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 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
107+ 21.19% |
$4.73K - $5.39K
|
612
$43.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
107+ 74.31% |
$4.73K - $5.39K
|
251
$17.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
106+ 1.92% |
$4.69K - $5.34K
|
5.64K
$403K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
106+ 5.25% |
$4.69K - $5.34K
|
2.13K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
106+ 0.05% |
$4.69K - $5.34K
|
224K
$16M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
106+ 5.25% |
$4.69K - $5.34K
|
2.13K
$152K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
103+ 7.14% |
$4.56K - $5.19K
|
1.55K
$110K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.77% |
$4.42K - $5.04K
|
13.1K
$934K
|
|
|
Aug 04, 2023
Q2 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
100+ 0.18% |
$4.42K - $5.04K
|
57.1K
$4.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
100+ 0.62% |
$4.42K - $5.04K
|
16.2K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 15.75% |
$4.42K - $5.04K
|
735
$52.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
96+ 1.76% |
$4.25K - $4.84K
|
5.56K
$397K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
95+ 1.55% |
$4.2K - $4.79K
|
6.21K
$443K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
91+ 32.27% |
$4.02K - $4.59K
|
373
$26.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
88+ 2.47% |
$3.89K - $4.44K
|
3.64K
$260K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
88+ 0.02% |
$3.89K - $4.44K
|
539K
$38.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
88+ 1.96% |
$3.89K - $4.44K
|
4.57K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
88+ 0.73% |
$3.89K - $4.44K
|
12.1K
$867K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
84+ 1.27% |
$3.72K - $4.23K
|
6.7K
$478K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
82+ 0.41% |
$3.63K - $4.13K
|
20.1K
$1.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
82+ 1.23% |
$3.63K - $4.13K
|
6.74K
$481K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
82+ 15.77% |
$3.63K - $4.13K
|
602
$43K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
81+ 8.38% |
$3.58K - $4.08K
|
1.05K
$74.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
78+ 3.84% |
$3.45K - $3.93K
|
2.11K
$151K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
78+ 9.2% |
$3.45K - $3.93K
|
926
$66.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
76+ 0.66% |
$3.36K - $3.83K
|
11.6K
$831K
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
75+ 0.18% |
$3.32K - $3.78K
|
41.4K
$2.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
74+ 0.44% |
$3.27K - $3.73K
|
16.7K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
74+ 1.23% |
$3.27K - $3.73K
|
6.09K
$435K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
73+ 0.93% |
$3.23K - $3.68K
|
7.91K
$565K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
67+ 0.49% |
$2.96K - $3.38K
|
13.6K
$972K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
66+ 1.12% |
$2.92K - $3.33K
|
5.96K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
64+ 0.24% |
$2.83K - $3.23K
|
26.2K
$1.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
61+ 0.96% |
$2.7K - $3.07K
|
6.42K
$458K
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
59+ 0.41% |
$2.61K - $2.97K
|
14.4K
$1.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
56+ 1.15% |
$2.48K - $2.82K
|
4.94K
$353K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
56+ 0.66% |
$2.48K - $2.82K
|
8.54K
$610K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
54New |
$2.39K - $2.72K
|
54
$3.86K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
52+ 28.11% |
$2.3K - $2.62K
|
237
$16.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50+ 12.76% |
$2.21K - $2.52K
|
442
$31.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
50+ 0.85% |
$2.21K - $2.52K
|
5.94K
$424K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
50+ 1.22% |
$2.21K - $2.52K
|
4.15K
$297K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
50+ 0.24% |
$2.21K - $2.52K
|
20.8K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
BUY
|
- |
48+ 0.78% |
$2.12K - $2.42K
|
6.23K
$445K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
45+ 0.61% |
$1.99K - $2.27K
|
7.4K
$529K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
42+ 0.81% |
$1.86K - $2.12K
|
5.22K
$373K
|
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
42+ 0.09% |
$1.86K - $2.12K
|
47.5K
$3.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
41+ 0.52% |
$1.81K - $2.07K
|
7.88K
$563K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
40+ 2.43% |
$1.77K - $2.02K
|
1.69K
$120K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
40+ 2.43% |
$1.77K - $2.02K
|
1.69K
$120K
|