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 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.89K+ 20.02% |
$111K - $149K
|
17.3K
$1.12M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.88K+ 7.23% |
$110K - $148K
|
42.7K
$2.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.87K+ 150.18% |
$110K - $148K
|
4.78K
$309K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.86KNew |
$109K - $147K
|
2.86K
$185K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.8K+ 4.23% |
$107K - $144K
|
69K
$4.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.75K+ 40.51% |
$105K - $142K
|
9.55K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.75K+ 4047.06% |
$105K - $142K
|
2.82K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.73K+ 31.89% |
$104K - $141K
|
11.3K
$731K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.73K+ 2.51% |
$104K - $141K
|
111K
$7.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.65KNew |
$101K - $137K
|
2.65K
$172K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.63K+ 6.74% |
$100K - $135K
|
41.6K
$2.69M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
2.62K+ 13.28% |
$100K - $135K
|
22.3K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.61K+ 0.89% |
$100K - $135K
|
297K
$19.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.6KNew |
$99.5K - $134K
|
2.6K
$168K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.52K+ 3.45% |
$96.5K - $130K
|
75.6K
$4.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.5K+ 38.34% |
$95.6K - $129K
|
9.02K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.49K+ 4.63% |
$95.1K - $128K
|
56.2K
$3.64M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.47K+ 35271.43% |
$94.4K - $127K
|
2.48K
$160K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.46K+ 14.8% |
$94K - $127K
|
19.1K
$1.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
2.43K+ 26.29% |
$93.1K - $125K
|
11.7K
$756K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.39K+ 23.19% |
$91.3K - $123K
|
12.7K
$821K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.38K+ 23.01% |
$90.8K - $122K
|
12.7K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.37K+ 26.63% |
$90.7K - $122K
|
11.3K
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
2.34K+ 7.89% |
$89.4K - $121K
|
32K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.27KNew |
$87K - $117K
|
2.27K
$147K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
2.26K+ 43.74% |
$86.2K - $116K
|
7.41K
$479K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.25K+ 38.35% |
$85.9K - $116K
|
8.1K
$524K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.21K+ 26.92% |
$84.7K - $114K
|
10.4K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.2K+ 662.65% |
$84.1K - $113K
|
2.53K
$164K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.2K+ 23.13% |
$84K - $113K
|
11.7K
$756K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.19K+ 46.07% |
$83.7K - $113K
|
6.94K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.18K+ 3.48% |
$83.4K - $112K
|
64.8K
$4.19M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.15KNew |
$82K - $111K
|
2.15K
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.13K+ 7.44% |
$81.3K - $109K
|
30.7K
$1.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.12K+ 8.54% |
$81.1K - $109K
|
26.9K
$1.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.12K+ 18.24% |
$81.1K - $109K
|
13.7K
$889K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.1K+ 36.33% |
$80.4K - $108K
|
7.89K
$511K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
2.1K+ 1.63% |
$80.4K - $108K
|
131K
$8.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
2.01K+ 2.86% |
$76.7K - $103K
|
72.2K
$4.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2K+ 13.18% |
$76.5K - $103K
|
17.2K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2K+ 2.67% |
$76.4K - $103K
|
76.8K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.94KNew |
$74.3K - $100K
|
1.94K
$126K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.94K+ 13.85% |
$74.2K - $100K
|
16K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
1.93K+ 112.23% |
$73.7K - $99.3K
|
3.64K
$236K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.91K+ 3.97% |
$73.2K - $98.6K
|
50.1K
$3.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.9K+ 12.8% |
$72.5K - $97.7K
|
16.7K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.85K+ 1.85% |
$70.6K - $95.1K
|
102K
$6.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.83KNew |
$70.1K - $94.4K
|
1.83K
$119K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.83K+ 33.61% |
$70K - $94.3K
|
7.28K
$471K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.82KNew |
$69.6K - $93.7K
|
1.82K
$118K
|