Purchases and Sales Made in Q1 2023 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
766+ 4.68% |
$33K - $40.1K
|
17.1K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
764+ 9.48% |
$32.9K - $40K
|
8.83K
$616K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
753+ 35.34% |
$32.5K - $39.4K
|
2.88K
$201K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
749+ 4.0% |
$32.3K - $39.2K
|
19.5K
$1.36M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
732+ 7.29% |
$31.6K - $38.3K
|
10.8K
$752K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
731+ 2.14% |
$31.5K - $38.3K
|
34.9K
$2.44M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
726+ 0.0% |
$31.3K - $38K
|
170M
$11.8B
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
725+ 4.83% |
$31.3K - $38K
|
15.7K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
712+ 103.94% |
$30.7K - $37.3K
|
1.4K
$97.6K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
712+ 166.74% |
$30.7K - $37.3K
|
1.14K
$79.5K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
711+ 2.92% |
$30.7K - $37.2K
|
25K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
696+ 1.1% |
$30K - $36.4K
|
63.9K
$4.46M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
691+ 2.6% |
$29.8K - $36.2K
|
27.2K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
659+ 6.18% |
$28.4K - $34.5K
|
11.3K
$791K
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
658+ 0.64% |
$28.4K - $34.4K
|
104K
$7.23M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
653+ 2.69% |
$28.2K - $34.2K
|
24.9K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
628+ 0.39% |
$27.1K - $32.9K
|
161K
$11.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
627+ 2.43% |
$27K - $32.8K
|
26.4K
$1.84M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
625+ 1.53% |
$26.9K - $32.7K
|
41.4K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
623+ 12.3% |
$26.9K - $32.6K
|
5.69K
$397K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
617+ 8.95% |
$26.6K - $32.3K
|
7.51K
$525K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
608+ 2.42% |
$26.2K - $31.8K
|
25.7K
$1.79M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
605+ 2016.67% |
$26.1K - $31.7K
|
635
$44.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
585+ 5.13% |
$25.2K - $30.6K
|
12K
$838K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
583+ 29.96% |
$25.1K - $30.5K
|
2.53K
$177K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
574+ 8.58% |
$24.7K - $30K
|
7.27K
$508K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
570+ 22.02% |
$24.6K - $29.8K
|
3.16K
$221K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
562+ 7.72% |
$24.2K - $29.4K
|
7.84K
$548K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
547+ 4.79% |
$23.6K - $28.6K
|
12K
$837K
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
546+ 0.62% |
$23.5K - $28.6K
|
88.2K
$6.16M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
521+ 20.29% |
$22.5K - $27.3K
|
3.09K
$216K
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
519+ 0.56% |
$22.4K - $27.2K
|
93.5K
$6.53M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
509+ 7271.43% |
$21.9K - $26.6K
|
516
$36K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
505+ 1.11% |
$21.8K - $26.4K
|
45.9K
$3.21M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
500+ 8333.33% |
$21.6K - $26.2K
|
506
$35.3K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
500+ 4.01% |
$21.6K - $26.2K
|
13K
$906K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
500+ 9.43% |
$21.6K - $26.2K
|
5.8K
$405K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
499+ 3.36% |
$21.5K - $26.1K
|
15.4K
$1.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
495+ 0.76% |
$21.3K - $25.9K
|
65.4K
$4.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
475+ 6.17% |
$20.5K - $24.9K
|
8.18K
$571K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
470+ 8.59% |
$20.3K - $24.6K
|
5.94K
$415K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
465+ 4.19% |
$20K - $24.3K
|
11.6K
$807K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
464+ 18.68% |
$20K - $24.3K
|
2.95K
$206K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
462+ 0.17% |
$19.9K - $24.2K
|
277K
$19.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
456+ 83.67% |
$19.7K - $23.9K
|
1K
$69.9K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
455New |
$19.6K - $23.8K
|
455
$31.8K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
453+ 5.18% |
$19.5K - $23.7K
|
9.2K
$642K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
448New |
$19.3K - $23.5K
|
448
$31.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
445+ 81.5% |
$19.2K - $23.3K
|
991
$69.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
432New |
$18.6K - $22.6K
|
432
$30.2K
|