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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.62K+ 28.25% |
$64.6K - $78.5K
|
7.35K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.57K+ 7.77% |
$62.7K - $76.1K
|
21.8K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.51K+ 3.43% |
$60.3K - $73.2K
|
45.5K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.47K+ 26.59% |
$58.8K - $71.4K
|
7.02K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.47K+ 23.31% |
$58.5K - $71K
|
7.76K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.42K+ 30.33% |
$56.6K - $68.7K
|
6.09K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.29K+ 18.49% |
$51.5K - $62.5K
|
8.27K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.28K+ 110.68% |
$50.9K - $61.8K
|
2.43K
$115K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.18K+ 23.17% |
$47.2K - $57.3K
|
6.28K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.14K+ 15.19% |
$45.4K - $55.1K
|
8.63K
$411K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.11K+ 7.3% |
$44.3K - $53.8K
|
16.3K
$776K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.09K+ 8.57% |
$43.4K - $52.7K
|
13.8K
$655K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.07KNew |
$42.6K - $51.7K
|
1.07K
$50.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
998+ 2.22% |
$39.8K - $48.4K
|
46K
$2.19M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
997+ 8.83% |
$39.8K - $48.3K
|
12.3K
$584K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
965+ 59.35% |
$38.5K - $46.8K
|
2.59K
$123K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
896+ 15.93% |
$35.8K - $43.4K
|
6.52K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
797+ 10.65% |
$31.8K - $38.6K
|
8.28K
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
783+ 6.63% |
$31.3K - $37.9K
|
12.6K
$599K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
674+ 0.65% |
$26.9K - $32.7K
|
105K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
641New |
$25.6K - $31.1K
|
641
$30.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
630New |
$25.1K - $30.5K
|
630
$30K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
519+ 9.86% |
$20.7K - $25.2K
|
5.78K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
457New |
$18.2K - $22.1K
|
457
$21.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
454+ 3.43% |
$18.1K - $22K
|
13.7K
$652K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
404+ 4.9% |
$16.1K - $19.6K
|
8.65K
$411K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 0.34% |
$16K - $19.4K
|
119K
$5.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
390+ 2.09% |
$15.6K - $18.9K
|
19K
$905K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
386+ 2.48% |
$15.4K - $18.7K
|
16K
$760K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
321New |
$12.8K - $15.6K
|
321
$15.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
290+ 111.97% |
$11.6K - $14.1K
|
549
$26.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
278+ 5.37% |
$11.1K - $13.5K
|
5.46K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
250New |
$9.98K - $12.1K
|
250
$11.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
250+ 17.42% |
$9.98K - $12.1K
|
1.69K
$80.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
247+ 3.28% |
$9.86K - $12K
|
7.78K
$370K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
246+ 0.86% |
$9.82K - $11.9K
|
28.7K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
233+ 3.3% |
$9.3K - $11.3K
|
7.3K
$347K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
229+ 1.01% |
$9.14K - $11.1K
|
22.8K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
207+ 0.97% |
$8.26K - $10K
|
21.6K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
205New |
$8.18K - $9.93K
|
205
$9.75K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
179+ 7.14% |
$7.15K - $8.67K
|
2.69K
$128K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
111+ 6.48% |
$4.43K - $5.38K
|
1.82K
$86.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
105+ 0.32% |
$4.19K - $5.09K
|
32.5K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
95+ 19.96% |
$3.79K - $4.6K
|
571
$27.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
93+ 1.57% |
$3.71K - $4.51K
|
6K
$285K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
89New |
$3.55K - $4.31K
|
89
$4.23K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
83New |
$3.31K - $4.02K
|
83
$3.95K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
77+ 2.49% |
$3.07K - $3.73K
|
3.17K
$151K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
77+ 0.3% |
$3.07K - $3.73K
|
25.7K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
60New |
$2.4K - $2.91K
|
60
$2.85K
|