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 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
26.1K+ 29.74% |
$998K - $1.34M
|
114K
$7.95M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
26KNew |
$994K - $1.34M
|
26K
$1.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25.6KNew |
$979K - $1.32M
|
25.6K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
25.6K+ 50.27% |
$977K - $1.32M
|
76.4K
$5.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.1K+ 8.04% |
$959K - $1.29M
|
337K
$23.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
25K+ 1.45% |
$956K - $1.29M
|
1.75M
$122M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
24.1K+ 2.33% |
$921K - $1.24M
|
1.06M
$74M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
24K+ 12.69% |
$918K - $1.24M
|
213K
$14.9M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
22.6KNew |
$866K - $1.17M
|
22.6K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 8.95% |
$853K - $1.15M
|
272K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
22.3KNew |
$852K - $1.15M
|
22.3K
$1.56M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
22.2K+ 44.33% |
$849K - $1.14M
|
72.3K
$5.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
21.9K+ 20.65% |
$836K - $1.13M
|
128K
$8.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
21.8KNew |
$834K - $1.12M
|
21.8K
$1.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
21.4K+ 9.06% |
$820K - $1.1M
|
258K
$18M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
21K+ 4.24% |
$802K - $1.08M
|
516K
$36M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
21K+ 32.08% |
$802K - $1.08M
|
86.4K
$6.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
20.8KNew |
$797K - $1.07M
|
20.8K
$1.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
20KNew |
$765K - $1.03M
|
20K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Monaco Asset Management Sam
|
BUY
|
- |
20KNew |
$765K - $1.03M
|
20K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
19.6KNew |
$751K - $1.01M
|
19.6K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
19.6KNew |
$749K - $1.01M
|
19.6K
$1.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
19.5KNew |
$745K - $1M
|
19.5K
$1.36M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
19.2KNew |
$734K - $989K
|
19.2K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
19.2K+ 3.26% |
$734K - $989K
|
609K
$42.5M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
19.2K+ 105.5% |
$733K - $988K
|
37.4K
$2.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
18.4KNew |
$704K - $949K
|
18.4K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
18.4K+ 36037.25% |
$703K - $947K
|
18.4K
$1.29M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
17.9K+ 3.17% |
$683K - $921K
|
582K
$40.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.4K+ 207.63% |
$667K - $899K
|
25.8K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
17.3K+ 9.05% |
$660K - $889K
|
208K
$14.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.3K+ 14.21% |
$660K - $889K
|
139K
$9.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
17.2K+ 38.61% |
$658K - $886K
|
61.7K
$4.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
17.2K+ 32.48% |
$656K - $884K
|
70K
$4.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.1K+ 8.41% |
$655K - $882K
|
221K
$15.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
17K+ 103.11% |
$651K - $877K
|
33.5K
$2.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
16.8K+ 105.03% |
$641K - $863K
|
32.7K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
16.5K+ 29.12% |
$629K - $848K
|
72.9K
$5.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
16.4K+ 55.84% |
$627K - $845K
|
45.8K
$3.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
16.3K+ 10.47% |
$625K - $842K
|
172K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
16K+ 10.69% |
$610K - $822K
|
165K
$11.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
15.9K+ 6.06% |
$608K - $819K
|
278K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
15.8KNew |
$603K - $812K
|
15.8K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
15.8KNew |
$603K - $812K
|
15.8K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
15.7K+ 106.67% |
$602K - $811K
|
30.5K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.7K+ 39.63% |
$601K - $809K
|
55.3K
$3.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
15.6K+ 12.51% |
$597K - $805K
|
140K
$9.81M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
15.6K+ 12.51% |
$597K - $805K
|
140K
$9.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
15.1KNew |
$577K - $777K
|
15.1K
$1.05M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
15KNew |
$574K - $773K
|
15K
$1.05M
|