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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
498New |
$19.9K - $24.1K
|
498
$20.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
482+ 3.32% |
$19.2K - $23.4K
|
15K
$605K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
474+ 6.62% |
$18.9K - $23K
|
7.64K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
465+ 0.48% |
$18.6K - $22.5K
|
97.1K
$3.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
457New |
$18.2K - $22.1K
|
457
$18.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
454+ 3.43% |
$18.1K - $22K
|
13.7K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
450New |
$18K - $21.8K
|
450
$18.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
440+ 2.42% |
$17.6K - $21.3K
|
18.6K
$752K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
404+ 4.9% |
$16.1K - $19.6K
|
8.65K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 0.34% |
$16K - $19.4K
|
119K
$4.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
390+ 2.09% |
$15.6K - $18.9K
|
19K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
389New |
$15.5K - $18.9K
|
389
$15.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
386+ 2.48% |
$15.4K - $18.7K
|
16K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
368+ 2.79% |
$14.7K - $17.8K
|
13.5K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
365+ 1.22% |
$14.6K - $17.7K
|
30.4K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
364+ 11.13% |
$14.5K - $17.6K
|
3.63K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
363+ 3.33% |
$14.5K - $17.6K
|
11.3K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
327+ 1.92% |
$13.1K - $15.8K
|
17.4K
$702K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
321New |
$12.8K - $15.6K
|
321
$13K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
309New |
$12.3K - $15K
|
309
$12.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
300New |
$12K - $14.5K
|
300
$12.1K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
300New |
$12K - $14.5K
|
300
$12.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
290+ 111.97% |
$11.6K - $14.1K
|
549
$22.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
278+ 5.37% |
$11.1K - $13.5K
|
5.46K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
275+ 10.52% |
$11K - $13.3K
|
2.89K
$117K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
250+ 17.42% |
$9.98K - $12.1K
|
1.69K
$68K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
250New |
$9.98K - $12.1K
|
250
$10.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
247+ 3.28% |
$9.86K - $12K
|
7.78K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
246+ 0.86% |
$9.82K - $11.9K
|
28.7K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
238+ 3.18% |
$9.5K - $11.5K
|
7.71K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
233+ 3.3% |
$9.3K - $11.3K
|
7.3K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
229+ 1.01% |
$9.14K - $11.1K
|
22.8K
$920K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
224+ 0.57% |
$8.94K - $10.9K
|
39.8K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
207+ 3.36% |
$8.26K - $10K
|
6.38K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
207+ 0.97% |
$8.26K - $10K
|
21.6K
$871K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
205New |
$8.18K - $9.93K
|
205
$8.27K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
193+ 3.73% |
$7.7K - $9.35K
|
5.37K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
192+ 0.1% |
$7.66K - $9.3K
|
185K
$7.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
184New |
$7.35K - $8.92K
|
184
$7.42K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
179+ 7.14% |
$7.15K - $8.67K
|
2.69K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
170+ 0.74% |
$6.79K - $8.24K
|
23.1K
$933K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
149+ 2.49% |
$5.95K - $7.22K
|
6.14K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
141New |
$5.63K - $6.83K
|
141
$5.69K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
141+ 55.73% |
$5.63K - $6.83K
|
394
$15.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
132+ 0.84% |
$5.27K - $6.4K
|
15.9K
$640K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
131+ 100.0% |
$5.23K - $6.35K
|
262
$10.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
127+ 0.11% |
$5.07K - $6.15K
|
117K
$4.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
111+ 6.48% |
$4.43K - $5.38K
|
1.82K
$73.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
107New |
$4.27K - $5.19K
|
107
$4.32K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
105+ 0.32% |
$4.19K - $5.09K
|
32.5K
$1.31M
|