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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
983+ 306.23% |
$50.2K - $62.2K
|
1.3K
$106K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
980+ 0.68% |
$50.1K - $62K
|
145K
$11.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
972New |
$49.7K - $61.5K
|
972
$79.4K
|
|
|
May 14, 2024
Q1 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
971+ 1.35% |
$49.6K - $61.4K
|
73.1K
$5.97M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
961+ 20.21% |
$49.1K - $60.8K
|
5.72K
$467K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
957+ 2.67% |
$48.9K - $60.5K
|
36.8K
$3.01M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
938+ 4.14% |
$47.9K - $59.3K
|
23.6K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
934+ 6.37% |
$47.7K - $59.1K
|
15.6K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
932+ 1.53% |
$47.6K - $58.9K
|
61.9K
$5.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
923+ 4.78% |
$47.2K - $58.4K
|
20.2K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
913+ 9.74% |
$46.7K - $57.7K
|
10.3K
$840K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
907+ 17.04% |
$46.4K - $57.4K
|
6.23K
$509K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
905+ 6.59% |
$46.3K - $57.2K
|
14.6K
$1.2M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
904+ 3.25% |
$46.2K - $57.2K
|
28.7K
$2.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
900+ 2.26% |
$46K - $56.9K
|
40.7K
$3.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
895+ 9.82% |
$45.7K - $56.6K
|
10K
$818K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
875+ 14.88% |
$44.7K - $55.3K
|
6.76K
$552K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
872+ 19.32% |
$44.6K - $55.1K
|
5.39K
$440K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
844+ 3.39% |
$43.1K - $53.4K
|
25.7K
$2.1M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
831+ 18.48% |
$42.5K - $52.6K
|
5.33K
$435K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
825+ 3.19% |
$42.2K - $52.2K
|
26.7K
$2.18M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
822+ 7.02% |
$42K - $52K
|
12.5K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
820+ 6.07% |
$41.9K - $51.9K
|
14.3K
$1.17M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
819+ 17.77% |
$41.9K - $51.8K
|
5.43K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
803+ 5.92% |
$41K - $50.8K
|
14.4K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
801+ 8.36% |
$40.9K - $50.7K
|
10.4K
$848K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
798New |
$40.8K - $50.5K
|
798
$65.2K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
796+ 3.74% |
$40.7K - $50.3K
|
22.1K
$1.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
795+ 15.31% |
$40.6K - $50.3K
|
5.99K
$489K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
777+ 0.99% |
$39.7K - $49.1K
|
79.6K
$6.5M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
774New |
$39.6K - $48.9K
|
774
$63.2K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
745+ 10.71% |
$38.1K - $47.1K
|
7.7K
$629K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
737+ 0.49% |
$37.7K - $46.6K
|
151K
$12.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
736+ 393.58% |
$37.6K - $46.5K
|
923
$75.4K
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
726+ 3.07% |
$37.1K - $45.9K
|
24.4K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
725New |
$37.1K - $45.8K
|
725
$59.2K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
712+ 116.34% |
$36.4K - $45K
|
1.32K
$108K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
704+ 8.68% |
$36K - $44.5K
|
8.81K
$720K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
700+ 13.66% |
$35.8K - $44.3K
|
5.82K
$476K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
680+ 2.57% |
$34.8K - $43K
|
27.2K
$2.22M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
680+ 3.12% |
$34.8K - $43K
|
22.5K
$1.84M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
680+ 2.57% |
$34.8K - $43K
|
27.2K
$2.22M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
679+ 6.23% |
$34.7K - $42.9K
|
11.6K
$945K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
678+ 8.37% |
$34.7K - $42.9K
|
8.78K
$717K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
660+ 6.01% |
$33.7K - $41.7K
|
11.6K
$951K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
644+ 9.27% |
$32.9K - $40.7K
|
7.59K
$620K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
637+ 0.07% |
$32.6K - $40.3K
|
950K
$77.6M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
631+ 4.61% |
$32.3K - $39.9K
|
14.3K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
626+ 4.37% |
$32K - $39.6K
|
14.9K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
617+ 1.65% |
$31.5K - $39K
|
38K
$3.1M
|