Citizens Financial Services Ownership 2024 | Who Owns Citizens Financial Services Now?


OverviewRevenueFinancialsChart

Institutional Ownership

20.32%

Insider Ownership

6.31%

Retail Ownership

73.37%

Institutional Holders

38.00

Citizens Financial Services Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.6.50%0.00%305,58834,69312.81%13,733,125Jun 30, 2024
VANGUARD GROUP INC4.98%0.00%234,3475,0762.21%10,531,554Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.15%0.00%101,28712,50114.08%4,552,366Jun 30, 2024
CITIZENS & NORTHERN CORP1.88%1.24%88,346-176-0.20%3,970,269Jun 30, 2024
STATE STREET CORP1.50%0.00%70,4821,4152.05%3,167,461,000Jun 30, 2024
HUDOCK, INC.0.87%0.34%41,0286271.55%1,843,810Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.75%0.00%35,4784181.19%1,594,367Jun 30, 2024
NORTHERN TRUST CORP0.74%0.00%35,018610.17%1,573,709,000Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.51%0.00%23,7614,36922.53%1,067,840Jun 30, 2024
INVESCO LTD.0.36%0.00%16,9164,42135.38%760,209Jun 30, 2024
DE LISLE PARTNERS LLP0.32%0.15%15,202--686,370Jun 30, 2024
FOURTHSTONE LLC0.29%0.19%13,49313,493100.00%606,375Jun 30, 2024
GREAT LAKES ADVISORS, LLC0.21%0.00%9,9499,949100.00%447,106Jun 30, 2024
WEATHERLY ASSET MANAGEMENT L. P.0.21%0.04%9,752960.99%438,255Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.17%0.00%8,118790.98%364,823Jun 30, 2024
MINERVA ADVISORS LLC0.17%0.23%7,803771.00%350,667Jun 30, 2024
MORGAN STANLEY0.16%-7,6145567.88%342,176Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.16%0.00%7,450340.46%334,803Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.13%0.00%5,990-66-1.09%269,000Jun 30, 2024
LPL FINANCIAL LLC0.12%0.00%5,672671.20%254,881Jun 30, 2024

Citizens Financial Services's largest institutional shareholder is BLACKROCK INC., holding 6.50% of the company's total share outstanding, currently valued at $13.73M. The top 10 institutional shareholders own together 20.25% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CITIZENS & NORTHERN CORP1.88%1.24%88,346-176-0.20%3,970,269Jun 30, 2024
HUDOCK, INC.0.87%0.34%41,0286271.55%1,843,810Jun 30, 2024
MINERVA ADVISORS LLC0.17%0.23%7,803771.00%350,667Jun 30, 2024
FOURTHSTONE LLC0.29%0.19%13,49313,493100.00%606,375Jun 30, 2024
DE LISLE PARTNERS LLP0.32%0.15%15,202--686,370Jun 30, 2024
WEATHERLY ASSET MANAGEMENT L. P.0.21%0.04%9,752960.99%438,255Jun 30, 2024
STONE HOUSE INVESTMENT MANAGEMENT, LLC0.01%0.01%64760.94%29,094Jun 30, 2024
GREAT LAKES ADVISORS, LLC0.21%0.00%9,9499,949100.00%447,106Jun 30, 2024
NBT BANK N A /NY0.03%0.00%1,199110.93%53,883Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.03%0.00%1,510966177.57%67,859Jun 30, 2024
BEAIRD HARRIS WEALTH MANAGEMENT, LLC0.01%0.00%240240100.00%10,786Jun 30, 2024
FORTITUDE FAMILY OFFICE, LLC0.00%0.00%3232100.00%1,438Jun 30, 2024
METLIFE INVESTMENT MANAGEMENT, LLC0.06%0.00%2,63327011.43%118,328Jun 30, 2024
STRS OHIO0.08%0.00%3,7003,700100.00%166,278,000Jun 30, 2024
COVESTOR LTD0.00%0.00%1313100.00%1,000Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%2,4322,432100.00%109,273Jun 30, 2024
AMERITAS INVESTMENT PARTNERS, INC.0.01%0.00%36241.12%16,249Jun 30, 2024
CAPITAL ADVISORS, LTD. LLC0.00%0.00%8383100.00%4,000Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.13%0.00%5,990-66-1.09%269,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.15%0.00%101,28712,50114.08%4,552,366Jun 30, 2024

