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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
528New |
$20.2K - $27.2K
|
528
$43.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
518+ 13.75% |
$19.8K - $26.7K
|
4.28K
$350K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
500+ 1.44% |
$19.1K - $25.8K
|
35.1K
$2.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
500+ 15.39% |
$19.1K - $25.8K
|
3.75K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
500New |
$19.1K - $25.8K
|
500
$40.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
500+ 45.87% |
$19.1K - $25.8K
|
1.59K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
498+ 2.76% |
$19K - $25.7K
|
18.5K
$1.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
480+ 3.32% |
$18.4K - $24.7K
|
14.9K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
479+ 2.24% |
$18.3K - $24.7K
|
21.9K
$1.79M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
475+ 2.85% |
$18.2K - $24.5K
|
17.1K
$1.4M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
474New |
$18.1K - $24.4K
|
474
$38.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
462+ 3.07% |
$17.7K - $23.8K
|
15.5K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
455New |
$17.4K - $23.4K
|
455
$37.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
454+ 0.3% |
$17.4K - $23.4K
|
154K
$12.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
448+ 2.31% |
$17.1K - $23.1K
|
19.8K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
443+ 4.43% |
$16.9K - $22.8K
|
10.4K
$854K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
440+ 6.04% |
$16.8K - $22.7K
|
7.73K
$631K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
431+ 5.43% |
$16.5K - $22.2K
|
8.37K
$684K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
431+ 3.62% |
$16.5K - $22.2K
|
12.3K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
414+ 15.01% |
$15.8K - $21.3K
|
3.17K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
401+ 0.11% |
$15.3K - $20.7K
|
350K
$28.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
400New |
$15.3K - $20.6K
|
400
$32.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
398+ 1.77% |
$15.2K - $20.5K
|
22.9K
$1.87M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
389+ 4.94% |
$14.9K - $20K
|
8.26K
$675K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
379+ 9.33% |
$14.5K - $19.5K
|
4.44K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
377+ 6.59% |
$14.4K - $19.4K
|
6.1K
$499K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
364+ 4.88% |
$13.9K - $18.8K
|
7.83K
$640K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
357+ 5.71% |
$13.7K - $18.4K
|
6.61K
$540K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
357+ 8.72% |
$13.7K - $18.4K
|
4.45K
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
354+ 33.97% |
$13.5K - $18.2K
|
1.4K
$114K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
350+ 3.63% |
$13.4K - $18K
|
9.99K
$816K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
350New |
$13.4K - $18K
|
350
$28.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
347+ 4.7% |
$13.3K - $17.9K
|
7.73K
$632K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
345+ 6.18% |
$13.2K - $17.8K
|
5.93K
$485K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
341+ 6.23% |
$13K - $17.6K
|
5.81K
$475K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
338+ 2.56% |
$12.9K - $17.4K
|
13.6K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
338+ 1.78% |
$12.9K - $17.4K
|
19.3K
$1.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
307+ 2.64% |
$11.7K - $15.8K
|
12K
$977K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
302+ 37.33% |
$11.5K - $15.6K
|
1.11K
$90.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
300New |
$11.5K - $15.5K
|
300
$24.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
300+ 2.2% |
$11.5K - $15.5K
|
14K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300+ 28.63% |
$11.5K - $15.5K
|
1.35K
$110K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
297+ 3.16% |
$11.4K - $15.3K
|
9.7K
$793K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
295+ 2.1% |
$11.3K - $15.2K
|
14.3K
$1.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
291New |
$11.1K - $15K
|
291
$23.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
286+ 0.49% |
$10.9K - $14.7K
|
59K
$4.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
279+ 20.23% |
$10.7K - $14.4K
|
1.66K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
279+ 697.5% |
$10.7K - $14.4K
|
319
$26.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
274+ 52.49% |
$10.5K - $14.1K
|
796
$65K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
264+ 1.25% |
$10.1K - $13.6K
|
21.4K
$1.75M
|