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
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-324- 1.91% |
$12.4K - $16.7K
|
16.6K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-328- 6.61% |
$12.5K - $16.9K
|
4.64K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-329- 2.59% |
$12.6K - $17K
|
12.4K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-331- 6.23% |
$12.7K - $17.1K
|
4.98K
$499K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-341- 6.76% |
$13K - $17.6K
|
4.7K
$471K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-345- 4.26% |
$13.2K - $17.8K
|
7.75K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-360- 0.48% |
$13.8K - $18.5K
|
74.1K
$7.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-366- 4.9% |
$14K - $18.9K
|
7.11K
$712K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-368- 5.47% |
$14.1K - $19K
|
6.37K
$638K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-372- 6.92% |
$14.2K - $19.2K
|
5K
$501K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-385- 3.85% |
$14.7K - $19.8K
|
9.61K
$963K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-387- 5.25% |
$14.8K - $19.9K
|
6.98K
$700K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-398- 3.46% |
$15.2K - $20.5K
|
11.1K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-400- 1.52% |
$15.3K - $20.6K
|
25.9K
$2.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-401- 5.92% |
$15.3K - $20.7K
|
6.38K
$639K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-406- 2.91% |
$15.5K - $20.9K
|
13.6K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-416- 2.0% |
$15.9K - $21.4K
|
20.4K
$2.05M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-421- 2.79% |
$16.1K - $21.7K
|
14.7K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-432- 0.66% |
$16.5K - $22.3K
|
65.1K
$6.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-433- 0.91% |
$16.6K - $22.3K
|
47.1K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-434- 6.59% |
$16.6K - $22.4K
|
6.15K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-436- 1.05% |
$16.7K - $22.5K
|
40.9K
$4.1M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-439- 1.37% |
$16.8K - $22.6K
|
31.5K
$3.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-446- 6.89% |
$17.1K - $23K
|
6.03K
$604K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-451- 0.25% |
$17.2K - $23.2K
|
179K
$18M
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-465- 3.35% |
$17.8K - $24K
|
13.4K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-468- 2.93% |
$17.9K - $24.1K
|
15.5K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-470- 7.08% |
$18K - $24.2K
|
6.16K
$618K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-483- 70.72% |
$18.5K - $24.9K
|
200
$20K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-486- 9.27% |
$18.6K - $25K
|
4.76K
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-493- 8.34% |
$18.9K - $25.4K
|
5.42K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-495- 50.0% |
$18.9K - $25.5K
|
495
$49.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-497- 5.94% |
$19K - $25.6K
|
7.87K
$789K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-498- 2.08% |
$19K - $25.7K
|
23.5K
$2.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-499- 5.67% |
$19.1K - $25.7K
|
8.31K
$832K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-500- 10.02% |
$19.1K - $25.8K
|
4.49K
$450K
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-501- 0.09% |
$19.2K - $25.8K
|
551K
$55.2M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-508- 2.66% |
$19.4K - $26.2K
|
18.6K
$1.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-512- 8.39% |
$19.6K - $26.4K
|
5.59K
$561K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-518- 5.95% |
$19.8K - $26.7K
|
8.19K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-529- 1.49% |
$20.2K - $27.3K
|
35K
$3.51M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-531- 7.16% |
$20.3K - $27.4K
|
6.89K
$690K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-546- 8.09% |
$20.9K - $28.1K
|
6.2K
$622K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-580- 21.71% |
$22.2K - $29.9K
|
2.09K
$210K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-602- 7.12% |
$23K - $31K
|
7.86K
$788K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-623- 6.17% |
$23.8K - $32.1K
|
9.47K
$949K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-625- 9.53% |
$23.9K - $32.2K
|
5.93K
$595K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-630- 90.26% |
$24.1K - $32.5K
|
68
$6.81K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-671- 12.15% |
$25.7K - $34.6K
|
4.85K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-674- 0.53% |
$25.8K - $34.7K
|
126K
$12.7M
|