The largest Citizens Financial Services shareholder by % of total assets is CITIZENS & NORTHERN CORP. The company owns 88.35K shares of Citizens Financial Services (CZFS), representing 1.24% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.6.50%0.00%305,58834,69312.81%13,733,125Jun 30, 2024
FOURTHSTONE LLC0.29%0.19%13,49313,493100.00%606,375Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.15%0.00%101,28712,50114.08%4,552,366Jun 30, 2024
GREAT LAKES ADVISORS, LLC0.21%0.00%9,9499,949100.00%447,106Jun 30, 2024
GOLDMAN SACHS GROUP INC0.11%-5,1485,148100.00%231,351Jun 30, 2024
VANGUARD GROUP INC4.98%0.00%234,3475,0762.21%10,531,554Jun 30, 2024
INVESCO LTD.0.36%0.00%16,9164,42135.38%760,209Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.51%0.00%23,7614,36922.53%1,067,840Jun 30, 2024
STRS OHIO0.08%0.00%3,7003,700100.00%166,278,000Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%2,4322,432100.00%109,273Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%1,6491,649100.00%74,101Jun 30, 2024
BANK OF AMERICA CORP /DE/0.07%-3,4551,48475.29%155,268Jun 30, 2024
STATE STREET CORP1.50%0.00%70,4821,4152.05%3,167,461,000Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.03%0.00%1,510966177.57%67,859Jun 30, 2024
WELLS FARGO & COMPANY/MN0.05%-2,33983155.11%105,115Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.0.02%0.00%714714100.00%32,086Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC0.01%0.00%706706100.00%31,728Jun 30, 2024
HUDOCK, INC.0.87%0.34%41,0286271.55%1,843,810Jun 30, 2024
MORGAN STANLEY0.16%-7,6145567.88%342,176Jun 30, 2024
RHUMBLINE ADVISERS0.11%0.00%5,28550510.56%237,665Jun 30, 2024

As of Jun 30 2024, Citizens Financial Services's largest institutional buyer is BLACKROCK INC.. The company purchased 34.69K stocks of CZFS, valued at $13.73M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MILLENNIUM MANAGEMENT LLC----8,270-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO0.06%-2,617-4,084-60.95%117,608Jun 30, 2024
JFS WEALTH ADVISORS, LLC----3,065-100.00%-Jun 30, 2024
KEY FINANCIAL INC----2,508-100.00%-Jun 30, 2024
DEUTSCHE BANK AG\0.00%-24-2,399-99.01%1,079Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----1,869-100.00%-Jun 30, 2024
UBS GROUP AG0.05%-2,426-1,369-36.07%109,024Jun 30, 2024
BARCLAYS PLC0.03%-1,534-1,085-41.43%69,000Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.11%0.00%5,395-296-5.20%242,451Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----245-100.00%-Jun 30, 2024
CITIZENS & NORTHERN CORP1.88%1.24%88,346-176-0.20%3,970,269Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.13%0.00%5,990-66-1.09%269,000Jun 30, 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM0.01%-328-53-13.91%14,728Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----1-100.00%-Jun 30, 2024
DE LISLE PARTNERS LLP0.32%0.15%15,202--686,370Jun 30, 2024
AMALGAMATED BANK0.00%0.00%14710.68%7,000Jun 30, 2024
AMERITAS INVESTMENT PARTNERS, INC.0.01%0.00%36241.12%16,249Jun 30, 2024
STONE HOUSE INVESTMENT MANAGEMENT, LLC0.01%0.01%64760.94%29,094Jun 30, 2024
CREEKMUR ASSET MANAGEMENT LLC0.00%0.00%88100.00%362Jun 30, 2024
NBT BANK N A /NY0.03%0.00%1,199110.93%53,883Jun 30, 2024

As of Jun 30 2024, Citizens Financial Services's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -8.27K shares of CZFS, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GREAT LAKES ADVISORS, LLC0.21%0.00%9,9499,949100.00%447,106Jun 30, 2024
GOLDMAN SACHS GROUP INC0.11%-5,1485,148100.00%231,351Jun 30, 2024
STRS OHIO0.08%0.00%3,7003,700100.00%166,278,000Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%2,4322,432100.00%109,273Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%1,6491,649100.00%74,101Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.0.02%0.00%714714100.00%32,086Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC0.01%0.00%706706100.00%31,728Jun 30, 2024
BEAIRD HARRIS WEALTH MANAGEMENT, LLC0.01%0.00%240240100.00%10,786Jun 30, 2024
CAPITAL ADVISORS, LTD. LLC0.00%0.00%8383100.00%4,000Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%5050100.00%2,220Jun 30, 2024
FORTITUDE FAMILY OFFICE, LLC0.00%0.00%3232100.00%1,438Jun 30, 2024
COVESTOR LTD0.00%0.00%1313100.00%1,000Jun 30, 2024
CREEKMUR ASSET MANAGEMENT LLC0.00%0.00%88100.00%362Jun 30, 2024

Citizens Financial Services's largest new institutional shareholder by number of shares is GREAT LAKES ADVISORS, LLC, purchased 9.95K shares, valued at $447.11K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MILLENNIUM MANAGEMENT LLC----8,270-100.00%-Jun 30, 2024
JFS WEALTH ADVISORS, LLC----3,065-100.00%-Jun 30, 2024
KEY FINANCIAL INC----2,508-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----1,869-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----245-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----1-100.00%-Jun 30, 2024

Citizens Financial Services's largest sold out institutional shareholder by shares sold is MILLENNIUM MANAGEMENT LLC, sold -8.27K shares, valued at -, as of undefined.

