Purchases and Sales Made in Q3 2021 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
850+ 7.04% |
$35K - $40.8K
|
12.9K
$622K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
798+ 98.4% |
$32.9K - $38.3K
|
1.61K
$77.5K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
798+ 98.4% |
$32.9K - $38.3K
|
1.61K
$77.5K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
790New |
$32.5K - $37.9K
|
790
$38K
|
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
BUY
|
- |
790+ 2.01% |
$32.5K - $37.9K
|
40.2K
$1.93M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
733+ 13.77% |
$30.2K - $35.2K
|
6.06K
$291K
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
725+ 1.9% |
$29.9K - $34.8K
|
38.9K
$1.87M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
677+ 11.64% |
$27.9K - $32.5K
|
6.49K
$313K
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
643+ 2.81% |
$26.5K - $30.9K
|
23.6K
$1.13M
|
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
631+ 21.1% |
$26K - $30.3K
|
3.62K
$174K
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
625+ 3.97% |
$25.8K - $30K
|
16.4K
$788K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
606+ 2.84% |
$25K - $29.1K
|
22K
$1.06M
|
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
580+ 1.4% |
$23.9K - $27.8K
|
41.9K
$2.02M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
571+ 5.03% |
$23.5K - $27.4K
|
11.9K
$573K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
556+ 3.57% |
$22.9K - $26.7K
|
16.1K
$777K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
521New |
$21.5K - $25K
|
521
$25.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
487+ 7.24% |
$20.1K - $23.4K
|
7.22K
$347K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
462+ 2.53% |
$19K - $22.2K
|
18.7K
$901K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
459+ 7.5% |
$18.9K - $22K
|
6.58K
$317K
|
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
450New |
$18.5K - $21.6K
|
450
$21.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
428+ 5.73% |
$17.6K - $20.5K
|
7.9K
$380K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
428+ 5.04% |
$17.6K - $20.5K
|
8.93K
$430K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
418+ 6.06% |
$17.2K - $20.1K
|
7.32K
$352K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
401+ 68.66% |
$16.5K - $19.2K
|
985
$47.4K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
400+ 4.06% |
$16.5K - $19.2K
|
10.3K
$493K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
397+ 2.88% |
$16.4K - $19.1K
|
14.2K
$682K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
394New |
$16.2K - $18.9K
|
394
$19K
|
|
|
Nov 12, 2021
Q3 2021
|
Mirova
Paris, I0 |
BUY
|
- |
384+ 9.67% |
$15.8K - $18.4K
|
4.36K
$210K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
379+ 2.21% |
$15.6K - $18.2K
|
17.5K
$843K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
363+ 4.48% |
$15K - $17.4K
|
8.47K
$408K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
360+ 148.76% |
$14.8K - $17.3K
|
602
$29K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
343+ 4.53% |
$14.1K - $16.5K
|
7.91K
$381K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
343+ 3.7% |
$14.1K - $16.5K
|
9.6K
$462K
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
340+ 0.58% |
$14K - $16.3K
|
58.5K
$2.82M
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
334+ 0.43% |
$13.8K - $16K
|
78.9K
$3.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
333+ 3.42% |
$13.7K - $16K
|
10.1K
$485K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
325+ 5.6% |
$13.4K - $15.6K
|
6.13K
$295K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
323+ 3.85% |
$13.3K - $15.5K
|
8.72K
$420K
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
299+ 0.54% |
$12.3K - $14.3K
|
55.9K
$2.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
295+ 5.7% |
$12.2K - $14.2K
|
5.47K
$263K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
269New |
$11.1K - $12.9K
|
269
$12.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
238+ 70.41% |
$9.81K - $11.4K
|
576
$27.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
234New |
$9.64K - $11.2K
|
234
$11.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
232New |
$9.56K - $11.1K
|
232
$11.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
230+ 3.14% |
$9.48K - $11K
|
7.57K
$364K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
228+ 32.2% |
$9.39K - $10.9K
|
936
$45.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
225New |
$9.27K - $10.8K
|
225
$10.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Shaker Investments LLC
|
BUY
|
- |
214+ 0.3% |
$8.82K - $10.3K
|
70.4K
$3.39M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
187+ 0.55% |
$7.7K - $8.97K
|
34.1K
$1.64M
|
|
|
Nov 15, 2021
Q3 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
186+ 0.05% |
$7.66K - $8.93K
|
354K
$17M
|