CZFS Institutional Ownership
Citizens Financial Services, Inc.
1W: +4.7%
1M: +4.7%
3M: +9.1%
YTD: +51.4%
1Y: +52.8%
3Y: +106.9%
5Y: +64.5%
$84.25
-0.34 (-0.40%)
Weekly Expected Move ±3.0%
$80
$82
$85
$87
$90
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CZFS
93
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$110M
Total Invested
8
New Positions
35
Increased
25
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (100 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 354,551 | $30M | +23,257 | +7.0% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 200,789 | $17M | -912 | -0.5% | 2Q | SEC ↗ |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 119,810 | $10M | +7,348 | +6.5% | 14Q | SEC ↗ |
| 4 | CITIZENS & NORTHERN CORP | 117,063 | $10M | — | +0.0% | 15Q | SEC ↗ |
| 5 | STATE STREET CORP | 92,835 | $8M | -1,095 | -1.2% | 14Q | SEC ↗ |
| 6 | Hudock, Inc. | 78,092 | $7M | +37,305 | +91.5% | 17Q | SEC ↗ |
| 7 | AMERICAN CENTURY COMPANIES INC | 44,108 | $4M | -78 | -0.2% | 13Q | SEC ↗ |
| 8 | Sixth Street Partners Management Compa NEW | 38,696 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 38,696 | $3M | +1,080 | +2.9% | 14Q | SEC ↗ |
| 10 | NORTHERN TRUST CORP | 37,370 | $3M | +283 | +0.8% | 14Q | SEC ↗ |
| 11 | VANGUARD FIDUCIARY TRUST CO | 32,192 | $3M | +1,646 | +5.4% | 2Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 31,639 | $3M | +3,049 | +10.7% | 10Q | SEC ↗ |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 31,314 | $3M | +5,199 | +19.9% | 2Q | SEC ↗ |
| 14 | SEGALL BRYANT & HAMILL, LLC | 20,701 | $2M | — | +0.0% | 6Q | SEC ↗ |
| 15 | De Lisle Partners LLP | 20,519 | $2M | — | +0.0% | 10Q | SEC ↗ |
| 16 | Quantinno Capital Management LP | 20,396 | $2M | +6,545 | +47.3% | 5Q | SEC ↗ |
| 17 | Cyndeo Wealth Partners, LLC | 16,381 | $1M | +88 | +0.5% | 3Q | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 16,376 | $1M | +913 | +5.9% | 14Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 11,982 | $1M | -5,616 | -31.9% | 4Q | SEC ↗ |
| 20 | LAWOOD & CO | 10,726 | $904K | — | +0.0% | 3Q | SEC ↗ |
| 21 | STRS OHIO | 9,800 | $826K | +3,400 | +53.1% | 9Q | SEC ↗ |
| 22 | Trexquant Investment LP | 9,643 | $812K | -247 | -2.5% | 4Q | SEC ↗ |
| 23 | AQR CAPITAL MANAGEMENT LLC | 9,400 | $792K | +5,588 | +146.6% | 2Q | SEC ↗ |
| 24 | MARSHALL WACE, LLP | 9,108 | $767K | -9,067 | -49.9% | 3Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 8,153 | $687K | +2,179 | +36.5% | 14Q | SEC ↗ |
| 26 | GREAT LAKES ADVISORS, LLC | 7,797 | $657K | -235 | -2.9% | 9Q | SEC ↗ |
| 27 | Nuveen, LLC | 7,703 | $649K | +504 | +7.0% | 6Q | SEC ↗ |
| 28 | CITADEL ADVISORS LLC | 7,254 | $611K | +1,832 | +33.8% | 4Q | SEC ↗ |
| 29 | BANK OF AMERICA CORP /DE | 6,828 | $575K | -1,189 | -14.8% | 15Q | SEC ↗ |
| 30 | Squarepoint Ops LLC | 6,560 | $553K | -3,748 | -36.4% | 2Q | SEC ↗ |
| 31 | Connor, Clark & Lunn Investment Manage | 6,396 | $539K | +200 | +3.2% | 4Q | SEC ↗ |
| 32 | RAYMOND JAMES FINANCIAL INC NEW | 6,221 | $524K | — | +0.0% | 1Q | SEC ↗ |
| 33 | MORGAN STANLEY | 6,166 | $519K | -6,629 | -51.8% | 17Q | SEC ↗ |
| 34 | BAILARD, INC. | 5,869 | $494K | +224 | +4.0% | 3Q | SEC ↗ |
| 35 | RHUMBLINE ADVISERS | 5,749 | $484K | +218 | +3.9% | 13Q | SEC ↗ |
| 36 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5,192 | $437K | +240 | +4.8% | 8Q | SEC ↗ |
| 37 | Cambridge Investment Research Advisors | 5,105 | $430K | +124 | +2.5% | 4Q | SEC ↗ |
| 38 | WEATHERLY ASSET MANAGEMENT L. P. | 4,924 | $415K | — | +0.0% | 17Q | SEC ↗ |
| 39 | Invesco Ltd. | 4,846 | $408K | +64 | +1.3% | 10Q | SEC ↗ |
| 40 | DEUTSCHE BANK AG | 4,510 | $380K | +1,757 | +63.8% | 13Q | SEC ↗ |
| 41 | PRICE T ROWE ASSOCIATES INC /MD NEW | 3,850 | $324K | — | +0.0% | 1Q | SEC ↗ |
