Purchases and Sales Made in Q3 2022 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q3 2022. 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 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
650+ 5.65% |
$17.7K - $34.2K
|
12.1K
$992K
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
633+ 12.27% |
$17.2K - $33.3K
|
5.79K
$473K
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
625+ 1.87% |
$17K - $32.9K
|
34.1K
$2.79M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
618+ 0.78% |
$16.8K - $32.5K
|
79.8K
$6.52M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
612+ 4.37% |
$16.7K - $32.2K
|
14.6K
$1.19M
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
601+ 12.18% |
$16.4K - $31.6K
|
5.54K
$452K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
600New |
$16.4K - $31.6K
|
600
$49K
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
600+ 3.12% |
$16.4K - $31.6K
|
19.8K
$1.62M
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
590New |
$16.1K - $31K
|
590
$48.2K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
588+ 5.7% |
$16K - $30.9K
|
10.9K
$891K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
566+ 1.09% |
$15.4K - $29.8K
|
52.4K
$4.28M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
562+ 7.26% |
$15.3K - $29.6K
|
8.3K
$678K
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
549+ 3.88% |
$15K - $28.9K
|
14.7K
$1.2M
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
545+ 58.23% |
$14.9K - $28.7K
|
1.48K
$121K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
537+ 0.19% |
$14.6K - $28.2K
|
283K
$23.1M
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
535New |
$14.6K - $28.1K
|
535
$43.7K
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
523+ 3.88% |
$14.3K - $27.5K
|
14K
$1.14M
|
|
Nov 02, 2022
Q3 2022
|
Salzhauer Michael
|
BUY
|
- |
518+ 1.02% |
$14.1K - $27.2K
|
51.3K
$4.19M
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
501+ 3.88% |
$13.7K - $26.3K
|
13.4K
$1.1M
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
500+ 22.63% |
$13.6K - $26.3K
|
2.71K
$221K
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
500+ 2.77% |
$13.6K - $26.3K
|
18.6K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
500+ 5.34% |
$13.6K - $26.3K
|
9.86K
$806K
|
|
Nov 08, 2022
Q3 2022
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
478+ 0.84% |
$13K - $25.1K
|
57.3K
$4.68M
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
470+ 3.8% |
$12.8K - $24.7K
|
12.8K
$1.05M
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
470+ 0.1% |
$12.8K - $24.7K
|
449K
$36.6M
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
468+ 9.42% |
$12.8K - $24.6K
|
5.44K
$444K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
462+ 6.71% |
$12.6K - $24.3K
|
7.35K
$600K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
452+ 5.67% |
$12.3K - $23.8K
|
8.43K
$688K
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
436+ 6.15% |
$11.9K - $22.9K
|
7.52K
$614K
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
425+ 3.56% |
$11.6K - $22.4K
|
12.4K
$1.01M
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
424+ 9.41% |
$11.6K - $22.3K
|
4.93K
$403K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
424+ 0.64% |
$11.6K - $22.3K
|
66.3K
$5.41M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
422+ 4.83% |
$11.5K - $22.2K
|
9.16K
$749K
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
420+ 4.38% |
$11.4K - $22.1K
|
10K
$819K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
417+ 10.93% |
$11.4K - $21.9K
|
4.23K
$346K
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
413+ 2.7% |
$11.3K - $21.7K
|
15.7K
$1.28M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
408+ 3.8% |
$11.1K - $21.5K
|
11.2K
$911K
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
405+ 0.26% |
$11K - $21.3K
|
158K
$12.9M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
404+ 8.12% |
$11K - $21.2K
|
5.38K
$439K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
400+ 96.62% |
$10.9K - $21K
|
814
$66.5K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
400New |
$10.9K - $21K
|
400
$32.7K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
399+ 8.61% |
$10.9K - $21K
|
5.03K
$411K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
396+ 0.6% |
$10.8K - $20.8K
|
66.8K
$5.46M
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
393+ 0.77% |
$10.7K - $20.7K
|
51.5K
$4.21M
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
377+ 0.62% |
$10.3K - $19.8K
|
61.2K
$5M
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
371+ 1.85% |
$10.1K - $19.5K
|
20.4K
$1.67M
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
371+ 9.66% |
$10.1K - $19.5K
|
4.21K
$344K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
366+ 5.9% |
$9.97K - $19.2K
|
6.57K
$536K
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
BUY
|
- |
359+ 0.05% |
$9.78K - $18.9K
|
663K
$54.1M
|
|
Nov 14, 2022
Q3 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
357+ 1.78% |
$9.73K - $18.8K
|
20.4K
$1.67M
|