Purchases and Sales Made in Q2 2023 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 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 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
22
+ 70.97%
$546 - $681
53 $2.37K
Aug 07, 2023 Q2 2023
Tfc Financial Management

BUY
 -
20
New
$496 - $619
20 $894
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
19
New
$471 - $588
19 $849
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
18
New
$446 - $557
18 $805
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
17
+ 113.33%
$422 - $526
32 $1.43K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
14
+ 1.68%
$347 - $433
845 $37.8K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
9
+ 1.78%
$223 - $278
515 $23K
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
8
+ 0.28%
$198 - $248
2.89K $129K
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
5
+ 1.67%
$124 - $155
305 $13.6K
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
5
+ 2.39%
$124 - $155
214 $9.57K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
1
New
$24.8 - $30.9
1 $44.7
Aug 14, 2023 Q2 2023
Gordian Capital Singapore Pte LTD

Singapore, U0
BUY
 -
1
New
$24.8 - $30.9
1 $44.7
Aug 14, 2023 Q2 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
SELL
 -
-1
- 1.96%
$24.8 - $30.9
50 $2.24K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-7
- 14.29%
$174 - $217
42 $1.88K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-24
- 12.9%
$595 - $743
162 $7.24K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

SELL
 -
-24
- 9.27%
$595 - $743
235 $10.5K
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems

Frankfort, KY
SELL
 -
-26
- 0.07%
$645 - $804
38.9K $1.74M
Apr 26, 2024 Q2 2023
Prestige Wealth Management Group LLC

SELL
 -
-29
- 69.05%
$719 - $897
13 $581
Aug 11, 2023 Q2 2023
Prestige Wealth Management Group LLC

SELL
 -
-29
- 69.05%
$719 - $897
13 $581
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
SELL
 -
-48
- 36.36%
$1.19K - $1.49K
84 $3.75K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-57
- 32.2%
$1.41K - $1.76K
120 $5.36K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-58
- 0.49%
$1.44K - $1.79K
11.8K $530K
Aug 11, 2023 Q2 2023
Panagora Asset Management Inc

Boston, MA
SELL
 -
-58
- 0.33%
$1.44K - $1.79K
17.7K $791K
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
SELL
 -
-85
- 80.19%
$2.11K - $2.63K
21 $939
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

SELL
 -
-86
- 32.21%
$2.13K - $2.66K
181 $8.09K
Aug 04, 2023 Q2 2023
Park Place Capital Corp

Birmingham, AL
SELL
 -
-88
- 27.08%
$2.18K - $2.72K
237 $10.6K
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

SELL
 -
-95
- 19.59%
$2.36K - $2.94K
390 $17.4K
Aug 01, 2023 Q2 2023
Court Place Advisors, LLC

Ellicott City, MD
SELL
 -
-100
- 0.67%
$2.48K - $3.09K
14.8K $659K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

SELL
 -
-105
- 21.3%
$2.6K - $3.25K
388 $17.3K
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
SELL
 -
-129
- 1.03%
$3.2K - $3.99K
12.4K $552K
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
SELL
 -
-150
- 0.86%
$3.72K - $4.64K
17.4K $777K
Aug 14, 2023 Q2 2023
Systematic Financial Management LP

Teaneck, NJ
SELL
 -
-162
- 0.27%
$4.02K - $5.01K
59.1K $2.64M
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-169
- 37.56%
$4.19K - $5.23K
281 $12.6K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-173
- 5.51%
$4.29K - $5.35K
2.97K $133K
Aug 10, 2023 Q2 2023
Edgestream Partners, L.P.

Princeton, NJ
SELL
 -
-181
- 0.88%
$4.49K - $5.6K
20.5K $917K
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-184
- 46.23%
$4.56K - $5.69K
214 $9.57K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-211
- 57.65%
$5.23K - $6.53K
155 $6.93K
Aug 14, 2023 Q2 2023
Northwestern Mutual Investment Management Company, LLC

SELL
 -
-216
- 1.4%
$5.36K - $6.68K
15.3K $682K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-232
- 4.23%
$5.75K - $7.18K
5.26K $235K
Aug 14, 2023 Q2 2023
Greenwich Investment Management, Inc.

Stamford, CT
SELL
 -
-275
- 0.41%
$6.82K - $8.51K
66.4K $2.97M
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

SELL
 -
-297
- 16.63%
$7.37K - $9.19K
1.49K $66.6K
Aug 07, 2023 Q2 2023
Ridgewood Investments LLC

SELL
 -
-300
- 2.8%
$7.44K - $9.28K
10.4K $466K
Jun 20, 2024 Q2 2023
Abrdn PLC

SELL
 -
-306
- 0.24%
$7.59K - $9.47K
127K $5.67M
Aug 04, 2023 Q2 2023
Abrdn PLC

SELL
 -
-306
- 0.24%
$7.59K - $9.47K
127K $5.67M
Jul 12, 2023 Q2 2023
Pacer Advisors, Inc.

Malvern, PA
SELL
 -
-318
- 1.04%
$7.89K - $9.84K
30.2K $1.35M
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-323
- 6.12%
$8.01K - $9.99K
4.96K $221K
Jul 21, 2023 Q2 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
SELL
 -
-330
- 0.92%
$8.18K - $10.2K
35.4K $1.58M
Aug 14, 2023 Q2 2023
Clear Street Markets LLC

SELL
 -
-331
- 34.34%
$8.21K - $10.2K
633 $28.3K
Aug 14, 2023 Q2 2023
Pointe Capital Management LLC

SELL
 -
-348
- 2.12%
$8.63K - $10.8K
16K $717K

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