Purchases and Sales Made in Q2 2022 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
300+ 263.16% |
$13.7K - $16.2K
|
414
$28.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
300+ 6.67% |
$13.7K - $16.2K
|
4.8K
$335K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
296+ 4.64% |
$13.5K - $16K
|
6.67K
$466K
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
288+ 4.19% |
$13.2K - $15.6K
|
7.17K
$501K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
285New |
$13K - $15.4K
|
285
$19.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
283+ 2.89% |
$12.9K - $15.3K
|
10.1K
$703K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
277+ 49.03% |
$12.7K - $15K
|
842
$58.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
276+ 22.13% |
$12.6K - $14.9K
|
1.52K
$106K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
270+ 5.91% |
$12.3K - $14.6K
|
4.84K
$338K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
267+ 65.6% |
$12.2K - $14.4K
|
674
$47.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
260+ 313.25% |
$11.9K - $14.1K
|
343
$24K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
245+ 2041.67% |
$11.2K - $13.3K
|
257
$17.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
244+ 1.68% |
$11.1K - $13.2K
|
14.7K
$1.03M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
234+ 7.5% |
$10.7K - $12.7K
|
3.36K
$234K
|
|
|
Jul 25, 2022
Q2 2022
|
Baxter Bros Inc
|
BUY
|
- |
227+ 2.75% |
$10.4K - $12.3K
|
8.49K
$593K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
224+ 5.0% |
$10.2K - $12.1K
|
4.71K
$329K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
215+ 74.39% |
$9.82K - $11.6K
|
504
$35.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
212+ 2.14% |
$9.69K - $11.5K
|
10.1K
$706K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
210+ 24.76% |
$9.59K - $11.4K
|
1.06K
$73.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
208+ 11.74% |
$9.5K - $11.3K
|
1.98K
$138K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
200+ 28.57% |
$9.14K - $10.8K
|
900
$62.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
198+ 30.56% |
$9.05K - $10.7K
|
846
$59.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
194+ 18.05% |
$8.86K - $10.5K
|
1.27K
$88.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
194+ 5.32% |
$8.86K - $10.5K
|
3.84K
$268K
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
190+ 2.38% |
$8.68K - $10.3K
|
8.18K
$571K
|
|
|
Aug 15, 2022
Q2 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
186+ 3.74% |
$8.5K - $10.1K
|
5.15K
$360K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
185+ 2.35% |
$8.45K - $10K
|
8.06K
$563K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
184+ 1.96% |
$8.41K - $9.95K
|
9.58K
$669K
|
|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
183+ 1.38% |
$8.36K - $9.9K
|
13.5K
$940K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
178+ 1.95% |
$8.13K - $9.63K
|
9.32K
$651K
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
175+ 2.66% |
$8K - $9.47K
|
6.75K
$471K
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
167+ 3.02% |
$7.63K - $9.03K
|
5.7K
$398K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
166New |
$7.58K - $8.98K
|
166
$11.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
160New |
$7.31K - $8.65K
|
160
$11.2K
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
158+ 3.24% |
$7.22K - $8.55K
|
5.03K
$351K
|
|
|
Jul 27, 2022
Q2 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
150+ 0.19% |
$6.85K - $8.11K
|
77.6K
$5.42M
|
|
|
Aug 05, 2022
Q2 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
150+ 0.12% |
$6.85K - $8.11K
|
130K
$9.05M
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
148+ 46.39% |
$6.76K - $8.01K
|
467
$32.6K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
147+ 6.27% |
$6.72K - $7.95K
|
2.49K
$174K
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
140+ 1.32% |
$6.4K - $7.57K
|
10.8K
$752K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
136+ 0.54% |
$6.21K - $7.36K
|
25.4K
$1.77M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
131+ 65.5% |
$5.99K - $7.09K
|
331
$23.1K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
130+ 173.33% |
$5.94K - $7.03K
|
205
$14.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
127+ 21.45% |
$5.8K - $6.87K
|
719
$50.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
123+ 1.61% |
$5.62K - $6.65K
|
7.74K
$541K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
121+ 0.63% |
$5.53K - $6.54K
|
19.4K
$1.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
116New |
$5.3K - $6.27K
|
116
$8.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
114+ 1.82% |
$5.21K - $6.17K
|
6.37K
$445K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
112+ 2.15% |
$5.12K - $6.06K
|
5.33K
$372K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
110+ 18.97% |
$5.03K - $5.95K
|
690
$48.2K
|