Purchases and Sales Made in Q3 2023 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
6.5KNew |
$261K - $311K
|
6.5K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
6.46K+ 2.9% |
$260K - $309K
|
230K
$18.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.37KNew |
$256K - $305K
|
6.37K
$507K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
6.3K+ 10.07% |
$253K - $302K
|
68.9K
$5.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.29K+ 48.13% |
$253K - $301K
|
19.4K
$1.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
6.26K+ 10.45% |
$252K - $300K
|
66.2K
$5.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
6.22K+ 16.55% |
$250K - $298K
|
43.8K
$3.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
6.21K+ 5.24% |
$250K - $297K
|
125K
$9.94M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
6.21K+ 5.24% |
$250K - $297K
|
125K
$9.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
6.2K+ 27.46% |
$249K - $297K
|
28.8K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.16K+ 2.84% |
$248K - $295K
|
223K
$17.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
6.05K+ 13.91% |
$243K - $290K
|
49.5K
$3.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.99K+ 57.0% |
$241K - $287K
|
16.5K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.94K+ 3.82% |
$239K - $284K
|
162K
$12.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.93KNew |
$238K - $284K
|
5.93K
$472K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
5.87KNew |
$236K - $281K
|
5.87K
$468K
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
5.84KNew |
$235K - $280K
|
5.84K
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
5.77K+ 9.43% |
$232K - $276K
|
67K
$5.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
5.71K+ 28.55% |
$229K - $273K
|
25.7K
$2.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.7K+ 15.99% |
$229K - $273K
|
41.3K
$3.29M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.69K+ 33.42% |
$229K - $273K
|
22.7K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
5.5K+ 5.52% |
$221K - $263K
|
105K
$8.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5.39K+ 9.94% |
$217K - $258K
|
59.6K
$4.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$216K - $257K
|
5.38K
$428K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.29KNew |
$213K - $253K
|
5.29K
$421K
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
5.24K+ 8.18% |
$211K - $251K
|
69.3K
$5.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.2KNew |
$209K - $249K
|
5.2K
$414K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.18K+ 8.59% |
$209K - $248K
|
65.6K
$5.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
BUY
|
- |
5.16K+ 104.18% |
$208K - $247K
|
10.1K
$806K
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
5.15K+ 1.62% |
$207K - $247K
|
323K
$25.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
5.14K+ 1.31% |
$207K - $246K
|
396K
$31.6M
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
5.1K+ 19.1% |
$205K - $244K
|
31.8K
$2.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.08KNew |
$204K - $243K
|
5.08K
$404K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.08K+ 3.74% |
$204K - $243K
|
141K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.04KNew |
$203K - $242K
|
5.04K
$402K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
5.04K+ 83.49% |
$203K - $241K
|
11.1K
$882K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5KNew |
$201K - $239K
|
5K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
5K+ 100.0% |
$201K - $239K
|
10K
$797K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.98KNew |
$200K - $239K
|
4.98K
$397K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.96K+ 28.38% |
$200K - $238K
|
22.4K
$1.79M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
4.95KNew |
$199K - $237K
|
4.95K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.88K+ 10.85% |
$196K - $234K
|
49.9K
$3.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.79K+ 225.45% |
$193K - $229K
|
6.92K
$551K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.79K+ 225.45% |
$193K - $229K
|
6.92K
$551K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4.71KNew |
$189K - $226K
|
4.71K
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
4.69K+ 15.43% |
$189K - $225K
|
35.1K
$2.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.58K+ 34.08% |
$184K - $219K
|
18K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.53K+ 7.43% |
$182K - $217K
|
65.6K
$5.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.51K+ 5.42% |
$181K - $216K
|
87.8K
$6.99M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.49K+ 1078.85% |
$181K - $215K
|
4.9K
$391K
|