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 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3+ 13.04% |
$153 - $190
|
26
$2.12K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.07% |
$153 - $190
|
4.43K
$362K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 0.38% |
$153 - $190
|
789
$64.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.15% |
$102 - $126
|
1.32K
$108K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.93% |
$102 - $126
|
216
$17.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.14% |
$51.1 - $63.2
|
699
$57.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 2.08% |
$51.1 - $63.2
|
49
$4K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.92% |
$51.1 - $63.2
|
110
$8.99K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.7% |
$51.1 - $63.2
|
144
$11.8K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.14% |
$51.1 - $63.2
|
728
$59.5K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1+ 0.01% |
$51.1 - $63.2
|
16.9K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.17% |
$51.1 - $63.2
|
599
$49K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.43% |
$51.1 - $63.2
|
234
$19.1K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-2- 0.43% |
$102 - $126
|
466
$38.1K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 1.55% |
$102 - $126
|
127
$10.4K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.11% |
$153 - $190
|
2.69K
$220K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-3- 0.92% |
$153 - $190
|
324
$26.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-4- 0.07% |
$204 - $253
|
5.71K
$467K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5- 0.06% |
$256 - $316
|
8.37K
$684K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-5- 18.52% |
$256 - $316
|
22
$1.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-6- 2.91% |
$307 - $379
|
200
$16.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-7- 0.01% |
$358 - $443
|
107K
$8.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-7- 0.16% |
$358 - $443
|
4.46K
$365K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-7- 2.53% |
$358 - $443
|
270
$22.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-8- 1.44% |
$409 - $506
|
546
$44.6K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-8- 0.04% |
$409 - $506
|
18.2K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-10- 0.58% |
$511 - $632
|
1.71K
$140K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-10- 0.03% |
$511 - $632
|
29.9K
$2.44M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-12- 0.27% |
$613 - $759
|
4.47K
$365K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-12- 0.04% |
$613 - $759
|
30.9K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-14- 0.4% |
$716 - $885
|
3.51K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-14- 0.46% |
$716 - $885
|
3.05K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16- 0.14% |
$818 - $1.01K
|
11.4K
$934K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-17- 22.67% |
$869 - $1.08K
|
58
$4.74K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-18- 0.22% |
$920 - $1.14K
|
8.18K
$668K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-19- 0.46% |
$971 - $1.2K
|
4.15K
$339K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-20- 0.2% |
$1.02K - $1.26K
|
10K
$820K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 37.5% |
$1.07K - $1.33K
|
35
$2.86K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-22- 0.3% |
$1.12K - $1.39K
|
7.2K
$588K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-24- 35.29% |
$1.23K - $1.52K
|
44
$3.6K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-25- 83.33% |
$1.28K - $1.58K
|
5
$409
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-25- 0.41% |
$1.28K - $1.58K
|
6.09K
$497K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-26- 1.31% |
$1.33K - $1.64K
|
1.96K
$160K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-28- 27.18% |
$1.43K - $1.77K
|
75
$6.13K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-28- 0.6% |
$1.43K - $1.77K
|
4.61K
$376K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-29- 23.58% |
$1.48K - $1.83K
|
94
$7.68K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-29- 0.25% |
$1.48K - $1.83K
|
11.8K
$962K
|