Purchases and Sales Made in Q3 2023 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q3 2023. 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, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1.22K+ 1.11% |
$49.2K - $58.6K
|
112K
$7.92M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.22K+ 0.82% |
$49.2K - $58.6K
|
150K
$10.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.22K+ 13.51% |
$49K - $58.4K
|
10.2K
$725K
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
BUY
|
- |
1.21K+ 0.94% |
$48.5K - $57.7K
|
129K
$9.14M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.17K+ 2.22% |
$46.9K - $55.8K
|
53.6K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.13K+ 25.08% |
$45.4K - $54.1K
|
5.63K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.11K+ 2.44% |
$44.8K - $53.3K
|
46.8K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.09K+ 22.35% |
$44K - $52.4K
|
5.99K
$424K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.09K+ 7.23% |
$43.8K - $52.2K
|
16.2K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.08K+ 7.83% |
$43.6K - $51.9K
|
14.9K
$1.06M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.07KNew |
$42.8K - $51K
|
1.07K
$75.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.04K+ 13.81% |
$41.7K - $49.7K
|
8.55K
$605K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 8.19% |
$40.3K - $47.9K
|
13.2K
$935K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1K+ 18.11% |
$40.2K - $47.9K
|
6.52K
$461K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
985+ 21.34% |
$39.6K - $47.2K
|
5.6K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
972+ 15.39% |
$39.1K - $46.5K
|
7.29K
$515K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
938+ 16.18% |
$37.7K - $44.9K
|
6.74K
$477K
|
|
|
Oct 27, 2023
Q3 2023
|
Australian Super Pty LTD
|
BUY
|
- |
937+ 5.19% |
$37.7K - $44.9K
|
19K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
934+ 8.11% |
$37.6K - $44.7K
|
12.5K
$881K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
928+ 2.18% |
$37.3K - $44.4K
|
43.6K
$3.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
900+ 1.97% |
$36.2K - $43.1K
|
46.7K
$3.3M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
893+ 0.54% |
$35.9K - $42.8K
|
165K
$11.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
892New |
$35.9K - $42.7K
|
892
$63.1K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
877+ 3.81% |
$35.3K - $42K
|
23.9K
$1.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
869+ 14.66% |
$35K - $41.6K
|
6.8K
$481K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
866+ 12.36% |
$34.8K - $41.5K
|
7.87K
$557K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
BUY
|
- |
866+ 3.6% |
$34.8K - $41.5K
|
24.9K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
859+ 41.76% |
$34.5K - $41.1K
|
2.92K
$206K
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
857+ 0.13% |
$34.5K - $41K
|
648K
$45.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
852+ 8.04% |
$34.3K - $40.8K
|
11.4K
$810K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
836+ 72.7% |
$33.6K - $40K
|
1.99K
$141K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
834+ 9.73% |
$33.5K - $39.9K
|
9.4K
$665K
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
821+ 18.34% |
$33K - $39.3K
|
5.3K
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
800+ 0.24% |
$32.2K - $38.3K
|
335K
$23.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
764+ 7.86% |
$30.7K - $36.6K
|
10.5K
$742K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
751+ 573.28% |
$30.2K - $36K
|
882
$62.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
738+ 15.3% |
$29.7K - $35.3K
|
5.56K
$393K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
722+ 1.75% |
$29K - $34.6K
|
42K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
709+ 15.84% |
$28.5K - $33.9K
|
5.18K
$367K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
701+ 467.33% |
$28.2K - $33.6K
|
851
$60.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
700+ 11.35% |
$28.2K - $33.5K
|
6.87K
$486K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
699+ 0.29% |
$28.1K - $33.5K
|
244K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
689+ 5.21% |
$27.7K - $33K
|
13.9K
$984K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
659+ 6.68% |
$26.5K - $31.6K
|
10.5K
$744K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
629+ 8.15% |
$25.3K - $30.1K
|
8.35K
$591K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
621+ 11.88% |
$25K - $29.7K
|
5.85K
$414K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
621+ 2.95% |
$25K - $29.7K
|
21.7K
$1.53M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
604+ 2.95% |
$24.3K - $28.9K
|
21.1K
$1.49M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
601New |
$24.2K - $28.8K
|
601
$42.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
601+ 1.02% |
$24.2K - $28.8K
|
59.8K
$4.23M
|