Purchases and Sales Made in Q1 2024 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.72KNew |
$88K - $109K
|
1.72K
$141K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.71K+ 26.79% |
$87.3K - $108K
|
8.08K
$660K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.69K+ 5.5% |
$86.3K - $107K
|
32.4K
$2.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.69K+ 17.12% |
$86.2K - $107K
|
11.5K
$942K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.68K+ 6.51% |
$86K - $106K
|
27.5K
$2.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.66K+ 40.22% |
$84.9K - $105K
|
5.79K
$473K
|
|
|
Apr 22, 2024
Q1 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
1.65K+ 12.29% |
$84.3K - $104K
|
15.1K
$1.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.65K+ 17.24% |
$84.2K - $104K
|
11.2K
$915K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.61K+ 306.29% |
$82.2K - $102K
|
2.13K
$174K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
1.61K+ 16.58% |
$82.1K - $102K
|
11.3K
$922K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.58K+ 4.34% |
$81K - $100K
|
38.1K
$3.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.58K+ 15.1% |
$80.7K - $99.9K
|
12K
$983K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.56K+ 0.31% |
$79.7K - $98.7K
|
501K
$40.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.5KNew |
$76.7K - $94.9K
|
1.5K
$123K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.5K+ 3.85% |
$76.7K - $94.9K
|
40.4K
$3.3M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.5K+ 29.93% |
$76.7K - $94.9K
|
6.51K
$532K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.46K+ 18.89% |
$74.8K - $92.6K
|
9.21K
$752K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.45K+ 7.75% |
$74.1K - $91.6K
|
20.1K
$1.65M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.44K+ 24.35% |
$73.8K - $91.3K
|
7.38K
$602K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.43K+ 90.75% |
$73.2K - $90.6K
|
3.01K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.43K+ 11.27% |
$73.1K - $90.5K
|
14.1K
$1.15M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 33.58% |
$72.4K - $89.6K
|
5.64K
$460K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.4KNew |
$71.6K - $88.5K
|
1.4K
$114K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.38K+ 11.79% |
$70.5K - $87.2K
|
13.1K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.37K+ 34.92% |
$70K - $86.6K
|
5.29K
$432K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.36K+ 20.31% |
$69.4K - $85.8K
|
8.04K
$656K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.3K+ 32.83% |
$66.4K - $82.2K
|
5.26K
$430K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.3K+ 12.41% |
$66.2K - $82K
|
11.7K
$959K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.3K+ 21.56% |
$66.2K - $82K
|
7.31K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.29K+ 11.39% |
$65.8K - $81.4K
|
12.6K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.28K+ 4.01% |
$65.6K - $81.1K
|
33.3K
$2.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.28K+ 4.86% |
$65.2K - $80.6K
|
27.5K
$2.24M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.26K+ 11.21% |
$64.5K - $79.8K
|
12.5K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.26K+ 19.62% |
$64.1K - $79.4K
|
7.65K
$625K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
1.23K+ 0.69% |
$62.9K - $77.8K
|
181K
$14.8M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.22K+ 19.67% |
$62.6K - $77.4K
|
7.45K
$608K
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.22K+ 16.08% |
$62.4K - $77.2K
|
8.81K
$719K
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.18K+ 1.24% |
$60.3K - $74.6K
|
96.4K
$7.87M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.14K+ 1.19% |
$58.3K - $72.2K
|
97.1K
$7.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.13K+ 4.02% |
$57.7K - $71.4K
|
29.2K
$2.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
1.13K+ 4.8% |
$57.5K - $71.1K
|
24.6K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.1K+ 9.4% |
$56.2K - $69.6K
|
12.8K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.07K+ 0.74% |
$54.9K - $67.9K
|
146K
$11.9M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.07K+ 14.02% |
$54.7K - $67.7K
|
8.7K
$711K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1.05K+ 22.04% |
$53.6K - $66.3K
|
5.8K
$474K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.04K+ 1621.88% |
$53.1K - $65.6K
|
1.1K
$90K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.02K+ 21.73% |
$52.3K - $64.7K
|
5.73K
$468K
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1K+ 3.31% |
$51.2K - $63.4K
|
31.3K
$2.55M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1KNew |
$51.1K - $63.2K
|
1K
$81.7K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$51.1K - $63.2K
|
1K
$81.7K
|