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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
325
shares
|
$23,075
0.0% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
324
shares
|
$23,004
0.01% of portfolio
|
Q3 2024
Reduced 21.17%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
304
shares
|
$21,584
0.01% of portfolio
|
Q2 2024
Added 8.19%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
301
shares
|
$21,371
0.0% of portfolio
|
Q3 2024
Reduced 85.08%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
300
shares
|
$21,300
0.01% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
274
shares
|
$19,454
0.01% of portfolio
|
Q1 2024
Added 13.69%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
270
shares
|
$19,170
0.0% of portfolio
|
Q1 2024
Reduced 2.53%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
269
shares
|
$19,099
0.01% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
264
shares
|
$18,744
0.01% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
261
shares
|
$18,531
0.0% of portfolio
|
Q3 2024
Added 52.63%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
257
shares
|
$18,247
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
251
shares
|
$17,821
0.01% of portfolio
|
Q2 2023
Added 74.31%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
250
shares
|
$17,750
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
250
shares
|
$17,750
0.01% of portfolio
|
Q3 2024
Reduced 56.75%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
250
shares
|
$17,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
246
shares
|
$17,466
0.0% of portfolio
|
Q2 2023
Reduced 44.22%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
236
shares
|
$16,756
0.01% of portfolio
|
Q1 2024
Reduced 95.06%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
234
shares
|
$16,614
0.01% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
233
shares
|
$16,543
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
229
shares
|
$16,259
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
227
shares
|
$16,117
0.01% of portfolio
|
Q3 2024
Reduced 66.12%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
219
shares
|
$15,549
0.0% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
213
shares
|
$15,123
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 01, 2024 Q3 2024 |
210
shares
|
$14,910
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
209
shares
|
$14,839
0.05% of portfolio
|
Q3 2024
New holding
|