Purchases and Sales Made in Q3 2021 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
987+ 11.16% |
$64.2K - $73.3K
|
9.83K
$803K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
977+ 3.6% |
$63.6K - $72.6K
|
28.1K
$2.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
965+ 12.74% |
$62.8K - $71.7K
|
8.54K
$698K
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
960+ 23.37% |
$62.5K - $71.3K
|
5.07K
$414K
|
|
|
Oct 12, 2021
Q3 2021
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
948+ 1.75% |
$61.7K - $70.4K
|
55K
$4.49M
|
|
|
Nov 10, 2021
Q3 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
944+ 0.92% |
$61.4K - $70.1K
|
104K
$8.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
943+ 2.82% |
$61.4K - $70.1K
|
34.4K
$2.81M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
934+ 4.13% |
$60.8K - $69.4K
|
23.5K
$1.92M
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
922+ 1197.4% |
$60K - $68.5K
|
999
$81.6K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
889+ 28.97% |
$57.9K - $66.1K
|
3.96K
$323K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
883+ 7.58% |
$57.5K - $65.6K
|
12.5K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
881+ 14.64% |
$57.3K - $65.5K
|
6.9K
$564K
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
875+ 14.83% |
$56.9K - $65K
|
6.78K
$554K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
874+ 0.81% |
$56.9K - $64.9K
|
108K
$8.86M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
847+ 4.16% |
$55.1K - $62.9K
|
21.2K
$1.73M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
841+ 13.93% |
$54.7K - $62.5K
|
6.88K
$562K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
836+ 24.9% |
$54.4K - $62.1K
|
4.19K
$343K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
830+ 17.74% |
$54K - $61.7K
|
5.51K
$450K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
826+ 46.75% |
$53.8K - $61.4K
|
2.59K
$212K
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
825+ 2.74% |
$53.7K - $61.3K
|
30.9K
$2.52M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
824+ 17.21% |
$53.6K - $61.2K
|
5.61K
$459K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
823+ 0.38% |
$53.6K - $61.1K
|
220K
$17.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
819+ 8.32% |
$53.3K - $60.9K
|
10.7K
$872K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
817+ 0.7% |
$53.2K - $60.7K
|
118K
$9.65M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
817+ 11.64% |
$53.2K - $60.7K
|
7.83K
$640K
|
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
BUY
|
- |
816+ 0.51% |
$53.1K - $60.6K
|
162K
$13.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
813+ 2.25% |
$52.9K - $60.4K
|
37K
$3.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
807+ 17.56% |
$52.5K - $60K
|
5.4K
$441K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
800New |
$52.1K - $59.4K
|
800
$65.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Wedge Capital Management L L P
|
BUY
|
- |
787+ 0.17% |
$51.2K - $58.5K
|
461K
$37.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
781+ 1.0% |
$50.8K - $58K
|
79.1K
$6.46M
|
|
|
Oct 21, 2021
Q3 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
774+ 1.66% |
$50.4K - $57.5K
|
47.3K
$3.87M
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
766+ 3.95% |
$49.9K - $56.9K
|
20.2K
$1.65M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
764New |
$49.7K - $56.8K
|
764
$62.4K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
763New |
$49.7K - $56.7K
|
763
$62.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
758+ 1.57% |
$49.3K - $56.3K
|
48.9K
$4M
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
758+ 2.62% |
$49.3K - $56.3K
|
29.6K
$2.42M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
757+ 2.76% |
$49.3K - $56.2K
|
28.2K
$2.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
752+ 10.34% |
$48.9K - $55.9K
|
8.03K
$656K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
751+ 2.95% |
$48.9K - $55.8K
|
26.2K
$2.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
745+ 11.44% |
$48.5K - $55.4K
|
7.26K
$593K
|
|
|
Nov 17, 2021
Q3 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
740+ 1.76% |
$48.2K - $55K
|
42.7K
$3.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
738+ 2.27% |
$48K - $54.8K
|
33.2K
$2.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
733+ 1.33% |
$47.7K - $54.5K
|
55.8K
$4.56M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
726+ 1.01% |
$47.2K - $53.9K
|
72.8K
$5.95M
|
|
|
Nov 12, 2021
Q3 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
725+ 19.76% |
$47.2K - $53.9K
|
4.39K
$359K
|
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
724+ 9.85% |
$47.1K - $53.8K
|
8.07K
$660K
|
|
|
Nov 08, 2021
Q3 2021
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
717+ 0.54% |
$46.7K - $53.3K
|
134K
$10.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
714+ 12.42% |
$46.5K - $53.1K
|
6.46K
$528K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
713New |
$46.4K - $53K
|
713
$58.3K
|