Purchases and Sales Made in Q3 2024 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q3 2024. 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 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
250New |
$14K - $16.9K
|
250
$16.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
249+ 0.45% |
$14K - $16.8K
|
55.9K
$3.61M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
246+ 4.76% |
$13.8K - $16.6K
|
5.42K
$350K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
236+ 63.61% |
$13.2K - $16K
|
607
$39.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
229New |
$12.8K - $15.5K
|
229
$14.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
226+ 1.83% |
$12.7K - $15.3K
|
12.6K
$814K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
225+ 2.0% |
$12.6K - $15.2K
|
11.5K
$740K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
225+ 70.53% |
$12.6K - $15.2K
|
544
$35.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
221+ 2.37% |
$12.4K - $14.9K
|
9.56K
$617K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
218+ 26.3% |
$12.2K - $14.7K
|
1.05K
$67.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
218+ 150.34% |
$12.2K - $14.7K
|
363
$23.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
217+ 3.61% |
$12.2K - $14.7K
|
6.23K
$402K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
215+ 1.52% |
$12.1K - $14.5K
|
14.4K
$928K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
213+ 4.66% |
$12K - $14.4K
|
4.79K
$309K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
211+ 3.07% |
$11.8K - $14.3K
|
7.09K
$458K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
210+ 1.87% |
$11.8K - $14.2K
|
11.5K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
210+ 6.47% |
$11.8K - $14.2K
|
3.46K
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
209New |
$11.7K - $14.1K
|
209
$13.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
205+ 0.94% |
$11.5K - $13.9K
|
21.9K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
205+ 1.05% |
$11.5K - $13.9K
|
19.7K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
203+ 1.88% |
$11.4K - $13.7K
|
11K
$708K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
200+ 0.58% |
$11.2K - $13.5K
|
34.5K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200+ 14.84% |
$11.2K - $13.5K
|
1.55K
$99.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
199+ 1.75% |
$11.2K - $13.5K
|
11.5K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
193+ 0.56% |
$10.8K - $13K
|
34.5K
$2.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
190+ 15.43% |
$10.7K - $12.8K
|
1.42K
$91.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
189+ 0.48% |
$10.6K - $12.8K
|
39.3K
$2.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
186New |
$10.4K - $12.6K
|
186
$12K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
183+ 0.84% |
$10.3K - $12.4K
|
21.9K
$1.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
182+ 0.45% |
$10.2K - $12.3K
|
40.8K
$2.63M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
182New |
$10.2K - $12.3K
|
182
$11.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
180+ 0.04% |
$10.1K - $12.2K
|
423K
$27.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
179+ 2.55% |
$10K - $12.1K
|
7.19K
$464K
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
176+ 4.64% |
$9.88K - $11.9K
|
3.97K
$256K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
175+ 0.26% |
$9.82K - $11.8K
|
67.2K
$4.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
175+ 9.34% |
$9.82K - $11.8K
|
2.05K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
175+ 2.36% |
$9.82K - $11.8K
|
7.59K
$490K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
173+ 1.39% |
$9.71K - $11.7K
|
12.6K
$812K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
170+ 7.1% |
$9.54K - $11.5K
|
2.56K
$166K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
166New |
$9.31K - $11.2K
|
166
$10.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
164+ 3.4% |
$9.2K - $11.1K
|
4.98K
$322K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
164New |
$9.2K - $11.1K
|
164
$10.6K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
164+ 20.07% |
$9.2K - $11.1K
|
981
$63.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
160+ 4.48% |
$8.98K - $10.8K
|
3.73K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
159+ 1.88% |
$8.92K - $10.7K
|
8.63K
$557K
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
157+ 0.17% |
$8.81K - $10.6K
|
91.5K
$5.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
155+ 1.52% |
$8.7K - $10.5K
|
10.4K
$669K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
154+ 2.78% |
$8.64K - $10.4K
|
5.7K
$368K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
149+ 3.11% |
$8.36K - $10.1K
|
4.94K
$319K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
146+ 0.05% |
$8.19K - $9.87K
|
271K
$17.5M
|