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 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.94KNew |
$322K - $367K
|
4.94K
$404K
|
|
Nov 12, 2021
Q3 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
4.93K+ 58.82% |
$321K - $366K
|
13.3K
$1.09M
|
|
Oct 26, 2021
Q3 2021
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.92K+ 44.73% |
$320K - $366K
|
15.9K
$1.3M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
4.74K+ 2.51% |
$308K - $352K
|
193K
$15.8M
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.7K+ 56.18% |
$306K - $349K
|
13.1K
$1.07M
|
|
Nov 15, 2021
Q3 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
4.65K+ 9.1% |
$303K - $345K
|
55.7K
$4.56M
|
|
Nov 15, 2021
Q3 2021
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
4.63KNew |
$301K - $344K
|
4.63K
$378K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.62K+ 4.76% |
$301K - $343K
|
102K
$8.31M
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.6K+ 11.78% |
$299K - $342K
|
43.6K
$3.57M
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
4.58KNew |
$298K - $340K
|
4.58K
$374K
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
4.5KNew |
$293K - $334K
|
4.5K
$368K
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
4.49KNew |
$292K - $334K
|
4.49K
$367K
|
|
Oct 13, 2021
Q3 2021
|
Nepsis Inc.
|
BUY
|
- |
4.48K+ 1.58% |
$292K - $333K
|
289K
$23.6M
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.48KNew |
$291K - $333K
|
4.48K
$366K
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
4.46K+ 44.15% |
$290K - $332K
|
14.6K
$1.19M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.44K+ 12.14% |
$289K - $330K
|
41K
$3.35M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.43KNew |
$288K - $329K
|
4.43K
$362K
|
|
Nov 10, 2021
Q3 2021
|
Premier Fund Managers LTD
|
BUY
|
- |
4.38K+ 9.9% |
$285K - $325K
|
48.6K
$3.97M
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.31K+ 65.33% |
$281K - $320K
|
10.9K
$892K
|
|
Nov 15, 2021
Q3 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.31K+ 19.74% |
$281K - $320K
|
26.2K
$2.14M
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
4.29K+ 1.76% |
$279K - $318K
|
247K
$20.2M
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
BUY
|
- |
4.28K+ 3.33% |
$278K - $318K
|
133K
$10.8M
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.23KNew |
$275K - $314K
|
4.23K
$345K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.2KNew |
$273K - $312K
|
4.2K
$343K
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.19KNew |
$273K - $311K
|
4.19K
$342K
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
BUY
|
- |
4.18K+ 1.94% |
$272K - $310K
|
220K
$18M
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.17K+ 8.08% |
$272K - $310K
|
55.8K
$4.56M
|
|
Oct 06, 2021
Q3 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
4.15KNew |
$270K - $309K
|
4.15K
$339K
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4.15KNew |
$270K - $308K
|
4.15K
$339K
|
|
Nov 12, 2021
Q3 2021
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
4.1K+ 1.5% |
$267K - $305K
|
277K
$22.7M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.1K+ 12.59% |
$267K - $304K
|
36.6K
$2.99M
|
|
Nov 12, 2021
Q3 2021
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
4.08K+ 0.69% |
$265K - $303K
|
596K
$48.7M
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.94KNew |
$256K - $293K
|
3.94K
$322K
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.93K+ 4.1% |
$256K - $292K
|
99.9K
$8.16M
|
|
Mar 21, 2022
Q3 2021
|
Humankind Investments LLC
|
BUY
|
- |
3.92KNew |
$255K - $291K
|
3.92K
$320K
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.9KNew |
$254K - $290K
|
3.9K
$319K
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
3.88KNew |
$253K - $288K
|
3.88K
$317K
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.87K+ 2.5% |
$252K - $288K
|
158K
$13M
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.75KNew |
$244K - $279K
|
3.75K
$307K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.73K+ 56.32% |
$242K - $277K
|
10.3K
$845K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.73K+ 56.32% |
$242K - $277K
|
10.3K
$845K
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.71K+ 2.0% |
$242K - $276K
|
190K
$15.5M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.69K+ 24.72% |
$240K - $274K
|
18.6K
$1.52M
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.68K+ 9.83% |
$239K - $273K
|
41.1K
$3.36M
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.67K+ 11127.27% |
$239K - $273K
|
3.71K
$303K
|
|
Nov 03, 2021
Q3 2021
|
Congress Park Capital LLC
|
BUY
|
- |
3.67K+ 22.4% |
$239K - $273K
|
20.1K
$1.64M
|
|
Nov 12, 2021
Q3 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
3.64K+ 15.8% |
$237K - $271K
|
26.7K
$2.18M
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.63K+ 11.74% |
$236K - $270K
|
34.6K
$2.83M
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.62KNew |
$236K - $269K
|
3.62K
$296K
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3.62K+ 4.51% |
$235K - $269K
|
83.8K
$6.85M
|