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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
481New |
$21.3K - $24.2K
|
481
$34.6K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
478+ 0.9% |
$21.1K - $24.1K
|
53.6K
$3.86M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
469New |
$20.7K - $23.6K
|
469
$33.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
464+ 9.27% |
$20.5K - $23.4K
|
5.47K
$394K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
451+ 7.41% |
$19.9K - $22.7K
|
6.54K
$471K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
446+ 0.7% |
$19.7K - $22.5K
|
64.6K
$4.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
446+ 3.12% |
$19.7K - $22.5K
|
14.7K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
441+ 5.06% |
$19.5K - $22.2K
|
9.15K
$658K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
441+ 5.06% |
$19.5K - $22.2K
|
9.15K
$658K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
435+ 2.97% |
$19.2K - $21.9K
|
15.1K
$1.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
425+ 0.44% |
$18.8K - $21.4K
|
96.2K
$6.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
421New |
$18.6K - $21.2K
|
421
$30.3K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
416New |
$18.4K - $21K
|
416
$29.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
412+ 1.32% |
$18.2K - $20.8K
|
31.6K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
412+ 0.73% |
$18.2K - $20.8K
|
56.5K
$4.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
411+ 3.62% |
$18.2K - $20.7K
|
11.8K
$846K
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
410+ 5.57% |
$18.1K - $20.7K
|
7.77K
$559K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
401+ 4.97% |
$17.7K - $20.2K
|
8.47K
$610K
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
399+ 8.63% |
$17.6K - $20.1K
|
5.02K
$361K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
395+ 5.27% |
$17.5K - $19.9K
|
7.9K
$568K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
392+ 4.55% |
$17.3K - $19.8K
|
9.01K
$648K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
388+ 3.38% |
$17.2K - $19.6K
|
11.9K
$854K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
383+ 2.98% |
$16.9K - $19.3K
|
13.2K
$952K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
381+ 1.9% |
$16.9K - $19.2K
|
20.5K
$1.47M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
380+ 8.73% |
$16.8K - $19.2K
|
4.74K
$341K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
372New |
$16.5K - $18.7K
|
372
$26.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
372+ 4.26% |
$16.5K - $18.7K
|
9.11K
$656K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
368+ 50.14% |
$16.3K - $18.5K
|
1.1K
$79.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
363+ 9.53% |
$16.1K - $18.3K
|
4.17K
$300K
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
350+ 1.47% |
$15.5K - $17.6K
|
24.2K
$1.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
345+ 6.45% |
$15.3K - $17.4K
|
5.69K
$410K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
342+ 3.09% |
$15.1K - $17.2K
|
11.4K
$822K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
340+ 3.62% |
$15K - $17.1K
|
9.72K
$700K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
339+ 79.58% |
$15K - $17.1K
|
765
$55K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
332+ 3320.0% |
$14.7K - $16.7K
|
342
$24.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
317New |
$14K - $16K
|
317
$22.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300+ 7.92% |
$13.3K - $15.1K
|
4.09K
$294K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
300New |
$13.3K - $15.1K
|
300
$21.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
276+ 0.2% |
$12.2K - $13.9K
|
140K
$10.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
272+ 17.35% |
$12K - $13.7K
|
1.84K
$132K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
263+ 515.69% |
$11.6K - $13.3K
|
314
$22.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
252+ 1.07% |
$11.1K - $12.7K
|
23.8K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
249+ 40.29% |
$11K - $12.5K
|
867
$62.4K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
245+ 0.53% |
$10.8K - $12.3K
|
46.1K
$3.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
239+ 2.76% |
$10.6K - $12K
|
8.9K
$641K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
238+ 2.53% |
$10.5K - $12K
|
9.64K
$694K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
238+ 10.5% |
$10.5K - $12K
|
2.5K
$180K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
231+ 3.89% |
$10.2K - $11.6K
|
6.17K
$444K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
231+ 3.89% |
$10.2K - $11.6K
|
6.17K
$444K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
229+ 2.37% |
$10.1K - $11.5K
|
9.88K
$711K
|