Purchases and Sales Made in Q1 2024 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.89KNew |
$199K - $246K
|
3.89K
$317K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.88K+ 5.41% |
$198K - $245K
|
75.6K
$6.16M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.85KNew |
$197K - $243K
|
3.85K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.85KNew |
$197K - $243K
|
3.85K
$313K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.84K+ 8.67% |
$196K - $243K
|
48.2K
$3.93M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.81KNew |
$195K - $241K
|
3.81K
$310K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.8KNew |
$194K - $240K
|
3.8K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.79K+ 15.51% |
$194K - $240K
|
28.3K
$2.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.75KNew |
$192K - $237K
|
3.75K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.73K+ 9.99% |
$191K - $236K
|
41.1K
$3.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.72KNew |
$190K - $235K
|
3.72K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.71KNew |
$190K - $235K
|
3.71K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.69K+ 17.84% |
$189K - $233K
|
24.4K
$1.99M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.65KNew |
$186K - $231K
|
3.65K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.64K+ 19.41% |
$186K - $230K
|
22.4K
$1.82M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
3.64KNew |
$186K - $230K
|
3.64K
$296K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.63KNew |
$185K - $229K
|
3.63K
$295K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.62KNew |
$185K - $229K
|
3.62K
$295K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
3.62K+ 15.04% |
$185K - $229K
|
27.7K
$2.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.59KNew |
$183K - $227K
|
3.59K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
3.58KNew |
$183K - $227K
|
3.58K
$292K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.58KNew |
$183K - $227K
|
3.58K
$292K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.58K+ 45.68% |
$183K - $226K
|
11.4K
$929K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.56KNew |
$182K - $225K
|
3.56K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.51KNew |
$180K - $222K
|
3.51K
$286K
|
|
|
May 08, 2024
Q1 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
3.5KNew |
$179K - $221K
|
3.5K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Diker Management LLC
New York, NY |
BUY
|
- |
3.5K+ 87.5% |
$179K - $221K
|
7.5K
$611K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.49K+ 9.54% |
$178K - $221K
|
40K
$3.26M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
3.48KNew |
$178K - $220K
|
3.48K
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.47KNew |
$178K - $220K
|
3.47K
$283K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.47KNew |
$177K - $219K
|
3.47K
$283K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.47KNew |
$177K - $219K
|
3.47K
$282K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.47KNew |
$177K - $219K
|
3.47K
$282K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.46KNew |
$177K - $219K
|
3.46K
$282K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.46KNew |
$177K - $219K
|
3.46K
$281K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.45KNew |
$177K - $218K
|
3.45K
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
3.45KNew |
$176K - $218K
|
3.45K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
3.45KNew |
$176K - $218K
|
3.45K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.45K+ 85.19% |
$176K - $218K
|
7.49K
$610K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.43KNew |
$175K - $217K
|
3.43K
$279K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
3.41KNew |
$174K - $216K
|
3.41K
$278K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.41KNew |
$174K - $216K
|
3.41K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
3.41KNew |
$174K - $215K
|
3.41K
$277K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
3.41KNew |
$174K - $215K
|
3.41K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.4KNew |
$174K - $215K
|
3.4K
$277K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.4K+ 18.17% |
$174K - $215K
|
22.1K
$1.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.4KNew |
$174K - $215K
|
3.4K
$277K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.36KNew |
$172K - $212K
|
3.36K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.35K+ 10.25% |
$171K - $212K
|
36.1K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.34KNew |
$171K - $211K
|
3.34K
$272K
|