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 880 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 $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
1,167
shares
|
$54,113
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
1,167
shares
|
$54,113
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,161
shares
|
$53,835
0.0% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,143
shares
|
$53,000
0.0% of portfolio
|
Q4 2023
Reduced 60.96%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,135
shares
|
$52,629
0.0% of portfolio
|
Q2 2024
Added 740.74%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,106
shares
|
$51,285
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
1,067
shares
|
$49,476
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,011
shares
|
$46,880
0.0% of portfolio
|
Q2 2024
Added 484.39%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
993
shares
|
$46,045
0.0% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
971
shares
|
$45,025
0.0% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
882
shares
|
$40,898
0.01% of portfolio
|
Q2 2022
Added 605.6%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
871
shares
|
$40,388
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
843
shares
|
$39,089
0.0% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
738
shares
|
$34,221
0.02% of portfolio
|
Q2 2022
Added 438.69%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
730
shares
|
$33,850
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
721
shares
|
$33,432
0.0% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
698
shares
|
$32,366
0.0% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
669
shares
|
$31,021
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
657
shares
|
$30,465
0.01% of portfolio
|
Q1 2024
Added 49.32%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
644
shares
|
$29,862
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
641
shares
|
$29,723
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
630
shares
|
$29,213
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
605
shares
|
$28,053
0.0% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
600
shares
|
$27,822
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
571
shares
|
$26,477
0.01% of portfolio
|
Q4 2024
Added 19.96%
|