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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
60+ 1.0% |
$3.42K - $3.88K
|
6.08K
$497K
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
60+ 0.09% |
$3.42K - $3.88K
|
67.1K
$5.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
60+ 1.13% |
$3.42K - $3.88K
|
5.37K
$439K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
59+ 0.37% |
$3.36K - $3.82K
|
16.2K
$1.32M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
57+ 1.03% |
$3.25K - $3.69K
|
5.59K
$457K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
56+ 311.11% |
$3.19K - $3.63K
|
74
$6.05K
|
|
|
Jul 22, 2024
Q2 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
56+ 0.76% |
$3.19K - $3.63K
|
7.45K
$609K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
56+ 0.35% |
$3.19K - $3.63K
|
16.1K
$1.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
56+ 0.93% |
$3.19K - $3.63K
|
6.1K
$498K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
55+ 0.57% |
$3.14K - $3.56K
|
9.63K
$787K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
51+ 0.66% |
$2.91K - $3.3K
|
7.74K
$632K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
50+ 2.29% |
$2.85K - $3.24K
|
2.24K
$183K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
50+ 1.07% |
$2.85K - $3.24K
|
4.73K
$386K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
48+ 17.2% |
$2.74K - $3.11K
|
327
$26.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.99% |
$2.57K - $2.91K
|
2.31K
$189K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
44+ 0.6% |
$2.51K - $2.85K
|
7.42K
$606K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
44+ 1.58% |
$2.51K - $2.85K
|
2.84K
$232K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
43+ 0.52% |
$2.45K - $2.78K
|
8.37K
$684K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
41+ 29.08% |
$2.34K - $2.65K
|
182
$14.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
40+ 0.07% |
$2.28K - $2.59K
|
61.6K
$5.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
40+ 65.57% |
$2.28K - $2.59K
|
101
$8.25K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
40New |
$2.28K - $2.59K
|
40
$3.27K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
37+ 1.15% |
$2.11K - $2.4K
|
3.27K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
37+ 37.0% |
$2.11K - $2.4K
|
137
$11.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
37+ 29.13% |
$2.11K - $2.4K
|
164
$13.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
36+ 0.56% |
$2.05K - $2.33K
|
6.45K
$526K
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
BUY
|
- |
35+ 20.59% |
$2K - $2.27K
|
205
$16.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
34+ 0.84% |
$1.94K - $2.2K
|
4.07K
$332K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
33+ 0.49% |
$1.88K - $2.14K
|
6.73K
$550K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.69% |
$1.88K - $2.14K
|
4.81K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
32+ 0.31% |
$1.82K - $2.07K
|
10.4K
$853K
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
29+ 0.04% |
$1.65K - $1.88K
|
73K
$5.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
29New |
$1.65K - $1.88K
|
29
$2.37K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
29+ 36.71% |
$1.65K - $1.88K
|
108
$8.82K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
28+ 0.52% |
$1.6K - $1.81K
|
5.46K
$446K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
28+ 0.47% |
$1.6K - $1.81K
|
6.03K
$492K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
28+ 0.48% |
$1.6K - $1.81K
|
5.87K
$479K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
27+ 0.79% |
$1.54K - $1.75K
|
3.43K
$280K
|
|
|
Jul 24, 2024
Q2 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
26+ 0.07% |
$1.48K - $1.68K
|
38K
$3.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25+ 10.29% |
$1.43K - $1.62K
|
268
$21.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
24+ 0.69% |
$1.37K - $1.55K
|
3.49K
$285K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
23+ 8.19% |
$1.31K - $1.49K
|
304
$24.8K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$1.2K - $1.36K
|
21
$1.72K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20New |
$1.14K - $1.29K
|
20
$1.63K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
19+ 0.59% |
$1.08K - $1.23K
|
3.25K
$266K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
18+ 0.45% |
$1.03K - $1.17K
|
4.01K
$327K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
18+ 5.54% |
$1.03K - $1.17K
|
343
$28K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
18+ 0.26% |
$1.03K - $1.17K
|
7.01K
$573K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
18+ 0.24% |
$1.03K - $1.17K
|
7.57K
$619K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 0.24% |
$969 - $1.1K
|
6.97K
$569K
|