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
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
77+ 10.21% |
$1.6K - $3.01K
|
831
$37.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
77+ 7.98% |
$1.6K - $3.01K
|
1.04K
$46.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
66+ 1.52% |
$1.37K - $2.58K
|
4.4K
$197K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
65+ 28.26% |
$1.35K - $2.54K
|
295
$13.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
65+ 12.01% |
$1.35K - $2.54K
|
606
$27.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
59New |
$1.23K - $2.31K
|
59
$2.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
50+ 4.35% |
$1.04K - $1.96K
|
1.2K
$53.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
46+ 2.17% |
$955 - $1.8K
|
2.17K
$97K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
43+ 93.48% |
$893 - $1.68K
|
89
$3.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
35+ 0.33% |
$727 - $1.37K
|
10.6K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
27+ 0.11% |
$561 - $1.06K
|
25.1K
$1.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
24+ 16.78% |
$498 - $939
|
167
$7.46K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
20+ 2.92% |
$415 - $783
|
705
$31.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
18+ 0.08% |
$374 - $704
|
23.7K
$1.06M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
17+ 340.0% |
$353 - $665
|
22
$983
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
11New |
$228 - $430
|
11
$492
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
10+ 0.06% |
$208 - $391
|
17.5K
$782K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
9+ 31.03% |
$187 - $352
|
38
$1.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.27% |
$166 - $313
|
3.02K
$135K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 4.84% |
$125 - $235
|
130
$5.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 2.5% |
$104 - $196
|
205
$9.16K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 4.55% |
$104 - $196
|
115
$5.14K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
4+ 0.06% |
$83.1 - $157
|
6.77K
$303K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 1.18% |
$62.3 - $117
|
257
$11.5K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2+ 0.77% |
$41.5 - $78.3
|
263
$11.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2+ 0.88% |
$41.5 - $78.3
|
229
$10.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.43% |
$20.8 - $39.1
|
71
$3.17K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$20.8 - $39.1
|
7.31K
$327K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.85% |
$20.8 - $39.1
|
55
$2.46K
|
|
|
Nov 02, 2022
Q3 2022
|
Trust Investment Advisors
|
SELL
|
- |
-6- 0.02% |
$125 - $235
|
24.5K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 24.14% |
$145 - $274
|
22
$983
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 0.29% |
$187 - $352
|
3.08K
$137K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10- 30.3% |
$208 - $391
|
23
$1.03K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-15- 0.01% |
$312 - $587
|
224K
$10M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-22- 0.29% |
$457 - $861
|
7.53K
$337K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-31- 26.27% |
$644 - $1.21K
|
87
$3.89K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-33- 44.0% |
$685 - $1.29K
|
42
$1.88K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-35- 0.01% |
$727 - $1.37K
|
323K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-35- 0.12% |
$727 - $1.37K
|
29.5K
$1.32M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-35- 0.12% |
$727 - $1.37K
|
29.5K
$1.32M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-44Closed |
$914 - $1.72K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-53- 13.8% |
$1.1K - $2.07K
|
331
$14.8K
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-57- 0.76% |
$1.18K - $2.23K
|
7.41K
$331K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-66- 38.37% |
$1.37K - $2.58K
|
106
$4.74K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-74- 3.04% |
$1.54K - $2.9K
|
2.36K
$105K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-75- 0.3% |
$1.56K - $2.93K
|
25.1K
$1.12M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-78- 24.38% |
$1.62K - $3.05K
|
242
$10.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-81- 44.51% |
$1.68K - $3.17K
|
101
$4.51K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-95- 7.6% |
$1.97K - $3.72K
|
1.16K
$51.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-99- 1.09% |
$2.06K - $3.87K
|
9.01K
$403K
|