
59 $2.38K
Apr 17, 2025 Q1 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
6
+ 7.69%
$238 - $290
84 $3.39K
Apr 07, 2025 Q1 2025
Advisor Net Financial, Inc

BUY
 -
6
+ 8.7%
$238 - $290
75 $3.03K
Apr 23, 2025 Q1 2025
Creative Financial Designs Inc

BUY
 -
5
+ 2.92%
$199 - $242
176 $7.1K
Apr 24, 2025 Q1 2025
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
4
New
$159 - $193
4 $161
Apr 07, 2025 Q1 2025
Goal Vest Advisory LLC

BUY
 -
4
New
$159 - $193
4 $161
Apr 17, 2025 Q1 2025
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
4
+ 0.08%
$159 - $193
4.97K $200K
May 02, 2025 Q1 2025
Forum Financial Management, LP

Lombard, IL
BUY
 -
3
+ 0.02%
$119 - $145
12.1K $490K
Apr 24, 2025 Q1 2025
Tfc Financial Management

BUY
 -
3
+ 5.17%
$119 - $145
61 $2.46K
May 16, 2025 Q1 2025
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
3
+ 1.17%
$119 - $145
259 $10.5K
Apr 09, 2025 Q1 2025
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
3
+ 0.93%
$119 - $145
324 $13.1K
May 05, 2025 Q1 2025
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
2
+ 28.57%
$79.5 - $96.7
9 $363
May 16, 2025 Q1 2025
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
2
+ 1.42%
$79.5 - $96.7
143 $5.77K
Apr 08, 2025 Q1 2025
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
1
+ 0.4%
$39.7 - $48.4
251 $10.1K
Apr 15, 2025 Q1 2025
Gps Wealth Strategies Group, LLC

BUY
 -
1
+ 0.18%
$39.7 - $48.4
551 $22.2K
May 14, 2025 Q1 2025
Main Street Group, LTD

Glen Allen, VA
BUY
 -
1
+ 3.57%
$39.7 - $48.4
29 $1.17K
May 15, 2025 Q1 2025
Activest Wealth Management

BUY
 -
0
New
$0 - $0
0 $0
May 08, 2025 Q1 2025
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-3
- 1.78%
$119 - $145
166 $6.7K
Apr 17, 2025 Q1 2025
Abound Wealth Management

Franklin, TN
SELL
 -
-4
- 5.63%
$159 - $193
67 $2.7K
Apr 28, 2025 Q1 2025
D.A. Davidson & Co.

SELL
 -
-4
- 0.08%
$159 - $193
5.09K $206K
Apr 21, 2025 Q1 2025
Org Partners LLC

Roanoke, IN
SELL
 -
-4
- 16.67%
$159 - $193
20 $807
Apr 17, 2025 Q1 2025
Janney Montgomery Scott LLC

SELL
 -
-5
- 0.01%
$199 - $242
34.8K $1.41M
May 09, 2025 Q1 2025
Frazier Financial Advisors, LLC

Columbus, OH
SELL
 -
-6
- 2.17%
$238 - $290
270 $10.9K
May 05, 2025 Q1 2025
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
SELL
 -
-9
- 11.54%
$358 - $435
69 $2.78K
Apr 14, 2025 Q1 2025
Bruce G. Allen Investments, LLC

Denver, CO
SELL
 -
-12
- 4.96%
$477 - $580
230 $9.28K
Apr 30, 2025 Q1 2025
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-15
- 0.09%
$596 - $725
16K $644K
Apr 24, 2025 Q1 2025
Elevated Capital Advisors, LLC

Sandy, UT
SELL
 -
-15
- 0.07%
$596 - $725
20K $808K
May 02, 2025 Q1 2025
Sachetta, LLC

Lynnfield, MA
SELL
 -
-16
- 26.67%
$636 - $774
44 $1.78K
May 07, 2025 Q1 2025
Nvwm, LLC

SELL
 -
-24
- 17.39%
$954 - $1.16K
114 $4.6K
May 15, 2025 Q1 2025
Al Ti Global, Inc.

New York, NY
SELL
 -
-27
- 0.11%
$1.07K - $1.31K
25.1K $1.01M
Apr 10, 2025 Q1 2025
Riverview Trust CO

SELL
 -
-27
- 4.66%
$1.07K - $1.31K
553 $22.3K
Apr 30, 2025 Q1 2025
Poinciana Advisors Group, LLC

Palm Beach Gardens, FL
SELL
 -
-28
- 0.39%
$1.11K - $1.35K
7.07K $285K
Apr 21, 2025 Q1 2025
Dunhill Financial, LLC

London, X0
SELL
 -
-31
- 39.24%
$1.23K - $1.5K
48 $1.94K
May 01, 2025 Q1 2025
Sbi Securities Co., Ltd.

Tokyo, M0
SELL
 -
-33
- 2.18%
$1.31K - $1.6K
1.48K $59.7K
May 14, 2025 Q1 2025
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-35
- 50.0%
$1.39K - $1.69K
35 $1.41K
Apr 23, 2025 Q1 2025
Spire Wealth Management

SELL
 -
-40
- 5.55%
$1.59K - $1.93K
681 $27.5K
Apr 10, 2025 Q1 2025
Financial Management Professionals, Inc.

SELL
 -
-40
- 42.55%
$1.59K - $1.93K
54 $2.18K
May 09, 2025 Q1 2025
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
SELL
 -
-41
- 70.69%
$1.63K - $1.98K
17 $686
May 02, 2025 Q1 2025
Cullen/Frost Bankers, Inc.

SELL
 -
-43
- 2.1%
$1.71K - $2.08K
2K $80.7K
May 14, 2025 Q1 2025
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-45
- 0.04%
$1.79K - $2.18K
104K $4.2M

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