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 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-29- 3.68% |
$1.48K - $1.83K
|
759
$62K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-30- 22.06% |
$1.53K - $1.9K
|
106
$8.66K
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-31- 0.76% |
$1.58K - $1.96K
|
4.04K
$330K
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-32- 0.78% |
$1.64K - $2.02K
|
4.08K
$334K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-33- 0.66% |
$1.69K - $2.09K
|
4.95K
$404K
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-35- 0.36% |
$1.79K - $2.21K
|
9.58K
$783K
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-39- 0.22% |
$1.99K - $2.47K
|
17.4K
$1.42M
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-41- 1.04% |
$2.1K - $2.59K
|
3.91K
$319K
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-45- 0.56% |
$2.3K - $2.85K
|
8.02K
$655K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-46- 1.12% |
$2.35K - $2.91K
|
4.07K
$332K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-46- 0.03% |
$2.35K - $2.91K
|
164K
$13.4M
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-48- 10.93% |
$2.45K - $3.04K
|
391
$32K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-48- 8.42% |
$2.45K - $3.04K
|
522
$42.7K
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 2.55% |
$2.56K - $3.16K
|
1.91K
$156K
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-50- 0.71% |
$2.56K - $3.16K
|
6.97K
$569K
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-56- 0.42% |
$2.86K - $3.54K
|
13.4K
$1.1M
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-56- 0.56% |
$2.86K - $3.54K
|
9.98K
$815K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-57- 15.66% |
$2.91K - $3.6K
|
307
$25.1K
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-60- 4.48% |
$3.07K - $3.79K
|
1.28K
$105K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-63- 1.97% |
$3.22K - $3.98K
|
3.13K
$256K
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-63- 0.56% |
$3.22K - $3.98K
|
11.2K
$916K
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-67- 7.54% |
$3.42K - $4.24K
|
822
$67.2K
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-67- 1.12% |
$3.42K - $4.24K
|
5.93K
$485K
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-69- 1.17% |
$3.53K - $4.36K
|
5.84K
$477K
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-75- 0.15% |
$3.83K - $4.74K
|
48.9K
$3.99M
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-75- 1.54% |
$3.83K - $4.74K
|
4.8K
$392K
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-85- 0.5% |
$4.34K - $5.38K
|
16.9K
$1.38M
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.73% |
$4.34K - $5.38K
|
4.83K
$395K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-87- 1.77% |
$4.45K - $5.5K
|
4.84K
$395K
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-92- 0.84% |
$4.7K - $5.82K
|
10.9K
$888K
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-98- 0.63% |
$5.01K - $6.2K
|
15.4K
$1.26M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-99- 9.84% |
$5.06K - $6.26K
|
907
$74.1K
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-100- 1.29% |
$5.11K - $6.32K
|
7.64K
$624K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-100- 50.0% |
$5.11K - $6.32K
|
100
$8.17K
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 2.51% |
$5.11K - $6.32K
|
3.89K
$318K
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-103- 1.51% |
$5.26K - $6.51K
|
6.7K
$548K
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-107- 1.89% |
$5.47K - $6.77K
|
5.55K
$453K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-107- 0.37% |
$5.47K - $6.77K
|
29.1K
$2.38M
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-109- 30.88% |
$5.57K - $6.89K
|
244
$19.9K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-115- 25.73% |
$5.88K - $7.27K
|
332
$27.1K
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-115- 1.09% |
$5.88K - $7.27K
|
10.4K
$852K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-116- 2.0% |
$5.93K - $7.34K
|
5.7K
$465K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-118- 8.45% |
$6.03K - $7.46K
|
1.28K
$104K
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-119- 1.33% |
$6.08K - $7.53K
|
8.8K
$719K
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-120- 2.72% |
$6.13K - $7.59K
|
4.29K
$351K
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-123- 5.88% |
$6.29K - $7.78K
|
1.97K
$161K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-124- 1.55% |
$6.34K - $7.84K
|
7.9K
$646K
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-136- 8.55% |
$6.95K - $8.6K
|
1.46K
$119K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-138- 1.42% |
$7.05K - $8.73K
|
9.57K
$782K
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-141- 0.23% |
$7.21K - $8.92K
|
62K
$5.06M
|