Purchases and Sales Made in Q2 2023 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.72K+ 5.2% |
$76K - $86.6K
|
34.8K
$2.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
1.71K+ 0.58% |
$75.7K - $86.3K
|
296K
$21.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.7K+ 0.38% |
$75.2K - $85.7K
|
450K
$32.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.68K+ 12.83% |
$74.1K - $84.4K
|
14.7K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.67KNew |
$74K - $84.4K
|
1.67K
$120K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.65K+ 17.2% |
$73K - $83.2K
|
11.3K
$810K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.63K+ 10.19% |
$72.2K - $82.3K
|
17.7K
$1.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.6K+ 26.81% |
$70.9K - $80.7K
|
7.58K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.59K+ 1.01% |
$70.3K - $80.1K
|
159K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.55K+ 8.55% |
$68.3K - $77.9K
|
19.6K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.5K+ 2.22% |
$66.3K - $75.5K
|
69K
$4.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
1.48K+ 1.22% |
$65.2K - $74.3K
|
122K
$8.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.47K+ 2.78% |
$64.9K - $73.9K
|
54.2K
$3.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.47K+ 11.51% |
$64.8K - $73.9K
|
14.2K
$1.02M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.46KNew |
$64.6K - $73.6K
|
1.46K
$105K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.45K+ 28.56% |
$64K - $72.9K
|
6.51K
$468K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.44K+ 6.04% |
$63.7K - $72.6K
|
25.3K
$1.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.43K+ 5.64% |
$63.3K - $72.1K
|
26.8K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
1.43K+ 7.68% |
$63K - $71.8K
|
20K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.41K+ 10.0% |
$62.5K - $71.2K
|
15.5K
$1.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.41K+ 4.11% |
$62.2K - $70.9K
|
35.6K
$2.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.4K+ 71.61% |
$61.9K - $70.6K
|
3.36K
$241K
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.4K+ 2.33% |
$61.9K - $70.6K
|
61.6K
$4.43M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.39K+ 3.66% |
$61.6K - $70.2K
|
39.5K
$2.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.36K+ 2.07% |
$59.9K - $68.3K
|
66.7K
$4.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.35K+ 2.25% |
$59.6K - $67.9K
|
61.2K
$4.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
1.34K+ 0.25% |
$59.3K - $67.5K
|
540K
$38.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 0.54% |
$58.2K - $66.3K
|
244K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 20.17% |
$57.6K - $65.7K
|
7.76K
$559K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.28K+ 10.65% |
$56.5K - $64.4K
|
13.3K
$955K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.26KNew |
$55.9K - $63.7K
|
1.26K
$90.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.25K+ 25.87% |
$55.5K - $63.2K
|
6.1K
$439K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.22K+ 42.23% |
$53.9K - $61.4K
|
4.1K
$295K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
1.21K+ 6.62% |
$53.3K - $60.7K
|
19.4K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.17K+ 4.45% |
$51.7K - $59K
|
27.5K
$1.98M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.16K+ 5.41% |
$51.4K - $58.6K
|
22.6K
$1.63M
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
1.14K+ 9.79% |
$50.2K - $57.2K
|
12.7K
$916K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.12K+ 6.11% |
$49.3K - $56.2K
|
19.4K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.11K+ 24.89% |
$49.1K - $56K
|
5.58K
$401K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
1.11K+ 33.36% |
$48.9K - $55.7K
|
4.42K
$318K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.1K+ 4.01% |
$48.7K - $55.4K
|
28.5K
$2.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
1.1K+ 0.97% |
$48.7K - $55.4K
|
115K
$8.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.1K+ 2.83% |
$48.7K - $55.4K
|
39.9K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.09K+ 0.38% |
$48.3K - $55.1K
|
292K
$21M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1.08K+ 3.61% |
$47.9K - $54.6K
|
31.1K
$2.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.07K+ 2.21% |
$47.4K - $54K
|
49.6K
$3.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.04K+ 13.78% |
$45.9K - $52.3K
|
8.57K
$617K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.02K+ 54.57% |
$44.9K - $51.2K
|
2.88K
$207K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 1.94% |
$44.8K - $51K
|
53.3K
$3.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
1K+ 7.03% |
$44.2K - $50.4K
|
15.2K
$1.1M
|