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 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
205New |
$13.3K - $15.2K
|
205
$16.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
204+ 4.41% |
$13.3K - $15.2K
|
4.83K
$390K
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
BUY
|
- |
202+ 2.63% |
$13.1K - $15K
|
7.89K
$637K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
201+ 0.65% |
$13.1K - $14.9K
|
31.4K
$2.53M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
200New |
$13K - $14.9K
|
200
$16.1K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
200+ 3.16% |
$13K - $14.9K
|
6.53K
$527K
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
199+ 2.97% |
$13K - $14.8K
|
6.89K
$557K
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
199+ 6.6% |
$13K - $14.8K
|
3.21K
$259K
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
198+ 22.42% |
$12.9K - $14.7K
|
1.08K
$87.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
195+ 0.3% |
$12.7K - $14.5K
|
66K
$5.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
194+ 1.73% |
$12.6K - $14.4K
|
11.4K
$923K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
192+ 10.05% |
$12.5K - $14.3K
|
2.1K
$170K
|
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
192+ 0.23% |
$12.5K - $14.3K
|
83.5K
$6.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
189+ 10.4% |
$12.3K - $14K
|
2.01K
$162K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
189+ 2.12% |
$12.3K - $14K
|
9.12K
$737K
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
183+ 91.5% |
$11.9K - $13.6K
|
383
$30.9K
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
180+ 1.37% |
$11.7K - $13.4K
|
13.4K
$1.08M
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
178+ 1.99% |
$11.6K - $13.2K
|
9.12K
$736K
|
|
|
Nov 15, 2021
Q3 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
178+ 3.51% |
$11.6K - $13.2K
|
5.25K
$424K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
172+ 2.67% |
$11.2K - $12.8K
|
6.62K
$534K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
172+ 2.57% |
$11.2K - $12.8K
|
6.86K
$554K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
172+ 9.04% |
$11.2K - $12.8K
|
2.07K
$167K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
167+ 6.77% |
$10.9K - $12.4K
|
2.64K
$213K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
167+ 4.95% |
$10.9K - $12.4K
|
3.54K
$286K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
159+ 2.1% |
$10.3K - $11.8K
|
7.73K
$624K
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
158+ 3.47% |
$10.3K - $11.7K
|
4.71K
$380K
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
155+ 2.57% |
$10.1K - $11.5K
|
6.19K
$500K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
151+ 7550.0% |
$9.83K - $11.2K
|
153
$12.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
150+ 6.09% |
$9.76K - $11.1K
|
2.62K
$211K
|
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
148+ 0.67% |
$9.63K - $11K
|
22.1K
$1.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
143New |
$9.31K - $10.6K
|
143
$11.5K
|
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
BUY
|
- |
142+ 2.95% |
$9.24K - $10.6K
|
4.95K
$400K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
141+ 4.48% |
$9.18K - $10.5K
|
3.29K
$265K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
136+ 10.71% |
$8.85K - $10.1K
|
1.41K
$114K
|
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
BUY
|
- |
133+ 218.03% |
$8.66K - $9.88K
|
194
$15.7K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
129+ 38.86% |
$8.4K - $9.58K
|
461
$37.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
125New |
$8.14K - $9.29K
|
125
$10.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
125+ 0.29% |
$8.14K - $9.29K
|
43.3K
$3.49M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
124+ 3.28% |
$8.07K - $9.21K
|
3.91K
$316K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
122+ 26.01% |
$7.94K - $9.06K
|
591
$47.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
115+ 2.81% |
$7.48K - $8.54K
|
4.2K
$339K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
113+ 2.67% |
$7.35K - $8.4K
|
4.35K
$351K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
111+ 3.2% |
$7.22K - $8.25K
|
3.58K
$289K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
109+ 6.94% |
$7.09K - $8.1K
|
1.68K
$136K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
105New |
$6.83K - $7.8K
|
105
$8.48K
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
103+ 2.03% |
$6.7K - $7.65K
|
5.17K
$417K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100+ 2.09% |
$6.51K - $7.43K
|
4.89K
$395K
|
|
|
Oct 06, 2021
Q3 2021
|
First Dallas Securities Inc.
|
BUY
|
- |
100+ 2.58% |
$6.51K - $7.43K
|
3.98K
$321K
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
100+ 3.44% |
$6.51K - $7.43K
|
3.01K
$243K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
98+ 0.7% |
$6.38K - $7.28K
|
14.2K
$1.14M
|