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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
100KNew |
$3.99M - $4.85M
|
100K
$5.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.73K+ 24.73% |
$109K - $132K
|
13.8K
$712K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
19+ 21.11% |
$758 - $921
|
109
$5.63K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
49+ 0.78% |
$1.96K - $2.37K
|
6.33K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
13KNew |
$519K - $630K
|
13K
$672K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-788- 18.43% |
$31.5K - $38.2K
|
3.49K
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
28New |
$1.12K - $1.36K
|
28
$1.45K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
107New |
$4.27K - $5.19K
|
107
$5.53K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-32.9K- 47.65% |
$1.31M - $1.59M
|
36.1K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-25- 39.68% |
$998 - $1.21K
|
38
$1.96K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.15K- 11.18% |
$126K - $153K
|
25K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-61- 44.85% |
$2.44K - $2.96K
|
75
$3.88K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13KNew |
$519K - $630K
|
13K
$672K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
500New |
$20K - $24.2K
|
500
$25.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
498New |
$19.9K - $24.1K
|
498
$25.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
158KNew |
$6.3M - $7.65M
|
158K
$8.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
141+ 55.73% |
$5.63K - $6.83K
|
394
$20.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9New |
$359 - $436
|
9
$465
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
2.61K+ 1.85% |
$104K - $126K
|
144K
$7.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.59KNew |
$343K - $416K
|
8.59K
$444K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.78K+ 109.6% |
$231K - $280K
|
11.1K
$571K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.76% |
$79.8 - $96.9
|
265
$13.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
641New |
$25.6K - $31.1K
|
641
$33.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
20.4K+ 56.53% |
$815K - $989K
|
56.5K
$2.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$459K - $557K
|
11.5K
$594K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-6.71K- 26.01% |
$268K - $325K
|
19.1K
$987K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.6KNew |
$183K - $223K
|
4.6K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
60New |
$2.4K - $2.91K
|
60
$3.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
4.66KNew |
$186K - $226K
|
4.66K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-35- 28.0% |
$1.4K - $1.7K
|
90
$4.65K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
19New |
$758 - $921
|
19
$982
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.32KNew |
$133K - $161K
|
3.32K
$172K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35+ 3.11% |
$1.4K - $1.7K
|
1.16K
$60K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.95KNew |
$198K - $240K
|
4.95K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
205New |
$8.18K - $9.93K
|
205
$10.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
89New |
$3.55K - $4.31K
|
89
$4.6K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-6.73K- 34.42% |
$269K - $326K
|
12.8K
$663K
|
|
| Q3 2024 | |||||||
|
Jan 05, 2026
Q3 2024
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
5New |
$176 - $216
|
5
$258
|
|
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-2.09M- 36.91% |
$73.7M - $90.4M
|
3.57M
$185M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.17KNew |
$41.1K - $50.5K
|
1.17K
$60.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
23New |
$811 - $995
|
23
$1.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26.5K+ 349.74% |
$933K - $1.15M
|
34.1K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-157- 1.22% |
$5.53K - $6.79K
|
12.7K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-10.5K- 26.66% |
$369K - $453K
|
28.8K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
62.6KNew |
$2.21M - $2.71M
|
62.6K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
11.9K+ 128.11% |
$419K - $515K
|
21.2K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
172KNew |
$6.05M - $7.42M
|
172K
$8.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
23.6KNew |
$833K - $1.02M
|
23.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
SELL
|
- |
-3.2K- 12.87% |
$113K - $138K
|
21.7K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-11.7K- 45.52% |
$413K - $507K
|
14K
$726K
|
|