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 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
250+ 40.52% |
$9.56K - $12.9K
|
867
$56.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
241New |
$9.22K - $12.4K
|
241
$15.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
236+ 4.5% |
$9.02K - $12.2K
|
5.49K
$355K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
236+ 4.5% |
$9.02K - $12.2K
|
5.49K
$355K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
233New |
$8.91K - $12K
|
233
$15.1K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
233New |
$8.91K - $12K
|
233
$15.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
228+ 3.9% |
$8.72K - $11.7K
|
6.08K
$393K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
223New |
$8.53K - $11.5K
|
223
$14.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
219+ 0.56% |
$8.37K - $11.3K
|
39.2K
$2.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
213New |
$8.15K - $11K
|
213
$13.8K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
211+ 1.07% |
$8.07K - $10.9K
|
19.9K
$1.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
205+ 5.64% |
$7.84K - $10.6K
|
3.84K
$248K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
205+ 0.92% |
$7.84K - $10.6K
|
22.6K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
202+ 2.99% |
$7.72K - $10.4K
|
6.97K
$451K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
202New |
$7.72K - $10.4K
|
202
$13.1K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
202+ 2.99% |
$7.72K - $10.4K
|
6.97K
$451K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
200+ 12.5% |
$7.65K - $10.3K
|
1.8K
$116K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200+ 3.13% |
$7.65K - $10.3K
|
6.6K
$427K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
200+ 0.82% |
$7.65K - $10.3K
|
24.6K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
200+ 1.47% |
$7.65K - $10.3K
|
13.8K
$893K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
200New |
$7.65K - $10.3K
|
200
$12.9K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
199+ 2.21% |
$7.61K - $10.3K
|
9.2K
$595K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
193+ 81.43% |
$7.38K - $9.94K
|
430
$27.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
192+ 0.48% |
$7.34K - $9.89K
|
39.8K
$2.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
176+ 0.63% |
$6.73K - $9.07K
|
28.1K
$1.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
172+ 1.33% |
$6.58K - $8.86K
|
13.1K
$849K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
172New |
$6.58K - $8.86K
|
172
$11.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
171New |
$6.54K - $8.81K
|
171
$11.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
168+ 3.68% |
$6.42K - $8.66K
|
4.74K
$306K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
155+ 1.96% |
$5.93K - $7.99K
|
8.05K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
155+ 0.82% |
$5.93K - $7.99K
|
19K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
154+ 2.8% |
$5.89K - $7.93K
|
5.65K
$365K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
145+ 65.32% |
$5.54K - $7.47K
|
367
$23.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
136New |
$5.2K - $7.01K
|
136
$8.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
134+ 0.14% |
$5.12K - $6.9K
|
94K
$6.08M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
133+ 0.19% |
$5.09K - $6.85K
|
71.8K
$4.64M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
129New |
$4.93K - $6.65K
|
129
$8.35K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
126+ 19.09% |
$4.82K - $6.49K
|
786
$50.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
126New |
$4.82K - $6.49K
|
126
$8.15K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
125+ 1.6% |
$4.78K - $6.44K
|
7.95K
$514K
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
121+ 2.47% |
$4.63K - $6.23K
|
5.01K
$324K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
121+ 1.89% |
$4.63K - $6.23K
|
6.51K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
120+ 0.84% |
$4.59K - $6.18K
|
14.4K
$930K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
111+ 7.46% |
$4.24K - $5.72K
|
1.6K
$103K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
111+ 2.7% |
$4.24K - $5.72K
|
4.22K
$273K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
107+ 2.02% |
$4.09K - $5.51K
|
5.4K
$349K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 3.23% |
$3.82K - $5.15K
|
3.2K
$207K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
100New |
$3.82K - $5.15K
|
100
$6.47K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
100+ 100.0% |
$3.82K - $5.15K
|
200
$12.9K
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
100New |
$3.82K - $5.15K
|
100
$6.47K
|