Citizens Financial Services Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
VANGUARD VALLEY FORGE FUNDS0.01%3,008--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%7,146--Mar 31, 2024
BRIDGEWAY FUNDS INC0.00%2,424--Mar 28, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%590--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%202,277-52,653-20.65%Mar 31, 2024
FIDELITY PURITAN TRUST0.00%22,746--Jan 31, 2024
SCHWAB CAPITAL TRUST0.00%10,759--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%2,308-127-5.22%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%41,3228102.00%Feb 29, 2024
Ultimus Managers Trust0.00%1,847--Feb 29, 2024
Calvert Variable Products, Inc.0.00%358--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%2,972-216-6.78%Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%7,4296138.99%Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.00%1,629-270-14.22%Mar 31, 2024
Global X Funds0.00%2,179--Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%22,317400.18%Feb 29, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%163-60-26.91%Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%63--Mar 31, 2024
RBC FUNDS TRUST0.00%2,727--Mar 28, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%1,300--Mar 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%3,22257521.72%Feb 29, 2024
NORTHERN FUNDS0.00%1,743-272-13.50%Mar 28, 2024
ALLSPRING MASTER TRUST0.00%765--Feb 29, 2024
T. Rowe Price Index Trust, Inc.0.00%2473315.42%Mar 31, 2024
iSHARES TRUST0.00%145,429-8,603-5.59%Mar 31, 2024
RYDEX SERIES FUNDS0.00%36--Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS0.00%16,6661,82012.26%Feb 29, 2024
Dimensional ETF Trust0.00%2,9752,7811433.51%Jan 31, 2024
EQ ADVISORS TRUST0.00%7,818-431-5.22%Mar 31, 2024
VALIC Co I0.00%1,455-6-0.41%Feb 29, 2024
NATIONWIDE MUTUAL FUNDS0.00%605-120-16.55%Jan 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%564--Mar 31, 2024
RYDEX DYNAMIC FUNDS0.00%17--Dec 31, 2023
Fidelity Rutland Square Trust II0.00%5,010--Feb 29, 2024
WisdomTree Trust0.00%8,3152803.48%Mar 31, 2024
PENN SERIES FUNDS INC0.00%100--Mar 28, 2024
LAZARD FUNDS INC0.00%133--Mar 31, 2024
ProFunds0.00%30-2-6.25%Mar 31, 2024
RYDEX VARIABLE TRUST0.00%3--Dec 31, 2023
USAA MUTUAL FUNDS TRUST0.00%58410421.67%Jan 31, 2024
PROSHARES TRUST0.00%5576713.67%Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%2,158--Mar 31, 2024
TIAA-CREF FUNDS0.00%5,818--Jan 31, 2024
Brighthouse Funds Trust II0.00%1,503--Mar 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%3,943--Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,54827121.22%Jan 31, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%140--Feb 29, 2024
Brinker Capital Destinations Trust0.00%70--Feb 29, 2024
SUNAMERICA SERIES TRUST0.00%430-1-0.23%Jan 31, 2024
FIDELITY SALEM STREET TRUST0.00%2,558-139-5.15%Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%1,342322.44%Mar 31, 2024
PACIFIC SELECT FUND0.00%1,484-47-3.07%Mar 31, 2024
Bridge Builder Trust0.00%1,538--Mar 31, 2024
Advisors' Inner Circle Fund III0.00%1212-Jan 31, 2024

Citizens Financial Services's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 3.01K shares, compromising 0.01% of its total assets.

Citizens Financial Services Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2438-19.15%
31 Mar, 24474.44%
31 Dec, 2345-
30 Sep, 2345-8.16%
30 Jun, 234953.13%
31 Mar, 233233.33%
31 Dec, 22244.35%
30 Sep, 222335.29%
30 Jun, 22171600.00%
31 Mar, 221-50.00%
31 Dec, 212100.00%
30 Sep, 211-50.00%
30 Jun, 212100.00%
31 Mar, 211-50.00%
31 Dec, 202-
30 Sep, 202-33.33%
30 Jun, 20350.00%
31 Mar, 202-33.33%
31 Dec, 193-
30 Sep, 193-
30 Jun, 193-
31 Mar, 19350.00%
31 Dec, 182-33.33%
30 Sep, 183-
30 Jun, 18350.00%
31 Mar, 182-33.33%
31 Dec, 17350.00%
30 Sep, 172-
30 Jun, 172-
31 Mar, 172-
31 Dec, 162-
30 Sep, 162-
30 Jun, 162-
31 Mar, 162-
31 Dec, 152-
30 Sep, 152-
30 Jun, 152-
31 Mar, 152-33.33%
31 Dec, 143-
30 Sep, 143-
30 Jun, 14350.00%
31 Mar, 142-
31 Dec, 132-
30 Sep, 132-33.33%
30 Jun, 13350.00%
31 Mar, 132-
31 Dec, 122-
30 Sep, 122-
30 Jun, 122-
31 Mar, 122-
31 Dec, 112-33.33%
30 Sep, 11350.00%
30 Jun, 112-33.33%
31 Mar, 11350.00%
31 Dec, 102-
30 Sep, 102-
30 Jun, 102-
31 Dec, 091-
30 Sep, 091-
30 Jun, 091-
31 Dec, 082-
30 Sep, 082100.00%
30 Jun, 081-
31 Mar, 081-
31 Dec, 071-
30 Jun, 072100.00%
31 Mar, 071-
31 Dec, 061-
31 Dec, 051-
30 Sep, 051-
30 Jun, 051-
31 Mar, 051-
31 Dec, 041-
30 Sep, 041-
30 Jun, 041-
31 Mar, 041-
31 Dec, 031-
30 Sep, 031-
30 Jun, 031-
31 Mar, 031-
30 Sep, 991-
30 Jun, 991-
31 Mar, 991-

