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 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.72K+ 70.18% |
$377K - $455K
|
16.3K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.71KNew |
$376K - $453K
|
6.71K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
6.58KNew |
$369K - $445K
|
6.58K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.57KNew |
$368K - $444K
|
6.57K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
6.48K+ 2.46% |
$364K - $438K
|
270K
$19.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.48K+ 338.73% |
$364K - $438K
|
8.39K
$608K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.36KNew |
$357K - $430K
|
6.36K
$461K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.33K+ 86.94% |
$355K - $428K
|
13.6K
$986K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.31K+ 60.22% |
$354K - $427K
|
16.8K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.28K+ 4.64% |
$353K - $425K
|
142K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.28K+ 5.0% |
$352K - $425K
|
132K
$9.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
6.18K+ 124.29% |
$347K - $418K
|
11.1K
$808K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.99K+ 24.06% |
$336K - $405K
|
30.9K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
5.94K+ 4.38% |
$334K - $402K
|
142K
$10.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.94K+ 12.57% |
$333K - $402K
|
53.2K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
5.91K+ 22.08% |
$331K - $399K
|
32.7K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.82K+ 94.75% |
$326K - $393K
|
12K
$867K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.82K+ 119.4% |
$326K - $393K
|
10.7K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.76K+ 36.56% |
$323K - $390K
|
21.5K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
5.6K+ 2.41% |
$314K - $379K
|
238K
$17.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.53K+ 34.0% |
$310K - $374K
|
21.8K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.51K+ 5.55% |
$309K - $372K
|
105K
$7.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.5K+ 77.2% |
$309K - $372K
|
12.6K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.49KNew |
$308K - $371K
|
5.49K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
5.39K+ 3.98% |
$302K - $364K
|
141K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
5.36KNew |
$301K - $363K
|
5.36K
$389K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
5.31K+ 15.47% |
$298K - $359K
|
39.6K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.3K+ 1.44% |
$298K - $359K
|
373K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.29K+ 41.88% |
$297K - $357K
|
17.9K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.27K+ 70.32% |
$296K - $357K
|
12.8K
$926K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5.27K+ 7.49% |
$296K - $356K
|
75.6K
$5.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5.25K+ 15.18% |
$295K - $355K
|
39.8K
$2.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
5.18K+ 2.64% |
$290K - $350K
|
201K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.16K+ 15.48% |
$290K - $349K
|
38.5K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
5.14K+ 17.3% |
$288K - $348K
|
34.9K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
5.04KNew |
$283K - $341K
|
5.04K
$366K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.93K+ 109.49% |
$277K - $333K
|
9.43K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4.86K+ 6.62% |
$273K - $329K
|
78.3K
$5.68M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.8K+ 44.1% |
$269K - $325K
|
15.7K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
4.77K+ 9.38% |
$268K - $322K
|
55.6K
$4.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4.75KNew |
$266K - $321K
|
4.75K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.73KNew |
$265K - $320K
|
4.73K
$343K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.66K+ 13.52% |
$261K - $315K
|
39.1K
$2.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.65K+ 11.6% |
$261K - $315K
|
44.8K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.63K+ 15.45% |
$260K - $313K
|
34.6K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.59K+ 115.51% |
$258K - $311K
|
8.57K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4.48K+ 8.85% |
$252K - $303K
|
55.1K
$4M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.47KNew |
$251K - $302K
|
4.47K
$324K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
4.44K+ 16.59% |
$249K - $300K
|
31.2K
$2.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
4.41K+ 14.93% |
$247K - $298K
|
33.9K
$2.46M
|