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 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-245- 0.32% |
$10.6K - $12.8K
|
77.5K
$5.41M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-249- 5.11% |
$10.7K - $13K
|
4.63K
$323K
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-250- 7.11% |
$10.8K - $13.1K
|
3.27K
$228K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-250- 28.8% |
$10.8K - $13.1K
|
618
$43.2K
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-254- 2.63% |
$10.9K - $13.3K
|
9.4K
$656K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-257- 16.51% |
$11.1K - $13.5K
|
1.3K
$90.8K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-262- 2.2% |
$11.3K - $13.7K
|
11.6K
$812K
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-264- 4.0% |
$11.4K - $13.8K
|
6.33K
$442K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-273- 2.43% |
$11.8K - $14.3K
|
11K
$765K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-276- 4.91% |
$11.9K - $14.4K
|
5.35K
$373K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-279- 7.76% |
$12K - $14.6K
|
3.32K
$232K
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-286- 0.73% |
$12.3K - $15K
|
38.7K
$2.7M
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-300- 13.09% |
$12.9K - $15.7K
|
1.99K
$139K
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-305- 2.54% |
$13.1K - $16K
|
11.7K
$816K
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-316- 2.92% |
$13.6K - $16.5K
|
10.5K
$734K
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-330- 1.89% |
$14.2K - $17.3K
|
17.2K
$1.2M
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-333- 0.99% |
$14.4K - $17.4K
|
33.3K
$2.33M
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-335- 42.57% |
$14.4K - $17.5K
|
452
$31.6K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-344- 27.32% |
$14.8K - $18K
|
915
$63.9K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-349- 39.3% |
$15K - $18.3K
|
539
$37.6K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-353- 8.48% |
$15.2K - $18.5K
|
3.81K
$266K
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-364- 11.0% |
$15.7K - $19.1K
|
2.94K
$206K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-376- 6.99% |
$16.2K - $19.7K
|
5.01K
$350K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-381- 2.53% |
$16.4K - $19.9K
|
14.7K
$1.03M
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-382- 1.84% |
$16.5K - $20K
|
20.4K
$1.43M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-382- 0.73% |
$16.5K - $20K
|
51.7K
$3.61M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-395- 6.17% |
$17K - $20.7K
|
6.01K
$420K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-395- 0.34% |
$17K - $20.7K
|
117K
$8.19M
|
|
Apr 20, 2023
Q1 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-400- 3.04% |
$17.2K - $20.9K
|
12.8K
$890K
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-401- 6.99% |
$17.3K - $21K
|
5.34K
$373K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-402- 9.36% |
$17.3K - $21K
|
3.89K
$272K
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-425- 11.97% |
$18.3K - $22.2K
|
3.13K
$218K
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-428- 6.29% |
$18.5K - $22.4K
|
6.38K
$445K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-430- 5.52% |
$18.5K - $22.5K
|
7.36K
$514K
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-431- 1.68% |
$18.6K - $22.6K
|
25.3K
$1.76M
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-441- 12.37% |
$19K - $23.1K
|
3.12K
$218K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-447- 6.47% |
$19.3K - $23.4K
|
6.46K
$451K
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-455- 0.75% |
$19.6K - $23.8K
|
60.2K
$4.2M
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-459- 2.34% |
$19.8K - $24K
|
19.2K
$1.34M
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-488- 0.7% |
$21K - $25.5K
|
68.9K
$4.81M
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-490- 0.66% |
$21.1K - $25.7K
|
73.9K
$5.16M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-494- 8.2% |
$21.3K - $25.9K
|
5.53K
$386K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-495- 20.31% |
$21.3K - $25.9K
|
1.94K
$136K
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-500- 1.88% |
$21.6K - $26.2K
|
26K
$1.82M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-500- 1.08% |
$21.6K - $26.2K
|
46K
$3.21M
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-500- 5.41% |
$21.6K - $26.2K
|
8.75K
$611K
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-500- 26.18% |
$21.6K - $26.2K
|
1.41K
$98.5K
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-500- 4.35% |
$21.6K - $26.2K
|
11K
$767K
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-505- 8.87% |
$21.8K - $26.4K
|
5.19K
$362K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-506- 1.93% |
$21.8K - $26.5K
|
25.7K
$1.8M
|