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 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300+ 28.63% |
$11.5K - $15.5K
|
1.35K
$135K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
297+ 3.16% |
$11.4K - $15.3K
|
9.7K
$972K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
295+ 2.1% |
$11.3K - $15.2K
|
14.3K
$1.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
291New |
$11.1K - $15K
|
291
$29.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
286+ 0.49% |
$10.9K - $14.7K
|
59K
$5.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
279+ 20.23% |
$10.7K - $14.4K
|
1.66K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
279+ 697.5% |
$10.7K - $14.4K
|
319
$32K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
274+ 52.49% |
$10.5K - $14.1K
|
796
$79.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
264+ 1.25% |
$10.1K - $13.6K
|
21.4K
$2.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
259+ 1.83% |
$9.9K - $13.3K
|
14.4K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
254+ 1.64% |
$9.71K - $13.1K
|
15.8K
$1.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
251+ 2.83% |
$9.6K - $12.9K
|
9.12K
$914K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
250+ 40.52% |
$9.56K - $12.9K
|
867
$86.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
241New |
$9.22K - $12.4K
|
241
$24.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
236+ 4.5% |
$9.02K - $12.2K
|
5.49K
$550K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
236+ 4.5% |
$9.02K - $12.2K
|
5.49K
$550K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
233New |
$8.91K - $12K
|
233
$23.4K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
233New |
$8.91K - $12K
|
233
$23.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
228+ 3.9% |
$8.72K - $11.7K
|
6.08K
$609K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
223New |
$8.53K - $11.5K
|
223
$22.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
219+ 0.56% |
$8.37K - $11.3K
|
39.2K
$3.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
213New |
$8.15K - $11K
|
213
$21.3K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
211+ 1.07% |
$8.07K - $10.9K
|
19.9K
$1.99M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
207+ 3.94% |
$7.92K - $10.7K
|
5.46K
$547K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
205+ 5.64% |
$7.84K - $10.6K
|
3.84K
$385K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
205+ 0.92% |
$7.84K - $10.6K
|
22.6K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
202+ 2.99% |
$7.72K - $10.4K
|
6.97K
$698K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
202New |
$7.72K - $10.4K
|
202
$20.2K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
202+ 2.99% |
$7.72K - $10.4K
|
6.97K
$698K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
200+ 12.5% |
$7.65K - $10.3K
|
1.8K
$180K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200+ 3.13% |
$7.65K - $10.3K
|
6.6K
$661K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
200+ 0.82% |
$7.65K - $10.3K
|
24.6K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
200+ 1.47% |
$7.65K - $10.3K
|
13.8K
$1.38M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
200New |
$7.65K - $10.3K
|
200
$20K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
199+ 2.21% |
$7.61K - $10.3K
|
9.2K
$922K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
193+ 81.43% |
$7.38K - $9.94K
|
430
$43.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
192+ 0.48% |
$7.34K - $9.89K
|
39.8K
$3.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
176+ 0.63% |
$6.73K - $9.07K
|
28.1K
$2.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
172+ 1.33% |
$6.58K - $8.86K
|
13.1K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
172New |
$6.58K - $8.86K
|
172
$17.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
171New |
$6.54K - $8.81K
|
171
$17.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
168+ 3.68% |
$6.42K - $8.66K
|
4.74K
$475K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
155+ 1.96% |
$5.93K - $7.99K
|
8.05K
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
155+ 0.82% |
$5.93K - $7.99K
|
19K
$1.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
154+ 2.8% |
$5.89K - $7.93K
|
5.65K
$566K
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
150+ 53.76% |
$5.74K - $7.73K
|
429
$43K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
145+ 65.32% |
$5.54K - $7.47K
|
367
$36.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
136New |
$5.2K - $7.01K
|
136
$13.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
134+ 0.14% |
$5.12K - $6.9K
|
94K
$9.42M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
133+ 0.19% |
$5.09K - $6.85K
|
71.8K
$7.19M
|