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
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2K- 61.71% |
$86.2K - $105K
|
1.24K
$87.1K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.04K- 0.32% |
$87.8K - $107K
|
632K
$44.4M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.04K- 6.35% |
$87.8K - $107K
|
30K
$2.11M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.04K- 7.8% |
$88.1K - $107K
|
24.2K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.14K- 9.0% |
$92.2K - $112K
|
21.6K
$1.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.17K- 11.47% |
$93.4K - $113K
|
16.7K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-2.17K- 14.17% |
$93.4K - $113K
|
13.1K
$920K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.17K- 19.38% |
$93.7K - $114K
|
9.04K
$634K
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-2.18K- 30.16% |
$94.1K - $114K
|
5.06K
$355K
|
|
|
May 11, 2023
Q1 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-2.2K- 25.23% |
$94.8K - $115K
|
6.52K
$457K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-2.23K- 99.87% |
$96.1K - $117K
|
3
$210
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.23K- 5.42% |
$96.3K - $117K
|
39K
$2.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-2.24K- 1.85% |
$96.7K - $117K
|
119K
$8.36M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.25K- 20.55% |
$97.1K - $118K
|
8.71K
$611K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-2.32K- 17.3% |
$100K - $122K
|
11.1K
$779K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-2.35K- 24.06% |
$101K - $123K
|
7.42K
$520K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.38K- 4.3% |
$103K - $125K
|
52.9K
$3.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2.4K- 27.62% |
$103K - $126K
|
6.29K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2.43K- 4.76% |
$105K - $127K
|
48.5K
$3.4M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.43K- 31.78% |
$105K - $127K
|
5.23K
$367K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.45K- 13.22% |
$106K - $128K
|
16.1K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.49K- 9.95% |
$107K - $130K
|
22.5K
$1.58M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-2.55K- 12.19% |
$110K - $133K
|
18.3K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.57K- 11.1% |
$111K - $134K
|
20.6K
$1.44M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.57K- 19.96% |
$111K - $135K
|
10.3K
$724K
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.58K- 22.32% |
$111K - $135K
|
8.96K
$629K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.67K- 25.2% |
$115K - $140K
|
7.92K
$555K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.68K- 10.13% |
$116K - $141K
|
23.8K
$1.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.69K- 13.93% |
$116K - $141K
|
16.6K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2.72K- 62.8% |
$117K - $142K
|
1.61K
$113K
|
|
|
May 15, 2023
Q1 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-2.75K- 27.5% |
$119K - $144K
|
7.25K
$509K
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-2.76K- 0.93% |
$119K - $144K
|
294K
$20.7M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.77K- 19.58% |
$119K - $145K
|
11.4K
$797K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.84K- 0.45% |
$122K - $149K
|
632K
$44.3M
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.89K- 16.72% |
$125K - $151K
|
14.4K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.9K- 3.13% |
$125K - $152K
|
89.6K
$6.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.14K- 28.5% |
$135K - $164K
|
7.87K
$552K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-3.14K- 29.08% |
$135K - $164K
|
7.66K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-3.15K- 0.92% |
$136K - $165K
|
340K
$23.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-3.26K- 11.8% |
$141K - $171K
|
24.4K
$1.71M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.48K- 1.09% |
$150K - $182K
|
316K
$22.2M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.62K- 27.57% |
$156K - $189K
|
9.5K
$666K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-3.62K- 15.47% |
$156K - $190K
|
19.8K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-3.7K- 3.54% |
$160K - $194K
|
101K
$7.07M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-3.7K- 1.44% |
$160K - $194K
|
254K
$17.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-3.83K- 15.96% |
$165K - $200K
|
20.1K
$1.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.95K- 11.2% |
$170K - $207K
|
31.3K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-4K- 3.38% |
$172K - $209K
|
114K
$8.03M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.07K- 35.41% |
$175K - $213K
|
7.42K
$520K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-4.19K- 4.41% |
$181K - $219K
|
91K
$6.38M
|