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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.24K+ 4.21% |
$57.3K - $66.6K
|
30.8K
$1.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.2KNew |
$55.1K - $64.1K
|
1.2K
$61.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 3.56% |
$52.8K - $61.4K
|
33.3K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.13KNew |
$51.9K - $60.4K
|
1.13K
$58.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.1K+ 16.78% |
$50.8K - $59.1K
|
7.67K
$396K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1K+ 16.23% |
$46.1K - $53.7K
|
7.17K
$371K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1K+ 286.53% |
$46.1K - $53.7K
|
1.35K
$69.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1K+ 12.5% |
$46.1K - $53.7K
|
9K
$465K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
945+ 0.16% |
$43.6K - $50.7K
|
604K
$31.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
928+ 3569.23% |
$42.8K - $49.8K
|
954
$49.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
924+ 2.4% |
$42.6K - $49.6K
|
39.4K
$2.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
916+ 1.65% |
$42.2K - $49.1K
|
56.4K
$2.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
907+ 171.46% |
$41.8K - $48.7K
|
1.44K
$74.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
901+ 33.42% |
$41.5K - $48.3K
|
3.6K
$186K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
835+ 12.47% |
$38.5K - $44.8K
|
7.53K
$389K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
742+ 155.88% |
$34.2K - $39.8K
|
1.22K
$63K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
733+ 7.55% |
$33.8K - $39.3K
|
10.4K
$540K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
700+ 77.78% |
$32.3K - $37.6K
|
1.6K
$82.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
686+ 10.37% |
$31.6K - $36.8K
|
7.3K
$378K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
633+ 2.31% |
$29.2K - $34K
|
28K
$1.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
611+ 1.87% |
$28.2K - $32.8K
|
33.3K
$1.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
593+ 0.42% |
$27.3K - $31.8K
|
143K
$7.38M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
568+ 4.67% |
$26.2K - $30.5K
|
12.7K
$658K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
526+ 891.53% |
$24.2K - $28.2K
|
585
$30.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
525New |
$24.2K - $28.2K
|
525
$27.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
514+ 3.46% |
$23.7K - $27.6K
|
15.4K
$794K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
508+ 7.4% |
$23.4K - $27.3K
|
7.38K
$381K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
504+ 2.94% |
$23.2K - $27K
|
17.6K
$912K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
452+ 154.79% |
$20.8K - $24.2K
|
744
$38.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
443+ 3.92% |
$20.4K - $23.8K
|
11.7K
$607K
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
396+ 1.13% |
$18.3K - $21.2K
|
35.6K
$1.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
378+ 3.21% |
$17.4K - $20.3K
|
12.1K
$627K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
361New |
$16.6K - $19.4K
|
361
$18.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
357+ 1.47% |
$16.5K - $19.2K
|
24.6K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
355+ 2.47% |
$16.4K - $19K
|
14.7K
$761K
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
350New |
$16.1K - $18.8K
|
350
$18.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
338+ 2.19% |
$15.6K - $18.1K
|
15.7K
$814K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
333+ 2.67% |
$15.4K - $17.9K
|
12.8K
$661K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
322+ 6.34% |
$14.8K - $17.3K
|
5.4K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
317+ 5.67% |
$14.6K - $17K
|
5.91K
$305K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
298+ 5.79% |
$13.7K - $16K
|
5.44K
$281K
|
|
|
Nov 12, 2025
Q3 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
287+ 2.21% |
$13.2K - $15.4K
|
13.3K
$688K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
286+ 0.2% |
$13.2K - $15.3K
|
145K
$7.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
275+ 0.19% |
$12.7K - $14.8K
|
146K
$7.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
275+ 3.37% |
$12.7K - $14.8K
|
8.45K
$437K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
269New |
$12.4K - $14.4K
|
269
$13.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
257+ 0.2% |
$11.8K - $13.8K
|
128K
$6.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
243+ 3.43% |
$11.2K - $13K
|
7.33K
$379K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
227New |
$10.5K - $12.2K
|
227
$11.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
225New |
$10.4K - $12.1K
|
225
$11.6K
|
|