Purchases and Sales Made in Q3 2024 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
139+ 0.61% |
$7.8K - $9.4K
|
22.8K
$1.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
138+ 2.47% |
$7.74K - $9.33K
|
5.73K
$467K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
137+ 342.5% |
$7.69K - $9.26K
|
177
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
136+ 11.76% |
$7.63K - $9.19K
|
1.29K
$105K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
125+ 2.06% |
$7.01K - $8.45K
|
6.21K
$505K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
125+ 2.05% |
$7.01K - $8.45K
|
6.22K
$507K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
123New |
$6.9K - $8.32K
|
123
$10K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
122+ 2.21% |
$6.85K - $8.25K
|
5.65K
$460K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
122+ 0.75% |
$6.85K - $8.25K
|
16.4K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
114+ 2.49% |
$6.4K - $7.71K
|
4.7K
$382K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
114+ 0.39% |
$6.4K - $7.71K
|
29.5K
$2.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
112+ 1.51% |
$6.28K - $7.57K
|
7.54K
$614K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
112+ 0.3% |
$6.28K - $7.57K
|
37.2K
$3.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
106+ 6.31% |
$5.95K - $7.17K
|
1.79K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
105+ 1.91% |
$5.89K - $7.1K
|
5.61K
$456K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
101+ 1.3% |
$5.67K - $6.83K
|
7.87K
$641K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
100+ 136.99% |
$5.61K - $6.76K
|
173
$14.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100+ 2500.0% |
$5.61K - $6.76K
|
104
$8.47K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
100+ 0.48% |
$5.61K - $6.76K
|
21.1K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$5.61K - $6.76K
|
100
$8.14K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
99+ 3300.0% |
$5.55K - $6.69K
|
102
$8.31K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
97+ 10.71% |
$5.44K - $6.56K
|
1K
$81.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
96+ 0.27% |
$5.39K - $6.49K
|
36.2K
$2.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
94+ 0.12% |
$5.27K - $6.36K
|
80.9K
$6.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
93+ 1.77% |
$5.22K - $6.29K
|
5.35K
$436K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
90+ 5.26% |
$5.05K - $6.08K
|
1.8K
$147K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
90+ 52.63% |
$5.05K - $6.08K
|
261
$21.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
86+ 8.59% |
$4.83K - $5.81K
|
1.09K
$88.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
84+ 0.91% |
$4.71K - $5.68K
|
9.34K
$761K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
81+ 0.39% |
$4.54K - $5.48K
|
21K
$1.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
78+ 1.59% |
$4.38K - $5.27K
|
4.99K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
76+ 1.96% |
$4.26K - $5.14K
|
3.96K
$323K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
74+ 1.05% |
$4.15K - $5K
|
7.15K
$582K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
73+ 0.81% |
$4.1K - $4.94K
|
9.03K
$736K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
71+ 0.94% |
$3.98K - $4.8K
|
7.63K
$621K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
70New |
$3.93K - $4.73K
|
70
$5.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
69+ 1.13% |
$3.87K - $4.67K
|
6.15K
$501K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
68+ 1.74% |
$3.82K - $4.6K
|
3.97K
$323K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
67New |
$3.76K - $4.53K
|
67
$5.46K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
67+ 0.1% |
$3.76K - $4.53K
|
67.9K
$5.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
66+ 0.66% |
$3.7K - $4.46K
|
10K
$817K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
66+ 10.15% |
$3.7K - $4.46K
|
716
$58.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
65+ 1.2% |
$3.65K - $4.39K
|
5.5K
$448K
|
|
|
Oct 17, 2024
Q3 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
65+ 0.87% |
$3.65K - $4.39K
|
7.52K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
65+ 0.36% |
$3.65K - $4.39K
|
17.9K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
64+ 0.71% |
$3.59K - $4.33K
|
9.13K
$743K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
62+ 1.28% |
$3.48K - $4.19K
|
4.9K
$399K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
62+ 0.13% |
$3.48K - $4.19K
|
47.5K
$3.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
61+ 0.58% |
$3.42K - $4.12K
|
10.5K
$856K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
61+ 0.82% |
$3.42K - $4.12K
|
7.47K
$608K
|