Purchases and Sales Made in Q1 2024 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q1 2024. The information is specifically focused on institutions that hold shares of CITIZENS FINANCIAL GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
108New |
$3.29K - $3.92K
|
108
$5.14K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
107+ 39.63% |
$3.26K - $3.88K
|
377
$17.9K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.07% |
$3.04K - $3.63K
|
143K
$6.8M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
96New |
$2.92K - $3.48K
|
96
$4.57K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
96+ 1.32% |
$2.92K - $3.48K
|
7.38K
$351K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
90+ 0.29% |
$2.74K - $3.27K
|
30.9K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
85+ 1.16% |
$2.59K - $3.08K
|
7.4K
$352K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
84+ 4200.0% |
$2.56K - $3.05K
|
86
$4.09K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 29.41% |
$2.43K - $2.9K
|
352
$16.7K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75New |
$2.28K - $2.72K
|
75
$3.57K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
75+ 1.18% |
$2.28K - $2.72K
|
6.43K
$306K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
67+ 7.78% |
$2.04K - $2.43K
|
928
$44.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
65+ 9.7% |
$1.98K - $2.36K
|
735
$35K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
64+ 0.93% |
$1.95K - $2.32K
|
6.94K
$330K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
62+ 0.06% |
$1.89K - $2.25K
|
106K
$5.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
50New |
$1.52K - $1.81K
|
50
$2.38K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
46+ 0.32% |
$1.4K - $1.67K
|
14.2K
$678K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
44New |
$1.34K - $1.6K
|
44
$2.09K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
42+ 2.56% |
$1.28K - $1.52K
|
1.68K
$80K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 95.45% |
$1.28K - $1.52K
|
86
$4.09K
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
41+ 0.07% |
$1.25K - $1.49K
|
59.4K
$2.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
37New |
$1.13K - $1.34K
|
37
$1.76K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
36+ 0.24% |
$1.1K - $1.31K
|
14.8K
$704K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32+ 74.42% |
$974 - $1.16K
|
75
$3.57K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
27New |
$822 - $980
|
27
$1.28K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25+ 24.27% |
$761 - $907
|
128
$6.09K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 17.35% |
$517 - $617
|
115
$5.47K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
17New |
$517 - $617
|
17
$809
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15+ 0.24% |
$456 - $544
|
6.32K
$301K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 16.09% |
$426 - $508
|
101
$4.8K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14New |
$426 - $508
|
14
$666
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
14New |
$426 - $508
|
14
$666
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
12+ 0.17% |
$365 - $435
|
7.28K
$346K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 18.52% |
$304 - $363
|
64
$3.04K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
8New |
$243 - $290
|
8
$381
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 17.5% |
$213 - $254
|
47
$2.24K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$152 - $181
|
2.96K
$141K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
5+ 0.8% |
$152 - $181
|
629
$29.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 12.9% |
$122 - $145
|
35
$1.66K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 5.26% |
$91.3 - $109
|
60
$2.85K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 1.22% |
$91.3 - $109
|
248
$11.8K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 9.09% |
$91.3 - $109
|
36
$1.71K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$60.9 - $72.6
|
2
$95.1
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 3.85% |
$30.4 - $36.3
|
27
$1.28K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 6.45% |
$60.9 - $72.6
|
29
$1.38K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6- 0.83% |
$183 - $218
|
717
$34.1K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 0.16% |
$183 - $218
|
3.81K
$181K
|
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-10- 0.01% |
$304 - $363
|
163K
$7.78M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10- 0.16% |
$304 - $363
|
6.35K
$302K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-12- 0.17% |
$365 - $435
|
6.93K
$330K
|