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 873 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 $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,720
shares
|
$271,471
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,652
shares
|
$268,243
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,642
shares
|
$267,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,636
shares
|
$267,484
0.09% of portfolio
|
Q3 2024
Reduced 40.25%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,625
shares
|
$266,962
0.0% of portfolio
|
Q1 2024
Reduced 21.05%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,555
shares
|
$263,640
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
5,543
shares
|
$263,070
0.0% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,532
shares
|
$262,548
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,522
shares
|
$262,074
0.0% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,514
shares
|
$261,694
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
5,455
shares
|
$258,894
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,455
shares
|
$258,894
0.05% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
5,420
shares
|
$257,233
0.02% of portfolio
|
Q3 2024
Added 106.03%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,399
shares
|
$256,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
5,380
shares
|
$255,334
0.02% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
5,374
shares
|
$255,050
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,359
shares
|
$254,338
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,301
shares
|
$251,585
0.01% of portfolio
|
Q3 2024
Added 15.84%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
5,282
shares
|
$250,683
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,273
shares
|
$250,256
0.0% of portfolio
|
Q3 2024
Reduced 28.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,247
shares
|
$249,022
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
5,232
shares
|
$248,310
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
5,221
shares
|
$247,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
5,190
shares
|
$246,317
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
5,189
shares
|
$246,269
0.01% of portfolio
|
Q3 2024
New holding
|