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
|
Ieq Capital, LLC
|
BUY
|
- |
2.97K+ 7.6% |
$131K - $150K
|
42K
$3M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
2.85K+ 6.33% |
$126K - $144K
|
47.9K
$3.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.85K+ 1.03% |
$126K - $144K
|
280K
$20M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.78K+ 4.77% |
$123K - $140K
|
61K
$4.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.77K+ 5.49% |
$123K - $140K
|
53.3K
$3.81M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
2.75K+ 2.51% |
$122K - $139K
|
112K
$8.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.73K+ 35.01% |
$121K - $137K
|
10.5K
$751K
|
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
2.73K+ 1.19% |
$121K - $137K
|
233K
$16.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.72K+ 15.24% |
$120K - $137K
|
20.6K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.69K+ 1.56% |
$119K - $136K
|
176K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.67K+ 8.62% |
$118K - $135K
|
33.6K
$2.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.66K+ 43.34% |
$118K - $134K
|
8.81K
$629K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.66KNew |
$118K - $134K
|
2.66K
$190K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.65KNew |
$117K - $134K
|
2.65K
$189K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.64K+ 35.79% |
$117K - $133K
|
10K
$715K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.63KNew |
$116K - $133K
|
2.63K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.62K+ 23.68% |
$116K - $132K
|
13.7K
$975K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.61K+ 6.03% |
$115K - $131K
|
45.8K
$3.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.53K+ 12.64% |
$112K - $127K
|
22.5K
$1.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
2.51K+ 4.08% |
$111K - $127K
|
64K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.51K+ 25.49% |
$111K - $126K
|
12.3K
$882K
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.5K+ 3.7% |
$111K - $126K
|
70.1K
$5M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.37KNew |
$105K - $119K
|
2.37K
$169K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
2.37K+ 12.67% |
$105K - $119K
|
21.1K
$1.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.32K+ 1.02% |
$103K - $117K
|
230K
$16.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.28K+ 16250.0% |
$101K - $115K
|
2.29K
$163K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
2.26K+ 4.41% |
$99.9K - $114K
|
53.5K
$3.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.19K+ 35.25% |
$96.9K - $110K
|
8.41K
$600K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.14K+ 17.65% |
$94.6K - $108K
|
14.3K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.12K+ 0.24% |
$93.5K - $107K
|
876K
$62.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.1K+ 32.26% |
$93K - $106K
|
8.62K
$616K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.1K+ 8.46% |
$92.9K - $106K
|
26.9K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.1K+ 5.24% |
$92.8K - $106K
|
42.2K
$3.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
2K+ 0.9% |
$88.5K - $101K
|
223K
$15.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.99K+ 46.7% |
$88.1K - $100K
|
6.25K
$447K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.96K+ 13.36% |
$86.9K - $99K
|
16.7K
$1.19M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.94K+ 5.1% |
$85.8K - $97.7K
|
40K
$2.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.91K+ 4.24% |
$84.5K - $96.3K
|
46.9K
$3.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.91K+ 17.63% |
$84.4K - $96.2K
|
12.7K
$909K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.9K+ 39.9% |
$84.2K - $95.9K
|
6.67K
$477K
|
|
|
Aug 15, 2023
Q2 2023
|
Sippican Capital Advisors
|
BUY
|
- |
1.87K+ 6.36% |
$82.6K - $94.1K
|
31.2K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 7.9% |
$82K - $93.5K
|
25.3K
$1.81M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.85K+ 203.41% |
$81.7K - $93.1K
|
2.76K
$197K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.83K+ 19.15% |
$80.9K - $92.2K
|
11.4K
$813K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.81K+ 1.76% |
$80.1K - $91.3K
|
104K
$7.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 6.85% |
$79.9K - $91.1K
|
28.2K
$2.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
1.77K+ 7.97% |
$78.5K - $89.4K
|
24K
$1.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.77K+ 12.71% |
$78.5K - $89.4K
|
15.7K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.76K+ 55.76% |
$77.7K - $88.5K
|
4.91K
$350K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.72K+ 5.2% |
$76K - $86.6K
|
34.8K
$2.48M
|