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 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
98+ 2.61% |
$6.38K - $7.28K
|
3.85K
$311K
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
98+ 0.77% |
$6.38K - $7.28K
|
12.8K
$1.03M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
96+ 1.41% |
$6.25K - $7.13K
|
6.92K
$559K
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
96+ 0.05% |
$6.25K - $7.13K
|
203K
$16.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
95+ 2.45% |
$6.18K - $7.06K
|
3.97K
$321K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
94+ 20.0% |
$6.12K - $6.98K
|
564
$45.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
90+ 0.72% |
$5.86K - $6.69K
|
12.6K
$1.02M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
85+ 1.09% |
$5.53K - $6.32K
|
7.86K
$635K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
85+ 1.04% |
$5.53K - $6.32K
|
8.23K
$664K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
85+ 0.82% |
$5.53K - $6.32K
|
10.5K
$846K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
85+ 1.04% |
$5.53K - $6.32K
|
8.23K
$664K
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
84+ 2.57% |
$5.47K - $6.24K
|
3.35K
$270K
|
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
82+ 2.49% |
$5.34K - $6.09K
|
3.37K
$272K
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
BUY
|
- |
80+ 0.08% |
$5.21K - $5.94K
|
104K
$8.36M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
80+ 1.3% |
$5.21K - $5.94K
|
6.24K
$504K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
80New |
$5.21K - $5.94K
|
80
$6.46K
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
80+ 0.28% |
$5.21K - $5.94K
|
28.5K
$2.3M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
79+ 2.31% |
$5.14K - $5.87K
|
3.5K
$282K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
77+ 0.41% |
$5.01K - $5.72K
|
18.8K
$1.52M
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
74New |
$4.82K - $5.5K
|
74
$5.97K
|
|
|
Oct 18, 2021
Q3 2021
|
Delta Capital Management LLC
|
BUY
|
- |
70+ 0.12% |
$4.56K - $5.2K
|
58.1K
$4.69M
|
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
70+ 0.23% |
$4.56K - $5.2K
|
30.7K
$2.48M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
70+ 0.82% |
$4.56K - $5.2K
|
8.65K
$698K
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
68+ 0.66% |
$4.43K - $5.05K
|
10.4K
$836K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
67+ 1675.0% |
$4.36K - $4.98K
|
71
$5.73K
|
|
|
Nov 18, 2021
Q3 2021
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
60+ 0.08% |
$3.9K - $4.46K
|
76.5K
$6.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
59+ 0.54% |
$3.84K - $4.38K
|
11K
$891K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
57+ 0.6% |
$3.71K - $4.24K
|
9.5K
$767K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
55+ 8.04% |
$3.58K - $4.09K
|
739
$59.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
55+ 1.33% |
$3.58K - $4.09K
|
4.18K
$338K
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
55+ 0.27% |
$3.58K - $4.09K
|
20.5K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
54+ 0.58% |
$3.51K - $4.01K
|
9.29K
$750K
|
|
|
Oct 12, 2021
Q3 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
50+ 1.02% |
$3.25K - $3.72K
|
4.94K
$399K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50+ 80.65% |
$3.25K - $3.72K
|
112
$9.04K
|
|
|
Nov 12, 2021
Q3 2021
|
Weil Company, Inc.
|
BUY
|
- |
50+ 0.26% |
$3.25K - $3.72K
|
19.4K
$1.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
48New |
$3.12K - $3.57K
|
48
$3.88K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
47+ 0.5% |
$3.06K - $3.49K
|
9.52K
$769K
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
46+ 1.36% |
$2.99K - $3.42K
|
3.43K
$277K
|
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
46+ 0.07% |
$2.99K - $3.42K
|
66.4K
$5.36M
|
|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
44+ 0.87% |
$2.86K - $3.27K
|
5.1K
$411K
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
42+ 1.03% |
$2.73K - $3.12K
|
4.13K
$333K
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
41+ 0.93% |
$2.67K - $3.05K
|
4.44K
$359K
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
36+ 1.01% |
$2.34K - $2.67K
|
3.6K
$290K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
35+ 100.0% |
$2.28K - $2.6K
|
70
$5.65K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
35+ 14.89% |
$2.28K - $2.6K
|
270
$21.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
35+ 0.61% |
$2.28K - $2.6K
|
5.79K
$468K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
34+ 0.81% |
$2.21K - $2.53K
|
4.26K
$344K
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
33+ 0.71% |
$2.15K - $2.45K
|
4.68K
$378K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
30+ 0.42% |
$1.95K - $2.23K
|
7.16K
$578K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
30+ 0.94% |
$1.95K - $2.23K
|
3.22K
$260K
|