As of 30 Jun 24, 38 institutions are holding Citizens Financial Services's shares, representing a decrease of -19.15% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24955,259-6.70%
31 Mar, 241,023,883-2.73%
31 Dec, 231,052,584-0.92%
30 Sep, 231,062,402-2.03%
30 Jun, 231,084,37874.71%
31 Mar, 23620,689107.53%
31 Dec, 22299,07724.57%
30 Sep, 22240,08911.62%
30 Jun, 22215,093975.47%
31 Mar, 2220,000-30.99%
31 Dec, 2128,9817.70%
30 Sep, 2126,909-6.18%
30 Jun, 2128,6819.68%
31 Mar, 2126,149-7.28%
31 Dec, 2028,201-
30 Sep, 2028,201-14.98%
30 Jun, 2033,168208.14%
31 Mar, 2010,764-21.30%
31 Dec, 1913,677-72.32%
30 Sep, 1949,413-4.83%
30 Jun, 1951,923-15.12%
31 Mar, 1961,1696.21%
31 Dec, 1857,590-10.67%
30 Sep, 1864,470-3.01%
30 Jun, 1866,471-3.12%
31 Mar, 1868,612-4.91%
31 Dec, 1772,1575.17%
30 Sep, 1768,6120.71%
30 Jun, 1768,1254.25%
31 Mar, 1765,348-0.15%
31 Dec, 1665,445-21.13%
30 Sep, 1682,9745.02%
30 Jun, 1679,011-1.52%
31 Mar, 1680,229-
31 Dec, 1580,2292.82%
30 Sep, 1578,0302.58%
30 Jun, 1576,064-0.30%
31 Mar, 1576,294-13.22%
31 Dec, 1487,916-0.89%
30 Sep, 1488,7053.03%
30 Jun, 1486,09875.53%
31 Mar, 1449,051-
31 Dec, 1349,051-
30 Sep, 1349,051-5.98%
30 Jun, 1352,17014.27%
31 Mar, 1345,655-
31 Dec, 1245,655-
30 Sep, 1245,655-0.00%
30 Jun, 1245,6561.00%
31 Mar, 1245,20420.28%
31 Dec, 1137,581-15.04%
30 Sep, 1144,23246.04%
30 Jun, 1130,288-4.68%
31 Mar, 1131,77426.15%
31 Dec, 1025,188-
30 Sep, 1025,188-70.97%
30 Jun, 1086,771-
31 Dec, 0918,522-73.02%
30 Sep, 0968,652342.23%
30 Jun, 0915,524-
31 Dec, 0883,5587.32%
30 Sep, 0877,86114.85%
30 Jun, 0867,791-
31 Mar, 0867,791-
31 Dec, 0767,791-
30 Jun, 0769,2823106.02%
31 Mar, 072,161-
31 Dec, 062,161-
31 Dec, 0566,457-
30 Sep, 0566,4571.00%
30 Jun, 0565,8000.50%
31 Mar, 0565,471-
31 Dec, 0465,471-
30 Sep, 0465,4711.00%
30 Jun, 0464,823-
31 Mar, 0464,823-
31 Dec, 0364,823-
30 Sep, 0364,8231.00%
30 Jun, 0364,182510.68%
31 Mar, 0310,510-
30 Sep, 99327-37.60%
30 Jun, 99524-
31 Mar, 99524-

