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


OverviewRevenueFinancialsChart

Institutional Ownership

16.07%

Insider Ownership

6.30%

Retail Ownership

77.63%

Institutional Holders

24.00

Citizens Financial Services Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.5.76%0.00%270,895-10,452-3.71%13,328,033Mar 31, 2024
VANGUARD GROUP INC4.88%0.00%229,27110,0584.59%11,280,133Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.89%0.00%88,7869921.13%4,368,829Mar 31, 2024
CITIZENS & NORTHERN CORP1.88%1.47%88,522850.10%4,355,282Mar 31, 2024
STATE STREET CORP1.47%0.00%69,0676660.97%3,398,096Mar 31, 2024
HUDOCK, INC.0.86%0.44%40,401--1,987,775Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.75%0.00%35,0603,1229.78%1,724,952Mar 31, 2024
NORTHERN TRUST CORP0.74%0.00%34,957-1,369-3.77%1,719,885Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.41%0.00%19,392-795-3.94%954,109Mar 31, 2024
DE LISLE PARTNERS LLP0.32%0.17%15,20215,202100.00%743,453Mar 31, 2024
INVESCO LTD.0.27%0.00%12,49512,495100.00%614,754Mar 31, 2024
WEATHERLY ASSET MANAGEMENT L. P.0.21%0.05%9,656--475,076Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.18%0.00%8,2708,270100.00%406,884Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC0.17%0.00%8,039--395,519Mar 31, 2024
CITADEL ADVISORS LLC0.17%0.00%7,7952,63751.12%383,514Mar 31, 2024
MINERVA ADVISORS LLC0.16%0.23%7,726--380,119Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.16%0.00%7,4164937.12%364,867Mar 31, 2024
MORGAN STANLEY0.15%-7,058-400-5.36%347,280Mar 31, 2024
JPMORGAN CHASE & CO0.14%-6,7013,04283.14%329,689Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.13%0.00%6,0566,056100.00%298,000Mar 31, 2024

Citizens Financial Services's largest institutional shareholder is BLACKROCK INC., holding 5.76% of the company's total share outstanding, currently valued at $13.33M. The top 10 institutional shareholders own together 18.97% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CITIZENS & NORTHERN CORP1.88%1.47%88,522850.10%4,355,282Mar 31, 2024
HUDOCK, INC.0.86%0.44%40,401--1,987,775Mar 31, 2024
MINERVA ADVISORS LLC0.16%0.23%7,726--380,119Mar 31, 2024
DE LISLE PARTNERS LLP0.32%0.17%15,20215,202100.00%743,453Mar 31, 2024
WEATHERLY ASSET MANAGEMENT L. P.0.21%0.05%9,656--475,076Mar 31, 2024
KEY FINANCIAL INC0.05%0.03%2,508--123,394Mar 31, 2024
JFS WEALTH ADVISORS, LLC0.07%0.01%3,065-26,844-89.75%150,798Mar 31, 2024
STONE HOUSE INVESTMENT MANAGEMENT, LLC0.01%0.01%641641100.00%31,537Mar 31, 2024
NBT BANK N A /NY0.03%0.00%1,188--58,450Mar 31, 2024
METLIFE INVESTMENT MANAGEMENT, LLC0.05%0.00%2,363--116,260Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.01%0.00%54417045.45%26,765Mar 31, 2024
AMERITAS INVESTMENT PARTNERS, INC.0.01%0.00%358--17,614,000Mar 31, 2024
METROPOLITAN LIFE INSURANCE CO/NY0.01%0.00%245--12,054Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.13%0.00%6,0566,056100.00%298,000Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.89%0.00%88,7869921.13%4,368,829Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.75%0.00%35,0603,1229.78%1,724,952Mar 31, 2024
AMERICAN INTERNATIONAL GROUP, INC.0.04%0.00%1,869-16-0.85%91,955Mar 31, 2024
BLACKROCK INC.5.76%0.00%270,895-10,452-3.71%13,328,033Mar 31, 2024
NORTHERN TRUST CORP0.74%0.00%34,957-1,369-3.77%1,719,885Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.16%0.00%7,4164937.12%364,867Mar 31, 2024

