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 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-51- 65.38% |
$1.17K - $1.72K
|
27
$1.21K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-58- 13.71% |
$1.33K - $1.95K
|
365
$16.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-60- 52.63% |
$1.37K - $2.02K
|
54
$2.41K
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-68- 0.09% |
$1.56K - $2.29K
|
73.8K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-69- 47.92% |
$1.58K - $2.32K
|
75
$3.35K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-70- 27.45% |
$1.6K - $2.35K
|
185
$8.27K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-80- 9.96% |
$1.83K - $2.69K
|
723
$32.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-82- 8.27% |
$1.88K - $2.76K
|
910
$40.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-85- 0.51% |
$1.94K - $2.86K
|
16.6K
$742K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-90- 0.24% |
$2.06K - $3.03K
|
37.3K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-91- 6.41% |
$2.08K - $3.06K
|
1.33K
$59.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-95- 57.23% |
$2.17K - $3.2K
|
71
$3.17K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-95- 25.89% |
$2.17K - $3.2K
|
272
$12.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-97- 3.53% |
$2.22K - $3.26K
|
2.65K
$118K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-99- 1.93% |
$2.26K - $3.33K
|
5.03K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-99- 40.41% |
$2.26K - $3.33K
|
146
$6.53K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-103- 1.12% |
$2.36K - $3.46K
|
9.11K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-113- 0.26% |
$2.58K - $3.8K
|
43.4K
$1.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-120- 3.82% |
$2.74K - $4.04K
|
3.02K
$135K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-120- 3.82% |
$2.74K - $4.04K
|
3.02K
$135K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-121- 8.75% |
$2.77K - $4.07K
|
1.26K
$56.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-127- 12.85% |
$2.9K - $4.27K
|
861
$38.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-130- 28.26% |
$2.97K - $4.37K
|
330
$14.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-148Closed |
$3.38K - $4.98K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-150- 1.01% |
$3.43K - $5.05K
|
14.8K
$660K
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-160- 1.12% |
$3.66K - $5.38K
|
14.2K
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-168- 2.12% |
$3.84K - $5.65K
|
7.74K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-176- 11.56% |
$4.03K - $5.92K
|
1.35K
$60.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-182- 2.05% |
$4.16K - $6.12K
|
8.7K
$389K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-185- 1.71% |
$4.23K - $6.22K
|
10.6K
$476K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-185- 1.71% |
$4.23K - $6.22K
|
10.6K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-188- 96.41% |
$4.3K - $6.32K
|
7
$313
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-190- 1.86% |
$4.35K - $6.39K
|
10K
$448K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-190- 2.16% |
$4.35K - $6.39K
|
8.61K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-190- 10.95% |
$4.35K - $6.39K
|
1.55K
$69.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-195- 0.34% |
$4.46K - $6.56K
|
57.6K
$2.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-217- 33.03% |
$4.96K - $7.3K
|
440
$19.7K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-217Closed |
$4.96K - $7.3K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-228- 48.93% |
$5.21K - $7.67K
|
238
$10.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-274- 39.54% |
$6.27K - $9.22K
|
419
$18.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-294- 54.85% |
$6.72K - $9.89K
|
242
$10.8K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-294- 54.85% |
$6.72K - $9.89K
|
242
$10.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-308- 0.25% |
$7.04K - $10.4K
|
125K
$5.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-322- 0.37% |
$7.36K - $10.8K
|
86.7K
$3.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-327- 5.18% |
$7.48K - $11K
|
5.98K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-334- 3.47% |
$7.64K - $11.2K
|
9.29K
$415K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-340- 3.8% |
$7.78K - $11.4K
|
8.61K
$385K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-360- 23.81% |
$8.23K - $12.1K
|
1.15K
$51.5K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-366- 0.5% |
$8.37K - $12.3K
|
73.4K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-429- 3.24% |
$9.81K - $14.4K
|
12.8K
$573K
|