Purchases and Sales Made in Q4 2024 in Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
77+ 2.49% |
$3.07K - $3.73K
|
3.17K
$152K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
77+ 0.3% |
$3.07K - $3.73K
|
25.7K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
74+ 0.23% |
$2.95K - $3.59K
|
32.4K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
60New |
$2.4K - $2.91K
|
60
$2.88K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
60+ 1.16% |
$2.4K - $2.91K
|
5.22K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
59+ 3.34% |
$2.36K - $2.86K
|
1.83K
$87.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
57+ 10.73% |
$2.28K - $2.76K
|
588
$28.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
56+ 0.88% |
$2.24K - $2.71K
|
6.4K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
55+ 42.97% |
$2.2K - $2.67K
|
183
$8.77K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
54+ 18.62% |
$2.16K - $2.62K
|
344
$16.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49+ 4.93% |
$1.96K - $2.37K
|
1.04K
$49.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
47+ 100.0% |
$1.88K - $2.28K
|
94
$4.51K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
40+ 5.87% |
$1.6K - $1.94K
|
721
$34.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
39+ 3.16% |
$1.56K - $1.89K
|
1.28K
$61.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35+ 3.11% |
$1.4K - $1.7K
|
1.16K
$55.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
32+ 59.26% |
$1.28K - $1.55K
|
86
$4.12K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
27+ 4.88% |
$1.08K - $1.31K
|
580
$27.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20+ 34.48% |
$798 - $969
|
78
$3.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
19+ 48.72% |
$758 - $921
|
58
$2.78K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
19New |
$758 - $921
|
19
$911
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
18New |
$719 - $872
|
18
$863
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 30.36% |
$679 - $824
|
73
$3.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11+ 0.05% |
$439 - $533
|
22.3K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9New |
$359 - $436
|
9
$431
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 13.04% |
$240 - $291
|
52
$2.49K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 3.05% |
$200 - $242
|
169
$8.1K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4+ 0.08% |
$160 - $194
|
5.1K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.2% |
$120 - $145
|
1.5K
$71.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.76% |
$79.8 - $96.9
|
265
$12.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 5.13% |
$79.8 - $96.9
|
41
$1.97K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$39.9 - $48.5
|
4
$192
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-7- 6.36% |
$279 - $339
|
103
$4.94K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-8- 0.07% |
$319 - $388
|
11.6K
$558K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-9- 2.2% |
$359 - $436
|
401
$19.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 6.43% |
$439 - $533
|
160
$7.67K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 14.93% |
$798 - $969
|
114
$5.46K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-25- 39.68% |
$998 - $1.21K
|
38
$1.82K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-27- 27.55% |
$1.08K - $1.31K
|
71
$3.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-27- 0.41% |
$1.08K - $1.31K
|
6.52K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-33- 0.93% |
$1.32K - $1.6K
|
3.51K
$168K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-35- 28.0% |
$1.4K - $1.7K
|
90
$4.31K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-37- 52.11% |
$1.48K - $1.79K
|
34
$1.63K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 1.04% |
$1.52K - $1.84K
|
3.63K
$174K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-47- 0.8% |
$1.88K - $2.28K
|
5.81K
$279K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-51- 0.45% |
$2.04K - $2.47K
|
11.3K
$544K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-52- 0.47% |
$2.08K - $2.52K
|
10.9K
$524K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-62- 47.33% |
$2.48K - $3K
|
69
$3.31K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-65- 0.77% |
$2.59K - $3.15K
|
8.4K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-66- 2.63% |
$2.63K - $3.2K
|
2.45K
$117K
|