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 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
9+ 0.99% |
$482 - $570
|
917
$50K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$53.5 - $63.3
|
1
$54.6
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
783+ 14.18% |
$41.9K - $49.5K
|
6.31K
$344K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
41+ 55.41% |
$2.19K - $2.59K
|
115
$6.28K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1+ 0.68% |
$53.5 - $63.3
|
148
$8.08K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
400+ 7.84% |
$21.4K - $25.3K
|
5.5K
$300K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7+ 0.99% |
$375 - $443
|
716
$39.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
1.16K+ 1.0% |
$62K - $73.3K
|
117K
$6.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5New |
$268 - $316
|
5
$273
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-969- 2.6% |
$54.1K - $63K
|
36.4K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.09K+ 33.89% |
$60.9K - $71K
|
4.31K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
16New |
$892 - $1.04K
|
16
$873
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
789+ 14.78% |
$44K - $51.3K
|
6.13K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-72- 62.07% |
$4.02K - $4.68K
|
44
$2.4K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$55.8 - $65.1
|
1
$54.6
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
218New |
$12.2K - $14.2K
|
218
$11.9K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
38New |
$2.12K - $2.47K
|
38
$2.07K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.53K- 51.44% |
$476K - $555K
|
8.05K
$439K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.63K- 47.27% |
$370K - $431K
|
7.39K
$404K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
934New |
$48.9K - $68.6K
|
934
$51K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
836New |
$43.7K - $61.4K
|
836
$45.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.77K- 53.8% |
$250K - $350K
|
4.1K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 14.67% |
$62.3K - $87.4K
|
9.31K
$508K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
734New |
$38.4K - $53.9K
|
734
$40.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.92KNew |
$100K - $141K
|
1.92K
$105K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
36New |
$1.46K - $2.09K
|
36
$1.96K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
204New |
$8.25K - $11.8K
|
204
$11.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
617New |
$25K - $35.8K
|
617
$33.7K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
240New |
$9.5K - $11.6K
|
240
$13.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
13.5KNew |
$534K - $653K
|
13.5K
$736K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50New |
$1.98K - $2.42K
|
50
$2.73K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8New |
$317 - $387
|
8
$437
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34.7K+ 12.81% |
$1.37M - $1.68M
|
306K
$16.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67+ 1.2% |
$2.65K - $3.24K
|
5.67K
$310K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
83New |
$3.29K - $4.02K
|
83
$4.53K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32New |
$1.27K - $1.55K
|
32
$1.75K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.27KNew |
$337K - $532K
|
8.27K
$451K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-16- 0.85% |
$652 - $1.03K
|
1.87K
$102K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$40.8 - $64.3
|
1
$54.6
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26.8K- 89.75% |
$1.09M - $1.73M
|
3.07K
$167K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
123+ 4.06% |
$5.44K - $8.04K
|
3.15K
$172K
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.39KNew |
$194K - $287K
|
4.39K
$240K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-27.9K- 76.11% |
$1.34M - $2.08M
|
8.77K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Terrapin Asset Management, LLC
Miami, FL |
SELL
|
- |
-113- 0.3% |
$5.41K - $8.42K
|
37.5K
$2.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
765New |
$36.7K - $57K
|
765
$41.8K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5+ 0.87% |
$372 - $457
|
583
$31.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
245New |
$18.2K - $22.4K
|
245
$13.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.79K+ 59.63% |
$133K - $164K
|
4.79K
$261K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
24+ 0.97% |
$1.79K - $2.2K
|
2.51K
$137K
|
|