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 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
56+ 119.15% |
$1.97K - $2.42K
|
103
$5.29K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
54+ 0.77% |
$1.9K - $2.33K
|
7.04K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
52+ 0.33% |
$1.83K - $2.25K
|
15.7K
$804K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48+ 0.08% |
$1.69K - $2.08K
|
58.4K
$3M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
43+ 11.72% |
$1.52K - $1.86K
|
410
$21K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
41+ 1.25% |
$1.44K - $1.77K
|
3.31K
$170K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
38New |
$1.34K - $1.64K
|
38
$1.95K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
34+ 0.57% |
$1.2K - $1.47K
|
6K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
32+ 0.44% |
$1.13K - $1.38K
|
7.35K
$377K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
31+ 3.82% |
$1.09K - $1.34K
|
843
$43.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29+ 161.11% |
$1.02K - $1.25K
|
47
$2.41K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 2.15% |
$916 - $1.12K
|
1.24K
$63.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26+ 136.84% |
$916 - $1.12K
|
45
$2.31K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25New |
$881 - $1.08K
|
25
$1.28K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
24+ 35.82% |
$846 - $1.04K
|
91
$4.67K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
23New |
$811 - $995
|
23
$1.18K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23+ 0.0% |
$811 - $995
|
2.83M
$145M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
22New |
$775 - $951
|
22
$1.13K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
21+ 72.41% |
$740 - $908
|
50
$2.57K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
20+ 0.13% |
$705 - $865
|
15.7K
$807K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
19+ 633.33% |
$670 - $822
|
22
$1.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16+ 0.28% |
$564 - $692
|
5.72K
$294K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16New |
$564 - $692
|
16
$821
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.64% |
$564 - $692
|
2.51K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
14+ 0.24% |
$493 - $605
|
5.74K
$294K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 14.58% |
$493 - $605
|
110
$5.65K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
14New |
$493 - $605
|
14
$719
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 0.65% |
$423 - $519
|
1.86K
$95.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
12+ 4.86% |
$423 - $519
|
259
$13.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 1.6% |
$388 - $476
|
698
$35.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
8New |
$282 - $346
|
8
$411
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 11.43% |
$141 - $173
|
39
$2K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
3+ 1.15% |
$106 - $130
|
263
$13.5K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$106 - $130
|
3
$154
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 0.47% |
$106 - $130
|
644
$33.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 1.2% |
$106 - $130
|
254
$13K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.22% |
$35.2 - $43.2
|
46
$2.36K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1+ 0.73% |
$35.2 - $43.2
|
138
$7.08K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 2.08% |
$35.2 - $43.2
|
49
$2.52K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$35.2 - $43.2
|
1
$51.3
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$35.2 - $43.2
|
3
$154
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- -0.0% |
$35.2 - $43.2
|
28.5K
$1.46M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2- 1.5% |
$70.5 - $86.5
|
131
$6.73K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.11% |
$70.5 - $86.5
|
1.77K
$90.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4- 0.03% |
$141 - $173
|
11.4K
$587K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9- 0.02% |
$317 - $389
|
58.8K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9- 20.45% |
$317 - $389
|
35
$1.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10- 15.63% |
$352 - $432
|
54
$2.77K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10- 4.57% |
$352 - $432
|
209
$10.7K
|