Institutional Ownership Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG). We have compiled data on the 872 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
9,006
shares
|
$426,344
0.02% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
8,828
shares
|
$417,917
0.15% of portfolio
|
Q3 2022
Added 9.76%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,743
shares
|
$413,893
0.01% of portfolio
|
Q3 2024
Added 22.28%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
8,646
shares
|
$409,301
0.02% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,640
shares
|
$409,017
0.02% of portfolio
|
Q3 2024
Reduced 74.76%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
8,614
shares
|
$407,786
0.01% of portfolio
|
Q3 2024
Reduced 27.29%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
8,593
shares
|
$406,792
0.08% of portfolio
|
Q3 2024
Reduced 83.7%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
8,471
shares
|
$401,017
0.15% of portfolio
|
Q2 2024
Reduced 5.5%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
8,399
shares
|
$397,608
0.24% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
8,347
shares
|
$395,146
0.01% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,278
shares
|
$391,880
0.04% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
8,266
shares
|
$391,312
0.05% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 29, 2024 Q3 2024 |
8,149
shares
|
$385,773
0.02% of portfolio
|
Q1 2024
Reduced 71.25%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
8,134
shares
|
$385,063
0.01% of portfolio
|
Q2 2024
Reduced 4.87%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
7,780
shares
|
$368,305
0.07% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
7,777
shares
|
$368,163
0.01% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,760
shares
|
$367,358
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
7,755
shares
|
$367,121
0.07% of portfolio
|
Q4 2024
Added 23.31%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
7,652
shares
|
$362,245
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
7,633
shares
|
$361,346
0.02% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
7,615
shares
|
$360,494
0.08% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,597
shares
|
$359,641
0.03% of portfolio
|
Q4 2022
Reduced 4.49%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
7,569
shares
|
$358,316
0.01% of portfolio
|
Q2 2024
Reduced 5.72%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,539
shares
|
$356,896
0.01% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
7,520
shares
|
$355,996
0.02% of portfolio
|
Q3 2024
Added 293.31%
|