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 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2K- 7.92% |
$76.5K - $103K
|
23.3K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.03K- 33.82% |
$77.6K - $105K
|
3.97K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-2.07K- 59.19% |
$79K - $106K
|
1.42K
$92.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-2.07K- 2.57% |
$79K - $106K
|
78.2K
$5.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 8.71% |
$79.6K - $107K
|
21.8K
$1.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.1K- 12.97% |
$80.2K - $108K
|
14.1K
$910K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.1K- 4.25% |
$80.3K - $108K
|
47.2K
$3.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.11K- 18.81% |
$80.6K - $109K
|
9.1K
$588K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2.11K- 52.75% |
$80.7K - $109K
|
1.89K
$122K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.12K- 10.9% |
$81.1K - $109K
|
17.3K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.13K- 10.96% |
$81.4K - $110K
|
17.3K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.15K- 12.34% |
$82.1K - $111K
|
15.2K
$986K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.15K- 20.0% |
$82.2K - $111K
|
8.6K
$556K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.15K- 2.86% |
$82.2K - $111K
|
73K
$4.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.19K- 3.66% |
$83.7K - $113K
|
57.6K
$3.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 8.0% |
$86.2K - $116K
|
25.9K
$1.68M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.26K- 92.55% |
$86.4K - $116K
|
182
$11.8K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.26K- 20.44% |
$86.5K - $117K
|
8.81K
$570K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-2.27K- 66.47% |
$87K - $117K
|
1.15K
$74.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.28K- 3.71% |
$87K - $117K
|
59.1K
$3.82M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.28K- 0.23% |
$87.1K - $117K
|
981K
$63.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.29K- 2.66% |
$87.5K - $118K
|
83.6K
$5.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.31K- 3.58% |
$88.4K - $119K
|
62.3K
$4.03M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.34K- 19.9% |
$89.3K - $120K
|
9.4K
$608K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.37K- 35.55% |
$90.7K - $122K
|
4.3K
$278K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.4K- 19.66% |
$91.6K - $123K
|
9.79K
$633K
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.43K- 3.59% |
$93K - $125K
|
65.3K
$4.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.44K- 10.5% |
$93.3K - $126K
|
20.8K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.5K- 0.81% |
$95.6K - $129K
|
307K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.5K- 62.84% |
$95.8K - $129K
|
1.48K
$95.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-2.55K- 9.71% |
$97.4K - $131K
|
23.7K
$1.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-2.55K- 24.99% |
$97.5K - $131K
|
7.65K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.58K- 55.8% |
$98.6K - $133K
|
2.04K
$132K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.6K- 4.76% |
$99.2K - $134K
|
51.9K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.6K- 38.97% |
$99.4K - $134K
|
4.07K
$263K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.61K- 14.95% |
$99.6K - $134K
|
14.8K
$959K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-2.62K- 93.6% |
$100K - $135K
|
179
$11.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.62K- 22.07% |
$100K - $135K
|
9.24K
$598K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.63K- 19.36% |
$101K - $135K
|
11K
$709K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.67K- 25.16% |
$102K - $137K
|
7.94K
$513K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.7K- 27.6% |
$103K - $139K
|
7.08K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.72K- 81.0% |
$104K - $140K
|
639
$41.3K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.74K- 0.74% |
$105K - $141K
|
368K
$23.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.79K- 4.94% |
$106K - $143K
|
53.6K
$3.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.8K- 0.71% |
$107K - $144K
|
394K
$25.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-2.8K- 1.36% |
$107K - $144K
|
203K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2.8K- 0.84% |
$107K - $144K
|
332K
$21.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.81K- 46.81% |
$107K - $145K
|
3.19K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.88K- 15.92% |
$110K - $149K
|
15.2K
$986K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.9K- 4.3% |
$111K - $149K
|
64.4K
$4.17M
|