Purchases and Sales Made in Q2 2024 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q2 2024. 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 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
751+ 0.6% |
$24.3K - $27.9K
|
125K
$5.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
740+ 63.52% |
$24K - $27.5K
|
1.91K
$85.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
733+ 3.92% |
$23.8K - $27.2K
|
19.4K
$868K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
724+ 15.11% |
$23.5K - $26.9K
|
5.52K
$247K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
706New |
$22.9K - $26.2K
|
706
$31.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
678+ 262.79% |
$22K - $25.2K
|
936
$41.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
607New |
$19.7K - $22.6K
|
607
$27.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
535+ 9.51% |
$17.3K - $19.9K
|
6.16K
$275K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
533+ 7.82% |
$17.3K - $19.8K
|
7.35K
$329K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
506+ 54.53% |
$16.4K - $18.8K
|
1.43K
$64.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
494+ 4.31% |
$16K - $18.4K
|
12K
$534K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
491+ 3.23% |
$15.9K - $18.2K
|
15.7K
$702K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
470+ 16.53% |
$15.2K - $17.5K
|
3.31K
$148K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
460+ 1.64% |
$14.9K - $17.1K
|
28.5K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
458+ 2.99% |
$14.8K - $17K
|
15.8K
$705K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
441+ 0.42% |
$14.3K - $16.4K
|
106K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
418+ 4.31% |
$13.5K - $15.5K
|
10.1K
$452K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
392+ 5.62% |
$12.7K - $14.6K
|
7.37K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
372+ 0.53% |
$12.1K - $13.8K
|
70.2K
$3.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
367New |
$11.9K - $13.6K
|
367
$16.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
364+ 1.6% |
$11.8K - $13.5K
|
23.2K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
341+ 5.79% |
$11.1K - $12.7K
|
6.23K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
334+ 11.45% |
$10.8K - $12.4K
|
3.25K
$145K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
316+ 14.48% |
$10.2K - $11.7K
|
2.5K
$112K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
291New |
$9.43K - $10.8K
|
291
$13K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
268New |
$8.69K - $9.96K
|
268
$12K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
265+ 8.01% |
$8.59K - $9.85K
|
3.57K
$160K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
264New |
$8.56K - $9.81K
|
264
$11.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
264+ 12.69% |
$8.56K - $9.81K
|
2.34K
$105K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
252+ 2.29% |
$8.17K - $9.36K
|
11.3K
$504K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
247+ 1.62% |
$8.01K - $9.18K
|
15.5K
$693K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
247New |
$8.01K - $9.18K
|
247
$11K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
244+ 2.21% |
$7.91K - $9.07K
|
11.3K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
242+ 0.45% |
$7.84K - $8.99K
|
54K
$2.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
229+ 22.9% |
$7.42K - $8.51K
|
1.23K
$54.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
226+ 1.66% |
$7.32K - $8.4K
|
13.8K
$619K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
196+ 1.8% |
$6.35K - $7.28K
|
11.1K
$497K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
185+ 1.04% |
$6K - $6.87K
|
18K
$805K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
180+ 1000.0% |
$5.83K - $6.69K
|
198
$8.85K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
178New |
$5.77K - $6.61K
|
178
$7.96K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
157New |
$5.09K - $5.83K
|
157
$7.02K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
155New |
$5.02K - $5.76K
|
155
$6.93K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
125+ 0.09% |
$4.05K - $4.65K
|
137K
$6.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
124New |
$4.02K - $4.61K
|
124
$5.54K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
122+ 19.4% |
$3.95K - $4.53K
|
751
$33.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
120New |
$3.89K - $4.46K
|
120
$5.36K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
114+ 4.83% |
$3.69K - $4.24K
|
2.48K
$111K
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
105+ 1.56% |
$3.4K - $3.9K
|
6.82K
$305K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
95+ 1.29% |
$3.08K - $3.53K
|
7.47K
$334K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
94+ 0.2% |
$3.05K - $3.49K
|
46K
$2.06M
|