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 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-25- 2.17% |
$1.08K - $1.31K
|
1.13K
$78.9K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-27- 0.11% |
$1.16K - $1.41K
|
23.7K
$1.66M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-30- 27.27% |
$1.29K - $1.57K
|
80
$5.61K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-31- 0.01% |
$1.34K - $1.62K
|
306K
$21.5M
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-31- 0.26% |
$1.34K - $1.62K
|
12.1K
$846K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-32- 0.07% |
$1.38K - $1.68K
|
48.1K
$3.37M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-33- 0.5% |
$1.42K - $1.73K
|
6.52K
$457K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-37- 10.48% |
$1.6K - $1.94K
|
316
$22.2K
|
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-38- 0.04% |
$1.64K - $1.99K
|
86.9K
$6.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-39- 0.24% |
$1.68K - $2.04K
|
16.2K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-40- 0.23% |
$1.72K - $2.09K
|
17.4K
$1.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-40- 27.4% |
$1.72K - $2.09K
|
106
$7.44K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-41- 0.82% |
$1.77K - $2.15K
|
4.98K
$349K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-42- 0.64% |
$1.81K - $2.2K
|
6.53K
$458K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-44- 3.31% |
$1.9K - $2.3K
|
1.29K
$90.2K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-46- 2.21% |
$1.98K - $2.41K
|
2.03K
$142K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-49- 1.82% |
$2.11K - $2.57K
|
2.64K
$185K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-50- 5.17% |
$2.16K - $2.62K
|
918
$64.4K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-52- 0.58% |
$2.24K - $2.72K
|
8.95K
$628K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-52- 2.16% |
$2.24K - $2.72K
|
2.36K
$165K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-53- 0.87% |
$2.28K - $2.77K
|
6.02K
$422K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-54- 0.61% |
$2.33K - $2.83K
|
8.83K
$620K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-55- 0.66% |
$2.37K - $2.88K
|
8.23K
$577K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-57- 18.21% |
$2.46K - $2.98K
|
256
$18K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-57- 0.28% |
$2.46K - $2.98K
|
20.2K
$1.42M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-58- 1.24% |
$2.5K - $3.04K
|
4.61K
$323K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-58- 0.07% |
$2.5K - $3.04K
|
88.9K
$6.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-60- 0.02% |
$2.59K - $3.14K
|
247K
$17.3M
|
|
|
May 10, 2023
Q1 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-60- 1.04% |
$2.59K - $3.14K
|
5.72K
$401K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-60- 0.86% |
$2.59K - $3.14K
|
6.91K
$485K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-63- 0.79% |
$2.72K - $3.3K
|
7.86K
$552K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-63- 0.79% |
$2.72K - $3.3K
|
7.86K
$552K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-65- 0.9% |
$2.8K - $3.4K
|
7.19K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-65- 0.87% |
$2.8K - $3.4K
|
7.41K
$520K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-68- 1.24% |
$2.93K - $3.56K
|
5.43K
$381K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-68Closed |
$2.93K - $3.56K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-75- 2.07% |
$3.23K - $3.93K
|
3.56K
$249K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-75- 26.13% |
$3.23K - $3.93K
|
212
$14.9K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-80- 3.99% |
$3.45K - $4.19K
|
1.92K
$135K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-82- 13.12% |
$3.54K - $4.29K
|
543
$38.1K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-82- 1.07% |
$3.54K - $4.29K
|
7.6K
$533K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-90- 1.05% |
$3.88K - $4.71K
|
8.47K
$594K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-91- 1.85% |
$3.92K - $4.76K
|
4.82K
$338K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-94- 3.81% |
$4.05K - $4.92K
|
2.37K
$166K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-94- 0.56% |
$4.05K - $4.92K
|
16.7K
$1.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-97- 76.98% |
$4.18K - $5.08K
|
29
$2.03K
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-98- 1.22% |
$4.22K - $5.13K
|
7.96K
$559K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-99- 1.32% |
$4.27K - $5.18K
|
7.42K
$521K
|
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-100- 1.92% |
$4.31K - $5.24K
|
5.1K
$358K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 2.65% |
$4.31K - $5.24K
|
3.68K
$258K
|