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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.53KNew |
$149K - $220K
|
6.53K
$337K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
43New |
$983 - $1.45K
|
43
$2.22K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
100KNew |
$2.29M - $3.37M
|
100K
$5.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-185- 1.71% |
$4.23K - $6.22K
|
10.6K
$550K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.32% |
$22.9 - $33.6
|
77
$3.98K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8New |
$183 - $269
|
8
$414
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-103- 1.12% |
$2.36K - $3.46K
|
9.11K
$471K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
244New |
$5.58K - $8.21K
|
244
$12.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
432K+ 49.9% |
$9.87M - $14.5M
|
1.3M
$67M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500+ 19.56% |
$11.4K - $16.8K
|
3.06K
$158K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
123KNew |
$2.81M - $4.14M
|
123K
$6.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-8.54K- 43.37% |
$195K - $287K
|
11.1K
$576K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
141+ 22.45% |
$3.22K - $4.74K
|
769
$39.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.84KNew |
$64.9K - $95.5K
|
2.84K
$147K
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
68.3KNew |
$1.56M - $2.3M
|
68.3K
$3.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
39New |
$892 - $1.31K
|
39
$2.02K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.48K+ 1.6% |
$33.9K - $49.9K
|
94K
$4.86M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-22- 9.91% |
$503 - $740
|
200
$10.3K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
55.3K+ 896.42% |
$1.42M - $1.79M
|
61.4K
$3.18M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
67New |
$1.73K - $2.17K
|
67
$3.46K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-36- 40.45% |
$927 - $1.17K
|
53
$2.74K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
28KNew |
$722K - $910K
|
28K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
10KNew |
$258K - $324K
|
10K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
1.16MNew |
$29.9M - $37.6M
|
1.16M
$60M
|
|
|
Nov 14, 2023
Q3 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-54.2K- 72.64% |
$1.4M - $1.76M
|
20.4K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-36- 17.06% |
$927 - $1.17K
|
175
$9.05K
|
|
|
Nov 14, 2023
Q3 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
5.48K+ 205.51% |
$141K - $178K
|
8.15K
$421K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.59KClosed |
$170K - $214K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 6.76% |
$129 - $162
|
79
$4.08K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.8KNew |
$355K - $448K
|
13.8K
$713K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13New |
$335 - $422
|
13
$672
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-125K- 49.57% |
$3.22M - $4.05M
|
127K
$6.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.51KNew |
$38.8K - $48.9K
|
1.51K
$77.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-4.8K- 85.71% |
$124K - $156K
|
800
$41.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
546New |
$14.1K - $17.7K
|
546
$28.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
284+ 0.68% |
$7.32K - $9.21K
|
41.8K
$2.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-700- 4.75% |
$18K - $22.7K
|
14.1K
$726K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.64KNew |
$197K - $248K
|
7.64K
$395K
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
50+ 0.14% |
$1.29K - $1.62K
|
35.5K
$1.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
78New |
$2.01K - $2.53K
|
78
$4.03K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
23.4K+ 75.2% |
$603K - $759K
|
54.5K
$2.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-500- 69.64% |
$12.9K - $16.2K
|
218
$11.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
50New |
$1.29K - $1.62K
|
50
$2.58K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
149New |
$3.84K - $4.83K
|
149
$7.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-783- 2.21% |
$20.2K - $25.4K
|
34.6K
$1.79M
|
|
| Q2 2023 | |||||||
|
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
$5.94K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-9.26K- 75.54% |
$230K - $286K
|
3K
$155K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
191New |
$4.74K - $5.91K
|
191
$9.87K
|
|