Citizens Financial Services (CZFS) has 955.26K shares outstanding as of 30 Jun 24, down -6.70% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2420.32%4.28%
31 Mar, 2421.78%3.78%
31 Dec, 2324.02%4.70%
30 Sep, 2322.60%3.25%
30 Jun, 2326.36%10.98%
31 Mar, 2315.49%27.80%
31 Dec, 227.47%20.39%
30 Sep, 226.05%20.65%
30 Jun, 225.41%2142.15%
31 Mar, 220.50%94.93%
31 Dec, 210.73%163.12%
30 Sep, 210.67%131.45%
30 Jun, 210.71%169.12%
31 Mar, 210.65%125.50%
31 Dec, 200.72%147.37%
30 Sep, 200.70%99.68%
30 Jun, 200.84%968.64%
31 Mar, 200.29%206.20%
31 Dec, 190.38%20.73%
30 Sep, 191.35%67.40%
30 Jun, 191.42%50.99%
31 Mar, 191.67%68.26%
31 Dec, 181.56%50.93%
30 Sep, 181.75%53.84%
30 Jun, 181.80%52.21%
31 Mar, 181.86%47.84%
31 Dec, 171.97%57.21%
30 Sep, 171.86%54.56%
30 Jun, 171.84%58.91%
31 Mar, 171.77%55.72%
31 Dec, 161.78%35.84%
30 Sep, 162.23%49.55%
30 Jun, 162.12%46.13%
31 Mar, 162.14%38.93%
31 Dec, 152.35%44.38%
30 Sep, 152.30%46.00%
30 Jun, 152.24%44.58%
31 Mar, 152.24%33.95%
31 Dec, 142.57%38.11%
30 Sep, 142.60%41.01%
30 Jun, 142.52%122.63%
31 Mar, 141.43%68.45%
31 Dec, 131.45%71.08%
30 Sep, 131.43%62.24%
30 Jun, 131.51%86.42%
31 Mar, 131.32%76.16%
31 Dec, 121.32%76.19%
30 Sep, 121.32%76.33%
30 Jun, 121.31%78.31%
31 Mar, 121.29%106.70%
31 Dec, 111.10%69.64%
30 Sep, 111.26%169.47%
30 Jun, 110.86%105.59%
31 Mar, 110.90%176.83%
31 Dec, 100.71%139.68%
30 Sep, 100.72%11.84%
30 Jun, 102.46%-
31 Dec, 090.54%14.18%
30 Sep, 091.94%1007.38%
30 Jun, 090.44%-
31 Dec, 082.41%49.85%
30 Sep, 082.20%60.15%
30 Jun, 081.91%52.30%
31 Mar, 081.91%53.91%
31 Dec, 071.88%-
30 Jun, 071.94%53065.45%
31 Mar, 070.06%1588.82%
31 Dec, 060.06%-
31 Dec, 051.80%54.15%
30 Sep, 051.82%57.81%
30 Jun, 051.78%56.97%
31 Mar, 051.77%58.95%
31 Dec, 041.73%55.50%
30 Sep, 041.77%56.69%
30 Jun, 041.76%56.66%
31 Mar, 041.76%54.45%
31 Dec, 031.80%59.11%
30 Sep, 031.75%58.88%
30 Jun, 031.72%2166.30%
31 Mar, 030.28%-
30 Sep, 990.01%2408.99%
30 Jun, 990.02%10081.02%
31 Mar, 990.01%-

As of 30 Jun 24, Citizens Financial Services is held by 20.32% institutional shareholders, representing a 4.28% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 243343.48%
31 Mar, 24234.55%
31 Dec, 232246.67%
30 Sep, 2315-65.91%
30 Jun, 2344131.58%
31 Mar, 2319111.11%
31 Dec, 229-18.18%
30 Sep, 2211-31.25%
30 Jun, 2216-
31 Mar, 22--100.00%
31 Dec, 211-
30 Sep, 211-50.00%
30 Jun, 212-
31 Mar, 21--
31 Dec, 20--
30 Sep, 20--100.00%
30 Jun, 202100.00%
31 Mar, 201-
31 Dec, 191-
30 Sep, 191-
30 Jun, 191-
31 Mar, 191-
31 Dec, 18--
30 Sep, 18--100.00%
30 Jun, 181-
31 Mar, 18--100.00%
31 Dec, 171-
30 Sep, 171-
30 Jun, 171-
31 Mar, 17--100.00%
31 Dec, 162100.00%
30 Sep, 161-
30 Jun, 161-
31 Mar, 16--100.00%
31 Dec, 151-
30 Sep, 151-
30 Jun, 15--
31 Mar, 15--
31 Dec, 14--100.00%
30 Sep, 141-66.67%
30 Jun, 143-
31 Mar, 14--
31 Dec, 13--100.00%
30 Sep, 131-66.67%
30 Jun, 133-
31 Mar, 13--
31 Dec, 12--
30 Sep, 12--100.00%
30 Jun, 122100.00%
31 Mar, 121-
31 Dec, 11--100.00%
30 Sep, 112-
30 Jun, 112100.00%
31 Mar, 111-
31 Dec, 10--100.00%
30 Sep, 101-50.00%
30 Jun, 102-
31 Dec, 091-
30 Sep, 091-
30 Jun, 091-
31 Dec, 081-50.00%
30 Sep, 082-
30 Jun, 08--
31 Mar, 08--100.00%
31 Dec, 071-
30 Jun, 071-
31 Mar, 07--100.00%
31 Dec, 061-
31 Dec, 05--100.00%
30 Sep, 051-
30 Jun, 051-
31 Mar, 05--
31 Dec, 04--100.00%
30 Sep, 041-
30 Jun, 04--
31 Mar, 04--
31 Dec, 03--100.00%
30 Sep, 031-
30 Jun, 031-
31 Mar, 031-
30 Sep, 99--
30 Jun, 99--100.00%
31 Mar, 991-

