Purchases and Sales Made in Q3 2023 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q3 2023. 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, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-36- 17.06% |
$927 - $1.17K
|
175
$7.82K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-36- 40.45% |
$927 - $1.17K
|
53
$2.37K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-41- 17.45% |
$1.06K - $1.33K
|
194
$8.67K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-42- 4.97% |
$1.08K - $1.36K
|
803
$35.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-49- 7.24% |
$1.26K - $1.59K
|
628
$28.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-50- 3.82% |
$1.29K - $1.62K
|
1.26K
$56.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-50- 0.64% |
$1.29K - $1.62K
|
7.71K
$345K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-51- 1.03% |
$1.31K - $1.65K
|
4.9K
$219K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-61- 98.39% |
$1.57K - $1.98K
|
1
$44.7
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 2.19% |
$1.67K - $2.11K
|
2.9K
$130K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-69- 0.74% |
$1.78K - $2.24K
|
9.23K
$413K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-84- 4.62% |
$2.16K - $2.72K
|
1.74K
$77.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-98- 21.49% |
$2.52K - $3.18K
|
358
$16K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-98- 0.72% |
$2.52K - $3.18K
|
13.6K
$608K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-107- 0.06% |
$2.76K - $3.47K
|
167K
$7.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-111- 1.61% |
$2.86K - $3.6K
|
6.77K
$303K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-120- 3.21% |
$3.09K - $3.89K
|
3.62K
$162K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-120- 1.56% |
$3.09K - $3.89K
|
7.56K
$338K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-120Closed |
$3.09K - $3.89K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-130- 0.1% |
$3.35K - $4.22K
|
132K
$5.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-141- 4.88% |
$3.63K - $4.57K
|
2.75K
$123K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-150- 27.68% |
$3.86K - $4.87K
|
392
$17.5K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-175- 1.48% |
$4.51K - $5.68K
|
11.7K
$522K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-178- 2.41% |
$4.59K - $5.77K
|
7.2K
$322K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-178- 2.41% |
$4.59K - $5.77K
|
7.2K
$322K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-179- 0.83% |
$4.61K - $5.81K
|
21.5K
$959K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-180- 67.42% |
$4.64K - $5.84K
|
87
$3.89K
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-193- 0.42% |
$4.97K - $6.26K
|
45.6K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-233- 1.66% |
$6K - $7.56K
|
13.8K
$619K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-276- 11.76% |
$7.11K - $8.95K
|
2.07K
$92.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-290- 2.08% |
$7.47K - $9.41K
|
13.6K
$609K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-291- 2.84% |
$7.5K - $9.44K
|
9.96K
$445K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-294- 29.79% |
$7.57K - $9.54K
|
693
$31K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-296- 1.3% |
$7.62K - $9.6K
|
22.5K
$1M
|
|
|
Nov 08, 2023
Q3 2023
|
Salzhauer Michael
|
SELL
|
- |
-300- 1.74% |
$7.73K - $9.73K
|
16.9K
$755K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-311- 1.49% |
$8.01K - $10.1K
|
20.6K
$921K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-347- 12.24% |
$8.94K - $11.3K
|
2.49K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-357- 2.34% |
$9.2K - $11.6K
|
14.9K
$666K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-358- 2.63% |
$9.22K - $11.6K
|
13.2K
$592K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-375- 96.15% |
$9.66K - $12.2K
|
15
$671
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-434- 1.83% |
$11.2K - $14.1K
|
23.3K
$1.04M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-440- 8.37% |
$11.3K - $14.3K
|
4.82K
$215K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-500- 69.64% |
$12.9K - $16.2K
|
218
$9.74K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-500- 51.76% |
$12.9K - $16.2K
|
466
$20.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-509- 1.16% |
$13.1K - $16.5K
|
43.5K
$1.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-510- 4.63% |
$13.1K - $16.5K
|
10.5K
$470K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-513- 2.02% |
$13.2K - $16.6K
|
24.9K
$1.11M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-535- 5.44% |
$13.8K - $17.4K
|
9.3K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-562- 13.73% |
$14.5K - $18.2K
|
3.53K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-571- 9.48% |
$14.7K - $18.5K
|
5.45K
$244K
|