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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
431+ 2.75% |
$18.6K - $22.6K
|
16.1K
$1.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
429+ 3.27% |
$18.5K - $22.5K
|
13.5K
$946K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
425+ 1.4% |
$18.3K - $22.2K
|
30.7K
$2.15M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
418+ 4.29% |
$18K - $21.9K
|
10.2K
$710K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
418+ 5225.0% |
$18K - $21.9K
|
426
$29.8K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
403+ 4.71% |
$17.4K - $21.1K
|
8.96K
$626K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
403+ 7.28% |
$17.4K - $21.1K
|
5.94K
$415K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
402+ 2.4% |
$17.3K - $21K
|
17.2K
$1.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
400+ 0.35% |
$17.2K - $20.9K
|
114K
$7.94M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
400New |
$17.2K - $20.9K
|
400
$27.9K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
399New |
$17.2K - $20.9K
|
399
$27.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
396+ 7.13% |
$17.1K - $20.7K
|
5.95K
$415K
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
380+ 0.97% |
$16.4K - $19.9K
|
39.4K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
378+ 5.06% |
$16.3K - $19.8K
|
7.85K
$548K
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
375+ 5.37% |
$16.2K - $19.6K
|
7.36K
$514K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
375+ 4.3% |
$16.2K - $19.6K
|
9.1K
$635K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
375+ 4.7% |
$16.2K - $19.6K
|
8.36K
$584K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
366+ 46.33% |
$15.8K - $19.2K
|
1.16K
$80.7K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
359+ 84.27% |
$15.5K - $18.8K
|
785
$54.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
355+ 3.0% |
$15.3K - $18.6K
|
12.2K
$851K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
345+ 4.73% |
$14.9K - $18.1K
|
7.65K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
330+ 6.18% |
$14.2K - $17.3K
|
5.67K
$396K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
329+ 1370.83% |
$14.2K - $17.2K
|
353
$24.7K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
328+ 2.64% |
$14.1K - $17.2K
|
12.7K
$889K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
325+ 2.4% |
$14K - $17K
|
13.9K
$969K
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
324+ 2.32% |
$14K - $17K
|
14.3K
$999K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
323+ 6.46% |
$13.9K - $16.9K
|
5.32K
$372K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
323+ 6.03% |
$13.9K - $16.9K
|
5.68K
$397K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
320+ 3.98% |
$13.8K - $16.8K
|
8.37K
$585K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
315+ 4.06% |
$13.6K - $16.5K
|
8.07K
$564K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
312+ 3.1% |
$13.5K - $16.3K
|
10.4K
$724K
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
295+ 0.52% |
$12.7K - $15.4K
|
57.5K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
286+ 4.72% |
$12.3K - $15K
|
6.35K
$444K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
281+ 3.16% |
$12.1K - $14.7K
|
9.18K
$641K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
280+ 11.71% |
$12.1K - $14.7K
|
2.67K
$187K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
275+ 2.21% |
$11.9K - $14.4K
|
12.7K
$889K
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
270+ 1.01% |
$11.6K - $14.1K
|
27.1K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
270+ 4.71% |
$11.6K - $14.1K
|
6.01K
$420K
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
267+ 0.98% |
$11.5K - $14K
|
27.6K
$1.93M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
267+ 2.08% |
$11.5K - $14K
|
13.1K
$915K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
262+ 5.64% |
$11.3K - $13.7K
|
4.91K
$343K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
260New |
$11.2K - $13.6K
|
260
$18.2K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
253New |
$10.9K - $13.2K
|
253
$17.7K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
252New |
$10.9K - $13.2K
|
252
$17.6K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
250+ 0.85% |
$10.8K - $13.1K
|
29.7K
$2.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
240+ 1.02% |
$10.3K - $12.6K
|
23.8K
$1.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
239+ 6.93% |
$10.3K - $12.5K
|
3.69K
$257K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
232+ 0.85% |
$10K - $12.1K
|
27.4K
$1.91M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
231+ 4.96% |
$9.96K - $12.1K
|
4.89K
$341K
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
BUY
|
- |
226+ 3.79% |
$9.74K - $11.8K
|
6.19K
$432K
|