Purchases and Sales Made in Q3 2022 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q3 2022. 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 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
575+ 3.76% |
$11.9K - $22.5K
|
15.9K
$708K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
573+ 0.28% |
$11.9K - $22.4K
|
206K
$9.2M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
524+ 0.56% |
$10.9K - $20.5K
|
94.8K
$4.24M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
472+ 0.72% |
$9.8K - $18.5K
|
65.9K
$2.95M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
464+ 3.67% |
$9.64K - $18.2K
|
13.1K
$586K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
460+ 2.01% |
$9.55K - $18K
|
23.4K
$1.05M
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
BUY
|
- |
451+ 6.95% |
$9.37K - $17.6K
|
6.94K
$310K
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
450+ 0.59% |
$9.35K - $17.6K
|
76.6K
$3.42M
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
404New |
$8.39K - $15.8K
|
404
$18.1K
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
401+ 1.01% |
$8.33K - $15.7K
|
40.3K
$1.8M
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
384+ 19.98% |
$7.98K - $15K
|
2.31K
$103K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
369+ 4.83% |
$7.66K - $14.4K
|
8K
$358K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
338+ 15.29% |
$7.02K - $13.2K
|
2.55K
$114K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
326+ 3.75% |
$6.77K - $12.8K
|
9.03K
$404K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
322New |
$6.69K - $12.6K
|
322
$14.4K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
315+ 1.76% |
$6.54K - $12.3K
|
18.3K
$816K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
315+ 0.74% |
$6.54K - $12.3K
|
43.2K
$1.93M
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
311+ 0.76% |
$6.46K - $12.2K
|
41.2K
$1.84M
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
304New |
$6.31K - $11.9K
|
304
$13.6K
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
300+ 0.39% |
$6.23K - $11.7K
|
78.1K
$3.49M
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.34% |
$6.23K - $11.7K
|
87.4K
$3.9M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
276+ 3.25% |
$5.73K - $10.8K
|
8.77K
$392K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
272+ 1.12% |
$5.65K - $10.6K
|
24.5K
$1.1M
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
265New |
$5.5K - $10.4K
|
265
$11.8K
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
BUY
|
- |
241+ 3.72% |
$5.01K - $9.43K
|
6.72K
$300K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
229+ 2.02% |
$4.76K - $8.96K
|
11.6K
$517K
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
197+ 218.89% |
$4.09K - $7.71K
|
287
$12.8K
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
194+ 2.27% |
$4.03K - $7.59K
|
8.74K
$391K
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
188+ 3.15% |
$3.9K - $7.36K
|
6.16K
$275K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
174+ 135.94% |
$3.61K - $6.81K
|
302
$13.5K
|
|
Nov 16, 2022
Q3 2022
|
Tealwood Asset Management Inc
|
BUY
|
- |
169+ 0.66% |
$3.51K - $6.61K
|
25.7K
$1.15M
|
|
Oct 19, 2022
Q3 2022
|
Shaker Investments LLC
|
BUY
|
- |
151+ 0.21% |
$3.14K - $5.91K
|
71.3K
$3.19M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
142+ 1.82% |
$2.95K - $5.56K
|
7.95K
$356K
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
137New |
$2.85K - $5.36K
|
137
$6.12K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
130+ 812.5% |
$2.7K - $5.09K
|
146
$6.53K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
130+ 8.02% |
$2.7K - $5.09K
|
1.75K
$78.3K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
128New |
$2.66K - $5.01K
|
128
$5.72K
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
126+ 0.69% |
$2.62K - $4.93K
|
18.4K
$824K
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
120+ 1.34% |
$2.49K - $4.7K
|
9.1K
$407K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
116New |
$2.41K - $4.54K
|
116
$5.19K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
112+ 9.85% |
$2.33K - $4.38K
|
1.25K
$55.8K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
111New |
$2.31K - $4.34K
|
111
$4.96K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
108New |
$2.24K - $4.23K
|
108
$4.83K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$2.08K - $3.91K
|
100
$4.47K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
100New |
$2.08K - $3.91K
|
100
$4.47K
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
99+ 1.03% |
$2.06K - $3.87K
|
9.67K
$432K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
97New |
$2.01K - $3.8K
|
97
$4.34K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
86+ 1.01% |
$1.79K - $3.37K
|
8.57K
$383K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
86+ 12.34% |
$1.79K - $3.37K
|
783
$35K
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
86+ 11.26% |
$1.79K - $3.37K
|
850
$38K
|