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 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.79% |
$282 - $351
|
890
$62.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7+ 0.17% |
$282 - $351
|
4.03K
$283K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.41% |
$242 - $301
|
1.49K
$104K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
6+ 1.05% |
$242 - $301
|
576
$40.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5+ 0.98% |
$202 - $251
|
517
$36.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
5New |
$202 - $251
|
5
$351
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.09% |
$202 - $251
|
5.62K
$395K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.13% |
$161 - $201
|
2.98K
$209K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 14.29% |
$161 - $201
|
32
$2.25K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
3+ 0.68% |
$121 - $151
|
447
$31.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$80.6 - $100
|
7.12K
$500K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$80.6 - $100
|
5.38K
$378K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.78% |
$40.3 - $50.2
|
130
$9.12K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.25% |
$40.3 - $50.2
|
81
$5.68K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.01% |
$40.3 - $50.2
|
7.52K
$528K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 20.0% |
$40.3 - $50.2
|
6
$421
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 9.09% |
$40.3 - $50.2
|
12
$842
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 2.17% |
$40.3 - $50.2
|
47
$3.3K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.13% |
$40.3 - $50.2
|
796
$55.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3- 0.01% |
$121 - $151
|
26.4K
$1.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-4- 0.03% |
$161 - $201
|
15.4K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-4- 0.03% |
$161 - $201
|
12K
$841K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-7- 0.19% |
$282 - $351
|
3.78K
$265K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 0.67% |
$282 - $351
|
1.03K
$72.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-10- 1.96% |
$403 - $502
|
500
$35.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-11- 0.38% |
$443 - $552
|
2.88K
$202K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-12- 92.31% |
$484 - $602
|
1
$70.2
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-13- 4.96% |
$524 - $652
|
249
$17.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-18- 3.98% |
$725 - $903
|
434
$30.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-19- 0.21% |
$766 - $954
|
9K
$631K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21- 0.43% |
$846 - $1.05K
|
4.91K
$345K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-24- 0.38% |
$967 - $1.2K
|
6.25K
$439K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-29- 0.56% |
$1.17K - $1.46K
|
5.12K
$359K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-30- 10.0% |
$1.21K - $1.51K
|
270
$18.9K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-31- 0.26% |
$1.25K - $1.56K
|
11.9K
$834K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-31- 1.93% |
$1.25K - $1.56K
|
1.58K
$111K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-32- 0.62% |
$1.29K - $1.61K
|
5.1K
$358K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-32- 14.04% |
$1.29K - $1.61K
|
196
$13.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-34- 2.39% |
$1.37K - $1.71K
|
1.39K
$97.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-34- 0.33% |
$1.37K - $1.71K
|
10.2K
$712K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-36- 0.75% |
$1.45K - $1.81K
|
4.77K
$334K
|
|
|
Feb 10, 2023
Q4 2022
|
Lewis Capital Management, LLC
|
SELL
|
- |
-40- 0.69% |
$1.61K - $2.01K
|
5.78K
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-41- 0.51% |
$1.65K - $2.06K
|
7.98K
$560K
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-43- 0.59% |
$1.73K - $2.16K
|
7.21K
$506K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-43- 0.2% |
$1.73K - $2.16K
|
21K
$1.48M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-45- 1.02% |
$1.81K - $2.26K
|
4.37K
$307K
|