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 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
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.85K- 8.8% |
$89.5K - $99.8K
|
19.2K
$991K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-90- 1.4% |
$4.36K - $4.86K
|
6.36K
$329K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-939- 18.58% |
$45.4K - $50.7K
|
4.12K
$213K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
23+ 0.21% |
$1.11K - $1.24K
|
11.1K
$576K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
67.4K+ 11.25% |
$3.26M - $3.64M
|
666K
$34.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
290K+ 1779.22% |
$14.1M - $15.7M
|
307K
$15.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8+ 22.22% |
$387 - $432
|
44
$2.27K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
506K+ 7.53% |
$24.5M - $27.3M
|
7.22M
$373M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
864+ 2.05% |
$41.8K - $46.7K
|
42.9K
$2.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
728+ 5.72% |
$35.2K - $39.3K
|
13.5K
$696K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11.6KNew |
$561K - $626K
|
11.6K
$599K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7K+ 6.44% |
$663K - $739K
|
226K
$11.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
183+ 19.81% |
$8.86K - $9.88K
|
1.11K
$57.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.58KNew |
$173K - $193K
|
3.58K
$185K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.42K+ 29.39% |
$68.6K - $76.5K
|
6.24K
$322K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
128+ 21.88% |
$6.19K - $6.91K
|
713
$36.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
41.3KNew |
$2M - $2.23M
|
41.3K
$2.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.85K+ 19.65% |
$138K - $154K
|
17.3K
$896K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.28K+ 21.0% |
$61.9K - $69.1K
|
7.38K
$381K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
129+ 2.01% |
$6.24K - $6.97K
|
6.56K
$339K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
5New |
$242 - $270
|
5
$258
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
144+ 68.9% |
$6.97K - $7.78K
|
353
$18.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-818- 2.01% |
$39.6K - $44.2K
|
39.8K
$2.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
253+ 11.03% |
$12.2K - $13.7K
|
2.55K
$132K
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.05K+ 4.74% |
$50.8K - $56.7K
|
23.2K
$1.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-1.79K- 7.2% |
$86.8K - $96.9K
|
23.1K
$1.19M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-26.7K- 95.36% |
$1.29M - $1.44M
|
1.3K
$67.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3+ 0.91% |
$145 - $162
|
333
$17.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-597- 1.07% |
$28.9K - $32.2K
|
55.2K
$2.85M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.43K+ 8.33% |
$69.1K - $77.2K
|
18.6K
$961K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.59K+ 9.91% |
$165K - $193K
|
39.8K
$2.06M
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
16.6K+ 58.82% |
$767K - $892K
|
44.9K
$2.32M
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 4.85% |
$46.1K - $53.7K
|
19.6K
$1.01M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-264- 3.55% |
$12.2K - $14.2K
|
7.17K
$371K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
6.67K+ 186.51% |
$307K - $358K
|
10.2K
$529K
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
176K+ 1370.13% |
$8.13M - $9.47M
|
189K
$9.79M
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-3.11K- 8.27% |
$144K - $167K
|
34.5K
$1.78M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
105New |
$4.84K - $5.63K
|
105
$5.43K
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
396+ 1.13% |
$18.3K - $21.2K
|
35.6K
$1.84M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.95K+ 57.09% |
$90K - $105K
|
5.37K
$278K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 29.41% |
$461 - $537
|
44
$2.27K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-5.37K- 8.27% |
$248K - $288K
|
59.6K
$3.08M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
49+ 70.0% |
$2.26K - $2.63K
|
119
$6.15K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.24K- 88.31% |
$103K - $120K
|
297
$15.4K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.31K+ 25.41% |
$291K - $339K
|
31.2K
$1.61M
|
|