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 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
98+ 1.1% |
$3.75K - $5.05K
|
9.02K
$583K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
97New |
$3.71K - $5K
|
97
$6.27K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
92+ 1.81% |
$3.52K - $4.74K
|
5.18K
$335K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
92+ 5.7% |
$3.52K - $4.74K
|
1.71K
$110K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
84New |
$3.21K - $4.33K
|
84
$5.43K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
82New |
$3.14K - $4.22K
|
82
$5.3K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
74New |
$2.83K - $3.81K
|
74
$4.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
74+ 0.42% |
$2.83K - $3.81K
|
17.6K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
72+ 126.32% |
$2.75K - $3.71K
|
129
$8.35K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
70+ 37.23% |
$2.68K - $3.61K
|
258
$16.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
69+ 1.04% |
$2.64K - $3.55K
|
6.68K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
69+ 1.12% |
$2.64K - $3.55K
|
6.22K
$403K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
63New |
$2.41K - $3.25K
|
63
$4.08K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
63New |
$2.41K - $3.25K
|
63
$4.08K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
61+ 39.35% |
$2.33K - $3.14K
|
216
$14K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
61+ 0.17% |
$2.33K - $3.14K
|
36.5K
$2.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
60+ 176.47% |
$2.29K - $3.09K
|
94
$6.08K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
60+ 6.94% |
$2.29K - $3.09K
|
925
$59.8K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
59New |
$2.26K - $3.04K
|
59
$3.82K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
57+ 0.05% |
$2.18K - $2.94K
|
121K
$7.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
55+ 1.04% |
$2.1K - $2.83K
|
5.33K
$344K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
53+ 21.12% |
$2.03K - $2.73K
|
304
$19.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
51+ 0.59% |
$1.95K - $2.63K
|
8.67K
$561K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
50+ 0.82% |
$1.91K - $2.58K
|
6.15K
$398K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
50New |
$1.91K - $2.58K
|
50
$3.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
47New |
$1.8K - $2.42K
|
47
$3.04K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
46New |
$1.76K - $2.37K
|
46
$2.98K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
43+ 0.45% |
$1.64K - $2.22K
|
9.7K
$627K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
41+ 0.24% |
$1.57K - $2.11K
|
17.4K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
39New |
$1.49K - $2.01K
|
39
$2.52K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
37+ 0.66% |
$1.41K - $1.91K
|
5.61K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
37+ 0.36% |
$1.41K - $1.91K
|
10.4K
$672K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
32+ 800.0% |
$1.22K - $1.65K
|
36
$2.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
31+ 0.11% |
$1.19K - $1.6K
|
29.3K
$1.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
30+ 28.3% |
$1.15K - $1.55K
|
136
$8.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
30+ 32.26% |
$1.15K - $1.55K
|
123
$7.96K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
30New |
$1.15K - $1.55K
|
30
$1.94K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
27+ 1.16% |
$1.03K - $1.39K
|
2.35K
$152K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
26+ 3.69% |
$994 - $1.34K
|
731
$47.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 1.08% |
$994 - $1.34K
|
2.44K
$158K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
23+ 0.33% |
$880 - $1.18K
|
7.02K
$454K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
23New |
$880 - $1.18K
|
23
$1.49K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21+ 60.0% |
$803 - $1.08K
|
56
$3.62K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 1000.0% |
$765 - $1.03K
|
22
$1.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20+ 2.62% |
$765 - $1.03K
|
784
$50.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
20New |
$765 - $1.03K
|
20
$1.29K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20+ 0.43% |
$765 - $1.03K
|
4.65K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
17+ 29.31% |
$650 - $876
|
75
$4.85K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 5.88% |
$497 - $670
|
234
$15.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
11+ 0.02% |
$421 - $567
|
49.5K
$3.2M
|