Latest Institutional Purchases of Citizens Financial Group Inc (CFG)
This list provides information on the latest institutional transactions involving Citizens Financial Group Inc (CFG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
861+ 287.0% |
$34.2K - $41.6K
|
1.16K
$60K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
852+ 3.69% |
$33.8K - $41.2K
|
24K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
635+ 0.39% |
$25.2K - $30.7K
|
161K
$8.34M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
598New |
$23.8K - $28.9K
|
598
$30.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
378New |
$15K - $18.3K
|
378
$19.5K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
349New |
$13.9K - $16.9K
|
349
$18K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
226+ 3.67% |
$8.98K - $10.9K
|
6.38K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
201New |
$7.99K - $9.72K
|
201
$10.4K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
182+ 6.26% |
$7.23K - $8.8K
|
3.09K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
173New |
$6.87K - $8.37K
|
173
$8.94K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
132New |
$5.24K - $6.38K
|
132
$6.82K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
109+ 1.61% |
$4.33K - $5.27K
|
6.9K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$3.97K - $4.84K
|
100
$5.17K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
99+ 16.84% |
$3.93K - $4.79K
|
687
$35.5K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
94+ 1.47% |
$3.73K - $4.55K
|
6.47K
$334K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
92New |
$3.66K - $4.45K
|
92
$4.76K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
79New |
$3.14K - $3.82K
|
79
$4.08K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
69New |
$2.74K - $3.34K
|
69
$3.57K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
55+ 0.87% |
$2.19K - $2.66K
|
6.4K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
53New |
$2.11K - $2.56K
|
53
$2.74K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
46New |
$1.83K - $2.22K
|
46
$2.38K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
43+ 58.9% |
$1.71K - $2.08K
|
116
$6K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
37+ 0.63% |
$1.47K - $1.79K
|
5.94K
$307K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
32+ 100.0% |
$1.27K - $1.55K
|
64
$3.31K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
30New |
$1.19K - $1.45K
|
30
$1.55K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
30New |
$1.19K - $1.45K
|
30
$1.55K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
27New |
$1.07K - $1.31K
|
27
$1.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
20New |
$795 - $967
|
20
$1.03K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
18+ 0.1% |
$715 - $870
|
18.8K
$971K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4New |
$159 - $193
|
4
$207
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
3+ 5.17% |
$119 - $145
|
61
$3.15K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.4% |
$39.7 - $48.4
|
251
$13K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
218KNew |
$8.69M - $10.6M
|
218K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
158KNew |
$6.3M - $7.65M
|
158K
$8.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
101KNew |
$4.02M - $4.88M
|
101K
$5.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
100KNew |
$3.99M - $4.85M
|
100K
$5.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
PUT |
75KNew |
$2.99M - $3.63M
|
75K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
32.3K+ 55.93% |
$1.29M - $1.57M
|
90.1K
$4.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
20.4K+ 56.53% |
$815K - $989K
|
56.5K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
19.6KNew |
$782K - $950K
|
19.6K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.4K+ 1.47% |
$576K - $699K
|
994K
$51.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
13KNew |
$519K - $630K
|
13K
$672K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13KNew |
$519K - $630K
|
13K
$672K
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$459K - $557K
|
11.5K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$421K - $511K
|
10.5K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
9.88K+ 21.23% |
$395K - $479K
|
56.4K
$2.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.59KNew |
$343K - $416K
|
8.59K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
8K+ 114.29% |
$319K - $388K
|
15K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
6.75KNew |
$270K - $327K
|
6.75K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6.44K+ 31.46% |
$257K - $312K
|
26.9K
$1.39M
|
|