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 09, 2023
                  Q2 2023
                 | 
      Advisory Services Network, LLC
      
   | SELL | - | -1.38K- 2.75% |                   
                  $61.1K - $69.7K
                 |                   
                48.9K
                $4.9M
               | |
| 
                  Aug 10, 2023
                  Q2 2023
                 | 
      Wintrust Investments LLC
       Chicago, IL | SELL | - | -1.38K- 3.82% |                   
                  $61.2K - $69.7K
                 |                   
                34.8K
                $3.49M
               | |
| 
                  Jul 22, 2024
                  Q2 2023
                 | 
      Focus Financial Network, Inc.
       Minneapolis, MN | SELL | - | -1.38K- 15.91% |                   
                  $61.2K - $69.7K
                 |                   
                7.31K
                $733K
               | |
| 
                  Aug 14, 2023
                  Q2 2023
                 | 
      Itau Unibanco Holding S.A.
       Sao Paulo, D5 | SELL | - | -1.4K- 55.33% |                   
                  $61.7K - $70.4K
                 |                   
                1.13K
                $113K
               | |
| 
                  Aug 07, 2023
                  Q2 2023
                 | 
      First Business Financial Services, Inc.
      
   | SELL | - | -1.41K- 7.42% |                   
                  $62.4K - $71.1K
                 |                   
                17.6K
                $1.76M
               | |
| 
                  Aug 14, 2023
                  Q2 2023
                 | 
      Pathstone Family Office, LLC
       Englewood, NJ | SELL | - | -1.44K- 4.02% |                   
                  $63.6K - $72.5K
                 |                   
                34.4K
                $3.44M
               | |
| 
                  Aug 15, 2023
                  Q2 2023
                 | 
      Moneta Group Investment Advisors LLC
       St Louis, MO | SELL | - | -1.48K- 19.8% |                   
                  $65.4K - $74.5K
                 |                   
                5.99K
                $600K
               | |
| 
                  Jul 28, 2023
                  Q2 2023
                 | 
      Gfg Capital, LLC
      
   | SELL | - | -1.51K- 6.24% |                   
                  $66.6K - $75.9K
                 |                   
                22.6K
                $2.26M
               | |
| 
                  Aug 14, 2023
                  Q2 2023
                 | 
      Harbour Investments, Inc.
       Madison, WI | SELL | - | -1.51K- 28.17% |                   
                  $66.6K - $75.9K
                 |                   
                3.84K
                $385K
               | |
| 
                  Jul 21, 2023
                  Q2 2023
                 | 
      Hedeker Wealth, LLC
      
   | SELL | - | -1.51K- 1.42% |                   
                  $66.8K - $76.2K
                 |                   
                105K
                $10.5M
               | |
| 
                  Aug 07, 2023
                  Q2 2023
                 | 
      Securian Asset Management, Inc
      
   | SELL | - | -1.54K- 0.96% |                   
                  $68K - $77.5K
                 |                   
                159K
                $15.9M
               | |
| 
                  Aug 11, 2023
                  Q2 2023
                 | 
      Bryn Mawr Trust CO
       Bryn Mawr, PA | SELL | - | -1.56K- 15.35% |                   
                  $69K - $78.6K
                 |                   
                8.6K
                $861K
               | |
| 
                  Jan 02, 2024
                  Q2 2023
                 | 
      Anchor Investment Management, LLC
       Columbia, SC | SELL | - | -1.57K- 29.65% |                   
                  $69.6K - $79.3K
                 |                   
                3.73K
                $374K
               | |
| 
                  Apr 02, 2024
                  Q2 2023
                 | 
      Oak Hill Wealth Advisors, LLC
       Lansdowne, VA | SELL | - | -1.6K- 14.56% |                   
                  $70.8K - $80.6K
                 |                   
                9.39K
                $941K
               | |
| 
                  Aug 02, 2023
                  Q2 2023
                 | 
      Pinnacle Wealth Management Advisory Group, LLC
      
   | SELL | - | -1.63K- 7.35% |                   
                  $71.9K - $81.9K
                 |                   
                20.5K
                $2.05M
               | |
| 
                  Jul 13, 2023
                  Q2 2023
                 | 
      Sugarloaf Wealth Management, LLC
      
   | SELL | - | -1.63K- 26.56% |                   
                  $72K - $82.1K
                 |                   
                4.5K
                $451K
               | |
| 
                  Aug 02, 2023
                  Q2 2023
                 | 
      North Rock Partners, LLC
      
