Purchases and Sales Made in Q1 2023 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q1 2023. The information is specifically focused on institutions that hold shares of CITIGROUP INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.43KNew |
$191K - $232K
|
4.43K
$362K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.43K+ 14.39% |
$191K - $232K
|
35.2K
$2.87M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.42KNew |
$190K - $231K
|
4.42K
$361K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
4.4KNew |
$190K - $230K
|
4.4K
$360K
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
4.38KNew |
$189K - $229K
|
4.38K
$358K
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4.36KNew |
$188K - $228K
|
4.36K
$356K
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.33K+ 2.84% |
$187K - $227K
|
157K
$12.8M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.32KNew |
$186K - $226K
|
4.32K
$353K
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.31KNew |
$186K - $225K
|
4.31K
$352K
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.29K+ 8.47% |
$185K - $225K
|
54.9K
$4.49M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.25K+ 6.74% |
$183K - $222K
|
67.2K
$5.49M
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
4.25K+ 5.29% |
$183K - $222K
|
84.5K
$6.91M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.24K+ 9.2% |
$183K - $222K
|
50.3K
$4.11M
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
4.24KNew |
$183K - $222K
|
4.24K
$346K
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.21K+ 50.05% |
$181K - $220K
|
12.6K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
4.2K+ 77.06% |
$181K - $220K
|
9.65K
$789K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.2K+ 2.65% |
$181K - $220K
|
162K
$13.3M
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
4.19K+ 19.77% |
$181K - $219K
|
25.4K
$2.07M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.13K+ 52.46% |
$178K - $216K
|
12K
$981K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.09K+ 59.15% |
$176K - $214K
|
11K
$899K
|
|
May 11, 2023
Q1 2023
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
4.09K+ 28.28% |
$176K - $214K
|
18.6K
$1.52M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.07K+ 46.39% |
$175K - $213K
|
12.8K
$1.05M
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
4.03K+ 1.44% |
$174K - $211K
|
283K
$23.1M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.01K+ 1.66% |
$173K - $210K
|
245K
$20.1M
|
|
May 12, 2023
Q1 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
4K+ 1.29% |
$172K - $209K
|
315K
$25.8M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4K+ 32.39% |
$172K - $209K
|
16.4K
$1.34M
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.95K+ 6.46% |
$170K - $207K
|
65K
$5.31M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.93K+ 6.84% |
$169K - $206K
|
61.4K
$5.01M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
3.92K+ 74.16% |
$169K - $205K
|
9.21K
$752K
|
|
Jul 14, 2023
Q1 2023
|
Sippican Capital Advisors
|
BUY
|
- |
3.86K+ 15.1% |
$166K - $202K
|
29.4K
$2.4M
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.81KNew |
$164K - $200K
|
3.81K
$312K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.69K+ 15.18% |
$159K - $193K
|
28K
$2.29M
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.66K+ 147.98% |
$158K - $191K
|
6.13K
$501K
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
3.57K+ 13.84% |
$154K - $187K
|
29.4K
$2.4M
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.55K+ 8.19% |
$153K - $186K
|
46.9K
$3.84M
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.51K+ 46.13% |
$151K - $184K
|
11.1K
$908K
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
3.5K+ 2.04% |
$151K - $183K
|
176K
$14.4M
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.5K+ 24.24% |
$151K - $183K
|
17.9K
$1.47M
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.5K+ 29.83% |
$151K - $183K
|
15.2K
$1.24M
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
3.47K+ 18.49% |
$150K - $182K
|
22.3K
$1.82M
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.46K+ 40.05% |
$149K - $181K
|
12.1K
$990K
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.35K+ 6.76% |
$145K - $176K
|
53K
$4.33M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.34K+ 9.1% |
$144K - $175K
|
40.1K
$3.27M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.34K+ 31.48% |
$144K - $175K
|
13.9K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.26K+ 5.08% |
$141K - $171K
|
67.5K
$5.52M
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.26K+ 11.76% |
$141K - $171K
|
31K
$2.53M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.25K+ 2.82% |
$140K - $170K
|
118K
$9.66M
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.23K+ 29.63% |
$139K - $169K
|
14.1K
$1.16M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
3.11K+ 3.0% |
$134K - $163K
|
107K
$8.73M
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.1K+ 57.47% |
$134K - $162K
|
8.5K
$695K
|