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 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-70- 50.72% |
$2.82K - $3.35K
|
68
$4.69K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-79- 0.09% |
$3.18K - $3.78K
|
85.7K
$5.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-79- 9.08% |
$3.18K - $3.78K
|
791
$54.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-88- 2.41% |
$3.54K - $4.21K
|
3.56K
$245K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-92- 97.87% |
$3.7K - $4.4K
|
2
$138
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-94- 1.1% |
$3.78K - $4.5K
|
8.45K
$582K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-97- 1.18% |
$3.9K - $4.64K
|
8.1K
$558K
|
|
|
Oct 11, 2023
Q3 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-100- 0.02% |
$4.02K - $4.79K
|
521K
$35.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-101- 1.51% |
$4.06K - $4.84K
|
6.6K
$455K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-104- 7.01% |
$4.18K - $4.98K
|
1.38K
$95.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-105- 7.09% |
$4.22K - $5.03K
|
1.38K
$94.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-105- 0.75% |
$4.22K - $5.03K
|
13.9K
$958K
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-110- 0.33% |
$4.42K - $5.27K
|
33.1K
$2.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-112- 0.44% |
$4.5K - $5.36K
|
25.2K
$1.74M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-113- 31.04% |
$4.54K - $5.41K
|
251
$17.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-115- 0.19% |
$4.63K - $5.51K
|
61.7K
$4.25M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-115- 1.57% |
$4.63K - $5.51K
|
7.2K
$496K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-116- 1.41% |
$4.67K - $5.55K
|
8.13K
$560K
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-119- 2.32% |
$4.79K - $5.7K
|
5.01K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-119- 1.42% |
$4.79K - $5.7K
|
8.29K
$572K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-124- 1.59% |
$4.99K - $5.94K
|
7.69K
$530K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-125- 19.9% |
$5.03K - $5.99K
|
503
$34.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-126- 0.4% |
$5.07K - $6.03K
|
31K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-126- 1.18% |
$5.07K - $6.03K
|
10.5K
$727K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-127- 3.58% |
$5.11K - $6.08K
|
3.42K
$236K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-128- 2.18% |
$5.15K - $6.13K
|
5.74K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-132- 12.64% |
$5.31K - $6.32K
|
912
$62.9K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-132- 0.33% |
$5.31K - $6.32K
|
39.8K
$2.75M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-133- 21.01% |
$5.35K - $6.37K
|
500
$34.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-135- 0.56% |
$5.43K - $6.46K
|
24K
$1.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-141- 37.3% |
$5.67K - $6.75K
|
237
$16.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-141- 1.85% |
$5.67K - $6.75K
|
7.48K
$516K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-142- 1.92% |
$5.71K - $6.8K
|
7.26K
$500K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-155- 6.68% |
$6.23K - $7.42K
|
2.16K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-157- 2.38% |
$6.31K - $7.52K
|
6.45K
$445K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-160- 18.43% |
$6.44K - $7.66K
|
708
$48.8K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-165- 2.92% |
$6.64K - $7.9K
|
5.48K
$378K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-166- 5.08% |
$6.68K - $7.95K
|
3.1K
$214K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-170- 3.55% |
$6.84K - $8.14K
|
4.62K
$319K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-172- 3.39% |
$6.92K - $8.24K
|
4.91K
$338K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-174- 44.05% |
$7K - $8.33K
|
221
$15.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-177- 3.12% |
$7.12K - $8.47K
|
5.49K
$379K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-182- 2.3% |
$7.32K - $8.71K
|
7.73K
$533K
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-184- 3.3% |
$7.4K - $8.81K
|
5.39K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-185- 2.15% |
$7.44K - $8.86K
|
8.4K
$579K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-186- 6.32% |
$7.48K - $8.91K
|
2.76K
$190K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-192- 1.05% |
$7.72K - $9.19K
|
18.1K
$1.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-197- 1.87% |
$7.92K - $9.43K
|
10.4K
$714K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-197- 15.9% |
$7.92K - $9.43K
|
1.04K
$71.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-199- 98.03% |
$8K - $9.53K
|
4
$276
|