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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
50
shares
|
$3,550
0.0% of portfolio
|
Q2 2024
Reduced 52.83%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$3,550
0.0% of portfolio
|
Q2 2024
Reduced 62.12%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
50
shares
|
$3,550
0.0% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
50
shares
|
$3,550
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
50
shares
|
$3,550
0.0% of portfolio
|
Q1 2022
Reduced 83.33%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
50
shares
|
$3,550
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
47
shares
|
$3,337
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
46
shares
|
$3,266
0.0% of portfolio
|
Q4 2022
Added 208.7%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
46
shares
|
$3,266
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
45
shares
|
$3,195
0.0% of portfolio
|
Q2 2024
Reduced 59.09%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
44
shares
|
$3,124
0.0% of portfolio
|
Q1 2024
Reduced 35.29%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
43
shares
|
$3,053
0.0% of portfolio
|
Q3 2024
Reduced 18.87%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
40
shares
|
$2,840
0.0% of portfolio
|
Q2 2021
Reduced 65.22%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
39
shares
|
$2,769
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
36
shares
|
$2,556
0.0% of portfolio
|
Q3 2024
Reduced 28.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
36
shares
|
$2,556
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
35
shares
|
$2,485
0.0% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
32
shares
|
$2,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
30
shares
|
$2,130
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
30
shares
|
$2,130
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
30
shares
|
$2,130
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
29
shares
|
$2,059
0.0% of portfolio
|
Q3 2022
Reduced 19.44%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
29
shares
|
$2,059
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
27
shares
|
$1,917
0.0% of portfolio
|
Q3 2024
Reduced 99.78%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
24
shares
|
$1,704
0.0% of portfolio
|
Q1 2021
New holding
|