   | SELL | - | -1.66K- 18.48% |                   
                  $73.5K - $83.7K
                 |                   
                7.33K
                $734K
               | |
| 
                  Aug 03, 2023
                  Q2 2023
                 | 
      Thoroughbred Financial Services, LLC
      
   | SELL | - | -1.68K- 6.52% |                   
                  $74.2K - $84.5K
                 |                   
                24.1K
                $2.41M
               | |
| 
                  Aug 14, 2023
                  Q2 2023
                 | 
      Hilltop Holdings Inc.
       Dallas, TX | SELL | - | -1.69K- 10.3% |                   
                  $74.7K - $85.1K
                 |                   
                14.7K
                $1.47M
               | |
| 
                  Aug 08, 2023
                  Q2 2023
                 | 
      Vantage Financial Partners Ltd., Inc.
      
   | SELL | - | -1.7K- 19.43% |                   
                  $75.2K - $85.7K
                 |                   
                7.05K
                $707K
               | |
| 
                  Aug 01, 2023
                  Q2 2023
                 | 
      First Interstate Bank
       Billings, MT | SELL | - | -1.71K- 2.77% |                   
                  $75.8K - $86.4K
                 |                   
                60.1K
                $6.03M
               | |
| 
                  Aug 11, 2023
                  Q2 2023
                 | 
      Assetmark, Inc
      
   | SELL | - | -1.73K- 1.54% |                   
                  $76.5K - $87.2K
                 |                   
                111K
                $11.1M
               | |
| 
                  Aug 13, 2024
                  Q2 2023
                 | 
      Glen Eagle Advisors, LLC
       Kingston, NJ | SELL | - | -1.74K- 24.54% |                   
                  $76.8K - $87.5K
                 |                   
                5.34K
                $535K
               | |
| 
                  Aug 02, 2023
                  Q2 2023
                 | 
      Wealth Alliance
       Mellville, NY | SELL | - | -1.75K- 17.34% |                   
                  $77.4K - $88.1K
                 |                   
                8.34K
                $835K
               | |
| 
                  Aug 14, 2023
                  Q2 2023
                 | 
      Berkshire Asset Management LLC
       Wilkes Barre, PA | SELL | - | -1.76K- 1.7% |                   
                  $77.8K - $88.7K
                 |                   
                102K
                $10.2M
               | |
| 
                  Aug 28, 2024
                  Q2 2023
                 | 
      Centennial Bank/Ar/
       Conway, AR | SELL | - | -1.78K- 18.73% |                   
                  $78.7K - $89.7K
                 |                   
                7.72K
                $774K
               | |
| 
                  Aug 10, 2023
                  Q2 2023
                 | 
      Washington Trust Bank
      
   | SELL | - | -1.78K- 12.88% |                   
                  $78.8K - $89.8K
                 |                   
                12.1K
                $1.21M
               | |
| 
                  Jul 18, 2023
                  Q2 2023
                 | 
      Virtue Capital Management, LLC
       Brentwood, TN | SELL | - | -1.79K- 21.18% |                   
                  $79.3K - $90.4K
                 |                   
                6.67K
                $669K
               | |
| 
                  Aug 10, 2023
                  Q2 2023
                 | 
      Metropolitan Life Insurance CO
       New York, NY | SELL | - | -1.79K- 2.07% |                   
                  $79.3K - $90.4K
                 |                   
                84.8K
                $8.5M
               | |
| 
                  Jul 07, 2023
                  Q2 2023
                 | 
      Founders Capital Management
      
   | SELL | - | -1.85K- 61.7% |                   
                  $81.9K - $93.3K
                 |                   
                1.15K
                $115K
               | |
| 
                  Aug 03, 2023
                  Q2 2023
                 | 
      Mv Capital Management, Inc.
      
   | SELL | - | -1.86K- 31.59% |                   
                  $82.2K - $93.6K
                 |                   
                4.02K
                $403K
               | |
| 
                  Jul 17, 2023
                  Q2 2023
                 | 
      Trust CO Of Vermont
      
   | SELL | - | -1.89K- 34.71% |                   
                  $83.4K - $95.1K
                 |                   
                3.55K
                $356K
               | |
| 
                  Aug 14, 2023
                  Q2 2023
                 | 
      Jackson Hole Capital Partners, LLC
      
