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 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
709+ 13.2% |
$40.4K - $45.9K
|
6.08K
$497K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
707New |
$40.3K - $45.8K
|
707
$57.8K
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
702+ 15.8% |
$40K - $45.4K
|
5.15K
$420K
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
698+ 1.29% |
$39.8K - $45.2K
|
54.7K
$4.47M
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
691+ 2.58% |
$39.4K - $44.7K
|
27.5K
$2.25M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
689+ 4.96% |
$39.3K - $44.6K
|
14.6K
$1.19M
|
|
Aug 06, 2024
Q2 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
687+ 0.18% |
$39.2K - $44.5K
|
393K
$32.1M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
681+ 4.35% |
$38.8K - $44.1K
|
16.3K
$1.33M
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
680+ 12.77% |
$38.8K - $44K
|
6.01K
$491K
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
662+ 15.41% |
$37.7K - $42.9K
|
4.96K
$405K
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
652+ 3.14% |
$37.2K - $42.2K
|
21.4K
$1.75M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
650+ 11.97% |
$37.1K - $42.1K
|
6.08K
$497K
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
646+ 1.44% |
$36.8K - $41.8K
|
45.4K
$3.71M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
634+ 4.21% |
$36.2K - $41K
|
15.7K
$1.28M
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
611+ 5.72% |
$34.8K - $39.6K
|
11.3K
$923K
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
596+ 1.61% |
$34K - $38.6K
|
37.7K
$3.08M
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
590New |
$33.6K - $38.2K
|
590
$48.2K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
577+ 10.13% |
$32.9K - $37.4K
|
6.27K
$512K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
558New |
$31.8K - $36.1K
|
558
$45.6K
|
|
Aug 13, 2024
Q2 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
556+ 1.44% |
$31.7K - $36K
|
39.1K
$3.19M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
549+ 7.24% |
$31.3K - $35.5K
|
8.14K
$665K
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
543+ 5.41% |
$31K - $35.2K
|
10.6K
$864K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
537+ 2.99% |
$30.6K - $34.8K
|
18.5K
$1.51M
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
525+ 164.06% |
$29.9K - $34K
|
845
$69K
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
521+ 7.67% |
$29.7K - $33.7K
|
7.31K
$597K
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
506+ 14.85% |
$28.9K - $32.8K
|
3.91K
$320K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
504New |
$28.7K - $32.6K
|
504
$41.2K
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
500+ 666.67% |
$28.5K - $32.4K
|
575
$47K
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
494+ 4.13% |
$28.2K - $32K
|
12.5K
$1.02M
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
473+ 10.91% |
$27K - $30.6K
|
4.81K
$393K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
468+ 3.64% |
$26.7K - $30.3K
|
13.3K
$1.09M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
465+ 0.77% |
$26.5K - $30.1K
|
60.7K
$4.96M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
463+ 21.46% |
$26.4K - $30K
|
2.62K
$214K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
457+ 12.98% |
$26.1K - $29.6K
|
3.98K
$325K
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
450+ 5.61% |
$25.7K - $29.1K
|
8.47K
$692K
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
450+ 2.81% |
$25.7K - $29.1K
|
16.5K
$1.34M
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
439+ 0.87% |
$25K - $28.4K
|
50.8K
$4.15M
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
434+ 2.2% |
$24.7K - $28.1K
|
20.1K
$1.65M
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
432+ 204.74% |
$24.6K - $28K
|
643
$52.5K
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
431+ 8.96% |
$24.6K - $27.9K
|
5.24K
$428K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
425+ 0.55% |
$24.2K - $27.5K
|
77.3K
$6.31M
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
417+ 3.78% |
$23.8K - $27K
|
11.5K
$935K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
417+ 132.8% |
$23.8K - $27K
|
731
$59.7K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
414+ 4.88% |
$23.6K - $26.8K
|
8.9K
$727K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
413+ 5.14% |
$23.5K - $26.7K
|
8.45K
$690K
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
413+ 9.13% |
$23.5K - $26.7K
|
4.94K
$403K
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
401+ 2.33% |
$22.9K - $26K
|
17.6K
$1.44M
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
400+ 20.06% |
$22.8K - $25.9K
|
2.39K
$196K
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
400+ 12.5% |
$22.8K - $25.9K
|
3.6K
$294K
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
397+ 5.08% |
$22.6K - $25.7K
|
8.22K
$671K
|