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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-28- 0.14% |
$837 - $1.24K
|
20.7K
$984K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
400New |
$12K - $17.8K
|
400
$19K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-40- 0.04% |
$1.2K - $1.78K
|
98.3K
$4.68M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-59- 0.48% |
$1.76K - $2.62K
|
12.2K
$580K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
288New |
$8.61K - $12.8K
|
288
$13.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-11- 9.91% |
$329 - $489
|
100
$4.76K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
7.57KNew |
$226K - $336K
|
7.57K
$360K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-174- 68.24% |
$5.2K - $7.74K
|
81
$3.85K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
63KNew |
$1.88M - $2.8M
|
63K
$3M
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
285New |
$8.52K - $12.7K
|
285
$13.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-496- 6.13% |
$14.8K - $22.1K
|
7.6K
$361K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$5.98K - $8.89K
|
200
$9.51K
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
7.02K+ 9.76% |
$210K - $312K
|
78.9K
$3.75M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30New |
$897 - $1.33K
|
30
$1.43K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
550New |
$16.4K - $24.5K
|
550
$26.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.09K+ 4.14% |
$32.7K - $48.6K
|
27.5K
$1.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.55K- 15.19% |
$46.4K - $69K
|
8.67K
$412K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-247- 2.68% |
$7.38K - $11K
|
8.98K
$427K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
525+ 5.77% |
$15.7K - $23.3K
|
9.63K
$458K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
103K+ 12.92% |
$3.07M - $4.56M
|
897K
$42.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
100+ 1.44% |
$2.99K - $4.45K
|
7.04K
$335K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
12New |
$359 - $534
|
12
$571
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
610New |
$20.9K - $25.8K
|
610
$29K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10New |
$342 - $424
|
10
$476
|
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
6.25KNew |
$214K - $265K
|
6.25K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-15.1K- 73.36% |
$515K - $638K
|
5.47K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
66New |
$2.26K - $2.8K
|
66
$3.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1.44K- 7.48% |
$49.3K - $61.1K
|
17.8K
$849K
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
9.02KNew |
$309K - $382K
|
9.02K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-357- 4.49% |
$12.2K - $15.1K
|
7.6K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.86KNew |
$235K - $291K
|
6.86K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-533K- 84.2% |
$18.2M - $22.6M
|
100K
$4.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-129- 0.82% |
$4.41K - $5.46K
|
15.5K
$739K
|
|
|
Feb 14, 2023
Q4 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
797KNew |
$27.3M - $33.8M
|
797K
$37.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
93New |
$3.18K - $3.94K
|
93
$4.42K
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
40.8KNew |
$1.39M - $1.73M
|
40.8K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10K+ 20.0% |
$342K - $424K
|
60K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Elm Ridge Management, LLC
Briarcliff Manor, NY |
BUY
|
- |
66.6K+ 203.85% |
$2.28M - $2.82M
|
99.2K
$4.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
CALL |
-2K- 15.87% |
$68.4K - $84.7K
|
10.6K
$504K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
29.9KNew |
$1.02M - $1.27M
|
29.9K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
875New |
$29.9K - $37.1K
|
875
$41.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
170New |
$5.82K - $7.2K
|
170
$8.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.9KNew |
$477K - $591K
|
13.9K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-378- 6.14% |
$12.9K - $16K
|
5.78K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-1.98K- 10.67% |
$67.8K - $84K
|
16.6K
$789K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-55- 22.45% |
$1.88K - $2.33K
|
190
$9.04K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
5.42KNew |
$185K - $230K
|
5.42K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.59KNew |
$123K - $152K
|
3.59K
$171K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.4KNew |
$47.8K - $59.2K
|
1.4K
$66.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
323+ 100.0% |
$11.1K - $13.7K
|
646
$30.7K
|
|