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 |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
95
shares
|
$6,745
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
81
shares
|
$5,751
0.0% of portfolio
|
Q3 2024
Added 113.16%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
80
shares
|
$5,680
0.0% of portfolio
|
Q1 2023
Reduced 27.27%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
75
shares
|
$5,325
0.0% of portfolio
|
Q1 2024
Reduced 27.18%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
75
shares
|
$5,325
0.0% of portfolio
|
Q3 2023
Reduced 26.47%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
74
shares
|
$5,254
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
74
shares
|
$5,254
0.0% of portfolio
|
Q2 2024
Added 311.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
73
shares
|
$5,183
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
69
shares
|
$4,899
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
69
shares
|
$4,899
0.0% of portfolio
|
Q2 2024
Reduced 43.44%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
69
shares
|
$4,899
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
67
shares
|
$4,757
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
65
shares
|
$4,615
0.0% of portfolio
|
Q3 2024
Reduced 51.85%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
65
shares
|
$4,615
0.0% of portfolio
|
Q4 2023
Reduced 15.58%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
62
shares
|
$4,402
0.0% of portfolio
|
Q2 2023
Reduced 32.61%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
61
shares
|
$4,331
0.0% of portfolio
|
Q3 2024
Reduced 39.6%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
61
shares
|
$4,331
0.0% of portfolio
|
Q3 2024
Reduced 30.68%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Oct 21, 2024 Q3 2024 |
59
shares
|
$4,189
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$4,118
0.0% of portfolio
|
Q1 2024
Reduced 22.67%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
58
shares
|
$4,118
0.0% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
56
shares
|
$3,976
0.0% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
56
shares
|
$3,976
0.31% of portfolio
|
Q3 2024
Reduced 39.13%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
54
shares
|
$3,834
0.0% of portfolio
|
Q1 2024
Reduced 72.45%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
54
shares
|
$3,834
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
52
shares
|
$3,692
0.0% of portfolio
|
Q3 2024
New holding
|