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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Minerva Advisors LLC
Bala Cynwyd, PA |
BUY
|
- |
77+ 1.0% |
$3.05K - $3.73K
|
7.8K
$476K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1+ 0.68% |
$39.6 - $48.4
|
147
$8.96K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30+ 0.92% |
$1.19K - $1.45K
|
3.3K
$201K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
79+ 0.98% |
$3.13K - $3.82K
|
8.12K
$495K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67+ 1.2% |
$2.65K - $3.24K
|
5.67K
$346K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
11+ 0.6% |
$436 - $532
|
1.85K
$113K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
96+ 0.99% |
$3.8K - $4.65K
|
9.75K
$594K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
11+ 0.93% |
$436 - $532
|
1.2K
$73.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
83New |
$3.29K - $4.02K
|
83
$5.06K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32New |
$1.27K - $1.55K
|
32
$1.95K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.27KNew |
$337K - $532K
|
8.27K
$504K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-16- 0.85% |
$652 - $1.03K
|
1.87K
$114K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$40.8 - $64.3
|
1
$61
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26.8K- 89.75% |
$1.09M - $1.73M
|
3.07K
$187K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
123+ 4.06% |
$5.44K - $8.04K
|
3.15K
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.39KNew |
$194K - $287K
|
4.39K
$268K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.84KNew |
$81.6K - $121K
|
1.84K
$112K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Terrapin Asset Management, LLC
Miami, FL |
SELL
|
- |
-113- 0.3% |
$5.41K - $8.42K
|
37.5K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-27.9K- 76.11% |
$1.34M - $2.08M
|
8.77K
$534K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
765New |
$36.7K - $57K
|
765
$46.6K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2+ 0.7% |
$149 - $183
|
287
$17.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.35KNew |
$249K - $306K
|
3.35K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5+ 0.87% |
$372 - $457
|
583
$35.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
727New |
$54.1K - $66.5K
|
727
$44.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
245New |
$18.2K - $22.4K
|
245
$14.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.79K+ 59.63% |
$133K - $164K
|
4.79K
$292K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
24+ 0.97% |
$1.79K - $2.2K
|
2.51K
$153K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.32KNew |
$620K - $761K
|
8.32K
$507K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.04KNew |
$226K - $278K
|
3.04K
$185K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35KNew |
$2.49M - $3.07M
|
35K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
4.33KNew |
$308K - $379K
|
4.33K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.33KNew |
$237K - $292K
|
3.33K
$203K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3KNew |
$214K - $263K
|
3K
$183K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-3.41K- 25.84% |
$222K - $268K
|
9.8K
$597K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street LLC
|
BUY
|
- |
6.09KNew |
$396K - $479K
|
6.09K
$371K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.12KNew |
$73K - $88.3K
|
1.12K
$68.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-10.3K- 80.42% |
$693K - $865K
|
2.5K
$152K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20- 40.0% |
$1.35K - $1.69K
|
30
$1.83K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
562New |
$35.1K - $39.6K
|
562
$34.3K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-2.07KClosed |
$123K - $133K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 04, 2020
Q3 2020
|
First National Trust CO
|
SELL
|
- |
-4.97KClosed |
$214K - $251K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-36KClosed |
$2.07M - $2.19M
|
0
$0
|
|