Latest Institutional Transactions on Citizens Financial Group Inc (CFG)
This table provides information on the latest institutional transactions involving Citizens Financial Group Inc (CFG) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-20- 0.26% |
$968 - $1.08K
|
7.67K
$396K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
75New |
$3.63K - $4.05K
|
75
$3.88K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.92K- 67.72% |
$286K - $320K
|
2.82K
$146K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
33+ 4.92% |
$1.6K - $1.78K
|
704
$36.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
68.6KNew |
$3.32M - $3.7M
|
68.6K
$3.54M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.7KNew |
$179K - $200K
|
3.7K
$191K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 3.1% |
$33.9K - $37.8K
|
21.9K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-1.13K- 0.35% |
$54.7K - $61.1K
|
320K
$16.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 19.44% |
$60.8K - $67.9K
|
7.72K
$399K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.2K+ 1.33% |
$106K - $119K
|
168K
$8.66M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-3.81K- 34.19% |
$185K - $206K
|
7.34K
$379K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-649- 0.71% |
$31.4K - $35K
|
91.4K
$4.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-617- 8.3% |
$29.9K - $33.3K
|
6.82K
$353K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
25.2K+ 5.25% |
$1.22M - $1.36M
|
505K
$26.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.8KNew |
$617K - $689K
|
12.8K
$659K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.48KNew |
$168K - $188K
|
3.48K
$180K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.49KNew |
$362K - $404K
|
7.49K
$387K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.72K+ 5.84% |
$228K - $255K
|
85.4K
$4.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
41.9K+ 51.28% |
$2.03M - $2.26M
|
124K
$6.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
613+ 631.96% |
$29.7K - $33.1K
|
710
$36.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 1.18% |
$48.4 - $54
|
86
$4.45K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.47KNew |
$168K - $187K
|
3.47K
$179K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
195+ 4.55% |
$9.44K - $10.5K
|
4.48K
$231K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.6KNew |
$319K - $356K
|
6.6K
$341K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.2K+ 43.44% |
$300K - $335K
|
20.5K
$1.06M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-263- 3.87% |
$12.7K - $14.2K
|
6.54K
$338K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.92KNew |
$190K - $212K
|
3.92K
$203K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-195- 12.56% |
$9.44K - $10.5K
|
1.36K
$70.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
228+ 4.24% |
$11K - $12.3K
|
5.6K
$290K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
44+ 6.39% |
$2.13K - $2.38K
|
733
$37.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-102- 2.07% |
$4.94K - $5.51K
|
4.83K
$250K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.48K+ 0.97% |
$71.6K - $79.9K
|
154K
$7.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.46K- 2.81% |
$167K - $187K
|
119K
$6.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
174+ 3.88% |
$8.42K - $9.4K
|
4.66K
$241K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-296- 2.32% |
$14.3K - $16K
|
12.5K
$645K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
73+ 24.17% |
$3.53K - $3.94K
|
375
$19.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-190- 3.7% |
$9.19K - $10.3K
|
4.95K
$256K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.27K+ 29.56% |
$61.3K - $68.4K
|
5.55K
$287K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
606+ 8.22% |
$29.3K - $32.7K
|
7.98K
$413K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-558K- 49.05% |
$27M - $30.1M
|
579K
$29.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-415- 5.41% |
$20.1K - $22.4K
|
7.25K
$375K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-81- 14.54% |
$3.92K - $4.37K
|
476
$24.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
95+ 74.8% |
$4.6K - $5.13K
|
222
$11.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
624+ 8.71% |
$30.2K - $33.7K
|
7.79K
$403K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 0.49% |
$4.84K - $5.4K
|
20.4K
$1.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.7K+ 3.37% |
$179K - $200K
|
113K
$5.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
385+ 7.86% |
$18.6K - $20.8K
|
5.28K
$273K
|
|
|
Jan 12, 2026
Q4 2025
|
Kempner Capital Management Inc.
|
SELL
|
- |
-5.53K- 8.83% |
$267K - $298K
|
57K
$2.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
36+ 0.11% |
$1.74K - $1.94K
|
33.4K
$1.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 0.72% |
$484 - $540
|
1.4K
$72.2K
|
|