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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
125+ 2.63% |
$5.76K - $6.71K
|
4.87K
$252K
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.88K- 3.6% |
$86.8K - $101K
|
50.4K
$2.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.33KNew |
$199K - $232K
|
4.33K
$224K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
84+ 1.06% |
$3.87K - $4.51K
|
8K
$414K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
8.79K+ 80.0% |
$405K - $471K
|
19.8K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.62KNew |
$213K - $248K
|
4.62K
$239K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-598K- 84.91% |
$27.5M - $32.1M
|
106K
$5.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
10.8KNew |
$496K - $577K
|
10.8K
$556K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
BUY
|
- |
4.07KNew |
$187K - $218K
|
4.07K
$210K
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
355+ 2.47% |
$16.4K - $19K
|
14.7K
$761K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.85KNew |
$224K - $260K
|
4.85K
$251K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.03K- 1.02% |
$93.6K - $109K
|
197K
$10.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
5.3KNew |
$244K - $284K
|
5.3K
$274K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-197- 3.24% |
$9.08K - $10.6K
|
5.89K
$304K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
35New |
$1.61K - $1.88K
|
35
$1.81K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-7.88K- 23.66% |
$363K - $423K
|
25.4K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-36.1K- 9.65% |
$1.66M - $1.94M
|
338K
$17.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
SELL
|
- |
-773- 3.64% |
$35.6K - $41.5K
|
20.4K
$1.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.85K- 4.78% |
$270K - $314K
|
117K
$6.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-19K- 2.16% |
$874K - $1.02M
|
858K
$44.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Mqs Management LLC
|
SELL
|
- |
-2.61K- 26.97% |
$120K - $140K
|
7.07K
$366K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
23KNew |
$1.06M - $1.23M
|
23K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-188K- 2.86% |
$8.65M - $10.1M
|
6.38M
$330M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.62KNew |
$259K - $301K
|
5.62K
$290K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-11- 3.69% |
$507 - $590
|
287
$14.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-18.7K- 1.1% |
$861K - $1M
|
1.67M
$86.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.04K- 6.62% |
$47.8K - $55.6K
|
14.6K
$756K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 3.56% |
$52.8K - $61.4K
|
33.3K
$1.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.73K+ 4.17% |
$172K - $200K
|
93K
$4.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
SELL
|
- |
-4.82K- 36.37% |
$222K - $258K
|
8.42K
$435K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-355- 3.96% |
$16.4K - $19K
|
8.61K
$445K
|
|
|
Nov 06, 2025
Q3 2025
|
Check Capital Management Inc
|
BUY
|
- |
3.8KNew |
$175K - $204K
|
3.8K
$196K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
188+ 0.66% |
$8.67K - $10.1K
|
28.7K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-31- 3.29% |
$1.43K - $1.66K
|
912
$47.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
27.6K+ 51.83% |
$1.27M - $1.48M
|
80.7K
$4.17M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.22K- 15.18% |
$56.1K - $65.3K
|
6.8K
$352K
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
SELL
|
- |
-11.2K- 3.38% |
$517K - $602K
|
321K
$16.6M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.14K+ 11.99% |
$191K - $222K
|
38.6K
$2M
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
5.17K+ 20.76% |
$238K - $277K
|
30.1K
$1.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.35K+ 24.91% |
$154K - $180K
|
16.8K
$867K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-34- 9.71% |
$1.57K - $1.82K
|
316
$16.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.8K+ 3.66% |
$129K - $150K
|
79.1K
$4.09M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.93KNew |
$181K - $211K
|
3.93K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-523- 40.11% |
$24.1K - $28.1K
|
781
$40.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
31New |
$1.43K - $1.66K
|
31
$1.6K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.2K- 0.93% |
$55.3K - $64.4K
|
128K
$6.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
1.35K+ 18.79% |
$62.2K - $72.4K
|
8.54K
$441K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.75K+ 62.65% |
$127K - $148K
|
7.15K
$369K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
110+ 120.88% |
$5.07K - $5.9K
|
201
$10.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
221+ 2.91% |
$10.2K - $11.9K
|
7.82K
$404K
|
|