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 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-350- 1.77% |
$15.5K - $17.6K
|
19.4K
$1.95M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-351- 2.59% |
$15.5K - $17.7K
|
13.2K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-354- 7.0% |
$15.7K - $17.8K
|
4.7K
$471K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-359- 25.48% |
$15.9K - $18.1K
|
1.05K
$105K
|
|
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-360- 1.64% |
$15.9K - $18.1K
|
21.6K
$2.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-365- 5.42% |
$16.1K - $18.4K
|
6.37K
$638K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-374- 9.61% |
$16.5K - $18.8K
|
3.52K
$353K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-375- 1.25% |
$16.6K - $18.9K
|
29.7K
$2.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-377- 3.14% |
$16.7K - $19K
|
11.6K
$1.17M
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-378- 1.5% |
$16.7K - $19.1K
|
24.9K
$2.49M
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-382- 7.31% |
$16.9K - $19.3K
|
4.84K
$485K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-386- 3.05% |
$17.1K - $19.5K
|
12.3K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-387- 4.88% |
$17.1K - $19.5K
|
7.54K
$755K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-388- 7.27% |
$17.2K - $19.6K
|
4.95K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-390- 2.33% |
$17.2K - $19.7K
|
16.4K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-393- 72.38% |
$17.4K - $19.8K
|
150
$15K
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-398- 5.89% |
$17.6K - $20.1K
|
6.36K
$637K
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-399- 7.69% |
$17.6K - $20.1K
|
4.79K
$480K
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-400- 4.23% |
$17.7K - $20.2K
|
9.05K
$907K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-409- 4.27% |
$18.1K - $20.6K
|
9.17K
$919K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-410- 3.71% |
$18.1K - $20.7K
|
10.6K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-411- 52.96% |
$18.2K - $20.7K
|
365
$36.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-418- 98.12% |
$18.5K - $21.1K
|
8
$802
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-419- 6.99% |
$18.5K - $21.1K
|
5.57K
$559K
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
SELL
|
- |
-421- 3.13% |
$18.6K - $21.2K
|
13K
$1.31M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-424- 0.49% |
$18.8K - $21.4K
|
85.8K
$8.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-425- 0.36% |
$18.8K - $21.4K
|
119K
$11.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-439- 3.29% |
$19.4K - $22.1K
|
12.9K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-443- 3.03% |
$19.6K - $22.3K
|
14.2K
$1.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-447- 4.58% |
$19.8K - $22.5K
|
9.32K
$934K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-455- 14.38% |
$20.1K - $22.9K
|
2.71K
$272K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-471- 6.4% |
$20.8K - $23.7K
|
6.89K
$690K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-471- 0.88% |
$20.8K - $23.7K
|
53.3K
$5.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-476- 4.29% |
$21.1K - $24K
|
10.6K
$1.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-477- 1.34% |
$21.1K - $24K
|
35.1K
$3.52M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-495- 0.51% |
$21.9K - $24.9K
|
96.6K
$9.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-500- 4.7% |
$22.1K - $25.2K
|
10.1K
$1.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-500- 2.91% |
$22.1K - $25.2K
|
16.7K
$1.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-500- 3.11% |
$22.1K - $25.2K
|
15.6K
$1.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-504- 3.89% |
$22.3K - $25.4K
|
12.4K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-504- 56.19% |
$22.3K - $25.4K
|
393
$39.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-506- 0.39% |
$22.4K - $25.5K
|
128K
$12.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-516- 23.11% |
$22.8K - $26K
|
1.72K
$172K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-519- 7.24% |
$23K - $26.2K
|
6.65K
$667K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-524- 1.07% |
$23.2K - $26.4K
|
48.6K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-536- 0.87% |
$23.7K - $27K
|
60.8K
$6.1M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-536- 7.23% |
$23.7K - $27K
|
6.88K
$690K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-547- 5.6% |
$24.2K - $27.6K
|
9.22K
$924K
|
|
|
Jul 09, 2025
Q2 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-547- 0.61% |
$24.2K - $27.6K
|
89.8K
$9M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-552- 9.3% |
$24.4K - $27.8K
|
5.38K
$539K
|