Purchases and Sales Made in Q2 2024 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q2 2024. 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, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.83K+ 36.98% |
$161K - $183K
|
10.5K
$856K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.82K+ 384.22% |
$161K - $183K
|
3.56K
$291K
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
2.8K+ 18.08% |
$160K - $181K
|
18.3K
$1.49M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.75K+ 22.88% |
$157K - $178K
|
14.8K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.7K+ 25.51% |
$154K - $175K
|
13.3K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.68K+ 21.63% |
$153K - $174K
|
15.1K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.67K+ 10.7% |
$152K - $173K
|
27.6K
$2.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.65K+ 0.35% |
$151K - $171K
|
762K
$62.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.64K+ 88.47% |
$150K - $171K
|
5.62K
$459K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.61K+ 26.2% |
$149K - $169K
|
12.6K
$1.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.58K+ 38.2% |
$147K - $167K
|
9.34K
$763K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.55K+ 16.12% |
$145K - $165K
|
18.4K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.54K+ 17.15% |
$145K - $164K
|
17.3K
$1.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
2.54K+ 14.85% |
$145K - $164K
|
19.6K
$1.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.5K+ 66.68% |
$143K - $162K
|
6.25K
$510K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.47K+ 100.65% |
$141K - $160K
|
4.92K
$402K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.46K+ 29.15% |
$140K - $159K
|
10.9K
$891K
|
|
|
Jul 09, 2024
Q2 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
2.42K+ 2.51% |
$138K - $157K
|
98.8K
$8.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.4KNew |
$137K - $156K
|
2.4K
$196K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.4K+ 5.02% |
$137K - $155K
|
50.2K
$4.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 6.09% |
$131K - $149K
|
40K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.29K+ 23.25% |
$130K - $148K
|
12.1K
$990K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.29KNew |
$130K - $148K
|
2.29K
$187K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.27K+ 32.0% |
$129K - $147K
|
9.35K
$764K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.27K+ 39.55% |
$129K - $147K
|
8K
$653K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
2.19K+ 8.89% |
$125K - $141K
|
26.8K
$2.19M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2.18K+ 2.67% |
$124K - $141K
|
83.9K
$6.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 0.54% |
$124K - $141K
|
404K
$33M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 8.2% |
$123K - $139K
|
28.4K
$2.32M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.13K+ 1.36% |
$121K - $138K
|
159K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
2.11K+ 0.8% |
$120K - $137K
|
264K
$21.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.1K+ 5.89% |
$120K - $136K
|
37.7K
$3.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.04KNew |
$117K - $132K
|
2.04K
$167K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.03KNew |
$116K - $131K
|
2.03K
$166K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.02KNew |
$115K - $131K
|
2.02K
$165K
|
|
|
Aug 13, 2024
Q2 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
2K+ 1.64% |
$114K - $129K
|
124K
$10.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.95K+ 8.75% |
$111K - $127K
|
24.3K
$1.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.92K+ 11.88% |
$110K - $124K
|
18.1K
$1.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.91K+ 71.45% |
$109K - $123K
|
4.58K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.86K+ 5.5% |
$106K - $120K
|
35.6K
$2.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 21.11% |
$105K - $120K
|
10.6K
$867K
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.84K+ 26.41% |
$105K - $119K
|
8.81K
$720K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.82K+ 2.11% |
$104K - $118K
|
88.3K
$7.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1.8K+ 58.06% |
$103K - $117K
|
4.9K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.76K+ 34.82% |
$100K - $114K
|
6.8K
$555K
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
1.75K+ 0.26% |
$100K - $114K
|
688K
$56.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.74K+ 31.19% |
$99.4K - $113K
|
7.34K
$599K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.74K+ 50.74% |
$99.3K - $113K
|
5.17K
$423K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.72K+ 0.3% |
$98K - $111K
|
567K
$46.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.72K+ 18.02% |
$97.9K - $111K
|
11.2K
$919K
|