Latest Institutional Transactions on Citizens Financial Services Inc (CZFS)
This table provides information on the latest institutional transactions involving Citizens Financial Services Inc (CZFS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1- 0.05% |
$52.4 - $65
|
1.87K
$105K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 23.08% |
$157 - $195
|
16
$901
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.15K- 95.04% |
$60.3K - $74.7K
|
60
$3.38K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-524- 44.56% |
$27.5K - $34K
|
652
$36.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-845- 2.06% |
$44.3K - $54.9K
|
40.3K
$2.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26- 0.63% |
$1.36K - $1.69K
|
4.13K
$232K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-4.93K- 50.01% |
$258K - $320K
|
4.92K
$277K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
40+ 43.48% |
$2.1K - $2.6K
|
132
$7.43K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 14530.0% |
$76.2K - $94.4K
|
1.46K
$82.4K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90+ 2.95% |
$4.82K - $5.7K
|
3.14K
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.11KNew |
$113K - $133K
|
2.11K
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7+ 1.0% |
$375 - $443
|
707
$39.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.02K- 15.84% |
$54.7K - $64.7K
|
5.43K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
25+ 0.95% |
$1.34K - $1.58K
|
2.66K
$150K
|
|
|
Aug 13, 2025
Q2 2025
|
Minerva Advisors LLC
Bala Cynwyd, PA |
BUY
|
- |
78+ 1.0% |
$4.17K - $4.94K
|
7.88K
$444K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.83% |
$161 - $190
|
364
$20.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
38+ 10.0% |
$2.03K - $2.4K
|
418
$23.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-752K- 99.05% |
$40.2M - $47.6M
|
7.2K
$405K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2+ 0.98% |
$107 - $127
|
206
$11.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18- 0.5% |
$963 - $1.14K
|
3.6K
$202K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$53.5 - $63.3
|
1
$56.3
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
783+ 14.18% |
$41.9K - $49.5K
|
6.31K
$355K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1+ 0.68% |
$53.5 - $63.3
|
148
$8.33K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
400+ 7.84% |
$21.4K - $25.3K
|
5.5K
$310K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7+ 0.99% |
$375 - $443
|
716
$40.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
1.16K+ 1.0% |
$62K - $73.3K
|
117K
$6.59M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.09K+ 33.89% |
$60.9K - $71K
|
4.31K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
16New |
$892 - $1.04K
|
16
$901
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$55.8 - $65.1
|
1
$56.3
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
218New |
$12.2K - $14.2K
|
218
$12.3K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
38New |
$2.12K - $2.47K
|
38
$2.14K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
836New |
$43.7K - $61.4K
|
836
$47.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 14.67% |
$62.3K - $87.4K
|
9.31K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
734New |
$38.4K - $53.9K
|
734
$41.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.92KNew |
$100K - $141K
|
1.92K
$108K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
36New |
$1.46K - $2.09K
|
36
$2.03K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
617New |
$25K - $35.8K
|
617
$34.7K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
240New |
$9.5K - $11.6K
|
240
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
13.5KNew |
$534K - $653K
|
13.5K
$760K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34.7K+ 12.81% |
$1.37M - $1.68M
|
306K
$17.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8New |
$317 - $387
|
8
$450
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50New |
$1.98K - $2.42K
|
50
$2.82K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67+ 1.2% |
$2.65K - $3.24K
|
5.67K
$319K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
83New |
$3.29K - $4.02K
|
83
$4.67K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32New |
$1.27K - $1.55K
|
32
$1.8K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-16- 0.85% |
$652 - $1.03K
|
1.87K
$105K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$40.8 - $64.3
|
1
$56.3
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26.8K- 89.75% |
$1.09M - $1.73M
|
3.07K
$173K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
123+ 4.06% |
$5.44K - $8.04K
|
3.15K
$178K
|
|