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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
306+ 20.28% |
$10.7K - $13.6K
|
1.82K
$85.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
259New |
$9.08K - $11.5K
|
259
$12.2K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
40New |
$1.4K - $1.77K
|
40
$1.88K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
22+ 115.79% |
$771 - $975
|
41
$1.93K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
20New |
$701 - $886
|
20
$941
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
10+ 0.16% |
$350 - $443
|
6.35K
$299K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3New |
$105 - $133
|
3
$141
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
300KNew |
$13.6M - $16.9M
|
300K
$14.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
31.6KNew |
$1.43M - $1.78M
|
31.6K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29.5KNew |
$1.34M - $1.66M
|
29.5K
$1.39M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.04KNew |
$229K - $284K
|
5.04K
$237K
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
BUY
|
- |
250+ 2.2% |
$11.3K - $14.1K
|
11.6K
$546K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
92New |
$4.17K - $5.18K
|
92
$4.33K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Strategic Value Bank Partners LLC
Cleveland, OH |
BUY
|
- |
276KNew |
$12.3M - $14.1M
|
276K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
6.68KNew |
$297K - $341K
|
6.68K
$314K
|
|
|
Feb 04, 2022
Q4 2021
|
New Century Advisors, LLC
|
BUY
|
- |
6.67KNew |
$297K - $340K
|
6.67K
$314K
|
|
|
Feb 14, 2022
Q4 2021
|
Union Investments & Development Ltd.
|
BUY
|
- |
1.35KNew |
$60.1K - $68.9K
|
1.35K
$63.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
53New |
$2.36K - $2.71K
|
53
$2.49K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
16New |
$712 - $817
|
16
$752
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
10New |
$445 - $510
|
10
$470
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.33KNew |
$137K - $160K
|
3.33K
$157K
|
|
|
Nov 12, 2021
Q3 2021
|
Salzhauer Michael
|
BUY
|
CALL |
2.8KNew |
$115K - $134K
|
2.8K
$132K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
234New |
$9.64K - $11.2K
|
234
$11K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
29New |
$1.19K - $1.39K
|
29
$1.36K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8New |
$330 - $384
|
8
$376
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
13.8KNew |
$588K - $699K
|
13.8K
$648K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
521New |
$22.3K - $26.4K
|
521
$24.5K
|
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
145New |
$6.19K - $7.36K
|
145
$6.82K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
8New |
$342 - $406
|
8
$376
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Opus Investment Management Inc
|
BUY
|
- |
12.6K+ 14.25% |
$444K - $584K
|
101K
$4.75M
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
747New |
$26.3K - $34.6K
|
747
$35.1K
|
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
140New |
$4.93K - $6.49K
|
140
$6.58K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
39KNew |
$993K - $1.41M
|
39K
$1.84M
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
10.9KNew |
$248K - $305K
|
10.9K
$513K
|
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
469New |
$10.7K - $13.1K
|
469
$22.1K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
50K+ 11.56% |
$847K - $1.52M
|
482K
$22.7M
|
|
|
Aug 12, 2020
Q2 2020
|
Prudent Man Advisors, LLC
|
BUY
|
- |
21.3KNew |
$360K - $647K
|
21.3K
$1M
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
4.8K+ 16.44% |
$73.5K - $196K
|
34K
$1.6M
|
|
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
345New |
$5.29K - $14.1K
|
345
$16.2K
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
262+ 90.97% |
$8.23K - $9.87K
|
550
$25.9K
|
|
|
Nov 14, 2019
Q3 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
200New |
$6.28K - $7.54K
|
200
$9.41K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
273KNew |
$8.28M - $10.3M
|
273K
$12.8M
|
|
|
May 15, 2019
Q1 2019
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
50KNew |
$1.52M - $1.88M
|
50K
$2.35M
|
|
|
May 01, 2019
Q1 2019
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
10KNew |
$304K - $377K
|
10K
$470K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
180KNew |
$7M - $7.78M
|
180K
$8.47M
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
James Hambro & Partners
|
BUY
|
- |
4.94KNew |
$180K - $210K
|
4.94K
$232K
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
244New |
$8.92K - $10.4K
|
244
$11.5K
|
|
| Q3 2017 | |||||||
|
Oct 19, 2017
Q3 2017
|
Cordasco Financial Network
|
BUY
|
- |
67New |
$2.15K - $2.54K
|
67
$3.15K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
16.4KNew |
N/A
|
16.4K
$771K
|
|
| Q2 2016 | |||||||
|
May 09, 2018
Q2 2016
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$511K
|
|