33 institutional shareholders have increased their position in CZFS stock as of 30 Jun 24 compared to 23 in the previous quarter (a 43.48% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 244-66.67%
31 Mar, 2412-
31 Dec, 2312-40.00%
30 Sep, 2320300.00%
30 Jun, 23525.00%
31 Mar, 234-
31 Dec, 22433.33%
30 Sep, 223200.00%
30 Jun, 221-
31 Mar, 221-
31 Dec, 21--
30 Sep, 21--
30 Jun, 21--
31 Mar, 21--
31 Dec, 20--
30 Sep, 20--100.00%
30 Jun, 201-
31 Mar, 201-
31 Dec, 19--100.00%
30 Sep, 192-
30 Jun, 192-
31 Mar, 19--100.00%
31 Dec, 181-50.00%
30 Sep, 182-
30 Jun, 182-
31 Mar, 18--
31 Dec, 17--
30 Sep, 17--
30 Jun, 17--100.00%
31 Mar, 171-
31 Dec, 16--100.00%
30 Sep, 161-
30 Jun, 161-
31 Mar, 16--
31 Dec, 15--
30 Sep, 15--100.00%
30 Jun, 151-50.00%
31 Mar, 152-
31 Dec, 142-
30 Sep, 142-
30 Jun, 14--
31 Mar, 14--
31 Dec, 13--100.00%
30 Sep, 131-
30 Jun, 13--
31 Mar, 13--
31 Dec, 12--100.00%
30 Sep, 121-
30 Jun, 12--
31 Mar, 12--
31 Dec, 11--100.00%
30 Sep, 111-
30 Jun, 11--
31 Mar, 11--
31 Dec, 10--100.00%
30 Sep, 101-
30 Jun, 10--
31 Dec, 09--
30 Sep, 09--
30 Jun, 09--
31 Dec, 08--
30 Sep, 08--
30 Jun, 08--
31 Mar, 08--
31 Dec, 07--
30 Jun, 07--
31 Mar, 07--
31 Dec, 06--
31 Dec, 05--
30 Sep, 05--
30 Jun, 05--
31 Mar, 05--
31 Dec, 04--
30 Sep, 04--
30 Jun, 04--
31 Mar, 04--
31 Dec, 03--
30 Sep, 03--
30 Jun, 03--
31 Mar, 03--
30 Sep, 991-
30 Jun, 99--
31 Mar, 99--

