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 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
600+ 0.97% |
$24.1K - $28.7K
|
62.2K
$4.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
589+ 4.22% |
$23.7K - $28.2K
|
14.5K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
579+ 0.4% |
$23.3K - $27.7K
|
144K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
579+ 3.29% |
$23.3K - $27.7K
|
18.2K
$1.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
562+ 0.88% |
$22.6K - $26.9K
|
64.1K
$4.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
542+ 8.51% |
$21.8K - $26K
|
6.91K
$489K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
529+ 6.86% |
$21.3K - $25.3K
|
8.24K
$583K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
526+ 10.59% |
$21.2K - $25.2K
|
5.49K
$389K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
523+ 10.57% |
$21K - $25K
|
5.47K
$387K
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
500+ 1.65% |
$20.1K - $23.9K
|
30.8K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 3.8% |
$20.1K - $23.9K
|
13.7K
$966K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
499+ 8.9% |
$20.1K - $23.9K
|
6.11K
$432K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
481New |
$19.3K - $23K
|
481
$34K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
461New |
$18.5K - $22.1K
|
461
$32.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
460+ 0.69% |
$18.5K - $22K
|
67.3K
$4.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
451+ 39.25% |
$18.1K - $21.6K
|
1.6K
$113K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
450+ 70.31% |
$18.1K - $21.5K
|
1.09K
$77.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
440+ 0.08% |
$17.7K - $21.1K
|
540K
$38.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
431+ 0.85% |
$17.3K - $20.6K
|
51K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
430+ 9.43% |
$17.3K - $20.6K
|
4.99K
$353K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
429+ 115.01% |
$17.3K - $20.5K
|
802
$56.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
421+ 3.06% |
$16.9K - $20.2K
|
14.2K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
404+ 1.73% |
$16.2K - $19.3K
|
23.8K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
400+ 1.49% |
$16.1K - $19.2K
|
27.3K
$1.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
391+ 2.46% |
$15.7K - $18.7K
|
16.3K
$1.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
386+ 6.34% |
$15.5K - $18.5K
|
6.47K
$458K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
386+ 2.24% |
$15.5K - $18.5K
|
17.6K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
382+ 5.87% |
$15.4K - $18.3K
|
6.89K
$488K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
380+ 8.39% |
$15.3K - $18.2K
|
4.91K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
371+ 13.69% |
$14.9K - $17.8K
|
3.08K
$218K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
366+ 4.61% |
$14.7K - $17.5K
|
8.3K
$587K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
365+ 11.68% |
$14.7K - $17.5K
|
3.49K
$247K
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
354+ 7.05% |
$14.2K - $16.9K
|
5.37K
$380K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
344+ 3.32% |
$13.8K - $16.5K
|
10.7K
$757K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
340New |
$13.7K - $16.3K
|
340
$24.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
328+ 68.19% |
$13.2K - $15.7K
|
809
$57.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
328+ 8.7% |
$13.2K - $15.7K
|
4.1K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
305+ 4.69% |
$12.3K - $14.6K
|
6.81K
$481K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300+ 75.0% |
$12.1K - $14.4K
|
700
$49.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
296+ 17.32% |
$11.9K - $14.2K
|
2.01K
$142K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
292+ 4.36% |
$11.7K - $14K
|
6.99K
$495K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
290+ 73.79% |
$11.7K - $13.9K
|
683
$48.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
289+ 0.81% |
$11.6K - $13.8K
|
36.1K
$2.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
285+ 39.86% |
$11.5K - $13.6K
|
1K
$70.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
285+ 120.25% |
$11.5K - $13.6K
|
522
$36.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
283+ 0.23% |
$11.4K - $13.6K
|
126K
$8.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
275+ 1.89% |
$11.1K - $13.2K
|
14.8K
$1.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
258+ 3.58% |
$10.4K - $12.4K
|
7.47K
$529K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
255New |
$10.3K - $12.2K
|
255
$18K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
254+ 3.33% |
$10.2K - $12.2K
|
7.87K
$557K
|