Latest Institutional Purchases of Citizens Financial Services Inc (CZFS)
This list provides information on the latest institutional transactions involving Citizens Financial Services Inc (CZFS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
240New |
$9.5K - $11.6K
|
240
$13.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
96+ 0.99% |
$3.8K - $4.65K
|
9.75K
$562K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
83New |
$3.29K - $4.02K
|
83
$4.78K
|
|
|
Aug 12, 2024
Q2 2024
|
Minerva Advisors LLC
Bala Cynwyd, PA |
BUY
|
- |
77+ 1.0% |
$3.05K - $3.73K
|
7.8K
$449K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67+ 1.2% |
$2.65K - $3.24K
|
5.67K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50New |
$1.98K - $2.42K
|
50
$2.88K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32New |
$1.27K - $1.55K
|
32
$1.84K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30+ 0.92% |
$1.19K - $1.45K
|
3.3K
$190K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
11+ 0.6% |
$436 - $532
|
1.85K
$107K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
11+ 0.93% |
$436 - $532
|
1.2K
$69.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8New |
$317 - $387
|
8
$461
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1+ 0.68% |
$39.6 - $48.4
|
147
$8.47K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.27KNew |
$337K - $532K
|
8.27K
$476K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$40.8 - $64.3
|
1
$57.6
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.39KNew |
$194K - $287K
|
4.39K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
123+ 4.06% |
$5.44K - $8.04K
|
3.15K
$182K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
765New |
$36.7K - $57K
|
765
$44.1K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.32KNew |
$620K - $761K
|
8.32K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.35KNew |
$249K - $306K
|
3.35K
$193K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.04KNew |
$226K - $278K
|
3.04K
$175K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.79K+ 59.63% |
$133K - $164K
|
4.79K
$276K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
245New |
$18.2K - $22.4K
|
245
$14.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
24+ 0.97% |
$1.79K - $2.2K
|
2.51K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5+ 0.87% |
$372 - $457
|
583
$33.6K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
4.33KNew |
$308K - $379K
|
4.33K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.33KNew |
$237K - $292K
|
3.33K
$192K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3KNew |
$214K - $263K
|
3K
$173K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Clear Street LLC
|
BUY
|
- |
6.09KNew |
$396K - $479K
|
6.09K
$351K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.12KNew |
$73K - $88.3K
|
1.12K
$64.7K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
562New |
$35.1K - $39.6K
|
562
$32.4K
|
|