The largest Citizens Financial Services shareholder by % of total assets is CITIZENS & NORTHERN CORP. The company owns 88.52K shares of Citizens Financial Services (CZFS), representing 1.47% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DE LISLE PARTNERS LLP0.32%0.17%15,20215,202100.00%743,453Mar 31, 2024
INVESCO LTD.0.27%0.00%12,49512,495100.00%614,754Mar 31, 2024
VANGUARD GROUP INC4.88%0.00%229,27110,0584.59%11,280,133Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.18%0.00%8,2708,270100.00%406,884Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.13%0.00%6,0566,056100.00%298,000Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.12%0.00%5,6915,691100.00%279,997Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.75%0.00%35,0603,1229.78%1,724,952Mar 31, 2024
JPMORGAN CHASE & CO0.14%-6,7013,04283.14%329,689Mar 31, 2024
CITADEL ADVISORS LLC0.17%0.00%7,7952,63751.12%383,514Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.89%0.00%88,7869921.13%4,368,829Mar 31, 2024
STATE STREET CORP1.47%0.00%69,0676660.97%3,398,096Mar 31, 2024
STONE HOUSE INVESTMENT MANAGEMENT, LLC0.01%0.01%641641100.00%31,537Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.16%0.00%7,4164937.12%364,867Mar 31, 2024
FMR LLC0.01%-305228296.10%15,006Mar 31, 2024
CITIGROUP INC0.02%-84519730.40%41,573Mar 31, 2024
DEUTSCHE BANK AG\0.05%0.00%2,4231908.51%119,212Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.01%0.00%54417045.45%26,765Mar 31, 2024
WELLS FARGO & COMPANY/MN0.03%-1,50816912.62%74,193,000Mar 31, 2024
RHUMBLINE ADVISERS0.10%0.00%4,780942.01%235,172,000Mar 31, 2024
CITIZENS & NORTHERN CORP1.88%1.47%88,522850.10%4,355,282Mar 31, 2024

As of Mar 31 2024, Citizens Financial Services's largest institutional buyer is DE LISLE PARTNERS LLP. The company purchased 15.20K stocks of CZFS, valued at $743.45K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FOURTHSTONE LLC----37,040-100.00%-Mar 31, 2024
JFS WEALTH ADVISORS, LLC0.07%0.01%3,065-26,844-89.75%150,798Mar 31, 2024
BLACKROCK INC.5.76%0.00%270,895-10,452-3.71%13,328,033Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP----4,393-100.00%-Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC----3,871-100.00%-Mar 31, 2024
BANK OF AMERICA CORP /DE/0.04%-1,971-3,772-65.68%96,973,000Mar 31, 2024
CREATIVE PLANNING----3,153-100.00%-Mar 31, 2024
BARCLAYS PLC0.06%-2,619-2,596-49.78%129,000Mar 31, 2024
SG AMERICAS SECURITIES, LLC----1,844-100.00%-Mar 31, 2024
NORTHERN TRUST CORP0.74%0.00%34,957-1,369-3.77%1,719,885Mar 31, 2024
ROYAL BANK OF CANADA0.06%-2,814-1,047-27.12%138,000Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.41%0.00%19,392-795-3.94%954,109Mar 31, 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO----583-100.00%-Mar 31, 2024
UBS GROUP AG0.08%-3,795-515-11.95%186,714Mar 31, 2024
MORGAN STANLEY0.15%-7,058-400-5.36%347,280Mar 31, 2024
AMALGAMATED BANK0.00%0.00%146-277-65.48%7,000Mar 31, 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM0.01%-381-243-38.94%18,745Mar 31, 2024
AMERICAN INTERNATIONAL GROUP, INC.0.04%0.00%1,869-16-0.85%91,955Mar 31, 2024
HUDOCK, INC.0.86%0.44%40,401--1,987,775Mar 31, 2024
MINERVA ADVISORS LLC0.16%0.23%7,726--380,119Mar 31, 2024

