Purchases and Sales Made in Q4 2023 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q4 2023. 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 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.1KNew |
$157K - $211K
|
4.1K
$286K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.09KNew |
$157K - $211K
|
4.09K
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
4.07KNew |
$156K - $210K
|
4.07K
$284K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.07K+ 21.07% |
$156K - $210K
|
23.4K
$1.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
4.07KNew |
$156K - $210K
|
4.07K
$284K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.05K+ 17.04% |
$155K - $209K
|
27.8K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.04KNew |
$155K - $208K
|
4.04K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.03KNew |
$154K - $208K
|
4.03K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.03KNew |
$154K - $208K
|
4.03K
$281K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.02K+ 1887.79% |
$154K - $207K
|
4.23K
$295K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.01KNew |
$153K - $207K
|
4.01K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Diker Management LLC
New York, NY |
BUY
|
- |
4KNew |
$153K - $206K
|
4K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
4K+ 6.21% |
$153K - $206K
|
68.4K
$4.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
3.99KNew |
$153K - $206K
|
3.99K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.98KNew |
$152K - $205K
|
3.98K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
3.98KNew |
$152K - $205K
|
3.98K
$278K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
3.96KNew |
$151K - $204K
|
3.96K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.95KNew |
$151K - $203K
|
3.95K
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.92KNew |
$150K - $202K
|
3.92K
$274K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.92KNew |
$150K - $202K
|
3.92K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
3.9KNew |
$149K - $201K
|
3.9K
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.87K+ 636.9% |
$148K - $199K
|
4.47K
$312K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
3.86K+ 13.94% |
$147K - $199K
|
31.5K
$2.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.83K+ 56.93% |
$147K - $198K
|
10.6K
$737K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3.81K+ 2.55% |
$146K - $196K
|
153K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.77K+ 20.22% |
$144K - $194K
|
22.4K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.76K+ 34.24% |
$144K - $194K
|
14.7K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
3.65K+ 14.19% |
$139K - $188K
|
29.3K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.63K+ 4.38% |
$139K - $187K
|
86.4K
$6.03M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.63K+ 4.38% |
$139K - $187K
|
86.4K
$6.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
3.56K+ 24.75% |
$136K - $183K
|
17.9K
$1.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.53K+ 0.64% |
$135K - $182K
|
552K
$38.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.51K+ 11.91% |
$134K - $181K
|
33K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.5K+ 6.54% |
$134K - $180K
|
57.1K
$3.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
3.5KNew |
$134K - $180K
|
3.5K
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
3.48K+ 53.49% |
$133K - $179K
|
9.98K
$696K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.46K+ 0.01% |
$132K - $178K
|
24.8M
$1.73B
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.44K+ 41.19% |
$132K - $177K
|
11.8K
$823K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.44K+ 34.96% |
$132K - $177K
|
13.3K
$926K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
3.42K+ 34.89% |
$131K - $176K
|
13.2K
$923K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.4K+ 16.53% |
$130K - $175K
|
24K
$1.67M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.38K+ 25.23% |
$129K - $174K
|
16.8K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.37K+ 15.39% |
$129K - $174K
|
25.3K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
3.35K+ 5.51% |
$128K - $172K
|
64.1K
$4.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.23K+ 117.26% |
$124K - $167K
|
5.99K
$418K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3.21K+ 23.77% |
$123K - $165K
|
16.7K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.16K+ 4.44% |
$121K - $163K
|
74.3K
$5.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.11K+ 6.97% |
$119K - $160K
|
47.7K
$3.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.04K+ 7.37% |
$116K - $157K
|
44.4K
$3.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
2.99KNew |
$114K - $154K
|
2.99K
$208K
|