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 |
---|---|---|---|---|---|---|---|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
712New |
$46.3K - $52.9K
|
712
$58.2K
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
711+ 0.26% |
$46.3K - $52.8K
|
276K
$22.6M
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
700+ 5.36% |
$45.6K - $52K
|
13.8K
$1.13M
|
|
Nov 08, 2021
Q3 2021
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
694+ 2.11% |
$45.2K - $51.6K
|
33.5K
$2.74M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
690+ 13.05% |
$44.9K - $51.3K
|
5.98K
$488K
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
687+ 2.74% |
$44.7K - $51K
|
25.7K
$2.1M
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
686+ 0.28% |
$44.6K - $51K
|
244K
$19.9M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
677+ 0.58% |
$44.1K - $50.3K
|
117K
$9.55M
|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
674+ 10.96% |
$43.9K - $50.1K
|
6.83K
$558K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
673+ 12.38% |
$43.8K - $50K
|
6.11K
$499K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
670New |
$43.6K - $49.8K
|
670
$54.8K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
668+ 0.46% |
$43.5K - $49.6K
|
146K
$11.9M
|
|
Nov 10, 2021
Q3 2021
|
Capital Management Associates
New York, NY |
BUY
|
- |
665+ 3.86% |
$43.3K - $49.4K
|
17.9K
$1.46M
|
|
Oct 25, 2021
Q3 2021
|
Davis Rea Ltd.
|
BUY
|
- |
653+ 1.53% |
$42.5K - $48.5K
|
43.3K
$3.54M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
647+ 5.71% |
$42.1K - $48.1K
|
12K
$979K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
643+ 0.92% |
$41.8K - $47.8K
|
70.5K
$5.76M
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
632+ 1.5% |
$41.1K - $47K
|
42.7K
$3.49M
|
|
Nov 04, 2021
Q3 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
626+ 1.42% |
$40.7K - $46.5K
|
44.7K
$3.65M
|
|
Oct 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
625+ 8.65% |
$40.7K - $46.4K
|
7.85K
$642K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
621+ 8.05% |
$40.4K - $46.1K
|
8.33K
$681K
|
|
Oct 26, 2021
Q3 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
621+ 0.7% |
$40.4K - $46.1K
|
89.6K
$7.32M
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
618+ 11.77% |
$40.2K - $45.9K
|
5.87K
$479K
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
615+ 12.59% |
$40K - $45.7K
|
5.5K
$450K
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
BUY
|
- |
613+ 2.6% |
$39.9K - $45.5K
|
24.2K
$1.98M
|
|
Oct 13, 2021
Q3 2021
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
610+ 1.43% |
$39.7K - $45.3K
|
43.3K
$3.54M
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
609+ 8.96% |
$39.6K - $45.2K
|
7.4K
$605K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
603+ 1.59% |
$39.2K - $44.8K
|
38.5K
$3.14M
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
600+ 11.32% |
$39K - $44.6K
|
5.9K
$482K
|
|
Nov 05, 2021
Q3 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
600+ 3.09% |
$39K - $44.6K
|
20K
$1.63M
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
591+ 14.51% |
$38.5K - $43.9K
|
4.66K
$381K
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
589+ 7.9% |
$38.3K - $43.8K
|
8.04K
$657K
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
585+ 13.25% |
$38.1K - $43.5K
|
5K
$409K
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
583+ 1.5% |
$37.9K - $43.3K
|
39.4K
$3.22M
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
579+ 0.49% |
$37.7K - $43K
|
119K
$9.73M
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
575+ 575.0% |
$37.4K - $42.7K
|
675
$55.2K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
574+ 12.91% |
$37.4K - $42.6K
|
5.02K
$410K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
558+ 9.16% |
$36.3K - $41.5K
|
6.65K
$543K
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
558+ 3.42% |
$36.3K - $41.5K
|
16.9K
$1.38M
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
556+ 22.86% |
$36.2K - $41.3K
|
2.99K
$244K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
550+ 12.07% |
$35.8K - $40.9K
|
5.11K
$417K
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
545+ 5.87% |
$35.5K - $40.5K
|
9.83K
$803K
|
|
Jan 23, 2024
Q3 2021
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
523+ 11.68% |
$34K - $38.9K
|
5K
$409K
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
522+ 6.66% |
$34K - $38.8K
|
8.36K
$683K
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
518+ 17.06% |
$33.7K - $38.5K
|
3.55K
$290K
|
|
Nov 12, 2021
Q3 2021
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
510+ 6.76% |
$33.2K - $37.9K
|
8.06K
$658K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
509New |
$33.1K - $37.8K
|
509
$41.6K
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
508+ 4.54% |
$33.1K - $37.7K
|
11.7K
$957K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
507+ 7.23% |
$33K - $37.7K
|
7.52K
$614K
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
507+ 9.91% |
$33K - $37.7K
|
5.62K
$460K
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
506+ 8.64% |
$32.9K - $37.6K
|
6.37K
$520K
|