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 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.7K+ 1.25% |
$180K - $242K
|
381K
$26.6M
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
4.69K+ 3.67% |
$179K - $242K
|
132K
$9.24M
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.69K+ 62.51% |
$179K - $241K
|
12.2K
$851K
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4.66KNew |
$178K - $240K
|
4.66K
$326K
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4.66KNew |
$178K - $240K
|
4.66K
$325K
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.66KNew |
$178K - $240K
|
4.66K
$325K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.63KNew |
$177K - $238K
|
4.63K
$323K
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
4.61KNew |
$176K - $238K
|
4.61K
$322K
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.6KNew |
$176K - $237K
|
4.6K
$321K
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.56KNew |
$175K - $235K
|
4.56K
$319K
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
4.56K+ 13.01% |
$174K - $235K
|
39.6K
$2.77M
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.5K+ 49.93% |
$172K - $232K
|
13.5K
$944K
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
4.5KNew |
$172K - $232K
|
4.5K
$314K
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.5KNew |
$172K - $232K
|
4.5K
$314K
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
4.5KNew |
$172K - $232K
|
4.5K
$314K
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.49K+ 0.79% |
$172K - $231K
|
571K
$39.9M
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.48KNew |
$171K - $231K
|
4.48K
$313K
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
4.47KNew |
$171K - $231K
|
4.47K
$312K
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.47KNew |
$171K - $230K
|
4.47K
$312K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.46K+ 55.29% |
$171K - $230K
|
12.5K
$875K
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.46KNew |
$170K - $230K
|
4.46K
$311K
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
4.44KNew |
$170K - $229K
|
4.44K
$310K
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.43KNew |
$169K - $228K
|
4.43K
$310K
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.43KNew |
$169K - $228K
|
4.43K
$309K
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
4.41KNew |
$169K - $227K
|
4.41K
$308K
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.4K+ 26.9% |
$168K - $227K
|
20.7K
$1.45M
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
4.39KNew |
$168K - $226K
|
4.39K
$307K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.39KNew |
$168K - $226K
|
4.39K
$307K
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.37KNew |
$167K - $225K
|
4.37K
$305K
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
4.35K+ 42.03% |
$166K - $224K
|
14.7K
$1.03M
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.33K+ 58.72% |
$165K - $223K
|
11.7K
$817K
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
4.29K+ 4.72% |
$164K - $221K
|
95.2K
$6.65M
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.28KNew |
$164K - $221K
|
4.28K
$299K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
4.27KNew |
$163K - $220K
|
4.27K
$298K
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.27KNew |
$163K - $220K
|
4.27K
$298K
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
4.27KNew |
$163K - $220K
|
4.27K
$298K
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.26KNew |
$163K - $219K
|
4.26K
$297K
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4.25KNew |
$163K - $219K
|
4.25K
$297K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.23K+ 109.43% |
$162K - $218K
|
8.09K
$565K
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.21KNew |
$161K - $217K
|
4.21K
$294K
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.19K+ 2.98% |
$160K - $216K
|
145K
$10.1M
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.18KNew |
$160K - $215K
|
4.18K
$292K
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
4.16K+ 0.62% |
$159K - $214K
|
675K
$47.1M
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.16KNew |
$159K - $214K
|
4.16K
$290K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.15K+ 17.55% |
$159K - $214K
|
27.8K
$1.94M
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
4.15KNew |
$159K - $214K
|
4.15K
$289K
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.13KNew |
$158K - $213K
|
4.13K
$288K
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.12KNew |
$157K - $212K
|
4.12K
$287K
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
4.11KNew |
$157K - $212K
|
4.11K
$287K
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
4.1KNew |
$157K - $211K
|
4.1K
$286K
|