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 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
115New |
$5.88K - $7.27K
|
115
$9.36K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
114+ 5.58% |
$5.83K - $7.21K
|
2.16K
$176K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
113+ 7.07% |
$5.78K - $7.15K
|
1.71K
$139K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
109+ 50.46% |
$5.57K - $6.89K
|
325
$26.5K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
107+ 1.39% |
$5.47K - $6.77K
|
7.82K
$637K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
103+ 0.55% |
$5.26K - $6.51K
|
18.8K
$1.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100+ 105.26% |
$5.11K - $6.32K
|
195
$15.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
100+ 0.09% |
$5.11K - $6.32K
|
111K
$9.03M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
100New |
$5.11K - $6.32K
|
100
$8.14K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
100+ 20.0% |
$5.11K - $6.32K
|
600
$48.9K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$5.11K - $6.32K
|
100
$8.14K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
94+ 4.33% |
$4.8K - $5.94K
|
2.26K
$184K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
92+ 21.9% |
$4.7K - $5.82K
|
512
$41.7K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
92+ 0.25% |
$4.7K - $5.82K
|
37.1K
$3.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
90+ 128.57% |
$4.6K - $5.69K
|
160
$13K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
89+ 141.27% |
$4.55K - $5.63K
|
152
$12.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
86+ 1.65% |
$4.4K - $5.44K
|
5.29K
$430K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
86+ 0.95% |
$4.4K - $5.44K
|
9.18K
$748K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
85+ 5.97% |
$4.34K - $5.38K
|
1.51K
$123K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
82+ 0.39% |
$4.19K - $5.19K
|
21K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
80New |
$4.09K - $5.06K
|
80
$6.51K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
79+ 0.5% |
$4.04K - $5K
|
16K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
79+ 8.04% |
$4.04K - $5K
|
1.06K
$86.4K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
79New |
$4.04K - $5K
|
79
$6.43K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
72+ 42.11% |
$3.68K - $4.55K
|
243
$19.8K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
70New |
$3.58K - $4.43K
|
70
$5.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
65+ 0.47% |
$3.32K - $4.11K
|
13.8K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
65+ 0.86% |
$3.32K - $4.11K
|
7.64K
$622K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
65New |
$3.32K - $4.11K
|
65
$5.29K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
62+ 26.5% |
$3.17K - $3.92K
|
296
$24.1K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
61+ 3.97% |
$3.12K - $3.86K
|
1.6K
$130K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
60New |
$3.07K - $3.79K
|
60
$4.89K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
56+ 68.29% |
$2.86K - $3.54K
|
138
$11.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
54+ 3.0% |
$2.76K - $3.41K
|
1.85K
$151K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
54+ 0.57% |
$2.76K - $3.41K
|
9.45K
$770K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
53New |
$2.71K - $3.35K
|
53
$4.32K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
52+ 0.58% |
$2.66K - $3.29K
|
9.02K
$734K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
50New |
$2.56K - $3.16K
|
50
$4.07K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
50+ 0.32% |
$2.56K - $3.16K
|
15.8K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
50+ 0.91% |
$2.56K - $3.16K
|
5.54K
$451K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
49+ 0.11% |
$2.5K - $3.1K
|
44.7K
$3.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
48+ 0.24% |
$2.45K - $3.04K
|
20K
$1.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
47+ 6.99% |
$2.4K - $2.97K
|
719
$58.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
45+ 125.0% |
$2.3K - $2.85K
|
81
$6.6K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
44+ 0.62% |
$2.25K - $2.78K
|
7.15K
$582K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
44+ 5.99% |
$2.25K - $2.78K
|
779
$63.4K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
43+ 0.61% |
$2.2K - $2.72K
|
7.08K
$577K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
42+ 0.65% |
$2.15K - $2.66K
|
6.47K
$526K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
41+ 0.23% |
$2.1K - $2.59K
|
18K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
40+ 1.86% |
$2.04K - $2.53K
|
2.19K
$178K
|