Purchases and Sales Made in Q4 2023 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
955+ 9.61% |
$36.5K - $49.2K
|
10.9K
$887K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
953+ 5.3% |
$36.4K - $49.1K
|
18.9K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
946+ 2.62% |
$36.2K - $48.7K
|
37K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
934New |
$35.7K - $48.1K
|
934
$76.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
929+ 10.59% |
$35.5K - $47.9K
|
9.7K
$790K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
921+ 3.66% |
$35.2K - $47.4K
|
26.1K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
906+ 13.31% |
$34.6K - $46.7K
|
7.71K
$628K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
904+ 7.66% |
$34.6K - $46.6K
|
12.7K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
895+ 97.18% |
$34.2K - $46.1K
|
1.82K
$148K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
890+ 127.14% |
$34K - $45.9K
|
1.59K
$129K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
889New |
$34K - $45.8K
|
889
$72.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
888+ 2.12% |
$34K - $45.7K
|
42.9K
$3.49M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
888+ 2.12% |
$34K - $45.7K
|
42.9K
$3.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
870+ 2.82% |
$33.3K - $44.8K
|
31.7K
$2.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
865+ 72.26% |
$33.1K - $44.6K
|
2.06K
$168K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
861+ 1.83% |
$32.9K - $44.4K
|
47.9K
$3.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
826+ 15.93% |
$31.6K - $42.6K
|
6.01K
$489K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
817New |
$31.2K - $42.1K
|
817
$66.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
808+ 1.05% |
$30.9K - $41.6K
|
77.9K
$6.34M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
790+ 9.72% |
$30.2K - $40.7K
|
8.92K
$726K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
785+ 97.88% |
$30K - $40.4K
|
1.59K
$129K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
785+ 20.52% |
$30K - $40.4K
|
4.61K
$375K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
762+ 4.05% |
$29.1K - $39.3K
|
19.6K
$1.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
751New |
$28.7K - $38.7K
|
751
$61.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
744+ 8.7% |
$28.5K - $38.3K
|
9.3K
$757K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
708+ 7.85% |
$27.1K - $36.5K
|
9.72K
$792K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
703+ 9.98% |
$26.9K - $36.2K
|
7.75K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
700+ 12.56% |
$26.8K - $36.1K
|
6.28K
$511K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
686+ 9.91% |
$26.2K - $35.3K
|
7.61K
$619K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
686+ 9.91% |
$26.2K - $35.3K
|
7.61K
$619K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
683+ 25.18% |
$26.1K - $35.2K
|
3.4K
$276K
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
680+ 2.3% |
$26K - $35K
|
30.3K
$2.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
679New |
$26K - $35K
|
679
$55.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
673+ 5.68% |
$25.7K - $34.7K
|
12.5K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
664+ 12.53% |
$25.4K - $34.2K
|
5.96K
$485K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
655+ 82.49% |
$25K - $33.7K
|
1.45K
$118K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
646+ 1.34% |
$24.7K - $33.3K
|
48.9K
$3.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
638+ 3.19% |
$24.4K - $32.9K
|
20.7K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
628+ 17.48% |
$24K - $32.4K
|
4.22K
$344K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
619+ 0.69% |
$23.7K - $31.9K
|
90.3K
$7.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
615+ 8.21% |
$23.5K - $31.7K
|
8.11K
$660K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
600+ 20.11% |
$22.9K - $30.9K
|
3.58K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
579+ 84.16% |
$22.1K - $29.8K
|
1.27K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
578+ 7.74% |
$22.1K - $29.8K
|
8.05K
$656K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
570New |
$21.8K - $29.4K
|
570
$46.4K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
569+ 1962.07% |
$21.8K - $29.3K
|
598
$48.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
566+ 8.1% |
$21.6K - $29.2K
|
7.55K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
549+ 9.87% |
$21K - $28.3K
|
6.11K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
543+ 3.45% |
$20.8K - $28K
|
16.3K
$1.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
532+ 9.71% |
$20.3K - $27.4K
|
6.01K
$489K
|