Purchases and Sales Made in Q1 2022 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
38+ 16.24% |
$2.03K - $2.58K
|
272
$19.6K
|
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
BUY
|
- |
35+ 0.92% |
$1.87K - $2.37K
|
3.83K
$276K
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
35+ 0.14% |
$1.87K - $2.37K
|
24.9K
$1.79M
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
34+ 2.45% |
$1.82K - $2.31K
|
1.42K
$102K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
33New |
$1.76K - $2.24K
|
33
$2.37K
|
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
30+ 0.74% |
$1.6K - $2.04K
|
4.11K
$295K
|
|
|
May 10, 2022
Q1 2022
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
30+ 0.33% |
$1.6K - $2.04K
|
9.05K
$651K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
28+ 0.37% |
$1.5K - $1.9K
|
7.69K
$554K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
26+ 0.48% |
$1.39K - $1.76K
|
5.48K
$395K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
26+ 0.64% |
$1.39K - $1.76K
|
4.08K
$294K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
24New |
$1.28K - $1.63K
|
24
$1.73K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
24+ 0.46% |
$1.28K - $1.63K
|
5.25K
$378K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
23+ 0.25% |
$1.23K - $1.56K
|
9.1K
$655K
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
19+ 0.37% |
$1.01K - $1.29K
|
5.17K
$372K
|
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
18+ 0.45% |
$961 - $1.22K
|
4K
$288K
|
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
15+ 0.29% |
$801 - $1.02K
|
5.27K
$379K
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
BUY
|
- |
13+ 0.31% |
$694 - $882
|
4.26K
$306K
|
|
|
May 11, 2022
Q1 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
12+ 0.86% |
$641 - $814
|
1.42K
$102K
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 0.81% |
$587 - $746
|
1.37K
$98.8K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 0.64% |
$534 - $678
|
1.57K
$113K
|
|
|
May 09, 2022
Q1 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
9+ 0.19% |
$481 - $611
|
4.77K
$343K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
8+ 0.47% |
$427 - $543
|
1.72K
$123K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.66% |
$374 - $475
|
1.08K
$77.4K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.03% |
$374 - $475
|
25.4K
$1.83M
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7+ 0.15% |
$374 - $475
|
4.68K
$337K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6+ 0.53% |
$320 - $407
|
1.13K
$81.6K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.41% |
$267 - $339
|
1.24K
$89K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5+ 0.18% |
$267 - $339
|
2.75K
$198K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
5+ 0.06% |
$267 - $339
|
8.75K
$630K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.58% |
$267 - $339
|
871
$62.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.3% |
$214 - $271
|
1.33K
$95.8K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 0.82% |
$214 - $271
|
489
$35.2K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4+ 0.45% |
$214 - $271
|
894
$64.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
3+ 0.01% |
$160 - $204
|
27.6K
$1.99M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$160 - $204
|
3
$216
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3+ 0.08% |
$160 - $204
|
3.79K
$273K
|
|
|
May 12, 2022
Q1 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
3+ 0.08% |
$160 - $204
|
3.95K
$284K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.63% |
$160 - $204
|
483
$34.8K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.96% |
$107 - $136
|
210
$15.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2+ 0.04% |
$107 - $136
|
5.31K
$382K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 20.0% |
$107 - $136
|
12
$864
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.15% |
$53.4 - $67.8
|
658
$47.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$53.4 - $67.8
|
4.34K
$312K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.01% |
$53.4 - $67.8
|
7.01K
$505K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.04% |
$53.4 - $67.8
|
2.75K
$198K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.05% |
$53.4 - $67.8
|
2.07K
$149K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 9.09% |
$53.4 - $67.8
|
12
$864
|
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$53.4 - $67.8
|
7.2K
$518K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.28% |
$53.4 - $67.8
|
362
$26K
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 0.68% |
$53.4 - $67.8
|
146
$10.5K
|