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 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
985+ 11.79% |
$43.6K - $49.6K
|
9.34K
$667K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
976New |
$43.2K - $49.2K
|
976
$69.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
974+ 1.84% |
$43.1K - $49.1K
|
53.9K
$3.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
965+ 1.4% |
$42.7K - $48.6K
|
69.9K
$4.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
960+ 21.94% |
$42.5K - $48.4K
|
5.34K
$381K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
928+ 11.93% |
$41K - $46.8K
|
8.71K
$622K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
926+ 13.78% |
$41K - $46.7K
|
7.65K
$546K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
922+ 18.15% |
$40.8K - $46.5K
|
6K
$429K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
910+ 2.2% |
$40.2K - $45.9K
|
42.3K
$3.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
898+ 4.61% |
$39.7K - $45.3K
|
20.4K
$1.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
886+ 1.73% |
$39.2K - $44.7K
|
52.2K
$3.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
880+ 13.46% |
$38.9K - $44.4K
|
7.42K
$530K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
847+ 2.43% |
$37.5K - $42.7K
|
35.8K
$2.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
840+ 3.04% |
$37.2K - $42.3K
|
28.4K
$2.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
833+ 286.25% |
$36.8K - $42K
|
1.12K
$80.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
831+ 1.86% |
$36.8K - $41.9K
|
45.6K
$3.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
825+ 6.29% |
$36.5K - $41.6K
|
13.9K
$996K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
824+ 5.34% |
$36.4K - $41.5K
|
16.3K
$1.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
812+ 5.04% |
$35.9K - $40.9K
|
16.9K
$1.21M
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
789+ 0.33% |
$34.9K - $39.8K
|
242K
$17.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
778+ 6.38% |
$34.4K - $39.2K
|
13K
$926K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
758+ 1.91% |
$33.5K - $38.2K
|
40.5K
$2.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
746+ 4.24% |
$33K - $37.6K
|
18.3K
$1.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
740+ 1.29% |
$32.7K - $37.3K
|
58.3K
$4.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
721+ 7.31% |
$31.9K - $36.3K
|
10.6K
$756K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
715New |
$31.6K - $36K
|
715
$51.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
711+ 0.19% |
$31.4K - $35.8K
|
369K
$26.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
701+ 5.5% |
$31K - $35.3K
|
13.4K
$960K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
700+ 2.98% |
$31K - $35.3K
|
24.2K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
700+ 12.07% |
$31K - $35.3K
|
6.5K
$464K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
695+ 8.84% |
$30.7K - $35K
|
8.56K
$611K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
695+ 8.84% |
$30.7K - $35K
|
8.56K
$611K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
686+ 9.44% |
$30.3K - $34.6K
|
7.95K
$568K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
669+ 15.53% |
$29.6K - $33.7K
|
4.98K
$355K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
648+ 7.29% |
$28.7K - $32.7K
|
9.54K
$681K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
640New |
$28.3K - $32.3K
|
640
$45.7K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
627+ 1.21% |
$27.7K - $31.6K
|
52.4K
$3.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
626New |
$27.7K - $31.6K
|
626
$44.7K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
574+ 2.45% |
$25.4K - $28.9K
|
24K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
564+ 0.32% |
$24.9K - $28.4K
|
176K
$12.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
559+ 4.67% |
$24.7K - $28.2K
|
12.5K
$895K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
554+ 3.43% |
$24.5K - $27.9K
|
16.7K
$1.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
546+ 1.49% |
$24.1K - $27.5K
|
37.3K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
534+ 12.05% |
$23.6K - $26.9K
|
4.97K
$355K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
526+ 1.68% |
$23.3K - $26.5K
|
31.9K
$2.28M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
526+ 1.68% |
$23.3K - $26.5K
|
31.9K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
524+ 0.86% |
$23.2K - $26.4K
|
61.4K
$4.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
507+ 8.05% |
$22.4K - $25.6K
|
6.8K
$486K
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
500New |
$22.1K - $25.2K
|
500
$35.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
481New |
$21.3K - $24.2K
|
481
$34.4K
|