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 13, 2025
Q3 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
100New |
$4.61K - $5.37K
|
100
$5.17K
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
90+ 0.99% |
$4.15K - $4.83K
|
9.18K
$474K
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
90+ 0.57% |
$4.15K - $4.83K
|
15.9K
$823K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
88+ 6.16% |
$4.06K - $4.72K
|
1.52K
$78.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
86+ 33.59% |
$3.96K - $4.61K
|
342
$17.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
84+ 1.06% |
$3.87K - $4.51K
|
8K
$414K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
83+ 1.5% |
$3.83K - $4.45K
|
5.61K
$290K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
78+ 2.77% |
$3.6K - $4.18K
|
2.89K
$149K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
66+ 0.26% |
$3.04K - $3.54K
|
25.3K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
65+ 8.08% |
$3K - $3.49K
|
869
$44.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
59+ 0.67% |
$2.72K - $3.17K
|
8.8K
$455K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
56+ 0.01% |
$2.58K - $3K
|
447K
$23.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
56New |
$2.58K - $3K
|
56
$2.89K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
53+ 0.02% |
$2.44K - $2.84K
|
280K
$14.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
53+ 0.87% |
$2.44K - $2.84K
|
6.13K
$317K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
52New |
$2.4K - $2.79K
|
52
$2.69K
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
51+ 0.54% |
$2.35K - $2.74K
|
9.44K
$488K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
51+ 0.77% |
$2.35K - $2.74K
|
6.64K
$343K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
49+ 70.0% |
$2.26K - $2.63K
|
119
$6.15K
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
49+ 0.09% |
$2.26K - $2.63K
|
55.4K
$2.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
49+ 0.08% |
$2.26K - $2.63K
|
62.4K
$3.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
47+ 3.87% |
$2.17K - $2.52K
|
1.26K
$65.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
46+ 158.62% |
$2.12K - $2.47K
|
75
$3.88K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
43New |
$1.98K - $2.31K
|
43
$2.22K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
42+ 6.95% |
$1.94K - $2.25K
|
646
$33.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
40+ 0.65% |
$1.84K - $2.15K
|
6.21K
$321K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
40+ 2.0% |
$1.84K - $2.15K
|
2.04K
$105K
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
40+ 0.16% |
$1.84K - $2.15K
|
24.4K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
39New |
$1.8K - $2.09K
|
39
$2.02K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 37.86% |
$1.8K - $2.09K
|
142
$7.34K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37+ 0.64% |
$1.71K - $1.99K
|
5.86K
$303K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
36New |
$1.66K - $1.93K
|
36
$1.86K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
35New |
$1.61K - $1.88K
|
35
$1.81K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
35+ 205.88% |
$1.61K - $1.88K
|
52
$2.69K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
34New |
$1.57K - $1.82K
|
34
$1.76K
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
34+ 0.22% |
$1.57K - $1.82K
|
15.2K
$785K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
32New |
$1.48K - $1.72K
|
32
$1.65K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
31+ 75.61% |
$1.43K - $1.66K
|
72
$3.72K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
31New |
$1.43K - $1.66K
|
31
$1.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
30+ 8.82% |
$1.38K - $1.61K
|
370
$19.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30New |
$1.38K - $1.61K
|
30
$1.55K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
26New |
$1.2K - $1.39K
|
26
$1.34K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
24New |
$1.11K - $1.29K
|
24
$1.24K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
22+ 200.0% |
$1.01K - $1.18K
|
33
$1.71K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
21+ 9.29% |
$968 - $1.13K
|
247
$12.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
20+ 400.0% |
$922 - $1.07K
|
25
$1.29K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16New |
$738 - $858
|
16
$827
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
16New |
$738 - $858
|
16
$827
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
13New |
$599 - $697
|
13
$672
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 0.68% |
$599 - $697
|
1.93K
$99.9K
|
|