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 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-181- 0.3% |
$7.29K - $9.08K
|
60.6K
$4.25M
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-183Closed |
$7.37K - $9.18K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-193- 12.36% |
$7.78K - $9.69K
|
1.37K
$96K
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-193- 1.1% |
$7.78K - $9.69K
|
17.4K
$1.22M
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-200- 2.68% |
$8.06K - $10K
|
7.25K
$509K
|
|
Jan 23, 2023
Q4 2022
|
Mount Vernon Associates Inc
|
SELL
|
- |
-200- 1.5% |
$8.06K - $10K
|
13.2K
$923K
|
|
Feb 09, 2023
Q4 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-200- 0.75% |
$8.06K - $10K
|
26.5K
$1.86M
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-209- 2.97% |
$8.42K - $10.5K
|
6.84K
$480K
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-212- 2.3% |
$8.54K - $10.6K
|
9K
$632K
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-212- 4.53% |
$8.54K - $10.6K
|
4.47K
$314K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-216- 0.9% |
$8.7K - $10.8K
|
23.7K
$1.66M
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-220- 10.33% |
$8.87K - $11K
|
1.91K
$134K
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-225- 4.54% |
$9.07K - $11.3K
|
4.73K
$332K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-228- 5.97% |
$9.19K - $11.4K
|
3.59K
$252K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-233- 0.88% |
$9.39K - $11.7K
|
26.2K
$1.84M
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-234- 3.01% |
$9.43K - $11.7K
|
7.55K
$530K
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-234- 4.21% |
$9.43K - $11.7K
|
5.32K
$373K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-235- 53.53% |
$9.47K - $11.8K
|
204
$14.3K
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-240- 1.84% |
$9.67K - $12K
|
12.8K
$900K
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-242- 4.05% |
$9.75K - $12.1K
|
5.74K
$403K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-245- 18.3% |
$9.87K - $12.3K
|
1.09K
$76.8K
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-245- 3.88% |
$9.87K - $12.3K
|
6.07K
$426K
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-250- 0.03% |
$10.1K - $12.5K
|
868K
$60.9M
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 33.47% |
$10.1K - $12.5K
|
497
$34.9K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-257- 29.04% |
$10.4K - $12.9K
|
628
$44.1K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-258- 3.52% |
$10.4K - $12.9K
|
7.07K
$496K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-259- 29.3% |
$10.4K - $13K
|
625
$43.9K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-267- 6.07% |
$10.8K - $13.4K
|
4.13K
$290K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-278- 2.45% |
$11.2K - $14K
|
11.1K
$778K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-292- 34.89% |
$11.8K - $14.7K
|
545
$38.2K
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-292- 4.24% |
$11.8K - $14.7K
|
6.59K
$463K
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-298- 4.78% |
$12K - $15K
|
5.94K
$417K
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-300- 14.78% |
$12.1K - $15.1K
|
1.73K
$121K
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-300- 1.21% |
$12.1K - $15.1K
|
24.5K
$1.72M
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-308- 9.44% |
$12.4K - $15.5K
|
2.95K
$207K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-308- 9.44% |
$12.4K - $15.5K
|
2.95K
$207K
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-311- 0.48% |
$12.5K - $15.6K
|
64.3K
$4.51M
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-313- 2.58% |
$12.6K - $15.7K
|
11.8K
$830K
|
|
Jan 27, 2023
Q4 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-325- 0.57% |
$13.1K - $16.3K
|
57K
$4M
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-325- 62.5% |
$13.1K - $16.3K
|
195
$13.7K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-325- 34.72% |
$13.1K - $16.3K
|
611
$42.9K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-327- 3.88% |
$13.2K - $16.4K
|
8.1K
$568K
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-328- 0.91% |
$13.2K - $16.5K
|
35.8K
$2.51M
|
|
Feb 02, 2023
Q4 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-331- 0.68% |
$13.3K - $16.6K
|
48.4K
$3.4M
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-336- 1.27% |
$13.5K - $16.9K
|
26.2K
$1.84M
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-338- 2.92% |
$13.6K - $17K
|
11.2K
$787K
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-341- 36.39% |
$13.7K - $17.1K
|
596
$41.8K
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-343- 5.15% |
$13.8K - $17.2K
|
6.32K
$443K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-348- 2.94% |
$14K - $17.5K
|
11.5K
$806K
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-350- 5.19% |
$14.1K - $17.6K
|
6.4K
$449K
|