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 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-588- 1.0% |
$30.1K - $37.2K
|
58.3K
$4.75M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-590- 14.7% |
$30.2K - $37.3K
|
3.42K
$279K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-600- 7.64% |
$30.7K - $37.9K
|
7.26K
$591K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-600- 37.5% |
$30.7K - $37.9K
|
1K
$81.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-600- 18.92% |
$30.7K - $37.9K
|
2.57K
$209K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-603- 17.76% |
$30.8K - $38.1K
|
2.79K
$227K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-606- 18.5% |
$31K - $38.3K
|
2.67K
$217K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-610- 3.0% |
$31.2K - $38.6K
|
19.8K
$1.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-617- 12.32% |
$31.5K - $39K
|
4.39K
$358K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-619- 6.38% |
$31.6K - $39.1K
|
9.08K
$739K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-625- 9.08% |
$31.9K - $39.5K
|
6.26K
$510K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-631- 0.46% |
$32.3K - $39.9K
|
138K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-647- 14.53% |
$33.1K - $40.9K
|
3.81K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-652- 3.42% |
$33.3K - $41.2K
|
18.4K
$1.5M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-653- 10.94% |
$33.4K - $41.3K
|
5.31K
$433K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-657- 12.75% |
$33.6K - $41.5K
|
4.5K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-659- 0.71% |
$33.7K - $41.7K
|
92.7K
$7.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-664- 1.19% |
$33.9K - $42K
|
55.3K
$4.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-674- 6.95% |
$34.4K - $42.6K
|
9.03K
$735K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-679- 5.81% |
$34.7K - $42.9K
|
11K
$897K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-680- 2.5% |
$34.8K - $43K
|
26.5K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-683- 3.2% |
$34.9K - $43.2K
|
20.6K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-691- 7.66% |
$35.3K - $43.7K
|
8.33K
$678K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-691- 5.29% |
$35.3K - $43.7K
|
12.4K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-697- 5.05% |
$35.6K - $44.1K
|
13.1K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-709- 11.55% |
$36.2K - $44.8K
|
5.43K
$442K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-712- 44.78% |
$36.4K - $45K
|
878
$71.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-722- 10.3% |
$36.9K - $45.7K
|
6.29K
$512K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-727- 13.61% |
$37.2K - $46K
|
4.61K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-729- 10.86% |
$37.3K - $46.1K
|
5.98K
$487K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-741- 8.79% |
$37.9K - $46.9K
|
7.69K
$626K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-746- 12.79% |
$38.1K - $47.2K
|
5.09K
$414K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-748- 3.43% |
$38.2K - $47.3K
|
21.1K
$1.72M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-749- 29.82% |
$38.3K - $47.4K
|
1.76K
$144K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-751- 15.02% |
$38.4K - $47.5K
|
4.25K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-761- 4.5% |
$38.9K - $48.1K
|
16.1K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-762- 12.8% |
$38.9K - $48.2K
|
5.19K
$423K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-771- 3.37% |
$39.4K - $48.8K
|
22.1K
$1.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-778- 12.47% |
$39.8K - $49.2K
|
5.46K
$445K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-781- 4.96% |
$39.9K - $49.4K
|
15K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-783- 6.36% |
$40K - $49.5K
|
11.5K
$938K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-815- 1.39% |
$41.7K - $51.5K
|
58K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-819- 82.81% |
$41.9K - $51.8K
|
170
$13.8K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-839- 5.21% |
$42.9K - $53.1K
|
15.3K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-840- 20.27% |
$42.9K - $53.1K
|
3.31K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-845- 0.4% |
$43.2K - $53.4K
|
209K
$17M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-870- 9.43% |
$44.5K - $55K
|
8.35K
$680K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-870- 7.21% |
$44.5K - $55K
|
11.2K
$912K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-873- 19.87% |
$44.6K - $55.2K
|
3.52K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-891- 95.4% |
$45.5K - $56.3K
|
43
$3.5K
|