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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-20- 0.26% |
$685 - $895
|
7.7K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-21- 19.27% |
$720 - $940
|
88
$4.52K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21- 4.6% |
$720 - $940
|
436
$22.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-24- 1.49% |
$822 - $1.07K
|
1.59K
$81.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-25- 49.02% |
$857 - $1.12K
|
26
$1.33K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-28- 0.03% |
$960 - $1.25K
|
97.7K
$5.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-34- 5.33% |
$1.17K - $1.52K
|
604
$31K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 1.18% |
$1.88K - $2.46K
|
4.6K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-61- 2.93% |
$2.09K - $2.73K
|
2.02K
$104K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-64- 0.25% |
$2.19K - $2.86K
|
25.3K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-64- 15.46% |
$2.19K - $2.86K
|
350
$18K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-70- 1.53% |
$2.4K - $3.13K
|
4.52K
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-70- 0.5% |
$2.4K - $3.13K
|
13.8K
$710K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-75- 0.42% |
$2.57K - $3.36K
|
17.8K
$916K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-78- 0.88% |
$2.67K - $3.49K
|
8.81K
$452K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-83- 33.74% |
$2.84K - $3.71K
|
163
$8.37K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-86- 2.78% |
$2.95K - $3.85K
|
3.01K
$154K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.27% |
$3.43K - $4.48K
|
37.5K
$1.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-108- 0.92% |
$3.7K - $4.83K
|
11.6K
$595K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-111- 2.17% |
$3.8K - $4.97K
|
5.01K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-112- 15.71% |
$3.84K - $5.01K
|
601
$30.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-113- 0.83% |
$3.87K - $5.06K
|
13.5K
$693K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-117- 0.03% |
$4.01K - $5.24K
|
447K
$23M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-121- 51.27% |
$4.15K - $5.41K
|
115
$5.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-125- 0.56% |
$4.28K - $5.59K
|
22.2K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-138- 52.08% |
$4.73K - $6.18K
|
127
$6.52K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-147- 2.36% |
$5.04K - $6.58K
|
6.07K
$312K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-151- 4.32% |
$5.17K - $6.76K
|
3.34K
$172K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-153- 1.32% |
$5.24K - $6.85K
|
11.4K
$587K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-158- 2.29% |
$5.41K - $7.07K
|
6.75K
$347K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-169- 5.13% |
$5.79K - $7.56K
|
3.12K
$160K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-169- 5.36% |
$5.79K - $7.56K
|
2.99K
$153K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-177- 37.26% |
$6.07K - $7.92K
|
298
$15.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-180- 90.91% |
$6.17K - $8.06K
|
18
$924
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-193- 10.27% |
$6.61K - $8.64K
|
1.69K
$86.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-200- 14.31% |
$6.85K - $8.95K
|
1.2K
$61.5K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-205- 0.85% |
$7.03K - $9.17K
|
24K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-208- 0.09% |
$7.13K - $9.31K
|
229K
$11.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-210- 33.33% |
$7.2K - $9.4K
|
420
$21.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-211- 0.31% |
$7.23K - $9.44K
|
68.8K
$3.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-216- 3.72% |
$7.4K - $9.67K
|
5.59K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-218- 5.06% |
$7.47K - $9.76K
|
4.09K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-219- 35.1% |
$7.51K - $9.8K
|
405
$20.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-225- 13.96% |
$7.71K - $10.1K
|
1.39K
$71.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-226- 38.44% |
$7.75K - $10.1K
|
362
$18.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-229- 3.79% |
$7.85K - $10.2K
|
5.82K
$299K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-250- 1.71% |
$8.57K - $11.2K
|
14.4K
$738K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-252- 1.94% |
$8.64K - $11.3K
|
12.8K
$655K
|
|
|
Aug 14, 2025
Q2 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-263- 0.42% |
$9.01K - $11.8K
|
62.2K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-265- 0.46% |
$9.08K - $11.9K
|
57K
$2.93M
|