Purchases and Sales Made in Q4 2022 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
731+ 3.31% |
$25K - $31K
|
22.8K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
726+ 109.83% |
$24.8K - $30.8K
|
1.39K
$62K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
725+ 483.33% |
$24.8K - $30.7K
|
875
$39.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
714+ 6.05% |
$24.4K - $30.2K
|
12.5K
$560K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
709New |
$24.3K - $30K
|
709
$31.7K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
685+ 14.9% |
$23.4K - $29K
|
5.28K
$236K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
669+ 3.45% |
$22.9K - $28.3K
|
20.1K
$897K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
665+ 9.54% |
$22.8K - $28.2K
|
7.64K
$341K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
664+ 4.49% |
$22.7K - $28.1K
|
15.5K
$691K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
656+ 37.92% |
$22.4K - $27.8K
|
2.39K
$107K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
630+ 1.1% |
$21.6K - $26.7K
|
58.1K
$2.6M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
610New |
$20.9K - $25.8K
|
610
$27.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
598+ 1.15% |
$20.5K - $25.3K
|
52.6K
$2.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
583New |
$20K - $24.7K
|
583
$26.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
573+ 4.97% |
$19.6K - $24.3K
|
12.1K
$541K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
573+ 4.97% |
$19.6K - $24.3K
|
12.1K
$541K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
556+ 6.33% |
$19K - $23.6K
|
9.34K
$417K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
537+ 6.05% |
$18.4K - $22.7K
|
9.41K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
522+ 146.63% |
$17.9K - $22.1K
|
878
$39.2K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
520New |
$17.8K - $22K
|
520
$23.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
515+ 0.41% |
$17.6K - $21.8K
|
127K
$5.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
509New |
$17.4K - $21.6K
|
509
$22.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
506New |
$17.3K - $21.4K
|
506
$22.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
502New |
$17.2K - $21.3K
|
502
$22.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
500New |
$17.1K - $21.2K
|
500
$22.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
497+ 49700.0% |
$17K - $21.1K
|
498
$22.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
478+ 22.04% |
$16.4K - $20.2K
|
2.65K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
449New |
$15.4K - $19K
|
449
$20.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
440+ 7.12% |
$15.1K - $18.6K
|
6.62K
$296K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
426+ 0.75% |
$14.6K - $18K
|
57.1K
$2.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
398New |
$13.6K - $16.9K
|
398
$17.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
385+ 8.74% |
$13.2K - $16.3K
|
4.79K
$214K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
384New |
$13.1K - $16.3K
|
384
$17.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
382+ 63.04% |
$13.1K - $16.2K
|
988
$44.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
377+ 4.22% |
$12.9K - $16K
|
9.32K
$417K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
374+ 18.66% |
$12.8K - $15.8K
|
2.38K
$106K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
361New |
$12.4K - $15.3K
|
361
$16.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
337+ 7.38% |
$11.5K - $14.3K
|
4.9K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
323+ 100.0% |
$11.1K - $13.7K
|
646
$28.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
320+ 2.73% |
$11K - $13.6K
|
12.1K
$539K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
300+ 16.1% |
$10.3K - $12.7K
|
2.16K
$96.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$10.3K - $12.7K
|
300
$13.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
265+ 3.13% |
$9.07K - $11.2K
|
8.73K
$390K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
253New |
$8.66K - $10.7K
|
253
$11.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
252+ 21.0% |
$8.62K - $10.7K
|
1.45K
$64.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
250+ 2.53% |
$8.56K - $10.6K
|
10.1K
$453K
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
BUY
|
- |
237+ 3.42% |
$8.11K - $10K
|
7.17K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
232+ 0.27% |
$7.94K - $9.83K
|
86.8K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
230+ 1.7% |
$7.87K - $9.74K
|
13.8K
$616K
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
BUY
|
- |
223+ 0.31% |
$7.63K - $9.45K
|
71.9K
$3.21M
|