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 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
356New |
$9.7K - $18.7K
|
356
$29.1K
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
355+ 3.67% |
$9.67K - $18.7K
|
10K
$819K
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
350+ 26.92% |
$9.54K - $18.4K
|
1.65K
$135K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
347+ 59.01% |
$9.46K - $18.2K
|
935
$76.4K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
339+ 5.08% |
$9.24K - $17.8K
|
7.01K
$573K
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
337+ 2.94% |
$9.18K - $17.7K
|
11.8K
$964K
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
329+ 4.57% |
$8.97K - $17.3K
|
7.53K
$615K
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
313+ 4.26% |
$8.53K - $16.5K
|
7.65K
$625K
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
311+ 5.33% |
$8.47K - $16.4K
|
6.15K
$502K
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.05% |
$8.18K - $15.8K
|
620K
$50.6M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
300+ 0.33% |
$8.18K - $15.8K
|
91.6K
$7.48M
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
292+ 11.57% |
$7.96K - $15.4K
|
2.82K
$230K
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
290+ 9.8% |
$7.9K - $15.3K
|
3.25K
$265K
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
284+ 1.37% |
$7.74K - $14.9K
|
21.1K
$1.72M
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
283+ 2.61% |
$7.71K - $14.9K
|
11.1K
$909K
|
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
280+ 0.5% |
$7.63K - $14.7K
|
56.5K
$4.62M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
277+ 3.53% |
$7.55K - $14.6K
|
8.11K
$663K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
271+ 40.75% |
$7.38K - $14.3K
|
936
$76.5K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
269+ 0.69% |
$7.33K - $14.1K
|
39.5K
$3.22M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
266+ 2.74% |
$7.25K - $14K
|
9.98K
$815K
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
255+ 4.72% |
$6.95K - $13.4K
|
5.66K
$462K
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
255+ 2.12% |
$6.95K - $13.4K
|
12.3K
$1M
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
- |
254+ 0.03% |
$6.92K - $13.4K
|
731K
$59.7M
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
253+ 4.23% |
$6.89K - $13.3K
|
6.24K
$510K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
253+ 0.84% |
$6.89K - $13.3K
|
30.4K
$2.48M
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
250+ 1.84% |
$6.81K - $13.1K
|
13.8K
$1.13M
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
240+ 90.57% |
$6.54K - $12.6K
|
505
$41.3K
|
|
Oct 24, 2022
Q3 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
235+ 0.18% |
$6.4K - $12.4K
|
128K
$10.4M
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
232+ 18.28% |
$6.32K - $12.2K
|
1.5K
$123K
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
228New |
$6.21K - $12K
|
228
$18.6K
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
BUY
|
- |
225+ 4.76% |
$6.13K - $11.8K
|
4.95K
$404K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
224+ 0.6% |
$6.1K - $11.8K
|
37.5K
$3.06M
|
|
Nov 14, 2022
Q3 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
224New |
$6.1K - $11.8K
|
224
$18.3K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
221+ 4.21% |
$6.02K - $11.6K
|
5.47K
$447K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
214+ 2.73% |
$5.83K - $11.3K
|
8.04K
$657K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
206+ 38.22% |
$5.61K - $10.8K
|
745
$60.9K
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
BUY
|
- |
206+ 3.64% |
$5.61K - $10.8K
|
5.86K
$479K
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
202+ 0.26% |
$5.5K - $10.6K
|
79.1K
$6.46M
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
200+ 4.17% |
$5.45K - $10.5K
|
5K
$408K
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
200+ 4.33% |
$5.45K - $10.5K
|
4.82K
$394K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
200+ 131.58% |
$5.45K - $10.5K
|
352
$28.8K
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
191+ 1.58% |
$5.2K - $10K
|
12.3K
$1.01M
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
188+ 4.9% |
$5.12K - $9.89K
|
4.03K
$329K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
185+ 3.1% |
$5.04K - $9.73K
|
6.15K
$502K
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
183New |
$4.99K - $9.62K
|
183
$14.9K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
179+ 0.9% |
$4.88K - $9.41K
|
20.1K
$1.64M
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
178+ 8.99% |
$4.85K - $9.36K
|
2.16K
$176K
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
175+ 1.95% |
$4.77K - $9.2K
|
9.14K
$747K
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
173+ 27.81% |
$4.71K - $9.1K
|
795
$64.9K
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
172+ 0.7% |
$4.69K - $9.05K
|
24.7K
$2.02M
|