Purchases and Sales Made in Q2 2022 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
259New |
$9.08K - $11.5K
|
259
$11.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
241+ 2.47% |
$8.44K - $10.7K
|
9.98K
$460K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
210New |
$7.36K - $9.31K
|
210
$9.69K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
201+ 379.25% |
$7.04K - $8.91K
|
254
$11.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
200New |
$7.01K - $8.86K
|
200
$9.22K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
190+ 2.49% |
$6.66K - $8.42K
|
7.82K
$360K
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
BUY
|
- |
182+ 2.89% |
$6.38K - $8.07K
|
6.48K
$299K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
170+ 1.75% |
$5.96K - $7.53K
|
9.88K
$456K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
144+ 6.97% |
$5.05K - $6.38K
|
2.21K
$102K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
140+ 12.61% |
$4.91K - $6.2K
|
1.25K
$57.7K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
138+ 2.37% |
$4.84K - $6.12K
|
5.95K
$275K
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
128+ 1.19% |
$4.49K - $5.67K
|
10.9K
$501K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
117+ 220.75% |
$4.1K - $5.19K
|
170
$7.84K
|
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
117New |
$4.1K - $5.19K
|
117
$5.4K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
114+ 814.29% |
$3.99K - $5.05K
|
128
$5.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
111+ 40.66% |
$3.89K - $4.92K
|
384
$17.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
108New |
$3.78K - $4.79K
|
108
$4.98K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
105+ 3.62% |
$3.68K - $4.65K
|
3.01K
$139K
|
|
|
Aug 10, 2022
Q2 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
105+ 1.15% |
$3.68K - $4.65K
|
9.28K
$428K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
100+ 1.09% |
$3.5K - $4.43K
|
9.24K
$426K
|
|
|
Jul 20, 2022
Q2 2022
|
Tealwood Asset Management Inc
|
BUY
|
- |
96+ 0.38% |
$3.36K - $4.25K
|
25.5K
$1.18M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
88+ 13.86% |
$3.08K - $3.9K
|
723
$33.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
83+ 0.1% |
$2.91K - $3.68K
|
82.3K
$3.8M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
81+ 31.15% |
$2.84K - $3.59K
|
341
$15.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
81+ 30.57% |
$2.84K - $3.59K
|
346
$16K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
80+ 266.67% |
$2.8K - $3.55K
|
110
$5.07K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
74+ 6.96% |
$2.59K - $3.28K
|
1.14K
$52.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
67New |
$2.35K - $2.97K
|
67
$3.09K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
66+ 13.89% |
$2.31K - $2.93K
|
541
$25K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
57+ 45.6% |
$2K - $2.53K
|
182
$8.39K
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
52+ 0.3% |
$1.82K - $2.3K
|
17.2K
$795K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
50+ 0.02% |
$1.75K - $2.22K
|
323K
$14.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
44New |
$1.54K - $1.95K
|
44
$2.03K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44New |
$1.54K - $1.95K
|
44
$2.03K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
40New |
$1.4K - $1.77K
|
40
$1.84K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
38+ 0.38% |
$1.33K - $1.68K
|
9.94K
$459K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
29New |
$1.02K - $1.29K
|
29
$1.34K
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
24+ 0.32% |
$841 - $1.06K
|
7.47K
$344K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
23+ 4.43% |
$806 - $1.02K
|
542
$25K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
22+ 115.79% |
$771 - $975
|
41
$1.89K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
20New |
$701 - $886
|
20
$922
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20New |
$701 - $886
|
20
$922
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
15+ 0.05% |
$526 - $665
|
30.2K
$1.39M
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$350 - $443
|
10
$461
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
10+ 0.16% |
$350 - $443
|
6.35K
$293K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8+ 15.38% |
$280 - $355
|
60
$2.77K
|
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
7+ 0.21% |
$245 - $310
|
3.34K
$154K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 2.24% |
$245 - $310
|
320
$14.8K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 1.01% |
$245 - $310
|
697
$32.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3New |
$105 - $133
|
3
$138
|