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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4.46K+ 21.88% |
$179K - $213K
|
24.8K
$1.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
4.4KNew |
$177K - $211K
|
4.4K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4.24K+ 10.57% |
$170K - $203K
|
44.3K
$3.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
4.21K+ 11.45% |
$169K - $202K
|
41K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.13K+ 0.49% |
$166K - $198K
|
840K
$59.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
4.12K+ 14.47% |
$166K - $197K
|
32.6K
$2.3M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.03K+ 14.41% |
$162K - $193K
|
32K
$2.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
4.02K+ 24.25% |
$162K - $193K
|
20.6K
$1.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
BUY
|
- |
3.9K+ 1.84% |
$157K - $187K
|
216K
$15.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.84K+ 19.04% |
$154K - $184K
|
24K
$1.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
3.81K+ 10.0% |
$153K - $183K
|
42K
$2.96M
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
3.75K+ 24.62% |
$151K - $180K
|
19K
$1.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
3.72K+ 20.2% |
$149K - $178K
|
22.1K
$1.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
3.68K+ 2.09% |
$148K - $176K
|
180K
$12.7M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.47K+ 0.94% |
$140K - $166K
|
371K
$26.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.4K+ 3.13% |
$137K - $163K
|
112K
$7.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
3.39K+ 3.87% |
$136K - $162K
|
90.9K
$6.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
3.2K+ 25.33% |
$129K - $153K
|
15.8K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.2K+ 0.59% |
$129K - $153K
|
548K
$38.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.06K+ 0.35% |
$123K - $147K
|
879K
$62M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.04K+ 2.57% |
$122K - $145K
|
121K
$8.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.02K+ 24.35% |
$122K - $145K
|
15.4K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
3K+ 3.08% |
$121K - $144K
|
101K
$7.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3K+ 9.47% |
$120K - $143K
|
34.6K
$2.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.94K+ 698.81% |
$118K - $141K
|
3.36K
$237K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.94K+ 21.76% |
$118K - $141K
|
16.4K
$1.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.86K+ 1.81% |
$115K - $137K
|
161K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.81K+ 19.9% |
$113K - $135K
|
16.9K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
2.8K+ 625.0% |
$113K - $134K
|
3.25K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.8KNew |
$112K - $134K
|
2.8K
$197K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
2.77K+ 4.11% |
$111K - $132K
|
70.2K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.73K+ 19.06% |
$110K - $131K
|
17K
$1.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Polianta LTD
|
BUY
|
- |
2.7K+ 12.68% |
$109K - $129K
|
24K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.67K+ 1.68% |
$107K - $128K
|
162K
$11.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.65K+ 30.03% |
$107K - $127K
|
11.5K
$811K
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.6KNew |
$105K - $124K
|
2.6K
$184K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.6K+ 131.83% |
$104K - $124K
|
4.57K
$322K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.55K+ 17.49% |
$102K - $122K
|
17.1K
$1.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.52KNew |
$102K - $121K
|
2.52K
$178K
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.5KNew |
$101K - $120K
|
2.5K
$176K
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
2.5K+ 1.72% |
$101K - $120K
|
148K
$10.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2.49K+ 6.31% |
$100K - $119K
|
42K
$2.96M
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.45K+ 4.2% |
$98.5K - $117K
|
60.7K
$4.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.4K+ 36.72% |
$96.6K - $115K
|
8.94K
$631K
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
2.32K+ 4.06% |
$93.3K - $111K
|
59.4K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.28K+ 4.71% |
$91.7K - $109K
|
50.7K
$3.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
2.22K+ 0.37% |
$89.3K - $106K
|
597K
$42.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 8.68% |
$88.4K - $105K
|
27.5K
$1.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.2K+ 47.78% |
$88.4K - $105K
|
6.8K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.16K+ 9.58% |
$86.7K - $103K
|
24.7K
$1.74M
|