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 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-198- 4.0% |
$7.57K - $10.2K
|
4.75K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-198- 0.39% |
$7.57K - $10.2K
|
50.6K
$3.53M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-200- 0.63% |
$7.65K - $10.3K
|
31.6K
$2.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-201- 13.27% |
$7.69K - $10.4K
|
1.31K
$91.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-203- 0.33% |
$7.76K - $10.5K
|
60.6K
$4.23M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-204- 7.05% |
$7.8K - $10.5K
|
2.69K
$188K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-206- 86.55% |
$7.88K - $10.6K
|
32
$2.23K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-207- 1.77% |
$7.92K - $10.7K
|
11.5K
$804K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-223- 4.12% |
$8.53K - $11.5K
|
5.18K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-248- 1.0% |
$9.48K - $12.8K
|
24.5K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-249- 14.43% |
$9.52K - $12.8K
|
1.48K
$103K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-250- 2.27% |
$9.56K - $12.9K
|
10.8K
$753K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-257- 1.27% |
$9.83K - $13.2K
|
19.9K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-261- 4.98% |
$9.98K - $13.4K
|
4.98K
$348K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-264- 1.07% |
$10.1K - $13.6K
|
24.4K
$1.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-265- 3.05% |
$10.1K - $13.7K
|
8.43K
$589K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-268- 49.17% |
$10.2K - $13.8K
|
277
$19.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-281- 3.22% |
$10.7K - $14.5K
|
8.46K
$591K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-287- 14.31% |
$11K - $14.8K
|
1.72K
$120K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-291- 5.4% |
$11.1K - $15K
|
5.1K
$356K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-294- 5.9% |
$11.2K - $15.1K
|
4.69K
$327K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-298- 4.01% |
$11.4K - $15.4K
|
7.13K
$498K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-298- 3.61% |
$11.4K - $15.4K
|
7.95K
$555K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-298- 4.11% |
$11.4K - $15.4K
|
6.96K
$486K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-300- 10.5% |
$11.5K - $15.5K
|
2.56K
$179K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-300- 0.2% |
$11.5K - $15.5K
|
150K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-300- 3.3% |
$11.5K - $15.5K
|
8.78K
$613K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-305- 3.66% |
$11.7K - $15.7K
|
8.02K
$560K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-308- 1.89% |
$11.8K - $15.9K
|
16K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-310- 29.03% |
$11.9K - $16K
|
758
$52.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-317- 4.25% |
$12.1K - $16.3K
|
7.14K
$498K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-318- 7.55% |
$12.2K - $16.4K
|
3.9K
$272K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-321- 24.64% |
$12.3K - $16.5K
|
982
$68.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-324- 1.91% |
$12.4K - $16.7K
|
16.6K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-328- 6.61% |
$12.5K - $16.9K
|
4.64K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-329- 2.59% |
$12.6K - $17K
|
12.4K
$866K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-331- 6.23% |
$12.7K - $17.1K
|
4.98K
$348K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-341- 6.76% |
$13K - $17.6K
|
4.7K
$328K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-345- 4.26% |
$13.2K - $17.8K
|
7.75K
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-360- 0.48% |
$13.8K - $18.5K
|
74.1K
$5.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-366- 4.9% |
$14K - $18.9K
|
7.11K
$496K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-368- 5.47% |
$14.1K - $19K
|
6.37K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-372- 6.92% |
$14.2K - $19.2K
|
5K
$349K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-385- 3.85% |
$14.7K - $19.8K
|
9.61K
$671K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-387- 5.25% |
$14.8K - $19.9K
|
6.98K
$488K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-398- 3.46% |
$15.2K - $20.5K
|
11.1K
$774K
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-400- 1.52% |
$15.3K - $20.6K
|
25.9K
$1.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-401- 5.92% |
$15.3K - $20.7K
|
6.38K
$445K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-406- 2.91% |
$15.5K - $20.9K
|
13.6K
$948K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-416- 2.0% |
$15.9K - $21.4K
|
20.4K
$1.43M
|