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 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
68+ 1.27% |
$2.73K - $3.26K
|
5.41K
$373K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
67+ 0.45% |
$2.69K - $3.21K
|
14.8K
$1.02M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
64+ 3.85% |
$2.57K - $3.06K
|
1.73K
$119K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
60+ 1.05% |
$2.41K - $2.87K
|
5.78K
$398K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
60+ 200.0% |
$2.41K - $2.87K
|
90
$6.21K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
57+ 15.32% |
$2.29K - $2.73K
|
429
$29.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
56+ 36.13% |
$2.25K - $2.68K
|
211
$14.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
55+ 0.54% |
$2.21K - $2.63K
|
10.3K
$710K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
54+ 1.04% |
$2.17K - $2.59K
|
5.27K
$363K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
54New |
$2.17K - $2.59K
|
54
$3.72K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
52+ 0.7% |
$2.09K - $2.49K
|
7.46K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
50+ 0.37% |
$2.01K - $2.39K
|
13.6K
$940K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 0.46% |
$2.01K - $2.39K
|
11K
$761K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
49New |
$1.97K - $2.35K
|
49
$3.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
48+ 0.33% |
$1.93K - $2.3K
|
14.8K
$1.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
46New |
$1.85K - $2.2K
|
46
$3.17K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
44+ 0.85% |
$1.77K - $2.11K
|
5.24K
$361K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
44+ 5.99% |
$1.77K - $2.11K
|
779
$53.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43+ 7.14% |
$1.73K - $2.06K
|
645
$44.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
40New |
$1.61K - $1.92K
|
40
$2.76K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
40+ 0.34% |
$1.61K - $1.92K
|
11.7K
$804K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
40+ 0.5% |
$1.61K - $1.92K
|
7.99K
$551K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
38New |
$1.53K - $1.82K
|
38
$2.62K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
36New |
$1.45K - $1.72K
|
36
$2.48K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
35+ 0.3% |
$1.41K - $1.68K
|
11.6K
$797K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34+ 5.43% |
$1.37K - $1.63K
|
660
$45.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
33+ 3.19% |
$1.33K - $1.58K
|
1.07K
$73.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
32+ 0.07% |
$1.29K - $1.53K
|
47.5K
$3.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
31+ 0.15% |
$1.25K - $1.48K
|
20.9K
$1.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
30+ 1.31% |
$1.21K - $1.44K
|
2.32K
$160K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
29+ 0.24% |
$1.17K - $1.39K
|
12.1K
$835K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
28+ 1.76% |
$1.13K - $1.34K
|
1.62K
$111K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20New |
$804 - $958
|
20
$1.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19+ 0.16% |
$764 - $910
|
11.5K
$796K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 0.79% |
$764 - $910
|
2.41K
$166K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 1.13% |
$684 - $814
|
1.52K
$104K
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
15+ 0.29% |
$603 - $718
|
5.24K
$361K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
14+ 0.02% |
$563 - $670
|
93.3K
$6.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14New |
$563 - $670
|
14
$965
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
13+ 0.15% |
$523 - $622
|
8.69K
$599K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
13+ 0.14% |
$523 - $622
|
9.06K
$625K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10New |
$402 - $479
|
10
$690
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
8New |
$322 - $383
|
8
$552
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
BUY
|
- |
8+ 0.09% |
$322 - $383
|
9.01K
$622K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
7+ 1.33% |
$282 - $335
|
535
$36.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.12% |
$201 - $239
|
4.11K
$283K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.4% |
$161 - $192
|
996
$68.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4New |
$161 - $192
|
4
$276
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
2+ 0.03% |
$80.4 - $95.8
|
6.02K
$415K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.46% |
$80.4 - $95.8
|
437
$30.1K
|