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Citizens Financial Services (CZFS) Institutional Ownership

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$60.25 +0.43 (+0.72%)
As of 01:08 PM Eastern
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Institutional Ownership Changes (13F Filings) for Citizens Financial Services (NASDAQ:CZFS)

Current
Institutional Ownership
Percentage
22.49%
Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$13.77M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$820.90K
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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
2/17/2025 Nuveen Asset Management LLC9,309$589K0.0%+14.7%0.196%
2/17/2025 Lazard Asset Management LLC836$52K0.0%N/A0.018%
2/17/2025 Deutsche Bank AG4,834$306K0.0%+88.0%0.102%
2/17/2025 Citadel Advisors LLC4,096$259K0.0%-53.8%0.086%
2/17/2025 Bank of America Corp DE5,118$324K0.0%+45.4%0.108%
2/17/2025 BNP Paribas Financial Markets545$35K0.0%N/A0.011%
2/14/2025 PDT Partners LLC3,222$204K0.0%N/A0.068%
2/14/2025 Northern Trust Corp40,504$2.56M0.0%+2.0%0.851%
2/14/2025 Tower Research Capital LLC TRC 842$53K0.0%+295.3%0.018%
2/14/2025 Dimensional Fund Advisors LP11,734$743K0.0%+99.1%0.247%
2/13/2025 Barclays PLC6,822$431K0.0%+15.2%0.143%
2/13/2025 Wells Fargo & Company MN6,830$432K0.0%+182.6%0.143%
2/12/2025 Trexquant Investment LP5,340$338K0.0%N/A0.112%
2/12/2025 Geode Capital Management LLC102,655$6.50M0.0%+0.3%2.157%
2/12/2025 JPMorgan Chase & Co.16,576$1.05M0.0%+127.9%0.348%
2/11/2025 Corebridge Financial Inc.2,245$142K0.0%-7.0%0.047%
2/11/2025 American Century Companies Inc.22,237$1.41M0.0%+148.3%0.467%
2/6/2025 Charles Schwab Investment Management Inc.36,465$2.31M0.0%+5.4%0.766%
2/4/2025 Bank of New York Mellon Corp13,526$856K0.0%-32.2%0.284%
2/3/2025 Bryn Mawr Capital Management LLC115,048$7.28M0.3%+1,665.4%2.417%
1/31/2025 Citizens & Northern Corp115,922$7.34M2.0%+29.9%2.435%
1/29/2025 Hudock Inc.40,542$2.57M0.4%-1.4%0.852%
1/29/2025 Stonebridge Financial Group LLC734$46K0.0%N/A0.015%
1/17/2025 SG Americas Securities LLC1,919$121K0.0%N/A0.040%
12/26/2024 JPMorgan Chase & Co.7,272$427K0.0%+177.9%0.153%
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%
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10/24/2023 Bank of New York Mellon Corp14,237$682K0.0%-2.0%0.303%
10/23/2023 Commonwealth 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%
7/27/2023B. 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%
2/7/2023 Commonwealth 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%
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%
7/19/2022 Commonwealth 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, 38 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 ($7.34M), Bryn Mawr Capital Management LLC ($7.28M), Geode Capital Management LLC ($6.50M), State Street Corp ($4.23M), Terrapin Asset Management LLC ($2.80M), and Hudock Inc. ($2.57M).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 35 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: Bryn Mawr Capital Management LLC ($108.53K), Terrapin Asset Management LLC ($37.57K), Citizens & Northern Corp ($27.25K), JPMorgan Chase & Co. ($13.96K), American Century Companies Inc. ($13.28K), Vanguard Group Inc. ($10.06K), and Barclays PLC ($9.68K).

How much institutional buying is happening at Citizens Financial Services?

Institutional investors have bought a total of 279,773 shares in the last 24 months. This purchase volume represents approximately $17.97M in transactions.

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

Of the 9 institutional investors that sold Citizens Financial Services stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($6.73K), Citadel Advisors LLC ($4.77K), Hudock Inc. ($1.36K), Charles Schwab Investment Management Inc. ($871.00), Kistler Tiffany Companies LLC ($417.00), PNC Financial Services Group Inc. ($367.00), and Barclays PLC ($312.00).

How much institutional selling is happening at Citizens Financial Services?

Institutional investors have sold a total of 15,286 shares in the last 24 months. This volume of shares sold represents approximately $975.94K in transactions.



This page (NASDAQ:CZFS) was last updated on 2/21/2025 by MarketBeat.com Staff
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