   | SELL | - | -1.9K- 3.96% |                   
                  $84.2K - $95.9K
                 |                   
                46.1K
                $4.62M
               | |
| 
                  Jul 14, 2023
                  Q2 2023
                 | 
      Carr Financial Group Corp
       Worcester, MA | SELL | - | -1.93K- 30.49% |                   
                  $85.4K - $97.3K
                 |                   
                4.4K
                $441K
               | |
| 
                  Aug 07, 2023
                  Q2 2023
                 | 
      Metis Global Partners, LLC
      
   | SELL | - | -1.95K- 2.64% |                   
                  $86.4K - $98.4K
                 |                   
                72.1K
                $7.23M
               | |
| 
                  Aug 01, 2023
                  Q2 2023
                 | 
      Schnieders Capital Management LLC
      
   | SELL | - | -1.98K- 14.87% |                   
                  $87.6K - $99.8K
                 |                   
                11.3K
                $1.14M
               | |
| 
                  Jul 14, 2023
                  Q2 2023
                 | 
      Patten & Patten Inc
      
   | SELL | - | -1.99K- 1.95% |                   
                  $87.8K - $100K
                 |                   
                99.9K
                $10M
               | |
| 
                  Aug 04, 2023
                  Q2 2023
                 | 
      First Dallas Securities Inc.
      
   | SELL | - | -2K- 25.08% |                   
                  $88.3K - $101K
                 |                   
                5.97K
                $598K
               | |
| 
                  Aug 07, 2023
                  Q2 2023
                 | 
      Wasatch Advisors Inc
       Salt Lake City, UT | SELL | - | -2K- 3.01% |                   
                  $88.5K - $101K
                 |                   
                64.4K
                $6.45M
               | |
| 
                  Aug 07, 2023
                  Q2 2023
                 | 
      Impax Asset Management Group PLC
      
   | SELL | - | -2K- 1.05% |                   
                  $88.6K - $101K
                 |                   
                189K
                $18.9M
               | |
| 
                  Jul 31, 2023
                  Q2 2023
                 | 
      Asset Management One Co., Ltd.
      
   | SELL | - | -2.02K- 0.25% |                   
                  $89.2K - $102K
                 |                   
                802K
                $80.4M
               | |
| 
                  Aug 14, 2023
                  Q2 2023
                 | 
      Thrivent Financial For Lutherans
       Minneapolis, MN | SELL | - | -2.04K- 0.87% |                   
                  $90K - $103K
                 |                   
                232K
                $23.3M
               | |
| 
                  Aug 09, 2023
                  Q2 2023
                 | 
      Moors & Cabot, Inc.
       Boston, MA | SELL | - | -2.05K- 8.49% |                   
                  $90.8K - $103K
                 |                   
                22.1K
                $2.22M
               | |
| 
                  Sep 05, 2024
                  Q2 2023
                 | 
      Granite Fo LLC
       Bedford, NH | SELL | - | -2.08K- 54.64% |                   
                  $92.2K - $105K
                 |                   
                1.73K
                $173K
               | |
| 
                  Jul 11, 2023
                  Q2 2023
                 | 
      Legacy Bridge, LLC
      
   | SELL | - | -2.1K- 12.23% |                   
                  $92.9K - $106K
                 |                   
                15.1K
                $1.51M
               | |
| 
                  Aug 14, 2023
                  Q2 2023
                 | 
      Meiji Yasuda Life Insurance CO
       Tokyo, M0 | SELL | - | -2.1K- 7.83% |                   
                  $92.9K - $106K
                 |                   
                24.7K
                $2.48M
               | |
| 
                  Aug 08, 2023
                  Q2 2023
                 | 
      Gryphon Financial Partners LLC
      
   | SELL | - | -2.11K- 15.99% |                   
                  $93.5K - $107K
                 |                   
                11.1K
                $1.11M
               | |
| 
                  Jul 20, 2023
                  Q2 2023
                 | 
      Successful Portfolios LLC
      
   | SELL | - | -2.12K- 32.51% |                   
                  $93.9K - $107K
                 |                   
                4.41K
                $442K
               | |
| 
                  Jun 14, 2024
                  Q2 2023
                 | 
      Srn Advisors, LLC
       Huntingdon Valley, PA | SELL | - | -2.13K- 8.68% |                   
                  $94.3K - $107K
                 |                   
                22.4K
                $2.25M
               | |
| 
                  Jul 21, 2023
                  Q2 2023
                 | 
      Meyer Handelman CO
      
   | SELL | - | -2.15K- 1.0% |                   
                  $95.1K - $108K
                 |                   
                212K
                $21.2M
               |