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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-421- 2.79% |
$16.1K - $21.7K
|
14.7K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-432- 0.66% |
$16.5K - $22.3K
|
65.1K
$4.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-433- 0.91% |
$16.6K - $22.3K
|
47.1K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-434- 6.59% |
$16.6K - $22.4K
|
6.15K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-436- 1.05% |
$16.7K - $22.5K
|
40.9K
$2.86M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-439- 1.37% |
$16.8K - $22.6K
|
31.5K
$2.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-446- 6.89% |
$17.1K - $23K
|
6.03K
$421K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-451- 0.25% |
$17.2K - $23.2K
|
179K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-465- 3.35% |
$17.8K - $24K
|
13.4K
$938K
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-468- 2.93% |
$17.9K - $24.1K
|
15.5K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-470- 7.08% |
$18K - $24.2K
|
6.16K
$430K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-483- 70.72% |
$18.5K - $24.9K
|
200
$14K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-486- 9.27% |
$18.6K - $25K
|
4.76K
$332K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-493- 8.34% |
$18.9K - $25.4K
|
5.42K
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-495- 50.0% |
$18.9K - $25.5K
|
495
$34.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-497- 5.94% |
$19K - $25.6K
|
7.87K
$550K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-498- 2.08% |
$19K - $25.7K
|
23.5K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-499- 5.67% |
$19.1K - $25.7K
|
8.31K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-500- 10.02% |
$19.1K - $25.8K
|
4.49K
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-501- 0.09% |
$19.2K - $25.8K
|
551K
$38.5M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-508- 2.66% |
$19.4K - $26.2K
|
18.6K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-512- 8.39% |
$19.6K - $26.4K
|
5.59K
$391K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-518- 5.95% |
$19.8K - $26.7K
|
8.19K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-529- 1.49% |
$20.2K - $27.3K
|
35K
$2.45M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-531- 7.16% |
$20.3K - $27.4K
|
6.89K
$481K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-546- 8.09% |
$20.9K - $28.1K
|
6.2K
$433K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-580- 21.71% |
$22.2K - $29.9K
|
2.09K
$146K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-602- 7.12% |
$23K - $31K
|
7.86K
$549K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-623- 6.17% |
$23.8K - $32.1K
|
9.47K
$661K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-625- 9.53% |
$23.9K - $32.2K
|
5.93K
$414K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-630- 90.26% |
$24.1K - $32.5K
|
68
$4.75K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-671- 12.15% |
$25.7K - $34.6K
|
4.85K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-674- 0.53% |
$25.8K - $34.7K
|
126K
$8.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-675- 7.85% |
$25.8K - $34.8K
|
7.92K
$553K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-701- 3.25% |
$26.8K - $36.1K
|
20.9K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-709- 26.53% |
$27.1K - $36.5K
|
1.96K
$137K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-713- 13.2% |
$27.3K - $36.7K
|
4.69K
$327K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-720- 59.16% |
$27.5K - $37.1K
|
497
$34.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-723- 8.77% |
$27.6K - $37.2K
|
7.52K
$525K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-723- 0.79% |
$27.6K - $37.2K
|
91.2K
$6.37M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-726- 22.0% |
$27.8K - $37.4K
|
2.57K
$180K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-750- 8.44% |
$28.7K - $38.6K
|
8.14K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-767- 7.9% |
$29.3K - $39.5K
|
8.94K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-768- 7.51% |
$29.4K - $39.6K
|
9.46K
$660K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-771- 3.96% |
$29.5K - $39.7K
|
18.7K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-777- 10.06% |
$29.7K - $40K
|
6.95K
$485K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-783- 0.13% |
$29.9K - $40.3K
|
584K
$40.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-786- 4.55% |
$30.1K - $40.5K
|
16.5K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-786- 7.67% |
$30.1K - $40.5K
|
9.46K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-787- 3.66% |
$30.1K - $40.5K
|
20.7K
$1.44M
|