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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.86% |
$27.3 - $52.6
|
117
$9.53K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.6% |
$27.3 - $52.6
|
167
$13.6K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.06% |
$27.3 - $52.6
|
1.63K
$133K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 8.33% |
$27.3 - $52.6
|
11
$896
|
|
|
Oct 24, 2022
Q3 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-1- 0.01% |
$27.3 - $52.6
|
10.4K
$849K
|
|
|
Nov 14, 2022
Q3 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-1- 0.2% |
$27.3 - $52.6
|
500
$40.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-3- 0.07% |
$81.8 - $158
|
4.39K
$357K
|
|
|
Oct 07, 2022
Q3 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-5- 0.1% |
$136 - $263
|
4.99K
$406K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 0.59% |
$136 - $263
|
837
$68.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-7- 19.44% |
$191 - $368
|
29
$2.36K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-8- 3.59% |
$218 - $421
|
215
$17.5K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-10- 0.84% |
$273 - $526
|
1.18K
$95.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-10- 0.16% |
$273 - $526
|
6.36K
$518K
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-12- 0.17% |
$327 - $631
|
7.16K
$583K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-12- 92.31% |
$327 - $631
|
1
$81.4
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-13- 0.05% |
$354 - $684
|
27.3K
$2.23M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-14- 3.15% |
$382 - $736
|
431
$35.1K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-14- 33.33% |
$382 - $736
|
28
$2.28K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-15- 1.11% |
$409 - $789
|
1.34K
$109K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-15- 1.58% |
$409 - $789
|
937
$76.3K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-20- 3.53% |
$545 - $1.05K
|
546
$44.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-21- 0.25% |
$572 - $1.1K
|
8.37K
$681K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-22- 0.55% |
$600 - $1.16K
|
3.97K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-22- 0.26% |
$600 - $1.16K
|
8.48K
$690K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-30- 9.09% |
$818 - $1.58K
|
300
$24.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-33- 0.86% |
$899 - $1.74K
|
3.82K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-33- 22.6% |
$899 - $1.74K
|
113
$9.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-35- 1.06% |
$954 - $1.84K
|
3.26K
$266K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-35- 0.31% |
$954 - $1.84K
|
11.4K
$925K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-35- 1.06% |
$954 - $1.84K
|
3.26K
$266K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-36- 72.0% |
$981 - $1.89K
|
14
$1.14K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-39- 5.79% |
$1.06K - $2.05K
|
635
$51.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-40- 0.62% |
$1.09K - $2.1K
|
6.38K
$519K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-40Closed |
$1.09K - $2.1K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-45- 16.48% |
$1.23K - $2.37K
|
228
$18.6K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 2.62% |
$1.36K - $2.63K
|
1.86K
$151K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-51- 26.7% |
$1.39K - $2.68K
|
140
$11.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-52- 0.27% |
$1.42K - $2.73K
|
18.9K
$1.54M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-58- 0.94% |
$1.58K - $3.05K
|
6.08K
$495K
|
|
|
Oct 06, 2022
Q3 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-59- 0.65% |
$1.61K - $3.1K
|
8.97K
$731K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-60- 17.49% |
$1.64K - $3.16K
|
283
$23K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-70- 0.88% |
$1.91K - $3.68K
|
7.86K
$640K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-72- 1.45% |
$1.96K - $3.79K
|
4.89K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-72- 27.07% |
$1.96K - $3.79K
|
194
$15.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-76- 1.97% |
$2.07K - $4K
|
3.78K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-84- 1.17% |
$2.29K - $4.42K
|
7.12K
$580K
|
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-91- 0.22% |
$2.48K - $4.79K
|
41.5K
$3.38M
|