Purchases and Sales Made in Q4 2021 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
825+ 868.42% |
$48.1K - $59.8K
|
920
$64.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
817New |
$47.6K - $59.3K
|
817
$57.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
805+ 10.22% |
$46.9K - $58.4K
|
8.69K
$607K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
793+ 11.74% |
$46.2K - $57.5K
|
7.55K
$527K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
781+ 2.81% |
$45.5K - $56.6K
|
28.5K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
779+ 0.65% |
$45.4K - $56.5K
|
121K
$8.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
777+ 2.78% |
$45.3K - $56.4K
|
28.7K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
774+ 2.33% |
$45.1K - $56.1K
|
34K
$2.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
767+ 5.81% |
$44.7K - $55.6K
|
14K
$976K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
762+ 0.6% |
$44.4K - $55.3K
|
127K
$8.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
736+ 8.81% |
$42.9K - $53.4K
|
9.09K
$635K
|
|
|
Mar 21, 2022
Q4 2021
|
Humankind Investments LLC
|
BUY
|
- |
730+ 18.62% |
$42.5K - $52.9K
|
4.65K
$325K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
718New |
$41.8K - $52.1K
|
718
$50.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
709+ 4.76% |
$41.3K - $51.4K
|
15.6K
$1.09M
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
704+ 2.24% |
$41K - $51.1K
|
32.1K
$2.24M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
703+ 27.34% |
$41K - $51K
|
3.27K
$229K
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
702+ 124.03% |
$40.9K - $50.9K
|
1.27K
$88.6K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
700+ 24.26% |
$40.8K - $50.8K
|
3.59K
$250K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
693+ 2.25% |
$40.4K - $50.3K
|
31.4K
$2.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
690+ 2.24% |
$40.2K - $50K
|
31.4K
$2.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
688+ 15.32% |
$40.1K - $49.9K
|
5.18K
$362K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
687+ 5.57% |
$40K - $49.8K
|
13K
$909K
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
685+ 0.82% |
$39.9K - $49.7K
|
84.2K
$5.88M
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
682+ 22.71% |
$39.7K - $49.5K
|
3.69K
$257K
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
681+ 5.32% |
$39.7K - $49.4K
|
13.5K
$941K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
678+ 1.9% |
$39.5K - $49.2K
|
36.4K
$2.54M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
675+ 14.03% |
$39.3K - $49K
|
5.49K
$383K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
646+ 9.08% |
$37.6K - $46.9K
|
7.76K
$542K
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
631+ 4.9% |
$36.8K - $45.8K
|
13.5K
$944K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
620+ 12.72% |
$36.1K - $45K
|
5.5K
$384K
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
609+ 14.66% |
$35.5K - $44.2K
|
4.76K
$333K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
608+ 14.19% |
$35.4K - $44.1K
|
4.89K
$342K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
605New |
$35.3K - $43.9K
|
605
$42.3K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
605New |
$35.3K - $43.9K
|
605
$42.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
603+ 129.68% |
$35.1K - $43.7K
|
1.07K
$74.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
602+ 15.28% |
$35.1K - $43.7K
|
4.54K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
595New |
$34.7K - $43.2K
|
595
$41.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
586+ 9.4% |
$34.2K - $42.5K
|
6.82K
$476K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
583+ 6.3% |
$34K - $42.3K
|
9.83K
$687K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
581New |
$33.9K - $42.1K
|
581
$40.6K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
577+ 5.14% |
$33.6K - $41.8K
|
11.8K
$824K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
577New |
$33.6K - $41.8K
|
577
$40.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
563+ 8.73% |
$32.8K - $40.8K
|
7.01K
$490K
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
556+ 4.4% |
$32.4K - $40.3K
|
13.2K
$921K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
553+ 0.36% |
$32.2K - $40.1K
|
155K
$10.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
550+ 5.62% |
$32.1K - $39.9K
|
10.3K
$721K
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
549+ 1.97% |
$32K - $39.8K
|
28.4K
$1.99M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
547+ 2.72% |
$31.9K - $39.7K
|
20.6K
$1.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
547+ 1.21% |
$31.9K - $39.7K
|
45.8K
$3.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
535+ 2.09% |
$31.2K - $38.8K
|
26.2K
$1.83M
|