As of Mar 31 2024, Citizens Financial Services's biggest institutional seller is FOURTHSTONE LLC. The company sold -37.04K shares of CZFS, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DE LISLE PARTNERS LLP0.32%0.17%15,20215,202100.00%743,453Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.18%0.00%8,2708,270100.00%406,884Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.13%0.00%6,0566,056100.00%298,000Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.12%0.00%5,6915,691100.00%279,997Mar 31, 2024
STONE HOUSE INVESTMENT MANAGEMENT, LLC0.01%0.01%641641100.00%31,537Mar 31, 2024
GAMMA INVESTING LLC0.00%-44100.00%197Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC--11100.00%49Mar 31, 2024

Citizens Financial Services's largest new institutional shareholder by number of shares is DE LISLE PARTNERS LLP, purchased 15.20K shares, valued at $743.45K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FOURTHSTONE LLC----37,040-100.00%-Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP----4,393-100.00%-Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC----3,871-100.00%-Mar 31, 2024
CREATIVE PLANNING----3,153-100.00%-Mar 31, 2024
SG AMERICAS SECURITIES, LLC----1,844-100.00%-Mar 31, 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO----583-100.00%-Mar 31, 2024

Citizens Financial Services's largest sold out institutional shareholder by shares sold is FOURTHSTONE LLC, sold -37.04K 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--Dec 31, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%5908717.30%Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC0.00%7,14683113.16%Dec 31, 2023
BRIDGEWAY FUNDS INC0.00%2,424--Dec 29, 2023
VANGUARD INDEX FUNDS0.00%254,93062,36932.39%Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND0.00%2,43582551.24%Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%41,3228102.00%Feb 29, 2024
Calvert Variable Products, Inc.0.00%358--Dec 31, 2023
SCHWAB STRATEGIC TRUST0.00%22,317400.18%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%3,188--Dec 31, 2023
AMERICAN CENTURY ETF TRUST0.00%7,4296138.99%Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.00%1,899--Dec 31, 2023
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%2237247.68%Dec 31, 2023
RBC FUNDS TRUST0.00%2,727--Dec 29, 2023
TIAA-CREF LIFE FUNDS0.00%63--Dec 31, 2023
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%1,300--Dec 31, 2023
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%3,22257521.72%Feb 29, 2024
T. Rowe Price Index Trust, Inc.0.00%214--Feb 29, 2024
ALLSPRING MASTER TRUST0.00%765--Feb 29, 2024
iSHARES TRUST0.00%154,032--Feb 29, 2024
RYDEX SERIES FUNDS0.00%36--Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS0.00%16,6661,82012.26%Feb 29, 2024
EQ ADVISORS TRUST0.00%8,2492242.79%Dec 31, 2023
Dimensional ETF Trust0.00%2,9752,7811433.51%Jan 31, 2024
ProFunds0.00%542268.75%Jan 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
RYDEX DYNAMIC FUNDS0.00%17--Dec 31, 2023
NATIONWIDE VARIABLE INSURANCE TRUST0.00%564-129-18.61%Dec 31, 2023
Fidelity Rutland Square Trust II0.00%5,010--Feb 29, 2024
WisdomTree Trust0.00%8,035--Feb 29, 2024
LAZARD FUNDS INC0.00%133--Dec 31, 2023
PENN SERIES FUNDS INC0.00%100--Dec 29, 2023
RYDEX VARIABLE TRUST0.00%3--Dec 31, 2023
NORTHERN FUNDS0.00%2,0151769.57%Dec 29, 2023
PROSHARES TRUST0.00%5576713.67%Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%2,158--Dec 31, 2023
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%3,943--Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,54827121.22%Jan 31, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%140--Feb 29, 2024
SUNAMERICA SERIES TRUST0.00%430-1-0.23%Jan 31, 2024
Brinker Capital Destinations Trust0.00%70--Feb 29, 2024
Advisors' Inner Circle Fund III0.00%1212-Jan 31, 2024
Brighthouse Funds Trust II0.00%1,503--Dec 31, 2023
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%1,310-500-27.62%Dec 31, 2023
PACIFIC SELECT FUND0.00%1,531-78-4.85%Dec 31, 2023
Bridge Builder Trust0.00%1,538--Dec 31, 2023
BlackRock Variable Series Funds, Inc.0.00%487--Dec 31, 2023

