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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.44% |
$80.4 - $95.8
|
141
$9.72K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.96% |
$80.4 - $95.8
|
211
$14.5K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2+ 40.0% |
$80.4 - $95.8
|
7
$483
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.85% |
$80.4 - $95.8
|
238
$16.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1New |
$40.2 - $47.9
|
1
$69
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.08% |
$40.2 - $47.9
|
1.19K
$81.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.5% |
$40.2 - $47.9
|
41
$2.83K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.2% |
$40.2 - $47.9
|
84
$5.79K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.0% |
$40.2 - $47.9
|
41.9K
$2.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.93% |
$40.2 - $47.9
|
108
$7.45K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1+ 0.43% |
$40.2 - $47.9
|
232
$16K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.28% |
$40.2 - $47.9
|
364
$25.1K
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$40.2 - $47.9
|
6.26K
$431K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.71% |
$40.2 - $47.9
|
141
$9.72K
|
|
|
Dec 06, 2023
Q3 2023
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2- 0.46% |
$80.4 - $95.8
|
429
$29.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6- 0.22% |
$241 - $287
|
2.76K
$190K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-8- 0.12% |
$322 - $383
|
6.92K
$477K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8- 2.17% |
$322 - $383
|
361
$24.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-10- 2.92% |
$402 - $479
|
332
$22.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-13- 3.89% |
$523 - $622
|
321
$22.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-15- 8.82% |
$603 - $718
|
155
$10.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16- 0.42% |
$644 - $766
|
3.83K
$264K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-18- 0.63% |
$724 - $862
|
2.86K
$197K
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-18- 0.07% |
$724 - $862
|
24K
$1.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-19- 5.9% |
$764 - $910
|
303
$20.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-22- 9.36% |
$885 - $1.05K
|
213
$14.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-24- 0.65% |
$965 - $1.15K
|
3.68K
$254K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-24- 0.57% |
$965 - $1.15K
|
4.21K
$290K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-27- 26.47% |
$1.09K - $1.29K
|
75
$5.17K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-29- 51.79% |
$1.17K - $1.39K
|
27
$1.86K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-31- 0.16% |
$1.25K - $1.48K
|
19.7K
$1.35M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-33- 15.28% |
$1.33K - $1.58K
|
183
$12.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-34- 5.95% |
$1.37K - $1.63K
|
537
$37K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-36- 51.43% |
$1.45K - $1.72K
|
34
$2.34K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-36- 2.19% |
$1.45K - $1.72K
|
1.61K
$111K
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-40- 0.38% |
$1.61K - $1.92K
|
10.5K
$725K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-46Closed |
$1.85K - $2.2K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-48- 0.2% |
$1.93K - $2.3K
|
23.7K
$1.63M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-50- 0.67% |
$2.01K - $2.39K
|
7.43K
$512K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-50- 1.53% |
$2.01K - $2.39K
|
3.22K
$222K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-52- 6.8% |
$2.09K - $2.49K
|
713
$49.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-58- 0.87% |
$2.33K - $2.78K
|
6.59K
$455K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-59- 3.82% |
$2.37K - $2.82K
|
1.49K
$103K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-61- 4.4% |
$2.45K - $2.92K
|
1.33K
$91.4K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-63- 0.63% |
$2.53K - $3.02K
|
9.95K
$686K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-66- 1.17% |
$2.65K - $3.16K
|
5.57K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66- 0.88% |
$2.65K - $3.16K
|
7.47K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-68- 10.41% |
$2.73K - $3.26K
|
585
$40.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-70- 0.79% |
$2.82K - $3.35K
|
8.74K
$602K
|