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
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.68KNew |
$207K - $236K
|
4.68K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.65K+ 30.52% |
$206K - $234K
|
19.9K
$1.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
4.62K+ 9.88% |
$204K - $233K
|
51.4K
$3.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
4.62KNew |
$204K - $233K
|
4.62K
$335K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.6KNew |
$203K - $232K
|
4.6K
$334K
|
|
|
Jul 25, 2023
Q2 2023
|
Homestead Advisers Corp
|
BUY
|
- |
4.6K+ 0.68% |
$203K - $232K
|
682K
$49.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
4.56KNew |
$202K - $230K
|
4.56K
$331K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
4.53KNew |
$200K - $228K
|
4.53K
$328K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.5K+ 5.02% |
$199K - $227K
|
94.1K
$6.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Springhouse Capital Management, LP
Westport, CT |
BUY
|
- |
4.5K+ 2.15% |
$199K - $227K
|
214K
$15.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.47K+ 19.28% |
$198K - $225K
|
27.7K
$2M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.42KNew |
$195K - $223K
|
4.42K
$320K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.4KNew |
$195K - $222K
|
4.4K
$319K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.4K+ 4.31% |
$195K - $222K
|
107K
$7.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.36KNew |
$193K - $220K
|
4.36K
$316K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.35K+ 20.69% |
$192K - $219K
|
25.3K
$1.84M
|
|
|
Jul 07, 2023
Q2 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
4.34K+ 0.84% |
$192K - $218K
|
521K
$37.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
4.33K+ 1.07% |
$191K - $218K
|
408K
$29.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
4.3K+ 4.8% |
$190K - $217K
|
93.9K
$6.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
4.22K+ 12.44% |
$187K - $213K
|
38.1K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.2K+ 95.41% |
$186K - $212K
|
8.61K
$624K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.18K+ 8.49% |
$185K - $211K
|
53.4K
$3.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
4.18K+ 46.57% |
$185K - $210K
|
13.1K
$953K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
4.06K+ 4.56% |
$180K - $205K
|
93.1K
$6.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
4.02K+ 13390.0% |
$178K - $202K
|
4.05K
$293K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
4.01K+ 38.53% |
$177K - $202K
|
14.4K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.95K+ 9.1% |
$175K - $199K
|
47.4K
$3.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.87K+ 61.83% |
$171K - $195K
|
10.1K
$733K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.87K+ 61.83% |
$171K - $195K
|
10.1K
$733K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.8K+ 0.82% |
$168K - $191K
|
469K
$34M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.78K+ 4.22% |
$167K - $191K
|
93.3K
$6.76M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.77K+ 28.44% |
$167K - $190K
|
17K
$1.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
3.68K+ 0.62% |
$163K - $185K
|
595K
$43.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.68K+ 189.29% |
$163K - $185K
|
5.62K
$407K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.65K+ 2.16% |
$162K - $184K
|
173K
$12.5M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3.55K+ 0.7% |
$157K - $179K
|
510K
$37M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.47K+ 4.78% |
$154K - $175K
|
76.2K
$5.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.46K+ 669.77% |
$153K - $174K
|
3.97K
$288K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3.38K+ 2.21% |
$150K - $170K
|
157K
$11.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3.37KNew |
$149K - $170K
|
3.37K
$244K
|
|
|
Aug 07, 2023
Q2 2023
|
Salzhauer Michael
|
BUY
|
- |
3.3K+ 60.13% |
$146K - $166K
|
8.79K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.3K+ 6.13% |
$146K - $166K
|
57.1K
$4.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.26K+ 10.3% |
$144K - $164K
|
34.9K
$2.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.2K+ 13.37% |
$142K - $161K
|
27.2K
$1.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
3.2K+ 2.56% |
$142K - $161K
|
128K
$9.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.17K+ 6.99% |
$140K - $160K
|
48.4K
$3.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.07K+ 1.79% |
$136K - $155K
|
175K
$12.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.05K+ 14.99% |
$135K - $154K
|
23.4K
$1.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
3.02K+ 3.57% |
$133K - $152K
|
87.5K
$6.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.02K+ 2.76% |
$133K - $152K
|
112K
$8.14M
|