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 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-553- 8.38% |
$19.5K - $23.9K
|
6.05K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-9.27K- 59.58% |
$327K - $401K
|
6.29K
$325K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
364New |
$12.8K - $15.7K
|
364
$18.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-783- 10.86% |
$27.6K - $33.9K
|
6.43K
$332K
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
9.84KNew |
$347K - $425K
|
9.84K
$509K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-40K- 10.7% |
$1.41M - $1.73M
|
334K
$17.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.2K+ 20.84% |
$358K - $439K
|
58.9K
$3.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.6KNew |
$56.4K - $69.2K
|
1.6K
$82.7K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$106 - $130
|
3
$155
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-3.8K- 40.25% |
$134K - $164K
|
5.64K
$291K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1.22KNew |
$42.9K - $52.7K
|
1.22K
$63K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
793+ 1.79% |
$27.9K - $34.3K
|
45.1K
$2.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.26KNew |
$185K - $227K
|
5.26K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
21+ 72.41% |
$740 - $908
|
50
$2.58K
|
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
2K+ 200.0% |
$70.5K - $86.5K
|
3K
$155K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.02KNew |
$71.3K - $87.4K
|
2.02K
$105K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-829- 4.12% |
$29.2K - $35.8K
|
19.3K
$997K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$35.2 - $43.2
|
1
$51.7
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.35KNew |
$118K - $145K
|
3.35K
$173K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
22New |
$775 - $951
|
22
$1.14K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.95K- 1.07% |
$68.8K - $84.4K
|
181K
$9.34M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
185K+ 73.07% |
$5.99M - $6.87M
|
438K
$22.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
497KNew |
$16.1M - $18.5M
|
497K
$25.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
24.6KNew |
$797K - $914K
|
24.6K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-200- 2.02% |
$6.48K - $7.43K
|
9.7K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-11.3K- 29.64% |
$366K - $419K
|
26.8K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
1.35M+ 422.0% |
$43.7M - $50.1M
|
1.67M
$86.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
11.8KNew |
$381K - $437K
|
11.8K
$608K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
25New |
$810 - $929
|
25
$1.29K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26Closed |
$843 - $966
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.91KNew |
$224K - $257K
|
6.91K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-352K- 98.27% |
$11.4M - $13.1M
|
6.19K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
10.3KNew |
$334K - $383K
|
10.3K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4.77KNew |
$154K - $177K
|
4.77K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.26M- 2.22% |
$40.8M - $46.8M
|
55.4M
$2.86B
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-83- 21.17% |
$2.69K - $3.08K
|
309
$16K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.75KNew |
$186K - $213K
|
5.75K
$297K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
5.61KNew |
$182K - $208K
|
5.61K
$290K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
155New |
$5.02K - $5.76K
|
155
$8.01K
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
13.1KNew |
$426K - $489K
|
13.1K
$680K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
762New |
$24.7K - $28.3K
|
762
$39.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
178New |
$5.77K - $6.61K
|
178
$9.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-13- 0.02% |
$421 - $483
|
81.5K
$4.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
607New |
$19.7K - $22.6K
|
607
$31.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.94KNew |
$192K - $221K
|
5.94K
$307K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
41.8KNew |
$1.35M - $1.55M
|
41.8K
$2.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
65+ 44.52% |
$2.11K - $2.42K
|
211
$10.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-320- 87.19% |
$10.4K - $11.9K
|
47
$2.43K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
838+ 484.39% |
$27.2K - $31.1K
|
1.01K
$52.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.33KNew |
$43.1K - $49.5K
|
1.33K
$68.8K
|
|