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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
57+ 0.82% |
$3.2K - $3.85K
|
7.02K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54+ 0.06% |
$3.03K - $3.65K
|
87.8K
$6.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
52New |
$2.92K - $3.52K
|
52
$3.74K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
51+ 2.34% |
$2.86K - $3.45K
|
2.23K
$160K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
48+ 1.02% |
$2.69K - $3.25K
|
4.73K
$340K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
46+ 0.31% |
$2.58K - $3.11K
|
15.1K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
43+ 113.16% |
$2.41K - $2.91K
|
81
$5.83K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
42+ 0.5% |
$2.36K - $2.84K
|
8.41K
$605K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
41+ 0.98% |
$2.3K - $2.77K
|
4.23K
$304K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
38+ 1.08% |
$2.13K - $2.57K
|
3.57K
$257K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
37+ 1.12% |
$2.08K - $2.5K
|
3.33K
$239K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
37+ 0.55% |
$2.08K - $2.5K
|
6.77K
$487K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
37+ 0.92% |
$2.08K - $2.5K
|
4.05K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
37+ 0.63% |
$2.08K - $2.5K
|
5.94K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
37+ 0.74% |
$2.08K - $2.5K
|
5.01K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
37+ 15.95% |
$2.08K - $2.5K
|
269
$19.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.73% |
$1.96K - $2.37K
|
4.85K
$349K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
35+ 1.03% |
$1.96K - $2.37K
|
3.43K
$246K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
32+ 11.94% |
$1.8K - $2.16K
|
300
$21.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
32New |
$1.8K - $2.16K
|
32
$2.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
31+ 0.53% |
$1.74K - $2.1K
|
5.9K
$424K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
30+ 3.88% |
$1.68K - $2.03K
|
804
$57.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
30+ 0.49% |
$1.68K - $2.03K
|
6.11K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
30+ 0.77% |
$1.68K - $2.03K
|
3.94K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
29+ 0.72% |
$1.63K - $1.96K
|
4.04K
$291K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
28+ 0.46% |
$1.57K - $1.89K
|
6.13K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
28+ 0.56% |
$1.57K - $1.89K
|
5K
$360K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
27+ 0.77% |
$1.51K - $1.83K
|
3.52K
$253K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
25+ 0.06% |
$1.4K - $1.69K
|
40.9K
$2.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
23+ 0.32% |
$1.29K - $1.56K
|
7.29K
$524K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
22+ 0.05% |
$1.23K - $1.49K
|
40K
$2.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
21+ 0.44% |
$1.18K - $1.42K
|
4.81K
$346K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21+ 0.28% |
$1.18K - $1.42K
|
7.59K
$546K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$1.12K - $1.35K
|
20
$1.44K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
19+ 0.22% |
$1.07K - $1.28K
|
8.52K
$613K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
19+ 0.42% |
$1.07K - $1.28K
|
4.55K
$328K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
19+ 0.27% |
$1.07K - $1.28K
|
7.08K
$509K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
16+ 0.49% |
$898 - $1.08K
|
3.28K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
16+ 0.49% |
$898 - $1.08K
|
3.29K
$237K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
16+ 0.81% |
$898 - $1.08K
|
1.99K
$143K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 10.42% |
$842 - $1.01K
|
159
$11.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
15New |
$842 - $1.01K
|
15
$1.08K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
15+ 300.0% |
$842 - $1.01K
|
20
$1.44K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
13+ 0.38% |
$729 - $879
|
3.43K
$247K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
13+ 0.04% |
$729 - $879
|
30.9K
$2.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 0.32% |
$673 - $811
|
3.71K
$267K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
12New |
$673 - $811
|
12
$864
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
12+ 0.07% |
$673 - $811
|
16.5K
$1.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 0.93% |
$561 - $676
|
1.09K
$78.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10+ 0.16% |
$561 - $676
|
6.08K
$437K
|