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 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
38New |
$1.34K - $1.64K
|
38
$1.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
34+ 0.57% |
$1.2K - $1.47K
|
6K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
32+ 0.44% |
$1.13K - $1.38K
|
7.35K
$328K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
31+ 3.82% |
$1.09K - $1.34K
|
843
$37.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29+ 161.11% |
$1.02K - $1.25K
|
47
$2.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 2.15% |
$916 - $1.12K
|
1.24K
$55.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26+ 136.84% |
$916 - $1.12K
|
45
$2.01K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25New |
$881 - $1.08K
|
25
$1.12K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
24+ 35.82% |
$846 - $1.04K
|
91
$4.07K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23+ 0.0% |
$811 - $995
|
2.83M
$126M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
23New |
$811 - $995
|
23
$1.03K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
22New |
$775 - $951
|
22
$983
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
21+ 72.41% |
$740 - $908
|
50
$2.24K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
20+ 0.13% |
$705 - $865
|
15.7K
$703K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
19+ 633.33% |
$670 - $822
|
22
$983
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.64% |
$564 - $692
|
2.51K
$112K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16New |
$564 - $692
|
16
$715
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16+ 0.28% |
$564 - $692
|
5.72K
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
14New |
$493 - $605
|
14
$626
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 14.58% |
$493 - $605
|
110
$4.92K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
14+ 0.24% |
$493 - $605
|
5.74K
$256K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
12+ 4.86% |
$423 - $519
|
259
$11.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 0.65% |
$423 - $519
|
1.86K
$83.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 1.6% |
$388 - $476
|
698
$31.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
8New |
$282 - $346
|
8
$358
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 11.43% |
$141 - $173
|
39
$1.74K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 0.47% |
$106 - $130
|
644
$28.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
3+ 1.15% |
$106 - $130
|
263
$11.8K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$106 - $130
|
3
$134
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 1.2% |
$106 - $130
|
254
$11.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$35.2 - $43.2
|
1
$44.7
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1+ 0.73% |
$35.2 - $43.2
|
138
$6.17K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$35.2 - $43.2
|
3
$134
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 2.08% |
$35.2 - $43.2
|
49
$2.19K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.22% |
$35.2 - $43.2
|
46
$2.06K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- -0.0% |
$35.2 - $43.2
|
28.5K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.11% |
$70.5 - $86.5
|
1.77K
$79K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4- 0.03% |
$141 - $173
|
11.4K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9- 20.45% |
$317 - $389
|
35
$1.56K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9- 0.02% |
$317 - $389
|
58.8K
$2.63M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10- 4.57% |
$352 - $432
|
209
$9.34K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10- 15.63% |
$352 - $432
|
54
$2.41K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-21- 10.0% |
$740 - $908
|
189
$8.45K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-24- 0.39% |
$846 - $1.04K
|
6.15K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-24- 82.76% |
$846 - $1.04K
|
5
$224
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-25- 0.18% |
$881 - $1.08K
|
13.7K
$614K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-27- 17.42% |
$951 - $1.17K
|
128
$5.72K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-29- 0.2% |
$1.02K - $1.25K
|
14.5K
$648K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-30- 0.51% |
$1.06K - $1.3K
|
5.91K
$264K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-38- 0.2% |
$1.34K - $1.64K
|
18.8K
$840K
|