Purchases and Sales Made in Q2 2023 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q2 2023. 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 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
373+ 15.15% |
$9.25K - $11.5K
|
2.84K
$127K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
333+ 16.54% |
$8.26K - $10.3K
|
2.35K
$105K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
324New |
$8.04K - $10K
|
324
$14.5K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
307+ 33.74% |
$7.61K - $9.5K
|
1.22K
$54.4K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
270+ 4.11% |
$6.7K - $8.35K
|
6.84K
$306K
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
267+ 17.2% |
$6.62K - $8.26K
|
1.82K
$81.3K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
267New |
$6.62K - $8.26K
|
267
$11.9K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
241+ 2.87% |
$5.98K - $7.46K
|
8.63K
$386K
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
236+ 1.93% |
$5.85K - $7.3K
|
12.4K
$556K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
230New |
$5.7K - $7.12K
|
230
$10.3K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
218+ 1.72% |
$5.41K - $6.74K
|
12.9K
$575K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
207+ 36.0% |
$5.13K - $6.4K
|
782
$35K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
207+ 36.0% |
$5.13K - $6.4K
|
782
$35K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
203+ 0.72% |
$5.03K - $6.28K
|
28.5K
$1.27M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
201+ 24.85% |
$4.98K - $6.22K
|
1.01K
$45.1K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
197+ 218.89% |
$4.89K - $6.1K
|
287
$12.8K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
191New |
$4.74K - $5.91K
|
191
$8.54K
|
|
Jul 20, 2023
Q2 2023
|
Viking Fund Management LLC
|
BUY
|
- |
180New |
$4.46K - $5.57K
|
180
$8.05K
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
171+ 1.16% |
$4.24K - $5.29K
|
14.9K
$664K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
159New |
$3.94K - $4.92K
|
159
$7.11K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
134+ 10.18% |
$3.32K - $4.15K
|
1.45K
$64.8K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
121+ 31.43% |
$3K - $3.74K
|
506
$22.6K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
116+ 1.17% |
$2.88K - $3.59K
|
10.1K
$450K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
115New |
$2.85K - $3.56K
|
115
$5.14K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
107New |
$2.65K - $3.31K
|
107
$4.78K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
77+ 5.5% |
$1.91K - $2.38K
|
1.48K
$66K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
74New |
$1.84K - $2.29K
|
74
$3.31K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
70+ 170.73% |
$1.74K - $2.17K
|
111
$4.96K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
70+ 0.77% |
$1.74K - $2.17K
|
9.22K
$412K
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
69+ 0.29% |
$1.71K - $2.13K
|
23.8K
$1.06M
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
69+ 92.0% |
$1.71K - $2.13K
|
144
$6.44K
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
69+ 47.92% |
$1.71K - $2.13K
|
213
$9.52K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
68+ 43.87% |
$1.69K - $2.1K
|
223
$9.97K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
66+ 1.52% |
$1.64K - $2.04K
|
4.42K
$198K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
62New |
$1.54K - $1.92K
|
62
$2.77K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
60New |
$1.49K - $1.86K
|
60
$2.68K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
60+ 111.11% |
$1.49K - $1.86K
|
114
$5.1K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
52+ 11.82% |
$1.29K - $1.61K
|
492
$22K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
50New |
$1.24K - $1.55K
|
50
$2.24K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
42+ 89.36% |
$1.04K - $1.3K
|
89
$3.98K
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
36+ 20.57% |
$893 - $1.11K
|
211
$9.43K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
35New |
$868 - $1.08K
|
35
$1.56K
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
35+ 6.62% |
$868 - $1.08K
|
564
$25.2K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32+ 640.0% |
$794 - $990
|
37
$1.65K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
31New |
$769 - $959
|
31
$1.39K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
30+ 68.18% |
$744 - $928
|
74
$3.31K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
26New |
$645 - $804
|
26
$1.16K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
26New |
$645 - $804
|
26
$1.16K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25+ 312.5% |
$620 - $774
|
33
$1.48K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24New |
$595 - $743
|
24
$1.07K
|