Purchases and Sales Made in Q2 2023 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-49- 0.42% |
$2.17K - $2.47K
|
11.5K
$918K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-50- 5.45% |
$2.21K - $2.52K
|
868
$69.1K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-60- 21.74% |
$2.65K - $3.02K
|
216
$17.2K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-65- 0.25% |
$2.87K - $3.28K
|
26K
$2.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-66- 0.25% |
$2.92K - $3.33K
|
26.5K
$2.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-70- 1.11% |
$3.1K - $3.53K
|
6.24K
$497K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-77- 0.85% |
$3.41K - $3.88K
|
9.02K
$719K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-79- 0.17% |
$3.49K - $3.98K
|
45.5K
$3.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-81- 3.41% |
$3.58K - $4.08K
|
2.29K
$182K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-86- 1.73% |
$3.8K - $4.33K
|
4.88K
$389K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-95- 1.7% |
$4.2K - $4.79K
|
5.48K
$437K
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-96- 0.79% |
$4.25K - $4.84K
|
12.1K
$962K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-96- 1.85% |
$4.25K - $4.84K
|
5.1K
$406K
|
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-100- 1.96% |
$4.42K - $5.04K
|
5K
$398K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-100- 2.08% |
$4.42K - $5.04K
|
4.72K
$376K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 0.99% |
$4.42K - $5.04K
|
9.96K
$793K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-100- 0.08% |
$4.42K - $5.04K
|
119K
$9.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-100- 0.03% |
$4.42K - $5.04K
|
391K
$31.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-100- 1.09% |
$4.42K - $5.04K
|
9.09K
$724K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-100- 20.92% |
$4.42K - $5.04K
|
378
$30.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-105- 0.75% |
$4.64K - $5.29K
|
13.8K
$1.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-106- 9.65% |
$4.69K - $5.34K
|
992
$79K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-109- 0.32% |
$4.82K - $5.49K
|
34.3K
$2.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-110- 22.45% |
$4.87K - $5.54K
|
380
$30.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-111- 0.67% |
$4.91K - $5.59K
|
16.6K
$1.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-112- 0.12% |
$4.95K - $5.64K
|
94.8K
$7.55M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-115- 1.77% |
$5.09K - $5.8K
|
6.4K
$510K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-115- 0.25% |
$5.09K - $5.8K
|
45.6K
$3.63M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-116- 1.44% |
$5.13K - $5.85K
|
7.94K
$632K
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-117- 0.4% |
$5.17K - $5.9K
|
29.3K
$2.33M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-117- 0.52% |
$5.17K - $5.9K
|
22.3K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-119- 1.94% |
$5.26K - $6K
|
6.02K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-122- 5.6% |
$5.4K - $6.15K
|
2.06K
$164K
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-125- 1.49% |
$5.53K - $6.3K
|
8.25K
$657K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-127- 0.99% |
$5.62K - $6.4K
|
12.7K
$1.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-131- 13.09% |
$5.79K - $6.6K
|
870
$69.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-134- 84.81% |
$5.93K - $6.75K
|
24
$1.91K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-134- 3.94% |
$5.93K - $6.75K
|
3.27K
$260K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-135- 1.44% |
$5.97K - $6.8K
|
9.27K
$738K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-138- 0.66% |
$6.1K - $6.96K
|
20.6K
$1.64M
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-142- 1.57% |
$6.28K - $7.16K
|
8.87K
$707K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-145- 0.16% |
$6.41K - $7.31K
|
91.5K
$7.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-146- 36.78% |
$6.46K - $7.36K
|
251
$20K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-150- 3.24% |
$6.63K - $7.56K
|
4.48K
$357K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-152- 3.47% |
$6.72K - $7.66K
|
4.23K
$337K
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-161- 0.17% |
$7.12K - $8.11K
|
93.3K
$7.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-163- 1.06% |
$7.21K - $8.22K
|
15.2K
$1.21M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-164- 1.81% |
$7.25K - $8.27K
|
8.88K
$707K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-165- 0.39% |
$7.3K - $8.32K
|
42.6K
$3.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-173- 2.44% |
$7.65K - $8.72K
|
6.93K
$552K
|