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% |
| VANGUARD GROUP INC | 11/13/2024 | 238,583 | $14.02 M | 1.81% | 5.02% |
| 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 | 12/26/2024 | 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% |
| FMR LLC | 11/13/2024 | 435 | $25,557 | 32.62% | 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% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 213 | $12,514 | -85.89% | 0.00% |
| 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% |
Citizens Financial Services, Inc.institutional Ownership - FAQ's
During the previous two years, 60 institutional investors and hedge funds held shares of Citizens Financial Services, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 318,343
VANGUARD GROUP INC: 238,583
GEODE CAPITAL MANAGEMENT, LLC: 102,399
CITIZENS & NORTHERN CORP: 89,229
STATE STREET CORP: 72,070
Hudock, Inc.: 41,116
24.01% of Citizens Financial Services, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.44 M shares in the last 24 months. This purchase volume represents approximately $90.85 M in transactions.