4 institutional shareholders have reduced their position in CZFS stock as of 30 Jun 24 compared to 12 in the previous quarter (a -66.67% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2438-19.15%955,259-6.70%20.32%4.28%3343.48%4-66.67%
31 Mar, 24474.44%1,023,883-2.73%21.78%3.78%234.55%12-
31 Dec, 2345-1,052,584-0.92%24.02%4.70%2246.67%12-40.00%
30 Sep, 2345-8.16%1,062,402-2.03%22.60%3.25%15-65.91%20300.00%
30 Jun, 234953.13%1,084,37874.71%26.36%10.98%44131.58%525.00%
31 Mar, 233233.33%620,689107.53%15.49%27.80%19111.11%4-
31 Dec, 22244.35%299,07724.57%7.47%20.39%9-18.18%433.33%
30 Sep, 222335.29%240,08911.62%6.05%20.65%11-31.25%3200.00%
30 Jun, 22171600.00%215,093975.47%5.41%2142.15%16-1-
31 Mar, 221-50.00%20,000-30.99%0.50%94.93%--100.00%1-
31 Dec, 212100.00%28,9817.70%0.73%163.12%1---
30 Sep, 211-50.00%26,909-6.18%0.67%131.45%1-50.00%--
30 Jun, 212100.00%28,6819.68%0.71%169.12%2---
31 Mar, 211-50.00%26,149-7.28%0.65%125.50%----
31 Dec, 202-28,201-0.72%147.37%----
30 Sep, 202-33.33%28,201-14.98%0.70%99.68%--100.00%--100.00%
30 Jun, 20350.00%33,168208.14%0.84%968.64%2100.00%1-
31 Mar, 202-33.33%10,764-21.30%0.29%206.20%1-1-
31 Dec, 193-13,677-72.32%0.38%20.73%1---100.00%
30 Sep, 193-49,413-4.83%1.35%67.40%1-2-
30 Jun, 193-51,923-15.12%1.42%50.99%1-2-
31 Mar, 19350.00%61,1696.21%1.67%68.26%1---100.00%
31 Dec, 182-33.33%57,590-10.67%1.56%50.93%--1-50.00%
30 Sep, 183-64,470-3.01%1.75%53.84%--100.00%2-
30 Jun, 18350.00%66,471-3.12%1.80%52.21%1-2-
31 Mar, 182-33.33%68,612-4.91%1.86%47.84%--100.00%--
31 Dec, 17350.00%72,1575.17%1.97%57.21%1---
30 Sep, 172-68,6120.71%1.86%54.56%1---
30 Jun, 172-68,1254.25%1.84%58.91%1---100.00%
31 Mar, 172-65,348-0.15%1.77%55.72%--100.00%1-
31 Dec, 162-65,445-21.13%1.78%35.84%2100.00%--100.00%
30 Sep, 162-82,9745.02%2.23%49.55%1-1-
30 Jun, 162-79,011-1.52%2.12%46.13%1-1-
31 Mar, 162-80,229-2.14%38.93%--100.00%--
31 Dec, 152-80,2292.82%2.35%44.38%1---
30 Sep, 152-78,0302.58%2.30%46.00%1---100.00%
30 Jun, 152-76,064-0.30%2.24%44.58%--1-50.00%
31 Mar, 152-33.33%76,294-13.22%2.24%33.95%--2-
31 Dec, 143-87,916-0.89%2.57%38.11%--100.00%2-
30 Sep, 143-88,7053.03%2.60%41.01%1-66.67%2-
30 Jun, 14350.00%86,09875.53%2.52%122.63%3---
31 Mar, 142-49,051-1.43%68.45%----
31 Dec, 132-49,051-1.45%71.08%--100.00%--100.00%
30 Sep, 132-33.33%49,051-5.98%1.43%62.24%1-66.67%1-
30 Jun, 13350.00%52,17014.27%1.51%86.42%3---
31 Mar, 132-45,655-1.32%76.16%----
31 Dec, 122-45,655-1.32%76.19%----100.00%
30 Sep, 122-45,655-0.00%1.32%76.33%--100.00%1-
30 Jun, 122-45,6561.00%1.31%78.31%2100.00%--
31 Mar, 122-45,20420.28%1.29%106.70%1---
31 Dec, 112-33.33%37,581-15.04%1.10%69.64%--100.00%--100.00%
30 Sep, 11350.00%44,23246.04%1.26%169.47%2-1-
30 Jun, 112-33.33%30,288-4.68%0.86%105.59%2100.00%--
31 Mar, 11350.00%31,77426.15%0.90%176.83%1---
31 Dec, 102-25,188-0.71%139.68%--100.00%--100.00%
30 Sep, 102-25,188-70.97%0.72%11.84%1-50.00%1-
30 Jun, 102-86,771-2.46%-2---
31 Dec, 091-18,522-73.02%0.54%14.18%1---
30 Sep, 091-68,652342.23%1.94%1007.38%1---
30 Jun, 091-15,524-0.44%-1---
31 Dec, 082-83,5587.32%2.41%49.85%1-50.00%--
30 Sep, 082100.00%77,86114.85%2.20%60.15%2---
30 Jun, 081-67,791-1.91%52.30%----
31 Mar, 081-67,791-1.91%53.91%--100.00%--
31 Dec, 071-67,791-1.88%-1---
30 Jun, 072100.00%69,2823106.02%1.94%53065.45%1---
31 Mar, 071-2,161-0.06%1588.82%--100.00%--
31 Dec, 061-2,161-0.06%-1---
31 Dec, 051-66,457-1.80%54.15%--100.00%--
30 Sep, 051-66,4571.00%1.82%57.81%1---
30 Jun, 051-65,8000.50%1.78%56.97%1---
31 Mar, 051-65,471-1.77%58.95%----
31 Dec, 041-65,471-1.73%55.50%--100.00%--
30 Sep, 041-65,4711.00%1.77%56.69%1---
30 Jun, 041-64,823-1.76%56.66%----
31 Mar, 041-64,823-1.76%54.45%----
31 Dec, 031-64,823-1.80%59.11%--100.00%--
30 Sep, 031-64,8231.00%1.75%58.88%1---
30 Jun, 031-64,182510.68%1.72%2166.30%1---
31 Mar, 031-10,510-0.28%-1---
30 Sep, 991-327-37.60%0.01%2408.99%--1-
30 Jun, 991-524-0.02%10081.02%--100.00%--
31 Mar, 991-524-0.01%-1---

Citizens Financial Services Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 01, 2024LANDY R JOSEPHdirector-P-PurchaseBuy500$47.50$23.75K26,492
Jun 28, 2024LANDY R JOSEPHdirector-P-PurchaseBuy739$69.50$51.36K26,760
Jun 28, 2024LANDY R JOSEPHdirector-P-PurchaseBuy515$45.00$23.18K25,018
Jun 28, 2024LANDY R JOSEPHdirector-P-PurchaseBuy311$49.90$15.53K24,903
Jun 28, 2024LANDY R JOSEPHdirector-P-PurchaseBuy102$49.00$5.03K21,188

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 01, 2024LANDY R JOSEPHdirector-P-PurchaseBuy500$47.50$23.75K26,492
Jun 28, 2024LANDY R JOSEPHdirector-P-PurchaseBuy739$69.50$51.36K26,760
Jun 28, 2024LANDY R JOSEPHdirector-P-PurchaseBuy515$45.00$23.18K25,018
Jun 28, 2024LANDY R JOSEPHdirector-P-PurchaseBuy311$49.90$15.53K24,903
Jun 28, 2024LANDY R JOSEPHdirector-P-PurchaseBuy102$49.00$5.03K21,188

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 19, 2024White Jeffrey Rofficer EXECUTIVE VICE PRESIDENTSell----
Jul 17, 2024LANDY R JOSEPHdirector-G-GiftSell20--26,887

