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 876 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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
66
shares
|
$3,139
0.0% of portfolio
|
Q1 2024
Reduced 47.2%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
63
shares
|
$2,996
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
60
shares
|
$2,854
0.0% of portfolio
|
Q4 2024
Reduced 69.39%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
60
shares
|
$2,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
58
shares
|
$2,759
0.0% of portfolio
|
Q4 2024
Added 48.72%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
57
shares
|
$2,711
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
57
shares
|
$2,711
0.0% of portfolio
|
Q2 2022
Reduced 96.59%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
54
shares
|
$2,568
0.0% of portfolio
|
Q1 2024
Reduced 61.43%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
52
shares
|
$2,473
0.0% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
50
shares
|
$2,378
0.0% of portfolio
|
Q4 2022
Reduced 92.9%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
50
shares
|
$2,378
0.0% of portfolio
|
Q2 2023
Reduced 1.96%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
50
shares
|
$2,378
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
49
shares
|
$2,330
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
45
shares
|
$2,140
0.0% of portfolio
|
Q3 2024
Added 136.84%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
43
shares
|
$2,045
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
41
shares
|
$1,950
0.0% of portfolio
|
Q2 2022
Added 115.79%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
41
shares
|
$1,950
0.0% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
35
shares
|
$1,664
0.0% of portfolio
|
Q3 2024
Reduced 20.45%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$1,427
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
28
shares
|
$1,331
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
28
shares
|
$1,331
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
25
shares
|
$1,189
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
24
shares
|
$1,141
0.0% of portfolio
|
Q3 2024
Reduced 99.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
23
shares
|
$1,094
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
22
shares
|
$1,046
0.0% of portfolio
|
Q3 2024
New holding
|