Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,129 institutions that hold shares in the stock, with a total of 1.36 Billion shares, which have been reported (via 13F filing form) to have a value of $110 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
17,582
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
17,581
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
17,475
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
17,395
shares
|
$1.4 Million
0.25% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
17,389
shares
|
$1.4 Million
0.07% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
17,387
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2024
Added 236.05%
|
|
|
Pacific Global Investment Management CO
|
Feb 06, 2025 Q4 2024 |
17,378
shares
|
$1.4 Million
1.63% of portfolio
|
Q4 2024
Reduced 64.76%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
17,288
shares
|
$1.4 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,255
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2022
Added 176.39%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
17,246
shares
|
$1.39 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
17,233
shares
|
$1.39 Million
0.16% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
17,183
shares
|
$1.39 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
17,128
shares
|
$1.38 Million
0.06% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
17,087
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Connective Portfolio Management, LLC
|
Jan 14, 2025 Q4 2024 |
17,000
shares
|
$1.37 Million
1.91% of portfolio
|
Q4 2024
Added 347.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
16,946
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
16,907
shares
|
$1.36 Million
0.24% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
16,740
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
Added 194.25%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
16,691
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,686
shares
|
$1.35 Million
0.1% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
16,620
shares
|
$1.34 Million
0.27% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
16,495
shares
|
$1.33 Million
0.78% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
16,462
shares
|
$1.33 Million
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
16,443
shares
|
$1.33 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
16,373
shares
|
$1.32 Million
0.04% of portfolio
|
Q3 2022
Added 40.54%
|