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 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
17.9K+ 154.9% |
$792K - $903K
|
29.5K
$2.14M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17.9K+ 12578.17% |
$790K - $900K
|
18K
$1.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
17.8KNew |
$786K - $896K
|
17.8K
$1.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.7K+ 17.22% |
$784K - $893K
|
121K
$8.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
17.6KNew |
$780K - $888K
|
17.6K
$1.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
17.4KNew |
$767K - $874K
|
17.4K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17.1K+ 11.32% |
$757K - $862K
|
168K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
16.9K+ 392.89% |
$747K - $852K
|
21.2K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
15.9KNew |
$702K - $800K
|
15.9K
$1.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.4K+ 8.18% |
$679K - $774K
|
203K
$14.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
15.1K+ 13.26% |
$666K - $759K
|
129K
$9.32M
|
|
|
Aug 14, 2023
Q2 2023
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
15K+ 11.11% |
$663K - $756K
|
150K
$10.9M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14.9K+ 32.59% |
$661K - $753K
|
60.8K
$4.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.8K+ 15.34% |
$653K - $745K
|
111K
$8.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
14.7KNew |
$650K - $741K
|
14.7K
$1.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
14.6KNew |
$644K - $733K
|
14.6K
$1.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
14.6K+ 42.86% |
$644K - $733K
|
48.5K
$3.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
14.5KNew |
$641K - $731K
|
14.5K
$1.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
14.3K+ 482.56% |
$630K - $718K
|
17.2K
$1.25M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14.3K+ 482.56% |
$630K - $718K
|
17.2K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
13.7K+ 5.59% |
$606K - $690K
|
259K
$18.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13.6K+ 43.35% |
$600K - $684K
|
44.9K
$3.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
13.4KNew |
$591K - $673K
|
13.4K
$968K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
13.2KNew |
$586K - $667K
|
13.2K
$960K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
13K+ 68.95% |
$577K - $657K
|
32K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
12.7K+ 10.33% |
$562K - $641K
|
136K
$9.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12.6K+ 20.61% |
$557K - $635K
|
73.7K
$5.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12.5K+ 12023.08% |
$553K - $630K
|
12.6K
$914K
|
|
|
Aug 14, 2023
Q2 2023
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
12.5K+ 30.65% |
$553K - $630K
|
53.3K
$3.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 12.99% |
$552K - $629K
|
108K
$7.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.4K+ 10.61% |
$550K - $627K
|
130K
$9.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
12.4K+ 14.57% |
$548K - $625K
|
97.5K
$7.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
12.2KNew |
$541K - $617K
|
12.2K
$887K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.1K+ 18.57% |
$536K - $611K
|
77.4K
$5.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$525K - $599K
|
11.9K
$861K
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
11.9K+ 2.39% |
$524K - $597K
|
508K
$36.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.6K+ 45.45% |
$512K - $584K
|
37.1K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
11.5KNew |
$510K - $581K
|
11.5K
$835K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
11.5KNew |
$509K - $580K
|
11.5K
$835K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.5KNew |
$507K - $578K
|
11.5K
$831K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
11.2K+ 3.97% |
$497K - $567K
|
294K
$21.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
11.2K+ 3.4% |
$494K - $563K
|
340K
$24.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.1KNew |
$492K - $561K
|
11.1K
$807K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
10.9K+ 39.8% |
$481K - $548K
|
38.2K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
10.8K+ 3.18% |
$478K - $544K
|
350K
$25.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.7K+ 21.59% |
$473K - $539K
|
60.3K
$4.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.6KNew |
$468K - $534K
|
10.6K
$768K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.5KNew |
$466K - $531K
|
10.5K
$764K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
10.5K+ 8.68% |
$464K - $529K
|
131K
$9.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
10.4KNew |
$460K - $524K
|
10.4K
$753K
|