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 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.1K+ 4.05% |
$62.7K - $71.2K
|
28.3K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.09K+ 22.73% |
$62.2K - $70.6K
|
5.89K
$479K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.05K+ 91.86% |
$59.8K - $67.9K
|
2.19K
$178K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.05K+ 23.27% |
$59.8K - $67.8K
|
5.55K
$452K
|
|
|
Aug 05, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.05K+ 0.67% |
$59.6K - $67.7K
|
158K
$12.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.04K+ 27.35% |
$59.4K - $67.4K
|
4.85K
$395K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.04K+ 19.64% |
$59.2K - $67.2K
|
6.32K
$515K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.04K+ 8.62% |
$59.1K - $67.1K
|
13.1K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.03K+ 10.76% |
$58.7K - $66.6K
|
10.6K
$863K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.03K+ 0.63% |
$58.5K - $66.4K
|
164K
$13.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.01K+ 86.56% |
$57.6K - $65.5K
|
2.18K
$177K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$57K - $64.7K
|
1K
$81.4K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
1K+ 5.38% |
$57K - $64.7K
|
19.6K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
1K+ 3.96% |
$57K - $64.7K
|
26.2K
$2.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
985+ 1.36% |
$56.2K - $63.8K
|
73.6K
$5.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
985+ 7.54% |
$56.2K - $63.8K
|
14K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
965+ 17.78% |
$55K - $62.5K
|
6.39K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
937New |
$53.4K - $60.7K
|
937
$76.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
925+ 20.09% |
$52.7K - $59.9K
|
5.53K
$450K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
907+ 5.02% |
$51.7K - $58.7K
|
19K
$1.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
907+ 7.26% |
$51.7K - $58.7K
|
13.4K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
902+ 2.49% |
$51.4K - $58.4K
|
37.1K
$3.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
900+ 0.81% |
$51.3K - $58.3K
|
112K
$9.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
896+ 1.45% |
$51.1K - $58K
|
62.8K
$5.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
895+ 3.5% |
$51K - $57.9K
|
26.5K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
893+ 0.81% |
$50.9K - $57.8K
|
112K
$9.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
857+ 9.23% |
$48.9K - $55.5K
|
10.1K
$826K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
857+ 11.68% |
$48.9K - $55.5K
|
8.19K
$667K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
852+ 83.45% |
$48.6K - $55.2K
|
1.87K
$153K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
848+ 15.53% |
$48.4K - $54.9K
|
6.31K
$514K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
844+ 9.35% |
$48.1K - $54.6K
|
9.87K
$804K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
843+ 6.81% |
$48.1K - $54.6K
|
13.2K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
836+ 2.57% |
$47.7K - $54.1K
|
33.3K
$2.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
833+ 3.13% |
$47.5K - $53.9K
|
27.5K
$2.24M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
831+ 11.92% |
$47.4K - $53.8K
|
7.8K
$635K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
831+ 7.18% |
$47.4K - $53.8K
|
12.4K
$1.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
805+ 17.2% |
$45.9K - $52.1K
|
5.49K
$447K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
801+ 5.2% |
$45.7K - $51.9K
|
16.2K
$1.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
800+ 8.87% |
$45.6K - $51.8K
|
9.82K
$799K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
791+ 7.9% |
$45.1K - $51.2K
|
10.8K
$880K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
773+ 20.8% |
$44.1K - $50K
|
4.49K
$366K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
754+ 14.28% |
$43K - $48.8K
|
6.03K
$491K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
752+ 2.74% |
$42.9K - $48.7K
|
28.2K
$2.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
749+ 14.54% |
$42.7K - $48.5K
|
5.9K
$480K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
747+ 12.11% |
$42.6K - $48.4K
|
6.92K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
727+ 12.94% |
$41.5K - $47.1K
|
6.35K
$517K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
720+ 0.17% |
$41.1K - $46.6K
|
421K
$34.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
718+ 13.42% |
$40.9K - $46.5K
|
6.07K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
718+ 1.75% |
$40.9K - $46.5K
|
41.8K
$3.41M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
718+ 1.75% |
$40.9K - $46.5K
|
41.8K
$3.41M
|