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 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1K+ 12.5% |
$46.1K - $53.7K
|
9K
$465K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
21+ 9.29% |
$968 - $1.13K
|
247
$12.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
130K+ 37.2% |
$5.99M - $6.97M
|
479K
$24.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
26New |
$1.2K - $1.39K
|
26
$1.34K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
194New |
$8.94K - $10.4K
|
194
$10K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.47KNew |
$298K - $347K
|
6.47K
$334K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-140- 2.63% |
$6.45K - $7.51K
|
5.17K
$267K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-673- 13.0% |
$31K - $36.1K
|
4.51K
$233K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.85KNew |
$178K - $207K
|
3.85K
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
14.6K+ 30.98% |
$673K - $784K
|
61.8K
$3.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.66K- 15.92% |
$76.3K - $88.8K
|
8.74K
$452K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.94K- 53.3% |
$320K - $372K
|
6.08K
$314K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
4.31K+ 3.91% |
$199K - $231K
|
115K
$5.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.28KNew |
$197K - $230K
|
4.28K
$221K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30New |
$1.38K - $1.61K
|
30
$1.55K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
53+ 0.87% |
$2.44K - $2.84K
|
6.13K
$317K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.79K+ 16.67% |
$129K - $150K
|
19.5K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-145- 2.88% |
$6.68K - $7.78K
|
4.88K
$252K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
553K+ 40.91% |
$25.5M - $29.7M
|
1.91M
$98.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
88+ 6.16% |
$4.06K - $4.72K
|
1.52K
$78.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-273- 5.03% |
$12.6K - $14.6K
|
5.15K
$266K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.75K+ 27.07% |
$80.5K - $93.7K
|
8.2K
$424K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-59- 0.79% |
$2.72K - $3.17K
|
7.44K
$384K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-150- 0.14% |
$6.92K - $8.05K
|
108K
$5.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
30.3K+ 85.56% |
$1.4M - $1.62M
|
65.6K
$3.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7- 4.7% |
$323 - $376
|
142
$7.34K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
23.6K+ 30.8% |
$1.09M - $1.27M
|
100K
$5.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.77K+ 27.15% |
$174K - $202K
|
17.7K
$913K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
2.92KNew |
$135K - $157K
|
2.92K
$151K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-359- 0.94% |
$16.5K - $19.3K
|
37.7K
$1.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
56New |
$2.58K - $3K
|
56
$2.89K
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.16K- 6.19% |
$192K - $223K
|
62.9K
$3.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.8K+ 39.24% |
$175K - $204K
|
13.5K
$697K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
30+ 4.68% |
$1.38K - $1.61K
|
671
$34.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.4K- 7.71% |
$203K - $236K
|
52.7K
$2.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
34.8KNew |
$1.6M - $1.86M
|
34.8K
$1.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-7.33K- 7.09% |
$338K - $393K
|
96.1K
$4.97M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-2.25K- 7.92% |
$104K - $121K
|
26.2K
$1.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-11.7K- 3.5% |
$540K - $629K
|
323K
$16.7M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1New |
$46.1 - $53.7
|
1
$51.7
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 27.27% |
$277 - $322
|
28
$1.45K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
57.6K+ 30.16% |
$2.66M - $3.09M
|
249K
$12.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-240- 1.22% |
$11.1K - $12.9K
|
19.5K
$1.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 37.86% |
$1.8K - $2.09K
|
142
$7.34K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 58.82% |
$461 - $537
|
27
$1.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.78KNew |
$174K - $203K
|
3.78K
$195K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-66- 0.83% |
$3.04K - $3.54K
|
7.91K
$409K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
22.5KNew |
$1.03M - $1.2M
|
22.5K
$1.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
924+ 2.4% |
$42.6K - $49.6K
|
39.4K
$2.03M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
13.3K+ 284.95% |
$612K - $712K
|
17.9K
$927K
|
|