CITIZENS FINL GR 5 PFDPFD SER E CFG 5 PERP E
PREFERRED STOCK · PUBLIC · CUSIP 174610402
4
institutional holders
+1 vs Q4 2023
18.4k
shares reported held*
$404.2kreported value*
2 new
0 added
1 reduced
1 sold out
net sold ≈ $81.6k (-3.7k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $22.02.
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 3 |
| Q4 2022 | 3 |
| Q1 2023 | 4 |
| Q2 2023 | 3 |
| Q3 2023 | 4 |
| Q4 2023 | 3 |
| Q1 2024 | 4 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 1 | 2 |
| Q1 2023 | 3 | 1 |
| Q2 2023 | 1 | 3 |
| Q3 2023 | 2 | 1 |
| Q4 2023 | 2 | 1 |
| Q1 2024 | 2 | 2 |
Biggest buyers
| Financial Gravity Asset Management, Inc. | New | +31 |
| ORG Partners LLC | New | +23 |
Biggest sellers
| RESOURCES MANAGEMENT CORP /CT/ /ADV | Sold out | -3.8k |
| PNC Financial Services Group, Inc. | Reduced | -24 |
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| Ethos Financial Group, LLC 0.07% of their portfolio | 17.0k $375.0k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.3k $28.1k | Reduced -24 |
| Financial Gravity Asset Management, Inc. 0.00% of their portfolio | 31 $674 | New |
| ORG Partners LLC 0.00% of their portfolio | 23 $503 | New |