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Citizens Financial Services (CZFS) Institutional Ownership

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$42.17
-1.91 (-4.33%)
(As of 04/25/2024 ET)
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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)
11
Total
Institutional Inflows
(last 12 months)
$4.20M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$155.04K
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CZFS Institutional Buying and Selling by Quarter

Citizens Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/12/2024SG Americas Securities LLC1,844$119K0.0%N/A0.039%
11/13/2023PNC 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%
10/24/2023Bank 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%
9/21/2023Barclays PLC867$64K0.0%-26.5%0.018%
8/11/2023Citizens & Northern Corp87,390$6.51M2.5%+0.6%2.179%
8/11/2023Terrapin Asset Management LLC37,573$2.80M3.6%N/A0.937%
8/7/2023JFS Wealth Advisors LLC29,909$2.23M0.2%+1.0%0.746%
8/4/2023American International Group Inc.2,089$156K0.0%N/A0.052%
8/1/2023Kistler Tiffany Companies LLC4,789$357K0.1%+59.6%0.119%
7/31/2023Hudock 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%
5/8/2023Hudock Inc.39,992$3.34M0.8%-1.9%1.007%
5/3/2023Kistler Tiffany Companies LLC3,000$251K0.0%-12.2%0.076%
2/13/2023Clear Street LLC6,086$467K0.0%N/A0.153%
2/13/2023JFS Wealth Advisors LLC29,614$2.27M0.2%-2.2%0.746%
2/8/2023Hudock Inc.40,774$3.13M1.1%+0.5%1.027%
2/8/2023Belpointe 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%
11/9/2022Citizens & Northern Corp86,937$6.10M2.9%+0.3%2.190%
8/15/2022Maltese Capital Management LLC12,768$894K0.2%N/A0.322%
8/8/2022Kistler Tiffany Companies LLC3,417$239K0.1%N/A0.086%
8/4/2022Citizens & Northern Corp86,687$6.07M2.6%N/A2.179%
8/4/2022Northwestern Mutual Wealth Management Co.688$48K0.0%N/A0.017%
8/2/2022Belpointe Asset Management LLC1,607$112K0.0%N/A0.040%
8/2/2022JFS Wealth Advisors LLC30,294$2.12M0.2%N/A0.761%
8/2/2022Hudock Inc.40,484$2.83M0.9%N/A1.017%
7/26/2022Key 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, 21 institutional investors and hedge funds held shares of Citizens Financial Services. The most heavily invested institutionals were Citizens & Northern Corp ($6.51M), Hudock Inc. ($3.01M), Terrapin Asset Management LLC ($2.80M), JFS Wealth Advisors LLC ($2.23M), Ergoteles LLC ($925K), Maltese Capital Management LLC ($894K), and Bank of New York Mellon Corp ($682K).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 18 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: Citizens & Northern Corp ($87.49K), Hudock Inc. ($41.15K), Terrapin Asset Management LLC ($37.57K), JFS Wealth Advisors LLC ($30.59K), Ergoteles LLC ($13.21K), Maltese Capital Management LLC ($12.77K), and Weatherly Asset Management L. P. ($9.56K).

How much institutional buying is happening at Citizens Financial Services?

Institutional investors have bought a total of 272,349 shares in the last 24 months. This purchase volume represents approximately $19.33M 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: 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 Bank of New York Mellon Corp ($293.00).

How much institutional selling is happening at Citizens Financial Services?

Institutional investors have sold a total of 2,851 shares in the last 24 months. This volume of shares sold represents approximately $207.21K in transactions.


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This page (NASDAQ:CZFS) was last updated on 4/26/2024 by MarketBeat.com Staff

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