Latest Institutional Transactions on Citizens Financial Services Inc (CZFS)
This table provides information on the latest institutional transactions involving Citizens Financial Services Inc (CZFS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
757+ 183.29% |
$40.5K - $47.9K
|
1.17K
$73.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10New |
$535 - $633
|
10
$626
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
98+ 1.0% |
$5.24K - $6.2K
|
9.85K
$616K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5New |
$268 - $316
|
5
$313
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.15K- 31.56% |
$120K - $140K
|
4.67K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
16New |
$892 - $1.04K
|
16
$1K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.47K- 34.05% |
$249K - $291K
|
8.66K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.67K- 32.55% |
$92.9K - $108K
|
3.45K
$216K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
2.73K+ 3.06% |
$152K - $178K
|
91.9K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-633- 75.18% |
$35.3K - $41.2K
|
209
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-407- 11.77% |
$22.7K - $26.5K
|
3.05K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
78+ 3.0% |
$4.35K - $5.07K
|
2.68K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.09K+ 33.89% |
$60.9K - $71K
|
4.31K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
700New |
$39K - $45.5K
|
700
$43.8K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-37- 0.34% |
$2.06K - $2.41K
|
10.9K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.14K+ 95.04% |
$175K - $204K
|
6.45K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
789+ 14.78% |
$44K - $51.3K
|
6.13K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.29KNew |
$239K - $279K
|
4.29K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30New |
$1.67K - $1.95K
|
30
$1.88K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
5.57K+ 47.43% |
$310K - $362K
|
17.3K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$55.8 - $65.1
|
1
$62.6
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3New |
$167 - $195
|
3
$188
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59+ 0.86% |
$3.29K - $3.84K
|
6.89K
$431K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
218New |
$12.2K - $14.2K
|
218
$13.6K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-72- 62.07% |
$4.02K - $4.68K
|
44
$2.75K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.71K+ 25.66% |
$318K - $371K
|
27.9K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2K+ 1.95% |
$112K - $130K
|
105K
$6.55M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.24K+ 36.37% |
$69.1K - $80.5K
|
4.64K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.04K- 2.56% |
$57.9K - $67.5K
|
39.5K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-63- 45.99% |
$3.51K - $4.1K
|
74
$4.63K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-370- 9.16% |
$20.6K - $24.1K
|
3.67K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11Closed |
$614 - $716
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.13K- 12.09% |
$63.1K - $73.6K
|
8.23K
$515K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
38New |
$2.12K - $2.47K
|
38
$2.38K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
759KNew |
$42.4M - $49.4M
|
759K
$47.5M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
646New |
$36K - $42K
|
646
$40.4K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.53K- 51.44% |
$476K - $555K
|
8.05K
$504K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5+ 0.13% |
$279 - $325
|
4K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
318+ 9.65% |
$17.7K - $20.7K
|
3.61K
$226K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.63K- 47.27% |
$370K - $431K
|
7.39K
$463K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-111- 0.3% |
$6.19K - $7.22K
|
36.4K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-153- 0.06% |
$8.53K - $9.95K
|
239K
$14.9M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$635K - $741K
|
11.4K
$712K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-995- 15.27% |
$55.5K - $64.7K
|
5.52K
$346K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
84+ 0.21% |
$4.69K - $5.47K
|
40.6K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
46+ 112.2% |
$2.57K - $2.99K
|
87
$5.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1.2KNew |
$66.9K - $78K
|
1.2K
$75K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
617+ 14.63% |
$32.3K - $45.3K
|
4.83K
$302K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2New |
$105 - $147
|
2
$125
|
|