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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.83K+ 33.61% |
$70K - $94.3K
|
7.28K
$508K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.82KNew |
$69.6K - $93.7K
|
1.82K
$127K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.77K+ 10.06% |
$67.8K - $91.3K
|
19.4K
$1.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
1.77K+ 8.16% |
$67.6K - $91.1K
|
23.4K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.75K+ 4.24% |
$66.7K - $89.9K
|
42.9K
$2.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.67K+ 9.78% |
$64K - $86.2K
|
18.8K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.67K+ 25.07% |
$63.8K - $86K
|
8.33K
$582K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.66K+ 3.73% |
$63.6K - $85.7K
|
46.2K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.64K+ 32.28% |
$62.6K - $84.4K
|
6.71K
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.61K+ 11.6% |
$61.7K - $83.2K
|
15.5K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.61K+ 1.3% |
$61.6K - $83K
|
126K
$8.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.6KNew |
$61.2K - $82.4K
|
1.6K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
1.6K+ 21.2% |
$61K - $82.2K
|
9.12K
$637K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$60.8K - $82K
|
1.59K
$111K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
1.57K+ 2.27% |
$60.1K - $80.9K
|
70.9K
$4.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.55K+ 68.82% |
$59.2K - $79.7K
|
3.8K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.52K+ 2.56% |
$58.2K - $78.4K
|
60.9K
$4.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.52K+ 2.27% |
$57.9K - $78.1K
|
68.2K
$4.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.51K+ 16.92% |
$57.9K - $77.9K
|
10.5K
$730K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.51K+ 3.67% |
$57.6K - $77.5K
|
42.5K
$2.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.5K+ 2.06% |
$57.4K - $77.3K
|
74.4K
$5.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.46K+ 8.2% |
$56K - $75.4K
|
19.3K
$1.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.42K+ 5.42% |
$54.3K - $73.2K
|
27.6K
$1.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.38K+ 0.73% |
$52.9K - $71.3K
|
190K
$13.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.37K+ 11.07% |
$52.4K - $70.5K
|
13.7K
$959K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.37K+ 23.72% |
$52.3K - $70.5K
|
7.14K
$498K
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.35K+ 8.76% |
$51.7K - $69.6K
|
16.8K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.34K+ 16.79% |
$51.3K - $69.1K
|
9.34K
$652K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.32K+ 25.98% |
$50.4K - $68K
|
6.4K
$447K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
1.31K+ 5.25% |
$50K - $67.4K
|
26.2K
$1.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.28K+ 2.43% |
$48.8K - $65.7K
|
53.7K
$3.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.26KNew |
$48.3K - $65.1K
|
1.26K
$88.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.25KNew |
$47.8K - $64.4K
|
1.25K
$87.3K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.25K+ 98.89% |
$47.8K - $64.3K
|
2.51K
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.23K+ 8.44% |
$46.9K - $63.2K
|
15.8K
$1.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
1.18K+ 3.62% |
$45K - $60.7K
|
33.7K
$2.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.15K+ 2.79% |
$44K - $59.3K
|
42.4K
$2.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.14K+ 10.76% |
$43.4K - $58.5K
|
11.7K
$817K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.12K+ 0.52% |
$42.8K - $57.6K
|
218K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1.1KNew |
$42.1K - $56.8K
|
1.1K
$77K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.1K+ 1.39% |
$41.9K - $56.4K
|
79.9K
$5.58M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.08KNew |
$41.5K - $55.8K
|
1.08K
$75.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.06K+ 8.01% |
$40.6K - $54.7K
|
14.3K
$1M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.06KNew |
$40.4K - $54.4K
|
1.06K
$73.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.05K+ 0.2% |
$40K - $53.8K
|
522K
$36.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.03K+ 4.99% |
$39.2K - $52.9K
|
21.6K
$1.51M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.01KNew |
$38.5K - $51.8K
|
1.01K
$70.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
984+ 6.56% |
$37.6K - $50.7K
|
16K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
974+ 8.27% |
$37.2K - $50.2K
|
12.7K
$890K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
955+ 9.61% |
$36.5K - $49.2K
|
10.9K
$761K
|