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 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
40+ 0.15% |
$1.77K - $2.02K
|
27.1K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
40+ 0.18% |
$1.77K - $2.02K
|
22.6K
$1.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
39+ 2.7% |
$1.72K - $1.97K
|
1.48K
$106K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
37+ 0.35% |
$1.64K - $1.86K
|
10.6K
$754K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
37+ 11.71% |
$1.64K - $1.86K
|
353
$25.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
37+ 0.48% |
$1.64K - $1.86K
|
7.82K
$559K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
35+ 0.38% |
$1.55K - $1.76K
|
9.21K
$658K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
35New |
$1.55K - $1.76K
|
35
$2.5K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
34+ 6.33% |
$1.5K - $1.71K
|
571
$40.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 0.4% |
$1.5K - $1.71K
|
8.43K
$603K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
34+ 154.55% |
$1.5K - $1.71K
|
56
$4K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34+ 1.44% |
$1.5K - $1.71K
|
2.39K
$171K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
32New |
$1.42K - $1.61K
|
32
$2.29K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
30+ 0.13% |
$1.33K - $1.51K
|
23.5K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
30New |
$1.33K - $1.51K
|
30
$2.15K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
30New |
$1.33K - $1.51K
|
30
$2.15K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
30New |
$1.33K - $1.51K
|
30
$2.15K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
27+ 0.73% |
$1.19K - $1.36K
|
3.7K
$265K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
23+ 460.0% |
$1.02K - $1.16K
|
28
$2K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22+ 10.33% |
$973 - $1.11K
|
235
$16.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
22+ 62.86% |
$973 - $1.11K
|
57
$4.08K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
20New |
$885 - $1.01K
|
20
$1.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
18+ 0.24% |
$796 - $907
|
7.61K
$544K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
17+ 0.06% |
$752 - $857
|
29.8K
$2.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
15+ 0.18% |
$663 - $756
|
8.19K
$586K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
15+ 0.23% |
$663 - $756
|
6.61K
$472K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14+ 5.38% |
$619 - $706
|
274
$19.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
14+ 0.27% |
$619 - $706
|
5.23K
$374K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
12+ 0.09% |
$531 - $605
|
13.9K
$992K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12+ 0.27% |
$531 - $605
|
4.51K
$322K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
11+ 0.11% |
$487 - $554
|
10.4K
$741K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
11+ 0.7% |
$487 - $554
|
1.59K
$113K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 1.22% |
$442 - $504
|
827
$59.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 0.43% |
$442 - $504
|
2.32K
$166K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9+ 0.12% |
$398 - $454
|
7.21K
$516K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 7.95% |
$310 - $353
|
95
$6.79K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.4% |
$265 - $302
|
1.5K
$107K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.05% |
$265 - $302
|
11.1K
$791K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6+ 0.05% |
$265 - $302
|
10.9K
$782K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5+ 0.96% |
$221 - $252
|
528
$37.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.63% |
$221 - $252
|
802
$57.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.69% |
$133 - $151
|
435
$31.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 1.46% |
$133 - $151
|
209
$14.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
3+ 0.01% |
$133 - $151
|
26.8K
$1.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3+ 0.03% |
$133 - $151
|
8.83K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.06% |
$133 - $151
|
4.82K
$345K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3New |
$133 - $151
|
3
$215
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.0% |
$88.5 - $101
|
203
$14.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2+ 0.5% |
$88.5 - $101
|
401
$28.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.46% |
$88.5 - $101
|
139
$9.94K
|