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 |
|---|---|---|---|---|---|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
73
shares
|
$5,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
73
shares
|
$5,839
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
69
shares
|
$5,519
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
69
shares
|
$5,519
0.0% of portfolio
|
Q2 2024
Reduced 43.44%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
69
shares
|
$5,519
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
67
shares
|
$5,359
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
65
shares
|
$5,199
0.0% of portfolio
|
Q3 2024
Reduced 51.85%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
65
shares
|
$5,199
0.0% of portfolio
|
Q4 2023
Reduced 15.58%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
62
shares
|
$4,959
0.0% of portfolio
|
Q2 2023
Reduced 32.61%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
61
shares
|
$4,879
0.0% of portfolio
|
Q3 2024
Reduced 30.68%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$4,639
0.0% of portfolio
|
Q1 2024
Reduced 22.67%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
58
shares
|
$4,639
0.0% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
56
shares
|
$4,479
0.0% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
56
shares
|
$4,479
0.31% of portfolio
|
Q3 2024
Reduced 39.13%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
54
shares
|
$4,319
0.0% of portfolio
|
Q1 2024
Reduced 72.45%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
54
shares
|
$4,319
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
52
shares
|
$4,159
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
50
shares
|
$3,999
0.0% of portfolio
|
Q2 2024
Reduced 52.83%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$3,999
0.0% of portfolio
|
Q2 2024
Reduced 62.12%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
50
shares
|
$3,999
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
50
shares
|
$3,999
0.0% of portfolio
|
Q1 2022
Reduced 83.33%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
50
shares
|
$3,999
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
47
shares
|
$3,759
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
46
shares
|
$3,679
0.0% of portfolio
|
Q4 2022
Added 208.7%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
46
shares
|
$3,679
0.0% of portfolio
|
Q4 2023
New holding
|