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 %
31 Mar, 2424-46.67%
31 Dec, 2345-
30 Sep, 2345-8.16%
30 Jun, 234958.06%
31 Mar, 233129.17%
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, 133-
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 31 Mar 24, 24 institutions are holding Citizens Financial Services's shares, representing a decrease of -46.67% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 24755,396-28.23%
31 Dec, 231,052,584-0.92%
30 Sep, 231,062,402-2.03%
30 Jun, 231,084,37885.15%
31 Mar, 23585,68995.83%
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, 1352,170-
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 755.40K shares outstanding as of 31 Mar 24, down -28.23% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2416.07%3.20%
31 Dec, 2322.40%3.36%
30 Sep, 2325.83%3.46%
30 Jun, 2327.34%12.54%
31 Mar, 2314.77%25.97%
31 Dec, 227.54%20.59%
30 Sep, 226.05%20.65%
30 Jun, 225.41%2142.13%
31 Mar, 220.50%94.93%
31 Dec, 210.73%159.90%
30 Sep, 210.67%130.16%
30 Jun, 210.72%167.50%
31 Mar, 210.66%131.32%
31 Dec, 200.71%141.96%
30 Sep, 200.71%98.68%
30 Jun, 200.85%957.40%
31 Mar, 200.30%209.75%
31 Dec, 190.38%20.22%
30 Sep, 191.36%66.67%
30 Jun, 191.43%50.53%
31 Mar, 191.68%67.49%
31 Dec, 181.58%50.47%
30 Sep, 181.77%53.32%
30 Jun, 181.82%51.71%
31 Mar, 181.88%48.31%
31 Dec, 171.97%56.11%
30 Sep, 171.87%54.03%
30 Jun, 171.86%58.32%
31 Mar, 171.79%56.75%
31 Dec, 161.77%35.02%
30 Sep, 162.25%49.09%
30 Jun, 162.14%45.67%
31 Mar, 162.17%38.41%
31 Dec, 152.37%43.94%
30 Sep, 152.32%45.51%
30 Jun, 152.26%44.18%
31 Mar, 152.26%33.56%
31 Dec, 142.60%37.76%
30 Sep, 142.62%40.60%
30 Jun, 142.54%121.45%
31 Mar, 141.45%69.74%
31 Dec, 131.44%69.39%
30 Sep, 131.44%61.64%
30 Jun, 131.53%-
30 Sep, 121.33%75.63%
30 Jun, 121.33%77.51%
31 Mar, 121.31%112.08%
31 Dec, 111.08%66.96%
30 Sep, 111.27%167.80%
30 Jun, 110.87%104.57%
31 Mar, 110.91%175.22%
31 Dec, 100.72%135.13%
30 Sep, 100.73%11.80%
30 Jun, 102.49%-
31 Dec, 090.53%13.75%
30 Sep, 091.96%997.59%
30 Jun, 090.44%-
31 Dec, 082.38%48.28%
30 Sep, 082.22%59.54%
30 Jun, 081.93%51.79%
31 Mar, 081.93%52.39%
31 Dec, 071.92%-
30 Jun, 071.96%52544.35%
31 Mar, 070.06%1663.86%
31 Dec, 060.06%-
31 Dec, 051.84%54.20%
30 Sep, 051.84%56.14%
30 Jun, 051.81%55.86%
31 Mar, 051.80%54.43%
31 Dec, 041.82%56.08%
30 Sep, 041.80%56.67%
30 Jun, 041.78%56.10%
31 Mar, 041.78%57.05%
31 Dec, 031.77%56.89%
30 Sep, 031.76%58.30%
30 Jun, 031.74%2144.99%
31 Mar, 030.28%-
30 Sep, 990.01%4489.21%
30 Jun, 990.01%7194.24%
31 Mar, 990.01%-

As of 31 Mar 24, Citizens Financial Services is held by 16.07% institutional shareholders, representing a 3.20% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2413-40.91%
31 Dec, 232246.67%
30 Sep, 2315-65.91%
30 Jun, 2344144.44%
31 Mar, 2318100.00%
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-
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-

