Recent Quarter Total Invested
$67.00 M
Recent Quarter Institutional Ownership Percentage
24.01%
Total Invested of Last Quarter
$49.87 M
Ownership Percentage of Last Quarter
23.6%
Citizens Financial Services, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 318,343 | $18.70 M | 100.00% | 6.70% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 102,399 | $6.02 M | 1.10% | 2.16% |
| CITIZENS & NORTHERN CORP | 11/04/2024 | 89,229 | $5.24 M | 1.00% | 1.88% |
| STATE STREET CORP | 11/14/2024 | 72,070 | $4.23 M | 2.25% | 1.52% |
| HUDOCK, INC. | 10/23/2024 | 41,116 | $2.42 M | 0.21% | 0.87% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 34,607 | $2.03 M | -2.46% | 0.73% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 19,960 | $1.17 M | -16.00% | 0.42% |
| DE LISLE PARTNERS LLP | 11/14/2024 | 15,354 | $896,674 | 1.00% | 0.32% |
| MORGAN STANLEY | 11/14/2024 | 14,695 | $863,344 | 93.00% | 0.31% |
| GREAT LAKES ADVISORS, LLC | 11/04/2024 | 10,961 | $643,959 | 10.17% | 0.23% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 10,875 | $638,906 | 111.25% | 0.23% |
| WEATHERLY ASSET MANAGEMENT L. P. | 10/29/2024 | 9,752 | $572,930 | 0.00% | 0.21% |
| INVESCO LTD. | 11/12/2024 | 9,242 | $542,968 | -45.37% | 0.19% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 8,956 | $526,165 | 20.21% | 0.19% |
| CITADEL ADVISORS LLC | 11/14/2024 | 8,866 | $520,878 | -20.70% | 0.19% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 8,118 | $476,932 | 0.00% | 0.17% |
| MINERVA ADVISORS LLC | 11/08/2024 | 7,803 | $458,426 | 0.00% | 0.16% |
| JPMORGAN CHASE & CO | 11/08/2024 | 7,272 | $427,230 | 177.88% | 0.15% |
| BRYN MAWR CAPITAL MANAGEMENT, LLC | 10/25/2024 | 6,517 | $382,874 | 100.00% | 0.14% |
| BARCLAYS PLC | 11/19/2024 | 5,924 | $347,000 | 286.18% | 0.12% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 5,894 | $346,273 | 9.25% | 0.12% |
| RHUMBLINE ADVISERS | 11/12/2024 | 5,375 | $315,990 | 1.70% | 0.11% |
| STRS OHIO | 11/01/2024 | 5,100 | $299,625 | 37.84% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 4,017 | $236,000 | -32.94% | 0.08% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 3,909 | $229,654 | 100.00% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 3,520 | $206,800 | 1.88% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 3,295 | $193,582 | 0.00% | 0.07% |
| ROYAL BANK OF CANADA | 11/14/2024 | 3,224 | $189,000 | 1.29% | 0.07% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 2,633 | $154,689 | 0.00% | 0.06% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 2,524 | $148,285 | 53.06% | 0.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 2,417 | $141,999 | 3.33% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 2,415 | $141,881 | -0.70% | 0.05% |
| UBS GROUP AG | 11/14/2024 | 2,298 | $135,008 | -5.28% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 1,850 | $109,000 | 0.00% | 0.04% |
| NBT BANK N A /NY | 11/14/2024 | 1,199 | $70,441 | 0.00% | 0.03% |
| NISA INVESTMENT ADVISORS, LLC | 10/24/2024 | 709 | $41,654 | 0.42% | 0.01% |
| STONE HOUSE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 646 | $37,953 | -0.15% | 0.01% |
| BALDWIN BROTHERS LLC/MA | 10/16/2024 | 617 | $36,249 | 100.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 442 | $25,968 | -3.70% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/13/2024 | 361 | $21,209 | -0.28% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 327 | $19,211 | -0.30% | 0.01% |
| ALLWORTH FINANCIAL LP | 10/23/2024 | 204 | $11,985 | 100.00% | 0.00% |
| AMALGAMATED BANK | 10/30/2024 | 147 | $9,000 | 0.00% | 0.00% |
| CAPITAL ADVISORS, LTD. LLC | 10/24/2024 | 83 | $5,000 | 0.00% | 0.00% |
| GAMMA INVESTING LLC | 10/07/2024 | 41 | $2,409 | -47.44% | 0.00% |
| CAPITAL PERFORMANCE ADVISORS LLP | 11/01/2024 | 36 | $2,115 | 100.00% | 0.00% |
| CWM, LLC | 10/08/2024 | 33 | $2,000 | 100.00% | 0.00% |
| FORTITUDE FAMILY OFFICE, LLC | 10/25/2024 | 32 | $1,880 | 0.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 20 | $1,175 | -97.20% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2024 | 14 | $823 | 100.00% | 0.00% |
Citizens Financial Services, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of CZFS shares?
During the previous two years, 59 institutional investors and hedge funds held shares of Citizens Financial Services, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 318,343
GEODE CAPITAL MANAGEMENT, LLC: 102,399
CITIZENS & NORTHERN CORP: 89,229
STATE STREET CORP: 72,070
Hudock, Inc.: 41,116
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 34,607
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What percentage of Citizens Financial Services, Inc. stock is owned by institutional investors?
24.01% of Citizens Financial Services, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at CZFS ?
Institutional investors have bought a total of 1.20 M shares in the last 24 months. This purchase volume represents approximately $87.53 M in transactions.