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Citizens Financial Services (CZFS) Institutional Ownership

Citizens Financial Services logo
$66.18 +1.33 (+2.05%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for Citizens Financial Services (NASDAQ:CZFS)

Current
Institutional Ownership
Percentage
22.49%
Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$1.58M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$64.47K
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CZFS Institutional Buying and Selling by Quarter

Citizens Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC5,924$347K0.0%+286.2%0.124%
11/16/2024 Geode Capital Management LLC102,399$6.02M0.0%+1.1%2.151%
11/15/2024 Barclays PLC5,924$347K0.0%+286.2%0.124%
11/15/2024 State Street Corp72,070$4.23M0.0%+2.3%1.514%
11/14/2024 De Lisle Partners LLP15,354$897K0.1%+1.0%0.323%
11/12/2024 Charles Schwab Investment Management Inc.34,607$2.03M0.0%-2.5%0.727%
8/9/2024 Dimensional Fund Advisors LP5,395$242K0.0%-5.2%0.115%
8/3/2024 Hudock Inc.41,028$1.84M0.3%+1.6%0.871%
8/1/2024 Rhumbline Advisers5,285$238K0.0%+10.6%0.112%
7/26/2024 Bank of New York Mellon Corp23,761$1.07M0.0%+22.5%0.504%
7/20/2024 Nisa Investment Advisors LLC706$32K0.0%N/A0.015%
5/10/2024 Vanguard Group Inc.229,271$11.28M0.0%+4.6%4.871%
1/12/2024 SG Americas Securities LLC1,844$119K0.0%N/A0.039%
11/13/2023 PNC Financial Services Group Inc.3,265$156K0.0%-10.1%0.069%
10/27/2023 Allspring Global Investments Holdings LLC765$37K0.0%N/A0.016%
10/24/2023 Bank of New York Mellon Corp14,237$682K0.0%-2.0%0.303%
10/23/2023Commonwealth Equity Services LLC6,030$289K0.0%+5.9%0.128%
9/21/2023 Barclays PLC867$64K0.0%-26.5%0.018%
8/11/2023 Citizens & Northern Corp87,390$6.51M2.5%+0.6%2.179%
8/11/2023Terrapin Asset Management LLC37,573$2.80M3.6%N/A0.937%
8/7/2023 JFS Wealth Advisors LLC29,909$2.23M0.2%+1.0%0.746%
8/4/2023 American International Group Inc.2,089$156K0.0%N/A0.052%
8/1/2023Kistler Tiffany Companies LLC4,789$357K0.1%+59.6%0.119%
7/31/2023 Hudock Inc.40,450$3.01M0.7%+1.1%1.009%
7/27/2023 B. Riley Wealth Advisors Inc.8,324$620K0.0%N/A0.208%
7/11/2023 Beese Fulmer Investment Management Inc.3,037$226K0.0%N/A0.076%
5/8/2023 Hudock Inc.39,992$3.34M0.8%-1.9%1.007%
5/3/2023Kistler Tiffany Companies LLC3,000$251K0.0%-12.2%0.076%
2/13/2023 Clear Street LLC6,086$467K0.0%N/A0.153%
2/13/2023 JFS Wealth Advisors LLC29,614$2.27M0.2%-2.2%0.746%
2/8/2023 Hudock Inc.40,774$3.13M1.1%+0.5%1.027%
2/8/2023 Belpointe Asset Management LLC1,123$86K0.0%N/A0.028%
2/7/2023Commonwealth Equity Services LLC5,436$417K0.0%+18.1%0.137%
11/14/2022Ergoteles LLC13,210$925K0.0%N/A0.333%
11/9/2022 Citizens & Northern Corp86,937$6.10M2.9%+0.3%2.190%
8/15/2022 Maltese Capital Management LLC12,768$894K0.2%N/A0.322%
8/8/2022Kistler Tiffany Companies LLC3,417$239K0.1%N/A0.086%
8/4/2022 Citizens & Northern Corp86,687$6.07M2.6%N/A2.179%
8/4/2022 Northwestern Mutual Wealth Management Co.688$48K0.0%N/A0.017%
8/2/2022 Belpointe Asset Management LLC1,607$112K0.0%N/A0.040%
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8/2/2022 JFS Wealth Advisors LLC30,294$2.12M0.2%N/A0.761%
8/2/2022 Hudock Inc.40,484$2.83M0.9%N/A1.017%
7/26/2022 Key Financial Inc2,484$166K0.1%N/A0.062%
7/19/2022Commonwealth Equity Services LLC5,589$391K0.0%N/A0.140%
7/18/2022 Weatherly Asset Management L. P.9,562$669K0.1%N/A0.240%
(Data available from 1/1/2016 forward)

CZFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CZFS shares?

During the previous two years, 24 institutional investors and hedge funds held shares of Citizens Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($11.28M), Citizens & Northern Corp ($6.51M), Geode Capital Management LLC ($6.02M), State Street Corp ($4.23M), Terrapin Asset Management LLC ($2.80M), JFS Wealth Advisors LLC ($2.23M), and Charles Schwab Investment Management Inc. ($2.03M).Learn more on CZFS's institutional investors.

What percentage of Citizens Financial Services stock is owned by institutional investors?

22.49% of Citizens Financial Services stock is owned by institutional investors. Learn more on CZFS's institutional investor holdings.

Which institutional investors have been buying Citizens Financial Services stock?

Of the 21 institutional investors that purchased Citizens Financial Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Terrapin Asset Management LLC ($37.57K), Vanguard Group Inc. ($10.06K), Barclays PLC ($8.78K), B. Riley Wealth Advisors Inc. ($8.32K), Clear Street LLC ($6.09K), Bank of New York Mellon Corp ($4.37K), and Beese Fulmer Investment Management Inc. ($3.04K).

How much institutional buying is happening at Citizens Financial Services?

Institutional investors have bought a total of 93,206 shares in the last 24 months. This purchase volume represents approximately $6.29M in transactions.

Which Citizens Financial Services major shareholders have been selling company stock?

The following institutional investors have sold Citizens Financial Services stock in the last 24 months: Charles Schwab Investment Management Inc. ($871.00), Hudock Inc. ($782.00), JFS Wealth Advisors LLC ($680.00), Kistler Tiffany Companies LLC ($417.00), PNC Financial Services Group Inc. ($367.00), Barclays PLC ($312.00), and Dimensional Fund Advisors LP ($296.00).

How much institutional selling is happening at Citizens Financial Services?

Institutional investors have sold a total of 4,018 shares in the last 24 months. This volume of shares sold represents approximately $271.68K in transactions.



This page (NASDAQ:CZFS) was last updated on 12/21/2024 by MarketBeat.com Staff
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