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 19, 2024White Jeffrey Rofficer EXECUTIVE VICE PRESIDENTSell----
Jul 17, 2024LANDY R JOSEPHdirector-G-GiftSell20--26,887
Jul 01, 2024LANDY R JOSEPHdirector-J-OtherBuy263$43.95$11.59K26,907
Jul 01, 2024LANDY R JOSEPHdirector-P-PurchaseBuy500$47.50$23.75K26,492
Jun 28, 2024LANDY R JOSEPHdirector-P-PurchaseBuy739$69.50$51.36K26,760
Jun 28, 2024LANDY R JOSEPHdirector-W-WillBuy1,728--26,746
Jun 28, 2024LANDY R JOSEPHdirector-P-PurchaseBuy515$45.00$23.18K25,018
Jun 28, 2024LANDY R JOSEPHdirector-P-PurchaseBuy311$49.90$15.53K24,903
Jun 28, 2024LANDY R JOSEPHdirector-P-PurchaseBuy102$49.00$5.03K21,188
Jun 28, 2024KOSA E GENEother RETIRED DIRECTORJ-OtherBuy66$43.95$2.92K6,702
Jun 28, 2024Chappell Robert Wdirector-J-OtherBuy111$43.95$4.92K11,414
Jun 28, 2024OSBORNE TERRY Bother Subsidiary DirectorJ-OtherBuy123$43.95$5.41K12,515
Jun 28, 2024RICHARDS DAVID Z JRdirector, officer SENIOR EVPJ-OtherBuy20$43.95$888.942,045
Jun 28, 2024Guillaume Stephen Jofficer EXECUTIVE VICE PRESIDENTJ-OtherBuy38$43.95$1.71K3,930
Jun 28, 2024Cook Zerick Dofficer EXECUTIVE VICE PRESIDENTJ-OtherBuy19$43.95$866.471,991
Jun 28, 2024Hilfiger Janie Mdirector-J-OtherBuy23$43.95$1.04K2,589
Jun 28, 2024Painter John P IIother Subsidiary DirectorJ-OtherBuy11$43.95$512.361,272
Jun 28, 2024Gephart LeeAnnofficer EXECUTIVE VICE PRESIDENTJ-OtherBuy5$43.95$219.75528
Jun 28, 2024Behm John Dother Subsidiary DirectorJ-OtherBuy129$43.95$5.67K13,031
Jun 28, 2024BLACK RANDALL Edirector, officer CEO & PRESIDENTJ-OtherBuy425$43.95$18.72K43,106

The last insider sell of Citizens Financial Services's stock was made by White Jeffrey R on Jul 19 2024, selling - shares at - per share (valued at -). The last insider buy of CZFS was made by LANDY R JOSEPH on Jul 01 2024, buying 500 shares at $47.50 per share (worth $23.75K).

Citizens Financial Services Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 20243713700.00%
Q1 2024122600.00%
Q4 202371258.33%
Q3 20231411127.27%
Q2 2023316516.67%
Q1 202333100.00%
Q4 202211100.00%
Q3 202254125.00%
Q2 2022365720.00%
Q1 20222366.67%
Q4 20212450.00%
Q3 20215771.43%
Q2 20213521750.00%
Q1 20213--
Q4 202021200.00%
Q3 2020132650.00%
Q2 20206123050.00%
Q1 202043133.33%
Q4 201944100.00%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Citizens Financial Services's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 20241--
Q1 20242--
Q4 202341136.36%
Q3 20235862.50%
Q2 2023-1-
Q1 202331300.00%
Q4 202211100.00%
Q3 2022---
Q2 202252250.00%
Q1 20221--
Q4 2021---
Q3 2021---
Q2 2021---
Q1 20211--
Q4 20202--
Q3 202010--
Q2 20203--
Q1 2020-2-
Q4 20191--

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Citizens Financial Services's stocks.

Citizens Financial Services Peer Ownership


TickerCompany
OFEDOconee Federal Financial Corp.
HBCPHome Bancorp, Inc.
GSBCGreat Southern Bancorp, Inc.
FNWDFinward Bancorp
OVLYOak Valley Bancorp
FBIZFirst Business Financial Services, Inc.
CWBCCommunity West Bancshares
FFNWFirst Financial Northwest, Inc.
HMNFHMN Financial, Inc.
AFBIAffinity Bancshares, Inc.
HVBCHV Bancorp, Inc.
HFBLHome Federal Bancorp, Inc. of Louisiana
MGYRMagyar Bancorp, Inc.

CZFS Ownership FAQ


Citizens Financial Services is owned by institutional shareholders (20.32%), insiders (6.31%), and public (73.37%). The largest institutional shareholder of Citizens Financial Services is BLACKROCK INC. (6.50% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (0.01% of total shares).

Citizens Financial Services's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, CITIZENS & NORTHERN CORP, and STATE STREET CORP. The top five shareholders own together 17.02% of the company's share outstanding.

As of Jun 2024, there are 38 institutional shareholders of Citizens Financial Services.

BLACKROCK INC owns 305.59K shares of Citizens Financial Services, representing 6.50% of the company's total shares outstanding, valued at $13.73M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 234.35K shares of Citizens Financial Services (CZFS), compromising 4.98% of the company, valued at $10.53M.

GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of Citizens Financial Services. The company owns 101.29K of the company's shares outstanding (worth $4.55M).