13 institutional shareholders have increased their position in CZFS stock as of 31 Mar 24 compared to 22 in the previous quarter (a -40.91% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 245-58.33%
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--
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--

5 institutional shareholders have reduced their position in CZFS stock as of 31 Mar 24 compared to 12 in the previous quarter (a -58.33% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2424-46.67%755,396-28.23%16.07%3.20%13-40.91%5-58.33%
31 Dec, 2345-1,052,584-0.92%22.40%3.36%2246.67%12-40.00%
30 Sep, 2345-8.16%1,062,402-2.03%25.83%3.46%15-65.91%20300.00%
30 Jun, 234958.06%1,084,37885.15%27.34%12.54%44144.44%525.00%
31 Mar, 233129.17%585,68995.83%14.77%25.97%18100.00%4-
31 Dec, 22244.35%299,07724.57%7.54%20.59%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%2142.13%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%159.90%1---
30 Sep, 211-50.00%26,909-6.18%0.67%130.16%1-50.00%--
30 Jun, 212100.00%28,6819.68%0.72%167.50%2---
31 Mar, 211-50.00%26,149-7.28%0.66%131.32%----
31 Dec, 202-28,201-0.71%141.96%----
30 Sep, 202-33.33%28,201-14.98%0.71%98.68%--100.00%--100.00%
30 Jun, 20350.00%33,168208.14%0.85%957.40%2100.00%1-
31 Mar, 202-33.33%10,764-21.30%0.30%209.75%1-1-
31 Dec, 193-13,677-72.32%0.38%20.22%1---100.00%
30 Sep, 193-49,413-4.83%1.36%66.67%1-2-
30 Jun, 193-51,923-15.12%1.43%50.53%1-2-
31 Mar, 19350.00%61,1696.21%1.68%67.49%1---100.00%
31 Dec, 182-33.33%57,590-10.67%1.58%50.47%--1-50.00%
30 Sep, 183-64,470-3.01%1.77%53.32%--100.00%2-
30 Jun, 18350.00%66,471-3.12%1.82%51.71%1-2-
31 Mar, 182-33.33%68,612-4.91%1.88%48.31%--100.00%--
31 Dec, 17350.00%72,1575.17%1.97%56.11%1---
30 Sep, 172-68,6120.71%1.87%54.03%1---
30 Jun, 172-68,1254.25%1.86%58.32%1---100.00%
31 Mar, 172-65,348-0.15%1.79%56.75%--100.00%1-
31 Dec, 162-65,445-21.13%1.77%35.02%2100.00%--100.00%
30 Sep, 162-82,9745.02%2.25%49.09%1-1-
30 Jun, 162-79,011-1.52%2.14%45.67%1-1-
31 Mar, 162-80,229-2.17%38.41%--100.00%--
31 Dec, 152-80,2292.82%2.37%43.94%1---
30 Sep, 152-78,0302.58%2.32%45.51%1---100.00%
30 Jun, 152-76,064-0.30%2.26%44.18%--1-50.00%
31 Mar, 152-33.33%76,294-13.22%2.26%33.56%--2-
31 Dec, 143-87,916-0.89%2.60%37.76%--100.00%2-
30 Sep, 143-88,7053.03%2.62%40.60%1-66.67%2-
30 Jun, 14350.00%86,09875.53%2.54%121.45%3---
31 Mar, 142-49,051-1.45%69.74%----
31 Dec, 132-49,051-1.44%69.39%--100.00%--100.00%
30 Sep, 132-33.33%49,051-5.98%1.44%61.64%1-66.67%1-
30 Jun, 133-52,170-1.53%-3---
30 Sep, 122-45,655-0.00%1.33%75.63%--100.00%1-
30 Jun, 122-45,6561.00%1.33%77.51%2100.00%--
31 Mar, 122-45,20420.28%1.31%112.08%1---
31 Dec, 112-33.33%37,581-15.04%1.08%66.96%--100.00%--100.00%
30 Sep, 11350.00%44,23246.04%1.27%167.80%2-1-
30 Jun, 112-33.33%30,288-4.68%0.87%104.57%2100.00%--
31 Mar, 11350.00%31,77426.15%0.91%175.22%1---
31 Dec, 102-25,188-0.72%135.13%--100.00%--100.00%
30 Sep, 102-25,188-70.97%0.73%11.80%1-50.00%1-
30 Jun, 102-86,771-2.49%-2---
31 Dec, 091-18,522-73.02%0.53%13.75%1---
30 Sep, 091-68,652342.23%1.96%997.59%1---
30 Jun, 091-15,524-0.44%-1---
31 Dec, 082-83,5587.32%2.38%48.28%1-50.00%--
30 Sep, 082100.00%77,86114.85%2.22%59.54%2---
30 Jun, 081-67,791-1.93%51.79%----
31 Mar, 081-67,791-1.93%52.39%--100.00%--
31 Dec, 071-67,791-1.92%-1---
30 Jun, 072100.00%69,2823106.02%1.96%52544.35%1---
31 Mar, 071-2,161-0.06%1663.86%--100.00%--
31 Dec, 061-2,161-0.06%-1---
31 Dec, 051-66,457-1.84%54.20%--100.00%--
30 Sep, 051-66,4571.00%1.84%56.14%1---
30 Jun, 051-65,8000.50%1.81%55.86%1---
31 Mar, 051-65,471-1.80%54.43%----
31 Dec, 041-65,471-1.82%56.08%--100.00%--
30 Sep, 041-65,4711.00%1.80%56.67%1---
30 Jun, 041-64,823-1.78%56.10%----
31 Mar, 041-64,823-1.78%57.05%----
31 Dec, 031-64,823-1.77%56.89%--100.00%--
30 Sep, 031-64,8231.00%1.76%58.30%1---
30 Jun, 031-64,182510.68%1.74%2144.99%1---
31 Mar, 031-10,510-0.28%-1---
30 Sep, 991-327-37.60%0.01%4489.21%--1-
30 Jun, 991-524-0.01%7194.24%--100.00%--
31 Mar, 991-524-0.01%-1---

