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
|
Ethic Inc.
New York, NY |
BUY
|
- |
6.18K+ 7.24% |
$236K - $318K
|
91.5K
$6.38M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
6.16K+ 16210.53% |
$236K - $317K
|
6.2K
$432K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6.14KNew |
$235K - $316K
|
6.14K
$428K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
6.12KNew |
$234K - $315K
|
6.12K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.1KNew |
$233K - $314K
|
6.1K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.06KNew |
$232K - $312K
|
6.06K
$422K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.02KNew |
$230K - $310K
|
6.02K
$420K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6KNew |
$229K - $309K
|
6K
$418K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.97KNew |
$228K - $307K
|
5.97K
$416K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.91K+ 9.11% |
$226K - $304K
|
70.8K
$4.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
5.86K+ 32.22% |
$224K - $302K
|
24.1K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.83KNew |
$223K - $301K
|
5.83K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.72K+ 13.7% |
$219K - $295K
|
47.5K
$3.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5.65KNew |
$216K - $291K
|
5.65K
$394K
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
5.65KNew |
$216K - $291K
|
5.65K
$394K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
5.63K+ 5.29% |
$215K - $290K
|
112K
$7.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.43K+ 0.57% |
$208K - $280K
|
949K
$66.2M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.41KNew |
$207K - $279K
|
5.41K
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.4KNew |
$207K - $278K
|
5.4K
$377K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.37K+ 46.54% |
$205K - $277K
|
16.9K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
5.35K+ 0.35% |
$204K - $275K
|
1.53M
$107M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.33K+ 2.85% |
$204K - $275K
|
192K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.32KNew |
$204K - $274K
|
5.32K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.29K+ 19.77% |
$202K - $272K
|
32K
$2.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
5.26KNew |
$201K - $271K
|
5.26K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
5.25K+ 32.31% |
$201K - $270K
|
21.5K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
5.24KNew |
$200K - $270K
|
5.24K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
5.23K+ 2.34% |
$200K - $269K
|
229K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
5.21K+ 10.45% |
$199K - $269K
|
55.1K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.19K+ 3.19% |
$198K - $267K
|
168K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.15KNew |
$197K - $265K
|
5.15K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.14KNew |
$196K - $265K
|
5.14K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.12KNew |
$196K - $264K
|
5.12K
$357K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.12KNew |
$196K - $264K
|
5.12K
$357K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
5.1K+ 4.32% |
$195K - $263K
|
123K
$8.59M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
5.06KNew |
$194K - $261K
|
5.06K
$353K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
5KNew |
$191K - $258K
|
5K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
4.96KNew |
$190K - $256K
|
4.96K
$346K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.95KNew |
$189K - $255K
|
4.95K
$345K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
4.92KNew |
$188K - $254K
|
4.92K
$343K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.92KNew |
$188K - $253K
|
4.92K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.91KNew |
$188K - $253K
|
4.91K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.85KNew |
$186K - $250K
|
4.85K
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.81K+ 50.31% |
$184K - $248K
|
14.4K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
4.78KNew |
$183K - $246K
|
4.78K
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.74KNew |
$181K - $244K
|
4.74K
$331K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
4.73KNew |
$181K - $244K
|
4.73K
$330K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
4.73KNew |
$181K - $244K
|
4.73K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.71KNew |
$180K - $243K
|
4.71K
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.71KNew |
$180K - $243K
|
4.71K
$328K
|