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 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2.66K- 15.48% |
$91.1K - $119K
|
14.5K
$713K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.81K- 29.97% |
$96.3K - $126K
|
6.57K
$323K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-3.22K- 28.65% |
$110K - $144K
|
8.02K
$394K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.23K- 9.37% |
$111K - $144K
|
31.2K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-3.82K- 23.49% |
$131K - $171K
|
12.4K
$612K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-4.5K- 31.06% |
$154K - $201K
|
9.98K
$491K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-5.36K- 49.58% |
$184K - $240K
|
5.45K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.45K- 3.69% |
$187K - $244K
|
142K
$6.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-7K- 46.67% |
$240K - $313K
|
8K
$393K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-8.5K- 5.01% |
$291K - $380K
|
161K
$7.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-9.41K- 64.11% |
$322K - $421K
|
5.26K
$259K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-9.6K- 33.2% |
$329K - $430K
|
19.3K
$949K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-10.4K- 41.87% |
$357K - $466K
|
14.5K
$710K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-14.2K- 49.98% |
$485K - $634K
|
14.2K
$696K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.5K- 35.02% |
$533K - $696K
|
28.8K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-18.1K- 74.56% |
$622K - $812K
|
6.19K
$304K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-19K- 96.09% |
$651K - $850K
|
772
$37.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-25K- 58.66% |
$857K - $1.12M
|
17.6K
$865K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-28.2K- 66.51% |
$966K - $1.26M
|
14.2K
$697K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-41K- 16.15% |
$1.41M - $1.84M
|
213K
$10.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-51.1K- 43.22% |
$1.75M - $2.29M
|
67.1K
$3.3M
|