Citizens Financial Services Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 30, 2024Guillaume Stephen Jofficer EXECUTIVE VICE PRESIDENTP-PurchaseBuy300$40.00$12.00K3,585
Feb 22, 2024BLACK RANDALL Edirector, officer CEO & PRESIDENTP-PurchaseBuy100$48.00$4.80K42,233
Feb 22, 2024BLACK RANDALL Edirector, officer CEO & PRESIDENTP-PurchaseBuy400$48.00$19.20K42,133

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 30, 2024Guillaume Stephen Jofficer EXECUTIVE VICE PRESIDENTP-PurchaseBuy300$40.00$12.00K3,585
Feb 22, 2024BLACK RANDALL Edirector, officer CEO & PRESIDENTP-PurchaseBuy100$48.00$4.80K42,233
Feb 22, 2024BLACK RANDALL Edirector, officer CEO & PRESIDENTP-PurchaseBuy400$48.00$19.20K42,133

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 09, 2024LANDY R JOSEPHdirector-G-GiftSell40--24,756
Jan 24, 2024LANDY R JOSEPHdirector-G-GiftSell20--24,480
Jan 04, 2024LANDY R JOSEPHdirector-G-GiftSell20--24,365

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 09, 2024LANDY R JOSEPHdirector-G-GiftSell40--24,756
Apr 30, 2024Guillaume Stephen Jofficer EXECUTIVE VICE PRESIDENTP-PurchaseBuy300$40.00$12.00K3,585
Apr 19, 2024KOSA E GENEdirector-G-GiftBuy100--6,579
Mar 22, 2024Hilfiger Janie Mdirector-A-AwardBuy98--2,218
Mar 22, 2024SCHADLER ALLETTA Mdirector-A-AwardBuy98--29,094
Mar 22, 2024DePaola Rinaldo Adirector-A-AwardBuy98--15,642
Mar 22, 2024Freeman Thomas E.director-A-AwardBuy98--14,046
Mar 22, 2024KUNES CHRISTOPHER Wdirector-A-AwardBuy98--11,057
Mar 22, 2024GRAHAM ROGER C JRdirector-A-AwardBuy98--62,165
Mar 22, 2024Chappell Robert Wdirector-A-AwardBuy98--11,098
Mar 22, 2024LANDY R JOSEPHdirector-A-AwardBuy98--24,609
Mar 22, 2024KOSA E GENEdirector-A-AwardBuy98--6,479
Feb 29, 2024BLACK RANDALL Edirector, officer CEO & PRESIDENTA-AwardBuy30$53.84$1.62K42,263
Feb 22, 2024BLACK RANDALL Edirector, officer CEO & PRESIDENTP-PurchaseBuy100$48.00$4.80K42,233
Feb 22, 2024BLACK RANDALL Edirector, officer CEO & PRESIDENTP-PurchaseBuy400$48.00$19.20K42,133
Jan 24, 2024LANDY R JOSEPHdirector-G-GiftSell20--24,480
Jan 04, 2024LANDY R JOSEPHdirector-G-GiftSell20--24,365
Dec 28, 2023RICHARDS DAVID Z JRdirector, officer EXECUTIVE VICE PRESIDENTA-AwardBuy242--1,444
Dec 28, 2023Gephart LeeAnnofficer EXECUTIVE VICE PRESIDENTA-AwardBuy161--279
Dec 28, 2023Guillaume Stephen Jofficer SENIOR VICE PRESIDENTA-AwardBuy161--3,229

