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Get Institutions for : 
Citizens Financial Services Inc (CZFS)  
$43.90 1.30 (3.05%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    0
Total shares held : 
 1,058,640  
% of shares held : 
 30.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 27,668  
% of shares held change : 
   0.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.69  
Last Quarter's Ending Price : 
 $64.72  
Last Quarter's Average Price : 
 $54.80  
Change from last quarter's     
avg. price to the last closing  : 
10.90 (19.89%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 8,190
 0.77%
 
Increased Positions :
20
 67,109
 6.34%
 
Unchanged Positions :
13
 149,443
 14.12%
 
Decreased Positions :
12
-33,661
-3.18%
 
Closed Positions :
3
-13,970
-1.32%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CITIZENS & NORTHERN CORP 11 - 2023-12-31 88,437 $5,724,000 0
   HUDOCK MOYER WEALTH RESOURCES, LLC 36 - 2024-03-31 40,401 $1,988,000 0
   JFS WEALTH ADVISORS, LLC 79 - 2023-12-31 29,909 $1,936,000 0
   MINERVA ADVISORS LLC 41 - 2023-12-31 7,726 $500,000 0
   WEATHERLY ASSET MANAGEMENT LP 129 - 2024-03-31 9,656 $475,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3241 - 2024-03-31 6,056 $298,000 0
   WELLINGTON MANAGEMENT CO LLP 1659 - 2023-12-31 4,393 $284,000 0
   PNC FINANCIAL SERVICES GROUP INC 2106 - 2023-12-31 3,265 $211,000 0
   Key Financial Inc 240 - 2024-03-31 2,508 $162,000 0
   MetLife Investment Advisors LLC 2386 - 2023-12-31 2,363 $153,000 0
   NBT BANK N A /NY 401 - 2024-03-31 1,188 $58,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2144 - 2023-12-31 583 $38,000 0
   SUMMIT INVESTMENT ADVISORS INC 2504 - 2023-12-31 358 $23,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 2006 - 2023-12-31 245 $16,000 0
   PROEQUITIES INC. 3350 - 2023-12-31 0 $0 0
   Covestor Ltd 2754 - 2023-12-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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