Purchases and Sales Made in Q4 2023 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
730New |
$16.7K - $24.6K
|
730
$32.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
714+ 183.08% |
$16.3K - $24K
|
1.1K
$49.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
699+ 7.02% |
$16K - $23.5K
|
10.7K
$477K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
695+ 41.05% |
$15.9K - $23.4K
|
2.39K
$107K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
641New |
$14.7K - $21.6K
|
641
$28.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
635+ 2.05% |
$14.5K - $21.4K
|
31.6K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
619+ 4.57% |
$14.2K - $20.8K
|
14.2K
$633K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
587+ 1.88% |
$13.4K - $19.7K
|
31.8K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
587+ 8.67% |
$13.4K - $19.7K
|
7.36K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
584+ 5.31% |
$13.4K - $19.6K
|
11.6K
$517K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
574+ 77.57% |
$13.1K - $19.3K
|
1.31K
$58.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
555+ 22.31% |
$12.7K - $18.7K
|
3.04K
$136K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
535+ 6.12% |
$12.2K - $18K
|
9.28K
$415K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
530New |
$12.1K - $17.8K
|
530
$23.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500+ 19.56% |
$11.4K - $16.8K
|
3.06K
$137K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
473+ 2.11% |
$10.8K - $15.9K
|
22.9K
$1.02M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
472+ 40.41% |
$10.8K - $15.9K
|
1.64K
$73.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
460+ 28.41% |
$10.5K - $15.5K
|
2.08K
$92.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
460New |
$10.5K - $15.5K
|
460
$20.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
443+ 2.63% |
$10.1K - $14.9K
|
17.3K
$774K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
439+ 4.13% |
$10K - $14.8K
|
11.1K
$495K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
419New |
$9.58K - $14.1K
|
419
$18.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
393+ 1.88% |
$8.99K - $13.2K
|
21.3K
$954K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
350New |
$8K - $11.8K
|
350
$15.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
300New |
$6.86K - $10.1K
|
300
$13.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
292New |
$6.68K - $9.82K
|
292
$13.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
289New |
$6.61K - $9.72K
|
289
$12.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
283New |
$6.47K - $9.52K
|
283
$12.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
281+ 1.51% |
$6.43K - $9.45K
|
18.9K
$846K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
270New |
$6.17K - $9.08K
|
270
$12.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
268+ 1.08% |
$6.13K - $9.02K
|
25.1K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
256New |
$5.85K - $8.61K
|
256
$11.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
244New |
$5.58K - $8.21K
|
244
$10.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
188New |
$4.3K - $6.32K
|
188
$8.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
141+ 22.45% |
$3.22K - $4.74K
|
769
$34.4K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
140New |
$3.2K - $4.71K
|
140
$6.26K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
131+ 1007.69% |
$3K - $4.41K
|
144
$6.44K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
131+ 1007.69% |
$3K - $4.41K
|
144
$6.44K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
129+ 18.43% |
$2.95K - $4.34K
|
829
$37.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
129+ 66.49% |
$2.95K - $4.34K
|
323
$14.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
121+ 1.55% |
$2.77K - $4.07K
|
7.92K
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
118+ 0.76% |
$2.7K - $3.97K
|
15.6K
$696K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
116+ 0.4% |
$2.65K - $3.9K
|
29.1K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
115+ 0.03% |
$2.63K - $3.87K
|
332K
$14.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
115+ 9.14% |
$2.63K - $3.87K
|
1.37K
$61.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
112+ 2.25% |
$2.56K - $3.77K
|
5.1K
$228K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
111+ 0.43% |
$2.54K - $3.73K
|
26K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
104+ 0.02% |
$2.38K - $3.5K
|
459K
$20.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
99+ 6.78% |
$2.26K - $3.33K
|
1.56K
$69.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
97+ 970.0% |
$2.22K - $3.26K
|
107
$4.78K
|