The last insider sell of Citizens Financial Services's stock was made by LANDY R JOSEPH on May 09 2024, selling 40 shares at - per share (valued at -). The last insider buy of CZFS was made by Guillaume Stephen J on Apr 30 2024, buying 300 shares at $40.00 per share (worth $12.00K).

Citizens Financial Services Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202421200.00%
Q1 2024122600.00%
Q4 202361250.00%
Q3 20231411127.27%
Q2 2023316516.67%
Q1 202333100.00%
Q4 202211100.00%
Q3 202254125.00%
Q2 2022355700.00%
Q1 20222366.67%
Q4 20212450.00%
Q3 20215771.43%
Q2 20213521750.00%
Q1 20212--
Q4 202011100.00%
Q3 2020112550.00%
Q2 20206123050.00%
Q1 202043133.33%
Q4 201944100.00%
Q3 2019-3-

2 total buy trades, and 1 total sell trades (buy/sell ratio of 2.00%) were made by Citizens Financial Services's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20241--
Q1 20242--
Q4 202331127.27%
Q3 20235862.50%
Q2 2023-1-
Q1 202331300.00%
Q4 202211100.00%
Q3 2022---
Q2 202242200.00%
Q1 20221--
Q4 2021---
Q3 2021---
Q2 2021---
Q1 20211--
Q4 20201--
Q3 20208--
Q2 20203--
Q1 2020-2-
Q4 20191--
Q3 2019---

As of Q2 2024, Insider owners conducted 1 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.
OVLYOak Valley Bancorp
GSBCGreat Southern Bancorp, Inc.
HFBLHome Federal Bancorp, Inc. of Louisiana
CULLCullman Bancorp, Inc.
FBIZFirst Business Financial Services, Inc.
FFNWFirst Financial Northwest, Inc.
HMNFHMN Financial, Inc.
CWBCCommunity West Bancshares
AFBIAffinity Bancshares, Inc.
HVBCHV Bancorp, Inc.
FNWDFinward Bancorp
MGYRMagyar Bancorp, Inc.

CZFS Ownership FAQ


Citizens Financial Services is owned by institutional shareholders (16.07%), insiders (6.30%), and public (77.63%). The largest institutional shareholder of Citizens Financial Services is BLACKROCK INC. (5.76% 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 15.88% of the company's share outstanding.

As of Mar 2024, there are 24 institutional shareholders of Citizens Financial Services.

BLACKROCK INC owns 270.9K shares of Citizens Financial Services, representing 5.76% of the company's total shares outstanding, valued at $13.33M (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 229.27K shares of Citizens Financial Services (CZFS), compromising 4.88% of the company, valued at $11.28M.

GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of Citizens Financial Services. The company owns 88.79K of the company's shares outstanding (worth $4.37M).