Purchases and Sales Made in Q4 2024 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.47K+ 26.59% |
$58.8K - $71.4K
|
7.02K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.47K+ 23.31% |
$58.5K - $71K
|
7.76K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.42K+ 30.33% |
$56.6K - $68.7K
|
6.09K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.42K+ 10.42% |
$56.6K - $68.7K
|
15K
$606K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.29K+ 18.49% |
$51.5K - $62.5K
|
8.27K
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.28K+ 110.68% |
$50.9K - $61.8K
|
2.43K
$97.9K
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
1.25K+ 13.3% |
$49.9K - $60.6K
|
10.7K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.18K+ 23.17% |
$47.2K - $57.3K
|
6.28K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.17KNew |
$46.7K - $56.7K
|
1.17K
$47.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.16K+ 11.4% |
$46.4K - $56.4K
|
11.4K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.14K+ 15.19% |
$45.4K - $55.1K
|
8.63K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.11K+ 7.3% |
$44.3K - $53.8K
|
16.3K
$658K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.09K+ 1.15% |
$43.6K - $53K
|
96.4K
$3.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.09K+ 8.57% |
$43.4K - $52.7K
|
13.8K
$556K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.07KNew |
$42.6K - $51.7K
|
1.07K
$43.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 3.47% |
$41.1K - $49.9K
|
30.7K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.02K+ 17.84% |
$40.8K - $49.6K
|
6.76K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.01K+ 2.54% |
$40.5K - $49.1K
|
40.9K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1K+ 9.42% |
$40K - $48.5K
|
11.6K
$469K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
998+ 2.22% |
$39.8K - $48.4K
|
46K
$1.86M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
997+ 8.83% |
$39.8K - $48.3K
|
12.3K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
989+ 19.06% |
$39.5K - $47.9K
|
6.18K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
965+ 59.35% |
$38.5K - $46.8K
|
2.59K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
897+ 0.65% |
$35.8K - $43.5K
|
139K
$5.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
896+ 15.93% |
$35.8K - $43.4K
|
6.52K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
896+ 1.95% |
$35.8K - $43.4K
|
47K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
894+ 4.34% |
$35.7K - $43.3K
|
21.5K
$867K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
872+ 5.28% |
$34.8K - $42.3K
|
17.4K
$702K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
838+ 18.08% |
$33.5K - $40.6K
|
5.47K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
831+ 0.64% |
$33.2K - $40.3K
|
132K
$5.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
802+ 9.69% |
$32K - $38.9K
|
9.08K
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
802+ 0.95% |
$32K - $38.9K
|
85.5K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
797+ 10.65% |
$31.8K - $38.6K
|
8.28K
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
783+ 6.63% |
$31.3K - $37.9K
|
12.6K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
774+ 673.04% |
$30.9K - $37.5K
|
889
$35.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
757+ 31.58% |
$30.2K - $36.7K
|
3.15K
$127K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
694+ 11.56% |
$27.7K - $33.6K
|
6.7K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
685+ 12.4% |
$27.3K - $33.2K
|
6.21K
$250K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
674+ 0.65% |
$26.9K - $32.7K
|
105K
$4.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
673+ 2.02% |
$26.9K - $32.6K
|
34K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
641New |
$25.6K - $31.1K
|
641
$25.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
630New |
$25.1K - $30.5K
|
630
$25.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
578+ 13.31% |
$23.1K - $28K
|
4.92K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
564+ 3.91% |
$22.5K - $27.3K
|
15K
$605K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
542New |
$21.6K - $26.3K
|
542
$21.9K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
535+ 1.18% |
$21.4K - $25.9K
|
46K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
519+ 9.86% |
$20.7K - $25.2K
|
5.78K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
515+ 2.71% |
$20.6K - $25K
|
19.5K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
507+ 0.41% |
$20.2K - $24.6K
|
123K
$4.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
500New |
$20K - $24.2K
|
500
$20.2K
|