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 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
14.4KNew |
$553K - $744K
|
14.4K
$935K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
14.3KNew |
$547K - $736K
|
14.3K
$925K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
14.3K+ 38.33% |
$546K - $736K
|
51.5K
$3.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
14.3K+ 2.39% |
$546K - $735K
|
612K
$39.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
14.2KNew |
$543K - $732K
|
14.2K
$919K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14K+ 37.3% |
$535K - $721K
|
51.5K
$3.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
14K+ 56.06% |
$534K - $719K
|
38.8K
$2.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
13.9KNew |
$531K - $716K
|
13.9K
$899K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
13.4K+ 20.06% |
$514K - $692K
|
80.4K
$5.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
13.4K+ 7.2% |
$513K - $691K
|
200K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
13.1K+ 9.77% |
$502K - $677K
|
148K
$9.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.1K+ 9.33% |
$500K - $673K
|
153K
$9.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
13KNew |
$499K - $672K
|
13K
$844K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
13K+ 52.26% |
$497K - $669K
|
37.8K
$2.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
13KNew |
$496K - $669K
|
13K
$840K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.7KNew |
$486K - $655K
|
12.7K
$823K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.7KNew |
$486K - $655K
|
12.7K
$823K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 52.66% |
$483K - $651K
|
36.6K
$2.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.5K+ 77.47% |
$479K - $645K
|
28.7K
$1.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
12.3KNew |
$471K - $635K
|
12.3K
$797K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
12.3KNew |
$470K - $634K
|
12.3K
$796K
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
12K+ 150.0% |
$459K - $618K
|
20K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
11.9KNew |
$455K - $613K
|
11.9K
$770K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
11.9K+ 4.96% |
$454K - $612K
|
251K
$16.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.9KNew |
$454K - $612K
|
11.9K
$768K
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
11.8K+ 4726.0% |
$452K - $609K
|
12.1K
$780K
|
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
BUY
|
- |
11.8K+ 10.12% |
$450K - $607K
|
128K
$8.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
11.7KNew |
$449K - $605K
|
11.7K
$760K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
11.3KNew |
$433K - $583K
|
11.3K
$733K
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
11.3KNew |
$431K - $580K
|
11.3K
$728K
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
11.2KNew |
$430K - $579K
|
11.2K
$727K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11.2KNew |
$430K - $579K
|
11.2K
$727K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
11.2KNew |
$427K - $575K
|
11.2K
$722K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
11.1K+ 24.89% |
$424K - $572K
|
55.7K
$3.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
11KNew |
$420K - $565K
|
11K
$710K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
10.8KNew |
$414K - $557K
|
10.8K
$700K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 57.92% |
$411K - $554K
|
29.3K
$1.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
10.7KNew |
$411K - $553K
|
10.7K
$695K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
10.6K+ 215.7% |
$407K - $548K
|
15.6K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
10.5KNew |
$400K - $540K
|
10.5K
$677K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
10.4KNew |
$399K - $537K
|
10.4K
$675K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
10.4K+ 42.44% |
$396K - $534K
|
34.8K
$2.25M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.3KNew |
$394K - $531K
|
10.3K
$667K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
10.3K+ 0.84% |
$393K - $530K
|
1.24M
$80.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
10.3KNew |
$393K - $529K
|
10.3K
$664K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 71.43% |
$386K - $520K
|
24.2K
$1.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10.1KNew |
$385K - $518K
|
10.1K
$651K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
10K+ 2.39% |
$382K - $515K
|
429K
$27.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.95KNew |
$380K - $513K
|
9.95K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
9.63K+ 4.39% |
$368K - $496K
|
229K
$14.8M
|