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 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
136+ 1.51% |
$4.65K - $5.76K
|
9.12K
$471K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$719 - $890
|
21
$1.09K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
40+ 0.56% |
$1.37K - $1.69K
|
7.13K
$368K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
971+ 7.48% |
$33.2K - $41.1K
|
14K
$722K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
60New |
$2.05K - $2.54K
|
60
$3.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-29- 0.12% |
$992 - $1.23K
|
24.5K
$1.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-143K- 94.41% |
$4.9M - $6.07M
|
8.49K
$439K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-248- 4.23% |
$8.49K - $10.5K
|
5.62K
$290K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-68.8K- 71.34% |
$2.35M - $2.92M
|
27.7K
$1.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
583New |
$20K - $24.7K
|
583
$30.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
90+ 1.03% |
$3.08K - $3.81K
|
8.85K
$457K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.97K- 2.78% |
$102K - $126K
|
104K
$5.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-654- 92.9% |
$22.4K - $27.7K
|
50
$2.58K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-844- 41.93% |
$28.9K - $35.8K
|
1.17K
$60.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
253New |
$8.66K - $10.7K
|
253
$13.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
6.12KNew |
$209K - $259K
|
6.12K
$316K
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.25KNew |
$180K - $223K
|
5.25K
$272K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
77+ 86.52% |
$2.63K - $3.26K
|
166
$8.58K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-7.53K- 23.49% |
$258K - $319K
|
24.5K
$1.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
5.58KNew |
$191K - $236K
|
5.58K
$288K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
27New |
$924 - $1.14K
|
27
$1.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-155- 21.99% |
$5.3K - $6.57K
|
550
$28.4K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
7+ 10.94% |
$240 - $297
|
71
$3.67K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7New |
$240 - $297
|
7
$362
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.05K- 14.1% |
$35.8K - $44.3K
|
6.36K
$329K
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.76K+ 4.03% |
$163K - $201K
|
123K
$6.35M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
148New |
$5.06K - $6.27K
|
148
$7.65K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
100K+ 55.56% |
$2.08M - $3.91M
|
280K
$14.5M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-7.87K- 43.22% |
$163K - $308K
|
10.3K
$535K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-223- 61.26% |
$4.63K - $8.73K
|
141
$7.29K
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.79K+ 2812.62% |
$120K - $227K
|
6K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.03K- 8.98% |
$21.3K - $40.2K
|
10.4K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
27+ 0.11% |
$561 - $1.06K
|
25.1K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.43KClosed |
$92K - $173K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-5.59K- 10.1% |
$116K - $219K
|
49.7K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
52.3KNew |
$1.09M - $2.05M
|
52.3K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
954+ 7.76% |
$19.8K - $37.3K
|
13.2K
$685K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.89KNew |
$143K - $270K
|
6.89K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
100New |
$2.08K - $3.91K
|
100
$5.17K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.09M+ 899.74% |
$43.4M - $81.7M
|
2.32M
$120M
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
BUY
|
- |
241+ 3.72% |
$5.01K - $9.43K
|
6.72K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-31.4K- 60.36% |
$652K - $1.23M
|
20.6K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
108New |
$2.24K - $4.23K
|
108
$5.58K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
785+ 9.76% |
$16.3K - $30.7K
|
8.83K
$456K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.89K- 33.16% |
$80.8K - $152K
|
7.84K
$405K
|
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
7.3K+ 2.28% |
$152K - $286K
|
327K
$16.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-3.45K- 24.32% |
$71.7K - $135K
|
10.7K
$555K
|
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-5.62K- 47.68% |
$117K - $220K
|
6.17K
$319K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
401+ 1.01% |
$8.33K - $15.7K
|
40.3K
$2.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-75- 0.3% |
$1.56K - $2.93K
|
25.1K
$1.29M
|
|