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 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
127+ 0.83% |
$7.24K - $8.22K
|
15.4K
$1.26M
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
125+ 2.16% |
$7.13K - $8.09K
|
5.91K
$483K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
125+ 4.56% |
$7.13K - $8.09K
|
2.87K
$234K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
124+ 6.7% |
$7.07K - $8.03K
|
1.98K
$161K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
122+ 3.2% |
$6.96K - $7.9K
|
3.93K
$321K
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
117+ 3.43% |
$6.67K - $7.57K
|
3.53K
$288K
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
115+ 2.3% |
$6.56K - $7.45K
|
5.11K
$418K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
115+ 479.17% |
$6.56K - $7.45K
|
139
$11.4K
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
113+ 1.58% |
$6.44K - $7.32K
|
7.27K
$593K
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
111+ 1.48% |
$6.33K - $7.19K
|
7.6K
$621K
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
110+ 2.46% |
$6.27K - $7.12K
|
4.57K
$374K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
110+ 61.11% |
$6.27K - $7.12K
|
290
$23.7K
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
110New |
$6.27K - $7.12K
|
110
$8.99K
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
109+ 1.6% |
$6.22K - $7.06K
|
6.94K
$567K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
108+ 11.11% |
$6.16K - $6.99K
|
1.08K
$88.2K
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
107+ 1.44% |
$6.1K - $6.93K
|
7.55K
$617K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
106+ 6.63% |
$6.04K - $6.86K
|
1.7K
$139K
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
100+ 1.27% |
$5.7K - $6.47K
|
8K
$653K
|
|
Jul 26, 2024
Q2 2024
|
Skylands Capital, LLC
|
BUY
|
- |
100+ 0.08% |
$5.7K - $6.47K
|
118K
$9.67M
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
97+ 11.87% |
$5.53K - $6.28K
|
914
$74.7K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
95New |
$5.42K - $6.15K
|
95
$7.76K
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
94+ 2.0% |
$5.36K - $6.09K
|
4.79K
$391K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
90+ 8.52% |
$5.13K - $5.83K
|
1.15K
$93.6K
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
90+ 0.94% |
$5.13K - $5.83K
|
9.62K
$786K
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
88+ 135.38% |
$5.02K - $5.7K
|
153
$12.5K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
86+ 4300.0% |
$4.9K - $5.57K
|
88
$7.19K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
85+ 85.0% |
$4.85K - $5.5K
|
185
$15.1K
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
82+ 0.65% |
$4.68K - $5.31K
|
12.6K
$1.03M
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
80+ 1.81% |
$4.56K - $5.18K
|
4.51K
$368K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
80+ 1.02% |
$4.56K - $5.18K
|
7.89K
$644K
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
76+ 0.83% |
$4.33K - $4.92K
|
9.26K
$756K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
76+ 7.16% |
$4.33K - $4.92K
|
1.14K
$92.9K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
76+ 1.54% |
$4.33K - $4.92K
|
5.02K
$410K
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
76+ 1.55% |
$4.33K - $4.92K
|
4.97K
$406K
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
75+ 0.52% |
$4.28K - $4.86K
|
14.5K
$1.18M
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
75+ 1.06% |
$4.28K - $4.86K
|
7.17K
$586K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
75+ 2.23% |
$4.28K - $4.86K
|
3.43K
$280K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
74+ 0.49% |
$4.22K - $4.79K
|
15.2K
$1.24M
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
73New |
$4.16K - $4.73K
|
73
$5.96K
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
73+ 15.37% |
$4.16K - $4.73K
|
548
$44.8K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
72New |
$4.11K - $4.66K
|
72
$5.88K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
70New |
$3.99K - $4.53K
|
70
$5.72K
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
69New |
$3.93K - $4.47K
|
69
$5.64K
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
68+ 1.25% |
$3.88K - $4.4K
|
5.5K
$449K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
65+ 0.49% |
$3.71K - $4.21K
|
13.3K
$1.09M
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
65+ 0.74% |
$3.71K - $4.21K
|
8.87K
$725K
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
65+ 92.86% |
$3.71K - $4.21K
|
135
$11K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
64+ 20.85% |
$3.65K - $4.14K
|
371
$30.3K
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
63+ 0.28% |
$3.59K - $4.08K
|
22.4K
$1.83M
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
60+ 0.05% |
$3.42K - $3.88K
|
123K
$10M
|