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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
9.19KNew |
$424K - $493K
|
9.19K
$475K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 0.68% |
$599 - $697
|
1.93K
$99.9K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
27.3K+ 585.23% |
$1.26M - $1.46M
|
31.9K
$1.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-268K- 71.68% |
$12.4M - $14.4M
|
106K
$5.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.25K+ 12.04% |
$57.5K - $67K
|
11.6K
$600K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.01KNew |
$277K - $323K
|
6.01K
$311K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-105- 7.87% |
$4.84K - $5.63K
|
1.23K
$63.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
35.1K+ 98.52% |
$1.62M - $1.88M
|
70.6K
$3.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-3.33K- 35.43% |
$153K - $179K
|
6.06K
$313K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.57K- 3.06% |
$118K - $138K
|
81.4K
$4.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
15.8KNew |
$729K - $848K
|
15.8K
$817K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
30+ 8.82% |
$1.38K - $1.61K
|
370
$19.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.44KNew |
$251K - $292K
|
5.44K
$281K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.2KNew |
$55.1K - $64.1K
|
1.2K
$61.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10.7KNew |
$495K - $576K
|
10.7K
$554K
|
|
|
Oct 29, 2025
Q3 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.87KNew |
$179K - $208K
|
3.87K
$200K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.57KNew |
$211K - $245K
|
4.57K
$236K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16New |
$738 - $858
|
16
$827
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.81K+ 51.47% |
$222K - $258K
|
14.2K
$732K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-73- 98.65% |
$3.37K - $3.92K
|
1
$51.7
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-9.5K- 10.98% |
$438K - $510K
|
77K
$3.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
5.85KNew |
$269K - $314K
|
5.85K
$302K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
16New |
$738 - $858
|
16
$827
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5.31KNew |
$245K - $285K
|
5.31K
$274K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.65K- 24.72% |
$215K - $250K
|
14.2K
$733K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
66+ 0.26% |
$3.04K - $3.54K
|
25.3K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-57Closed |
$2.63K - $3.06K
|
0
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.05K- 95.21% |
$48.5K - $56.5K
|
53
$2.74K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-220- 4.87% |
$10.1K - $11.8K
|
4.3K
$222K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.04K- 9.4% |
$47.8K - $55.6K
|
9.99K
$516K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.03K+ 45.6% |
$370K - $431K
|
25.6K
$1.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.8KNew |
$1.7M - $1.98M
|
36.8K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.59K+ 7.61% |
$73.3K - $85.3K
|
22.5K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
68.8K+ 6.79% |
$3.17M - $3.69M
|
1.08M
$56M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
514+ 3.46% |
$23.7K - $27.6K
|
15.4K
$794K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
36New |
$1.66K - $1.93K
|
36
$1.86K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.59K+ 10.14% |
$165K - $192K
|
38.9K
$2.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
51+ 0.77% |
$2.35K - $2.74K
|
6.64K
$343K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
3.21KNew |
$148K - $172K
|
3.21K
$166K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 12.5% |
$553 - $644
|
108
$5.58K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6- 0.25% |
$277 - $322
|
2.4K
$124K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-308- 5.9% |
$14.2K - $16.5K
|
4.91K
$254K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
56+ 0.01% |
$2.58K - $3K
|
447K
$23.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.24KNew |
$195K - $227K
|
4.24K
$219K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.61K+ 50.05% |
$120K - $140K
|
7.83K
$405K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
58KNew |
$2.67M - $3.11M
|
58K
$3M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
4.14KNew |
$191K - $222K
|
4.14K
$214K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-30K- 34.68% |
$1.38M - $1.61M
|
56.5K
$2.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
146+ 93.59% |
$6.73K - $7.83K
|
302
$15.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
42+ 6.95% |
$1.94K - $2.25K
|
646
$33.4K
|
|