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 |
|---|---|---|---|---|---|---|---|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
109+ 0.36% |
$4.98K - $5.9K
|
30.7K
$2.14M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
108+ 0.95% |
$4.93K - $5.84K
|
11.5K
$801K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
108+ 2.08% |
$4.93K - $5.84K
|
5.31K
$371K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
104+ 2.9% |
$4.75K - $5.63K
|
3.69K
$258K
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
104+ 2.41% |
$4.75K - $5.63K
|
4.42K
$309K
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
101+ 0.96% |
$4.61K - $5.46K
|
10.6K
$742K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
100+ 15.04% |
$4.57K - $5.41K
|
765
$53.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
100+ 0.4% |
$4.57K - $5.41K
|
25.4K
$1.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
100+ 0.84% |
$4.57K - $5.41K
|
12K
$837K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
100+ 52.91% |
$4.57K - $5.41K
|
289
$20.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
100+ 0.82% |
$4.57K - $5.41K
|
12.2K
$854K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
89+ 6.36% |
$4.07K - $4.81K
|
1.49K
$104K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
88New |
$4.02K - $4.76K
|
88
$6.15K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
81+ 1.18% |
$3.7K - $4.38K
|
6.97K
$486K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
79+ 9.27% |
$3.61K - $4.27K
|
931
$65K
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
76+ 0.51% |
$3.47K - $4.11K
|
15K
$1.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
76+ 0.25% |
$3.47K - $4.11K
|
30.4K
$2.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
75+ 0.84% |
$3.43K - $4.06K
|
8.98K
$627K
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
73+ 1.04% |
$3.34K - $3.95K
|
7.09K
$495K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
68New |
$3.11K - $3.68K
|
68
$4.75K
|
|
|
Aug 10, 2022
Q2 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
68+ 0.87% |
$3.11K - $3.68K
|
7.87K
$550K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
68New |
$3.11K - $3.68K
|
68
$4.75K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
66+ 1.25% |
$3.02K - $3.57K
|
5.37K
$375K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65+ 15.93% |
$2.97K - $3.52K
|
473
$33K
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
62+ 0.25% |
$2.83K - $3.35K
|
24.5K
$1.71M
|
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
BUY
|
- |
62+ 1.15% |
$2.83K - $3.35K
|
5.45K
$380K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
62New |
$2.83K - $3.35K
|
62
$4.33K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
61+ 0.52% |
$2.79K - $3.3K
|
11.8K
$827K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
61+ 0.85% |
$2.79K - $3.3K
|
7.2K
$503K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
61+ 1.89% |
$2.79K - $3.3K
|
3.3K
$230K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
61+ 0.18% |
$2.79K - $3.3K
|
34.7K
$2.42M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
61+ 1.89% |
$2.79K - $3.3K
|
3.3K
$230K
|
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
60+ 1.34% |
$2.74K - $3.25K
|
4.55K
$317K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
58New |
$2.65K - $3.14K
|
58
$4.05K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
55New |
$2.51K - $2.97K
|
55
$3.84K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
53+ 14.64% |
$2.42K - $2.87K
|
415
$29K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
52New |
$2.38K - $2.81K
|
52
$3.63K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
49+ 23.33% |
$2.24K - $2.65K
|
259
$18.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
47+ 0.59% |
$2.15K - $2.54K
|
7.99K
$558K
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
44+ 0.69% |
$2.01K - $2.38K
|
6.46K
$451K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
42New |
$1.92K - $2.27K
|
42
$2.93K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
39New |
$1.78K - $2.11K
|
39
$2.72K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
39+ 1.37% |
$1.78K - $2.11K
|
2.89K
$202K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
38+ 2.21% |
$1.74K - $2.06K
|
1.75K
$122K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
38+ 2.21% |
$1.74K - $2.06K
|
1.75K
$122K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
37+ 8.55% |
$1.69K - $2K
|
470
$32.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
36+ 257.14% |
$1.64K - $1.95K
|
50
$3.49K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
35+ 2.82% |
$1.6K - $1.89K
|
1.28K
$89.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
35+ 0.86% |
$1.6K - $1.89K
|
4.11K
$287K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34+ 8.4% |
$1.55K - $1.84K
|
439
$30.7K
|