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 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.98KNew |
$258K - $313K
|
5.98K
$408K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5.93KNew |
$256K - $311K
|
5.93K
$405K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.91K+ 2.5% |
$255K - $309K
|
242K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
5.9K+ 24.58% |
$254K - $309K
|
29.9K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.9KNew |
$254K - $309K
|
5.9K
$403K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.7K+ 111.33% |
$246K - $298K
|
10.8K
$739K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.64K+ 34.58% |
$243K - $295K
|
22K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.56K+ 105.58% |
$240K - $291K
|
10.8K
$739K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
5.56K+ 57.34% |
$239K - $291K
|
15.2K
$1.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.54K+ 116.84% |
$239K - $290K
|
10.3K
$702K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
5.5K+ 0.87% |
$237K - $288K
|
636K
$43.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.46KNew |
$235K - $286K
|
5.46K
$373K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.44KNew |
$235K - $285K
|
5.44K
$372K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5.44K+ 16.67% |
$235K - $285K
|
38.1K
$2.6M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
5.43K+ 0.63% |
$234K - $284K
|
874K
$59.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5.4K+ 7.92% |
$233K - $283K
|
73.6K
$5.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.32K+ 45.66% |
$229K - $279K
|
17K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.31K+ 7.83% |
$229K - $278K
|
73.2K
$5M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
5.31KNew |
$229K - $278K
|
5.31K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.29K+ 15.28% |
$228K - $277K
|
39.9K
$2.72M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
5.25KNew |
$226K - $275K
|
5.25K
$358K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.19K+ 153.64% |
$224K - $272K
|
8.57K
$585K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.18K+ 474.77% |
$223K - $271K
|
6.27K
$428K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.16K+ 9.26% |
$222K - $270K
|
60.9K
$4.16M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.15K+ 18.13% |
$222K - $270K
|
33.6K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
5.1K+ 1.15% |
$220K - $267K
|
448K
$30.6M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
5.09K+ 245.26% |
$220K - $267K
|
7.17K
$490K
|
|
|
May 12, 2023
Q1 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
5.08K+ 106.9% |
$219K - $266K
|
9.84K
$672K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.06K+ 58.77% |
$218K - $265K
|
13.7K
$934K
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
5.06KNew |
$218K - $265K
|
5.06K
$346K
|
|
|
May 08, 2023
Q1 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
5KNew |
$216K - $262K
|
5K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
5KNew |
$216K - $262K
|
5K
$341K
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.97KNew |
$214K - $260K
|
4.97K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.96K+ 16.96% |
$214K - $260K
|
34.2K
$2.34M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
4.85KNew |
$209K - $254K
|
4.85K
$331K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
4.82K+ 34.73% |
$208K - $252K
|
18.7K
$1.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
4.82KNew |
$208K - $252K
|
4.82K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.73K+ 3.15% |
$204K - $248K
|
155K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.68KNew |
$202K - $245K
|
4.68K
$320K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.67K+ 17.51% |
$201K - $244K
|
31.3K
$2.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
4.65KNew |
$200K - $243K
|
4.65K
$317K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
4.64KNew |
$200K - $243K
|
4.64K
$317K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.56K+ 13.21% |
$197K - $239K
|
39.1K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.56KNew |
$197K - $239K
|
4.56K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.56K+ 27.39% |
$196K - $239K
|
21.2K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
4.5KNew |
$194K - $236K
|
4.5K
$307K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.49KNew |
$194K - $235K
|
4.49K
$307K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.43KNew |
$191K - $232K
|
4.43K
$303K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.43K+ 14.39% |
$191K - $232K
|
35.2K
$2.4M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.42KNew |
$190K - $231K
|
4.42K
$302K
|