| 42 | COMMONWEALTH EQUITY SERVICES, LLC | 3,642 | $307K | — | +0.0% | 17Q | SEC ↗ |
| 43 | MILLENNIUM MANAGEMENT LLC | 3,609 | $304K | -4,143 | -53.4% | 4Q | SEC ↗ |
| 44 | PNC Financial Services Group, Inc. | 3,579 | $302K | +1 | +0.0% | 15Q | SEC ↗ |
| 45 | BARCLAYS PLC | 2,731 | $230K | -920 | -25.2% | 14Q | SEC ↗ |
| 46 | UBS Group AG | 2,684 | $226K | -433 | -13.9% | 16Q | SEC ↗ |
| 47 | MetLife Investment Management, LLC | 2,658 | $224K | — | +0.0% | 13Q | SEC ↗ |
| 48 | MERCER GLOBAL ADVISORS INC /ADV NEW | 2,525 | $213K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 2,436 | $205K | +2,054 | +537.7% | 9Q | SEC ↗ |
| 50 | CITIGROUP INC | 2,240 | $189K | +1,935 | +634.4% | 16Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 38,696 | $3M |
| RAYMOND JAMES FINANCIAL INC | 6,221 | $524K |
| PRICE T ROWE ASSOCIATES INC /MD | 3,850 | $324K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,525 | $213K |
| Quarry LP | 69 | $6K |
| Integrated Wealth Concepts LLC | 30 | $3K |
| Larson Financial Group LLC | 25 | $2K |
| Silver Grove Financial Group, Inc. | 17 | $1K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Minerva Advisors LLC | 7,881 | $664K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7,057 | $595K |
| JANE STREET GROUP, LLC | 3,974 | $335K |
| NBT BANK N A /NY | 1,210 | $102K |
| MAI Capital Management | 944 | $80K |
| AMALGAMATED BANK | 142 | $12K |
| NewEdge Advisors, LLC | 10 | $1K |
| Root Financial Partners, LLC | 2 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Hudock, Inc. | +37,305 | +91.5% | 78,092 |
| BlackRock, Inc. | +23,257 | +7.0% | 354,551 |
| GEODE CAPITAL MANAGEMENT, LLC | +7,348 | +6.5% | 119,810 |
| Quantinno Capital Management LP | +6,545 | +47.3% | 20,396 |
| AQR CAPITAL MANAGEMENT LLC | +5,588 | +146.6% | 9,400 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +5,199 | +19.9% | 31,314 |
| STRS OHIO | +3,400 | +53.1% | 9,800 |
| DIMENSIONAL FUND ADVISORS LP | +3,049 | +10.7% | 31,639 |
| WELLS FARGO & COMPANY/MN | +2,179 | +36.5% | 8,153 |
| Russell Investments Group, Ltd. | +2,054 | +537.7% | 2,436 |
| CITIGROUP INC | +1,935 | +634.4% | 2,240 |
| CITADEL ADVISORS LLC | +1,832 | +33.8% | 7,254 |
| DEUTSCHE BANK AG | +1,757 | +63.8% | 4,510 |
| VANGUARD FIDUCIARY TRUST CO | +1,646 | +5.4% | 32,192 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +1,080 | +2.9% | 38,696 |
| Bank of New York Mellon Corp | +913 | +5.9% | 16,376 |
| Nuveen, LLC | +504 | +7.0% | 7,703 |
| ROYAL BANK OF CANADA | +332 | +32.7% | 1,348 |
| NORTHERN TRUST CORP | +283 | +0.8% | 37,370 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +240 | +4.8% | 5,192 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MARSHALL WACE, LLP | -9,067 | -49.9% | 9,108 |
| MORGAN STANLEY | -6,629 | -51.8% | 6,166 |
| GOLDMAN SACHS GROUP INC | -5,616 | -31.9% | 11,982 |
| MILLENNIUM MANAGEMENT LLC | -4,143 | -53.4% | 3,609 |
| Squarepoint Ops LLC | -3,748 | -36.4% | 6,560 |
| BANK OF AMERICA CORP /DE | -1,189 | -14.8% | 6,828 |
| STATE STREET CORP | -1,095 | -1.2% | 92,835 |
| BARCLAYS PLC | -920 | -25.2% | 2,731 |
| VANGUARD CAPITAL MANAGEMENT LLC | -912 | -0.5% | 200,789 |
| Tower Research Capital LLC (TRC) | -811 | -60.5% | 530 |
| UBS Group AG | -433 | -13.9% | 2,684 |
| BNP PARIBAS FINANCIAL MARKETS | -397 | -29.8% | 933 |
| Trexquant Investment LP | -247 | -2.5% | 9,643 |
| GREAT LAKES ADVISORS, LLC | -235 | -2.9% | 7,797 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -181 | -73.9% | 64 |
| EverSource Wealth Advisors, LLC | -144 | -98.0% | 3 |
| AMERICAN CENTURY COMPANIES INC | -78 | -0.2% | 44,108 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -68 | -3.1% | 2,131 |
| Sterling Capital Management LLC | -53 | -37.9% | 87 |
| Optiver Holding B.V. | -32 | -66.7% | 16 |