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 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
3.86KNew |
$99.4K - $125K
|
3.86K
$184K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 6.76% |
$129 - $162
|
79
$3.76K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.8KNew |
$355K - $448K
|
13.8K
$656K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13New |
$335 - $422
|
13
$618
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-125K- 49.57% |
$3.22M - $4.05M
|
127K
$6.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.51KNew |
$38.8K - $48.9K
|
1.51K
$71.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-4.8K- 85.71% |
$124K - $156K
|
800
$38.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
546New |
$14.1K - $17.7K
|
546
$26K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-664- 19.5% |
$17.1K - $21.5K
|
2.74K
$130K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
284+ 0.68% |
$7.32K - $9.21K
|
41.8K
$1.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-700- 4.75% |
$18K - $22.7K
|
14.1K
$668K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.64KNew |
$197K - $248K
|
7.64K
$363K
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
50+ 0.14% |
$1.29K - $1.62K
|
35.5K
$1.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
78New |
$2.01K - $2.53K
|
78
$3.71K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
23.4K+ 75.2% |
$603K - $759K
|
54.5K
$2.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-500- 69.64% |
$12.9K - $16.2K
|
218
$10.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
50New |
$1.29K - $1.62K
|
50
$2.38K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
149New |
$3.84K - $4.83K
|
149
$7.09K
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-783- 2.21% |
$20.2K - $25.4K
|
34.6K
$1.65M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
40New |
$1.03K - $1.3K
|
40
$1.9K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
197+ 218.89% |
$4.89K - $6.1K
|
287
$13.7K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
8.79K+ 32.51% |
$218K - $272K
|
35.8K
$1.7M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.66KClosed |
$90.6K - $113K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
115New |
$2.85K - $3.56K
|
115
$5.47K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-9.26K- 75.54% |
$230K - $286K
|
3K
$143K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
191New |
$4.74K - $5.91K
|
191
$9.09K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-17.5K- 53.24% |
$434K - $541K
|
15.4K
$731K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
50New |
$1.24K - $1.55K
|
50
$2.38K
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
5.06K+ 41.77% |
$125K - $156K
|
17.2K
$816K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.5KNew |
$37.1K - $46.3K
|
1.5K
$71.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
69+ 47.92% |
$1.71K - $2.13K
|
213
$10.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-21K- 92.3% |
$520K - $649K
|
1.75K
$83.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.57KNew |
$63.7K - $79.5K
|
2.57K
$122K
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
CALL |
300New |
$7.44K - $9.28K
|
300
$14.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
246K+ 136.09% |
$6.1M - $7.61M
|
427K
$20.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
PUT |
90KNew |
$2.23M - $2.78M
|
90K
$4.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24New |
$595 - $743
|
24
$1.14K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1- 1.96% |
$24.8 - $30.9
|
50
$2.38K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.21KNew |
$228K - $285K
|
9.21K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$24.8 - $30.9
|
1
$47.6
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-48- 36.36% |
$1.19K - $1.49K
|
84
$4K
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
PUT |
-22.2K- 68.73% |
$551K - $687K
|
10.1K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
18.6KNew |
$461K - $576K
|
18.6K
$885K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-8.77K- 8.98% |
$217K - $271K
|
88.9K
$4.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1K- 93.98% |
$24.8K - $30.9K
|
64
$3.04K
|
|
|
Aug 11, 2023
Q2 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-5K- 16.73% |
$124K - $155K
|
24.9K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-375- 3.13% |
$9.3K - $11.6K
|
11.6K
$553K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
66+ 1.52% |
$1.64K - $2.04K
|
4.42K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5.95K- 13.3% |
$148K - $184K
|
38.8K
$1.85M
|
|