Purchases and Sales Made in Q3 2023 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-406- 9.73% |
$16.3K - $19.4K
|
3.77K
$306K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-407- 92.08% |
$16.4K - $19.5K
|
35
$2.84K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-413- 43.11% |
$16.6K - $19.8K
|
545
$44.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-414- 37.57% |
$16.7K - $19.8K
|
688
$55.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-416- 7.4% |
$16.7K - $19.9K
|
5.2K
$423K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-432- 5.47% |
$17.4K - $20.7K
|
7.46K
$607K
|
|
|
Oct 13, 2023
Q3 2023
|
Guardian Investment Management
|
SELL
|
- |
-435- 2.36% |
$17.5K - $20.8K
|
18K
$1.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-455- 1.27% |
$18.3K - $21.8K
|
35.2K
$2.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-459- 0.33% |
$18.5K - $22K
|
140K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-465- 41.26% |
$18.7K - $22.3K
|
662
$53.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-467- 2.79% |
$18.8K - $22.4K
|
16.3K
$1.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
SELL
|
- |
-468- 41.64% |
$18.8K - $22.4K
|
656
$53.3K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-469Closed |
$18.9K - $22.5K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-473- 7.37% |
$19K - $22.6K
|
5.95K
$483K
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-485- 8.46% |
$19.5K - $23.2K
|
5.25K
$427K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-495- 54.1% |
$19.9K - $23.7K
|
420
$34.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-500- 98.81% |
$20.1K - $23.9K
|
6
$488
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-500- 4.93% |
$20.1K - $23.9K
|
9.64K
$783K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-504- 4.48% |
$20.3K - $24.1K
|
10.7K
$873K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-510- 4.93% |
$20.5K - $24.4K
|
9.85K
$800K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-511- 2.98% |
$20.6K - $24.5K
|
16.7K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-522- 3.62% |
$21K - $25K
|
13.9K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-525- 0.98% |
$21.1K - $25.1K
|
52.8K
$4.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-527- 5.58% |
$21.2K - $25.2K
|
8.92K
$725K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-536- 72.24% |
$21.6K - $25.7K
|
206
$16.7K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-539Closed |
$21.7K - $25.8K
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-541- 15.75% |
$21.8K - $25.9K
|
2.89K
$235K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-549- 7.98% |
$22.1K - $26.3K
|
6.33K
$515K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-549- 14.7% |
$22.1K - $26.3K
|
3.19K
$259K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-550- 7.63% |
$22.1K - $26.3K
|
6.66K
$541K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-555- 3.68% |
$22.3K - $26.6K
|
14.5K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-591- 8.15% |
$23.8K - $28.3K
|
6.66K
$541K
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-593- 1.15% |
$23.9K - $28.4K
|
50.8K
$4.13M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-595- 17.61% |
$23.9K - $28.5K
|
2.78K
$226K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-603- 4.92% |
$24.3K - $28.9K
|
11.6K
$947K
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-609- 2.78% |
$24.5K - $29.2K
|
21.3K
$1.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-615- 9.64% |
$24.7K - $29.4K
|
5.77K
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-625- 1.02% |
$25.1K - $29.9K
|
60.8K
$4.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-628- 4.73% |
$25.3K - $30.1K
|
12.6K
$1.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-636- 6.95% |
$25.6K - $30.5K
|
8.51K
$692K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-636- 6.95% |
$25.6K - $30.5K
|
8.51K
$692K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-644- 12.04% |
$25.9K - $30.8K
|
4.7K
$382K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-684- 3.4% |
$27.5K - $32.7K
|
19.4K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-687- 8.85% |
$27.6K - $32.9K
|
7.08K
$575K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-688- 12.15% |
$27.7K - $32.9K
|
4.97K
$404K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-699- 7.02% |
$28.1K - $33.5K
|
9.26K
$752K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-700- 1.11% |
$28.2K - $33.5K
|
62.1K
$5.05M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-700- 10.51% |
$28.2K - $33.5K
|
5.96K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-706- 38.37% |
$28.4K - $33.8K
|
1.13K
$92.2K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-709- 3.66% |
$28.5K - $33.9K
|
18.7K
$1.52M
|