Latest Institutional Purchases of Citigroup Inc (C)
This list provides information on the latest institutional transactions involving Citigroup Inc (C) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Springhouse Capital Management, LP
Westport, CT |
BUY
|
- |
4.5K+ 2.15% |
$199K - $227K
|
214K
$17.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.36KNew |
$193K - $220K
|
4.36K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.2K+ 95.41% |
$186K - $212K
|
8.61K
$701K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.46K+ 669.77% |
$153K - $174K
|
3.97K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.66KNew |
$118K - $134K
|
2.66K
$216K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.63KNew |
$116K - $133K
|
2.63K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.9K+ 39.9% |
$84.2K - $95.9K
|
6.67K
$543K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.67KNew |
$74K - $84.4K
|
1.67K
$136K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.46KNew |
$64.6K - $73.6K
|
1.46K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.25K+ 25.87% |
$55.5K - $63.2K
|
6.1K
$497K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1KNew |
$44.2K - $50.4K
|
1K
$81.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
976New |
$43.2K - $49.2K
|
976
$79.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
778+ 6.38% |
$34.4K - $39.2K
|
13K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
464+ 9.27% |
$20.5K - $23.4K
|
5.47K
$445K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
411+ 3.62% |
$18.2K - $20.7K
|
11.8K
$958K
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
410+ 5.57% |
$18.1K - $20.7K
|
7.77K
$632K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
395+ 5.27% |
$17.5K - $19.9K
|
7.9K
$643K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
213+ 3.91% |
$9.42K - $10.7K
|
5.66K
$460K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
140New |
$6.19K - $7.06K
|
140
$11.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
134+ 558.33% |
$5.93K - $6.75K
|
158
$12.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
107+ 74.31% |
$4.73K - $5.39K
|
251
$20.4K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
82+ 0.41% |
$3.63K - $4.13K
|
20.1K
$1.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
66+ 1.12% |
$2.92K - $3.33K
|
5.96K
$485K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
56+ 1.15% |
$2.48K - $2.82K
|
4.94K
$403K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
54New |
$2.39K - $2.72K
|
54
$4.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
50+ 1.22% |
$2.21K - $2.52K
|
4.15K
$338K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
40+ 0.15% |
$1.77K - $2.02K
|
27.1K
$2.21M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
40+ 2.43% |
$1.77K - $2.02K
|
1.69K
$137K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
40+ 2.43% |
$1.77K - $2.02K
|
1.69K
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
35New |
$1.55K - $1.76K
|
35
$2.85K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
30New |
$1.33K - $1.51K
|
30
$2.44K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
30New |
$1.33K - $1.51K
|
30
$2.44K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
20New |
$885 - $1.01K
|
20
$1.63K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14+ 5.38% |
$619 - $706
|
274
$22.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 0.43% |
$442 - $504
|
2.32K
$189K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9+ 0.12% |
$398 - $454
|
7.21K
$587K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.63% |
$221 - $252
|
802
$65.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2+ 0.5% |
$88.5 - $101
|
401
$32.7K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26.7MNew |
$1.15B - $1.4B
|
26.7M
$2.17B
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
547KNew |
$23.6M - $28.6M
|
547K
$44.6M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
385KNew |
$16.6M - $20.2M
|
385K
$31.4M
|
|
|
May 10, 2023
Q1 2023
|
Fidelity National Financial, Inc.
Jacksonville, FL |
BUY
|
- |
250KNew |
$10.8M - $13.1M
|
250K
$20.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
127KNew |
$5.49M - $6.67M
|
127K
$10.4M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
115KNew |
$4.94M - $6M
|
115K
$9.34M
|
|
|
May 15, 2023
Q1 2023
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
100KNew |
$4.31M - $5.24M
|
100K
$8.14M
|
|
|
May 12, 2023
Q1 2023
|
M3 F, Inc.
Salt Lake City, UT |
BUY
|
- |
98KNew |
$4.22M - $5.13M
|
98K
$7.98M
|
|
|
May 15, 2023
Q1 2023
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
BUY
|
- |
89K+ 0.16% |
$3.84M - $4.66M
|
55.2M
$4.5B
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
68.6K+ 6.66% |
$2.96M - $3.59M
|
1.1M
$89.5M
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
58.6KNew |
$2.53M - $3.07M
|
58.6K
$4.77M
|
|