Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,048 institutions that hold shares in the stock, with a total of 1.35 Billion shares, which have been reported (via 13F filing form) to have a value of $108 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,196
shares
|
$335,638
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,184
shares
|
$334,678
0.1% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
4,168
shares
|
$333,398
0.02% of portfolio
|
Q3 2024
Added 21.41%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,164
shares
|
$333,078
0.03% of portfolio
|
Q3 2022
Reduced 5.3%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,152
shares
|
$332,118
0.03% of portfolio
|
Q2 2023
Added 1.22%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
4,145
shares
|
$331,558
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
4,111
shares
|
$328,838
0.28% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
4,110
shares
|
$328,758
0.0% of portfolio
|
Q3 2024
Reduced 26.89%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,066
shares
|
$325,239
0.09% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,060
shares
|
$324,759
0.02% of portfolio
|
Q3 2024
Added 75.83%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
4,050
shares
|
$323,959
0.12% of portfolio
|
Q3 2024
Reduced 64.43%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
4,046
shares
|
$323,639
0.08% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
4,043
shares
|
$323,399
0.04% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
4,038
shares
|
$322,999
0.17% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
4,037
shares
|
$322,919
0.16% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
4,033
shares
|
$322,599
0.04% of portfolio
|
Q3 2024
Reduced 14.75%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
4,030
shares
|
$322,359
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
4,028
shares
|
$322,199
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
4,025
shares
|
$321,959
0.07% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
4,011
shares
|
$320,839
0.02% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
4,007
shares
|
$320,519
0.01% of portfolio
|
Q3 2024
Added 39.76%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,006
shares
|
$320,439
0.03% of portfolio
|
Q2 2024
Reduced 76.26%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
4,000
shares
|
$319,960
0.04% of portfolio
|
Q2 2022
Reduced 0.32%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
4,000
shares
|
$319,960
0.02% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
4,000
shares
|
$319,960
0.08% of portfolio
|
Q1 2024
New holding
|