Purchases and Sales Made in Q2 2023 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
10.4KNew |
$460K - $524K
|
10.4K
$828K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
10.4K+ 21.16% |
$459K - $523K
|
59.4K
$4.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$455K - $518K
|
10.3K
$819K
|
|
|
Aug 11, 2023
Q2 2023
|
Bloom Tree Partners, LLC
New York, NY |
BUY
|
- |
10.2K+ 3.59% |
$452K - $515K
|
295K
$23.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
10.1KNew |
$445K - $507K
|
10.1K
$800K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
10K+ 47.74% |
$444K - $506K
|
31.1K
$2.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10K+ 5.68% |
$444K - $505K
|
187K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Lakewood Capital Management, LP
New York, NY |
BUY
|
- |
10K+ 0.56% |
$442K - $504K
|
1.81M
$144M
|
|
|
Aug 14, 2023
Q2 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
10KNew |
$442K - $504K
|
10K
$797K
|
|
|
Feb 20, 2025
Q2 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
9.73KNew |
$430K - $490K
|
9.73K
$775K
|
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
9.49K+ 14.49% |
$420K - $478K
|
74.9K
$5.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
9.28K+ 105.89% |
$410K - $468K
|
18K
$1.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
9.26K+ 24.87% |
$409K - $467K
|
46.5K
$3.7M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9.2K+ 20.73% |
$407K - $464K
|
53.6K
$4.27M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
8.99K+ 54.19% |
$397K - $453K
|
25.6K
$2.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
8.96K+ 5.06% |
$396K - $452K
|
186K
$14.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
8.89K+ 64.96% |
$393K - $448K
|
22.6K
$1.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.82K+ 17.11% |
$390K - $445K
|
60.4K
$4.81M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.73K+ 8.76% |
$386K - $440K
|
108K
$8.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
8.72KNew |
$386K - $439K
|
8.72K
$694K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
8.68KNew |
$384K - $437K
|
8.68K
$691K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.53KNew |
$377K - $430K
|
8.53K
$679K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
8.41KNew |
$372K - $424K
|
8.41K
$669K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
8.33K+ 21.34% |
$368K - $420K
|
47.3K
$3.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.23KNew |
$364K - $415K
|
8.23K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
8.22K+ 2.91% |
$363K - $414K
|
290K
$23.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
8.16K+ 36.98% |
$361K - $411K
|
30.2K
$2.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
8.13K+ 1.24% |
$360K - $410K
|
662K
$52.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
8.12KNew |
$359K - $409K
|
8.12K
$647K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
8.08KNew |
$357K - $407K
|
8.08K
$643K
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
7.9KNew |
$349K - $398K
|
7.9K
$629K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.77K+ 37.29% |
$344K - $392K
|
28.6K
$2.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7.72K+ 6.96% |
$342K - $389K
|
119K
$9.45M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7.72K+ 6.96% |
$342K - $389K
|
119K
$9.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.63K+ 4.69% |
$337K - $384K
|
170K
$13.5M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.62KNew |
$337K - $384K
|
7.62K
$607K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7.6K+ 71.31% |
$336K - $383K
|
18.3K
$1.45M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
7.52KNew |
$332K - $379K
|
7.52K
$599K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.45K+ 14.41% |
$330K - $376K
|
59.2K
$4.71M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
7.38K+ 0.17% |
$326K - $372K
|
4.31M
$343M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
7.36K+ 26.26% |
$325K - $371K
|
35.4K
$2.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.27KNew |
$322K - $367K
|
7.27K
$579K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7.25KNew |
$321K - $365K
|
7.25K
$577K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.16K+ 90.41% |
$317K - $361K
|
15.1K
$1.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.13K+ 2.39% |
$315K - $359K
|
306K
$24.4M
|
|
|
Oct 20, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
7.12KNew |
$315K - $359K
|
7.12K
$567K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.07K+ 1.1% |
$313K - $356K
|
647K
$51.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
7KNew |
$310K - $353K
|
7K
$558K
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
6.91KNew |
$306K - $348K
|
6.91K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
6.89K+ 25.46% |
$305K - $347K
|
33.9K
$2.7M
|