Purchases and Sales Made in Q3 2024 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q3 2024. 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, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
322+ 4.84% |
$11.3K - $13.9K
|
6.98K
$328K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
322+ 24.08% |
$11.3K - $13.9K
|
1.66K
$78K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
308+ 0.35% |
$10.9K - $13.3K
|
88.8K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
280+ 2.52% |
$9.87K - $12.1K
|
11.4K
$536K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
250+ 1.93% |
$8.81K - $10.8K
|
13.2K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
249+ 0.4% |
$8.77K - $10.8K
|
62.7K
$2.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
247+ 0.05% |
$8.7K - $10.7K
|
528K
$24.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
231New |
$8.14K - $9.99K
|
231
$10.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
214New |
$7.54K - $9.25K
|
214
$10.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
212New |
$7.47K - $9.17K
|
212
$9.97K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
205+ 1.97% |
$7.22K - $8.86K
|
10.6K
$500K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200New |
$7.05K - $8.65K
|
200
$9.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
197+ 3.4% |
$6.94K - $8.52K
|
5.99K
$282K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
190+ 2.84% |
$6.7K - $8.22K
|
6.89K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
187+ 0.08% |
$6.59K - $8.09K
|
224K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
177+ 0.04% |
$6.24K - $7.65K
|
459K
$21.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
168+ 0.1% |
$5.92K - $7.26K
|
168K
$7.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
149+ 39.01% |
$5.25K - $6.44K
|
531
$25K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
144New |
$5.07K - $6.23K
|
144
$6.77K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
138+ 1.99% |
$4.86K - $5.97K
|
7.07K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
136New |
$4.79K - $5.88K
|
136
$6.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
134New |
$4.72K - $5.79K
|
134
$6.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
131+ 2.13% |
$4.62K - $5.66K
|
6.29K
$296K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
123+ 0.25% |
$4.33K - $5.32K
|
50K
$2.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
119+ 1.72% |
$4.19K - $5.15K
|
7.02K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
108New |
$3.81K - $4.67K
|
108
$5.08K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
106+ 1.84% |
$3.74K - $4.58K
|
5.86K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 4.88% |
$3.52K - $4.32K
|
2.15K
$101K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
90+ 0.94% |
$3.17K - $3.89K
|
9.64K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
90New |
$3.17K - $3.89K
|
90
$4.23K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
82+ 1.05% |
$2.89K - $3.55K
|
7.89K
$371K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
81+ 0.52% |
$2.85K - $3.5K
|
15.6K
$733K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
78New |
$2.75K - $3.37K
|
78
$3.67K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
76+ 42.94% |
$2.68K - $3.29K
|
253
$11.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
76+ 2.52% |
$2.68K - $3.29K
|
3.1K
$146K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
71+ 5.07% |
$2.5K - $3.07K
|
1.47K
$69.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
70+ 7.58% |
$2.47K - $3.03K
|
993
$46.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
67+ 216.13% |
$2.36K - $2.9K
|
98
$4.61K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
63New |
$2.22K - $2.72K
|
63
$2.96K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
63+ 2.55% |
$2.22K - $2.72K
|
2.54K
$119K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
61+ 0.33% |
$2.15K - $2.64K
|
18.7K
$878K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
59+ 43.7% |
$2.08K - $2.55K
|
194
$9.12K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
58New |
$2.04K - $2.51K
|
58
$2.73K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
58+ 4.04% |
$2.04K - $2.51K
|
1.49K
$70.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
56+ 119.15% |
$1.97K - $2.42K
|
103
$4.84K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
54+ 0.77% |
$1.9K - $2.33K
|
7.04K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
52+ 0.33% |
$1.83K - $2.25K
|
15.7K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48+ 0.08% |
$1.69K - $2.08K
|
58.4K
$2.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
43+ 11.72% |
$1.52K - $1.86K
|
410
$19.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
41+ 1.25% |
$1.44K - $1.77K
|
3.31K
$156K
|