Purchases and Sales Made in Q2 2025 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
95+ 175.93% |
$3.26K - $4.25K
|
149
$7.32K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
74+ 10.91% |
$2.54K - $3.31K
|
752
$36.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
65+ 54.62% |
$2.23K - $2.91K
|
184
$9.04K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
63+ 0.58% |
$2.16K - $2.82K
|
11K
$538K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
60+ 162.16% |
$2.06K - $2.69K
|
97
$4.77K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
51New |
$1.75K - $2.28K
|
51
$2.51K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
46+ 3.16% |
$1.58K - $2.06K
|
1.5K
$73.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
45+ 0.74% |
$1.54K - $2.01K
|
6.17K
$303K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
42New |
$1.44K - $1.88K
|
42
$2.06K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 37.33% |
$960 - $1.25K
|
103
$5.06K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14+ 175.0% |
$480 - $627
|
22
$1.08K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
10+ 100.0% |
$343 - $448
|
20
$983
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.25% |
$206 - $269
|
2.41K
$118K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 10.34% |
$103 - $134
|
32
$1.57K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.5% |
$103 - $134
|
608
$29.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3+ 0.93% |
$103 - $134
|
327
$16.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.57% |
$68.5 - $89.5
|
354
$17.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 1.19% |
$34.3 - $44.8
|
85
$4.18K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 5.08% |
$103 - $134
|
56
$2.75K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 1.54% |
$171 - $224
|
320
$15.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-25- 49.02% |
$857 - $1.12K
|
26
$1.28K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 1.18% |
$1.88K - $2.46K
|
4.6K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-64- 0.25% |
$2.19K - $2.86K
|
25.3K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-78- 0.88% |
$2.67K - $3.49K
|
8.81K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-169- 5.36% |
$5.79K - $7.56K
|
2.99K
$147K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-193- 10.27% |
$6.61K - $8.64K
|
1.69K
$82.8K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-205- 0.85% |
$7.03K - $9.17K
|
24K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-211- 0.31% |
$7.23K - $9.44K
|
68.8K
$3.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-229- 3.79% |
$7.85K - $10.2K
|
5.82K
$286K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-289- 11.91% |
$9.9K - $12.9K
|
2.14K
$105K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-413- 7.39% |
$14.2K - $18.5K
|
5.18K
$254K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-512- 1.29% |
$17.5K - $22.9K
|
39.1K
$1.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-628- 3.09% |
$21.5K - $28.1K
|
19.7K
$969K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-632- 1.63% |
$21.7K - $28.3K
|
38K
$1.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-656- 2.46% |
$22.5K - $29.4K
|
26K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-668- 7.9% |
$22.9K - $29.9K
|
7.78K
$382K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-839- 0.54% |
$28.8K - $37.5K
|
156K
$7.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-841- 1.99% |
$28.8K - $37.6K
|
41.4K
$2.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.04K- 4.09% |
$35.7K - $46.6K
|
24.4K
$1.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-1.1K- 4.61% |
$37.7K - $49.2K
|
22.8K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-1.16K- 3.19% |
$39.8K - $51.9K
|
35.2K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-1.38K- 18.48% |
$47.2K - $61.6K
|
6.08K
$298K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.48K- 20.95% |
$50.7K - $66.2K
|
5.59K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.74K- 8.14% |
$59.5K - $77.7K
|
19.6K
$963K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.75K- 27.34% |
$60K - $78.4K
|
4.66K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.75K- 10.99% |
$60.1K - $78.5K
|
14.2K
$698K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2K- 9.29% |
$68.5K - $89.5K
|
19.5K
$959K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.43K- 30.9% |
$83.1K - $109K
|
5.42K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2.5K- 11.82% |
$85.7K - $112K
|
18.7K
$916K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.54K- 4.96% |
$87K - $114K
|
48.7K
$2.39M
|