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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
676+ 16900.0% |
$23.2K - $30.3K
|
680
$35.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
9New |
$308 - $403
|
9
$465
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
453New |
$15.5K - $20.3K
|
453
$23.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
72+ 135.85% |
$2.47K - $3.22K
|
125
$6.46K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
481+ 0.18% |
$16.5K - $21.5K
|
275K
$14.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4New |
$137 - $179
|
4
$207
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-13- 0.26% |
$446 - $582
|
5.08K
$263K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
113New |
$3.87K - $5.06K
|
113
$5.84K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
4.63KNew |
$159K - $207K
|
4.63K
$239K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
129New |
$4.42K - $5.77K
|
129
$6.67K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-8.45K- 28.03% |
$290K - $378K
|
21.7K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
7.77KNew |
$266K - $348K
|
7.77K
$402K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
16New |
$548 - $716
|
16
$827
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 0.81% |
$34.3 - $44.8
|
122
$6.31K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
5KNew |
$171K - $224K
|
5K
$258K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-138- 52.08% |
$4.73K - $6.18K
|
127
$6.56K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-210- 33.33% |
$7.2K - $9.4K
|
420
$21.7K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-3- 23.08% |
$103 - $134
|
10
$517
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1K- 76.92% |
$34.3K - $44.8K
|
300
$15.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
10+ 100.0% |
$343 - $448
|
20
$1.03K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.5% |
$103 - $134
|
608
$31.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-9.41K- 64.11% |
$322K - $421K
|
5.26K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-4.5K- 31.06% |
$154K - $201K
|
9.98K
$516K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
46+ 3.16% |
$1.58K - $2.06K
|
1.5K
$77.6K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-18.1K- 74.56% |
$622K - $812K
|
6.19K
$320K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
114New |
$3.91K - $5.1K
|
114
$5.89K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
155KNew |
$5.31M - $6.94M
|
155K
$8.01M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
129KNew |
$4.41M - $5.76M
|
129K
$6.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
748+ 2.87% |
$25.6K - $33.5K
|
26.9K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.57% |
$68.5 - $89.5
|
354
$18.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 5.08% |
$103 - $134
|
56
$2.89K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
42New |
$1.44K - $1.88K
|
42
$2.17K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
4.62KNew |
$158K - $207K
|
4.62K
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 1.19% |
$34.3 - $44.8
|
85
$4.39K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
117New |
$4.01K - $5.24K
|
117
$6.05K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-668- 7.9% |
$22.9K - $29.9K
|
7.78K
$402K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-1.16K- 3.19% |
$39.8K - $51.9K
|
35.2K
$1.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 1.54% |
$171 - $224
|
320
$16.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2.66K- 15.48% |
$91.1K - $119K
|
14.5K
$750K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2K- 9.29% |
$68.5K - $89.5K
|
19.5K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-289- 11.91% |
$9.9K - $12.9K
|
2.14K
$111K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
9.33KNew |
$320K - $417K
|
9.33K
$482K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
60+ 162.16% |
$2.06K - $2.69K
|
97
$5.01K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-5.36K- 49.58% |
$184K - $240K
|
5.45K
$282K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-205- 0.85% |
$7.03K - $9.17K
|
24K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-19K- 96.09% |
$651K - $850K
|
772
$39.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
715+ 12.47% |
$24.5K - $32K
|
6.45K
$333K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
500+ 344.83% |
$17.1K - $22.4K
|
645
$33.3K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
598New |
$23.8K - $28.9K
|
598
$30.9K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-87Closed |
$3.46K - $4.21K
|
0
$0
|
|