Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,031 institutions that hold shares in the stock, with a total of 1.35 Billion shares, which have been reported (via 13F filing form) to have a value of $95.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
450
shares
|
$31,950
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
450
shares
|
$31,950
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
449
shares
|
$31,879
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
449
shares
|
$31,879
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
429
shares
|
$30,459
0.01% of portfolio
|
Q3 2023
Added 15.32%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
429
shares
|
$30,459
0.0% of portfolio
|
Q3 2023
Reduced 0.46%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
423
shares
|
$30,033
0.02% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
420
shares
|
$29,820
0.0% of portfolio
|
Q2 2024
Reduced 17.97%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
415
shares
|
$29,465
0.07% of portfolio
|
Q3 2024
Added 5422.17%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
400
shares
|
$28,400
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
383
shares
|
$27,193
0.01% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
370
shares
|
$26,270
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
366
shares
|
$25,986
0.0% of portfolio
|
Q3 2024
Reduced 36.01%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
363
shares
|
$25,773
0.01% of portfolio
|
Q3 2024
Added 150.34%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
356
shares
|
$25,276
0.0% of portfolio
|
Q3 2024
Reduced 51.17%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
355
shares
|
$25,205
0.0% of portfolio
|
Q2 2024
Reduced 67.04%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
348
shares
|
$24,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
346
shares
|
$24,566
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
344
shares
|
$24,424
0.01% of portfolio
|
Q4 2022
Reduced 55.09%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
343
shares
|
$24,353
0.0% of portfolio
|
Q2 2024
Added 148.55%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
340
shares
|
$24,140
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
340
shares
|
$24,140
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
330
shares
|
$23,430
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
328
shares
|
$23,288
0.01% of portfolio
|
Q4 2023
Reduced 9.14%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
327
shares
|
$23,217
0.0% of portfolio
|
Q2 2024
Reduced 1.51%
|