Purchases and Sales Made in Q4 2022 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q4 2022. 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 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 2.86% |
$4.03K - $5.02K
|
3.6K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
98+ 350.0% |
$3.95K - $4.92K
|
126
$8.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
96+ 0.37% |
$3.87K - $4.82K
|
26.2K
$1.83M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
96+ 208.7% |
$3.87K - $4.82K
|
142
$9.92K
|
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
BUY
|
- |
95+ 0.11% |
$3.83K - $4.77K
|
87.6K
$6.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
94+ 1.38% |
$3.79K - $4.72K
|
6.92K
$483K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
92+ 0.19% |
$3.71K - $4.62K
|
48.2K
$3.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
88+ 0.37% |
$3.55K - $4.42K
|
24K
$1.68M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
83New |
$3.34K - $4.17K
|
83
$5.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
76+ 1.03% |
$3.06K - $3.81K
|
7.43K
$519K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
73New |
$2.94K - $3.66K
|
73
$5.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
69New |
$2.78K - $3.46K
|
69
$4.82K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
68New |
$2.74K - $3.41K
|
68
$4.75K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
68New |
$2.74K - $3.41K
|
68
$4.75K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
61+ 1.45% |
$2.46K - $3.06K
|
4.27K
$298K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
60+ 0.25% |
$2.42K - $3.01K
|
23.6K
$1.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
60+ 1.01% |
$2.42K - $3.01K
|
5.99K
$418K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
60+ 0.04% |
$2.42K - $3.01K
|
153K
$10.7M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
56+ 39.44% |
$2.26K - $2.81K
|
198
$13.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
53+ 0.19% |
$2.14K - $2.66K
|
27.3K
$1.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
53+ 0.75% |
$2.14K - $2.66K
|
7.08K
$495K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
51New |
$2.06K - $2.56K
|
51
$3.56K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
50+ 0.43% |
$2.01K - $2.51K
|
11.6K
$809K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
47+ 0.49% |
$1.89K - $2.36K
|
9.6K
$670K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$1.77K - $2.21K
|
44
$3.07K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
42+ 20.49% |
$1.69K - $2.11K
|
247
$17.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
40+ 27.03% |
$1.61K - $2.01K
|
188
$13.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
39+ 15.73% |
$1.57K - $1.96K
|
287
$20K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
38New |
$1.53K - $1.91K
|
38
$2.65K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
35+ 2.12% |
$1.41K - $1.76K
|
1.68K
$118K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
30New |
$1.21K - $1.51K
|
30
$2.1K
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
28+ 0.54% |
$1.13K - $1.41K
|
5.19K
$363K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
28New |
$1.13K - $1.41K
|
28
$1.96K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
27New |
$1.09K - $1.36K
|
27
$1.89K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
26+ 0.36% |
$1.05K - $1.3K
|
7.18K
$502K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25+ 0.49% |
$1.01K - $1.25K
|
5.11K
$357K
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
25+ 3.27% |
$1.01K - $1.25K
|
790
$55.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
25+ 2.22% |
$1.01K - $1.25K
|
1.15K
$80.3K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
24New |
$967 - $1.2K
|
24
$1.68K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21+ 0.45% |
$846 - $1.05K
|
4.74K
$331K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$846 - $1.05K
|
21
$1.47K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19+ 16.24% |
$766 - $954
|
136
$9.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
16New |
$645 - $803
|
16
$1.12K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
15+ 15.0% |
$605 - $753
|
115
$8.03K
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
10+ 0.12% |
$403 - $502
|
8.67K
$605K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$403 - $502
|
9.4K
$656K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
9+ 0.11% |
$363 - $452
|
8.49K
$593K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
9+ 0.0% |
$363 - $452
|
412K
$28.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
8New |
$322 - $402
|
8
$559
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7+ 0.54% |
$282 - $351
|
1.31K
$91.5K
|