Purchases and Sales Made in Q1 2023 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.03K+ 20.44% |
$131K - $159K
|
17.8K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.02K+ 2.95% |
$130K - $158K
|
105K
$8.63M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.94K+ 7.36% |
$127K - $154K
|
42.9K
$3.52M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.91K+ 12.49% |
$125K - $152K
|
26.2K
$2.15M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.86K+ 5.76% |
$123K - $150K
|
52.4K
$4.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
2.79K+ 7.88% |
$120K - $146K
|
38.2K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.78KNew |
$120K - $146K
|
2.78K
$228K
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.78K+ 13.2% |
$120K - $145K
|
23.8K
$1.95M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.77K+ 46.41% |
$119K - $145K
|
8.73K
$716K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.76K+ 37.7% |
$119K - $145K
|
10.1K
$827K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.76K+ 56.29% |
$119K - $144K
|
7.66K
$628K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.62K+ 24.49% |
$113K - $137K
|
13.3K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.61K+ 469.24% |
$112K - $137K
|
3.17K
$259K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.58K+ 12.39% |
$111K - $135K
|
23.4K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
2.58K+ 0.84% |
$111K - $135K
|
308K
$25.3M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.53K+ 23.57% |
$109K - $133K
|
13.3K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.53K+ 12.64% |
$109K - $132K
|
22.6K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.52KNew |
$109K - $132K
|
2.52K
$207K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.52K+ 2.08% |
$109K - $132K
|
123K
$10.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.49K+ 9.1% |
$107K - $130K
|
29.8K
$2.45M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
2.48K+ 22.75% |
$107K - $130K
|
13.4K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.48K+ 3.1% |
$107K - $130K
|
82.5K
$6.77M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.46K+ 35.59% |
$106K - $129K
|
9.38K
$769K
|
|
|
May 05, 2023
Q1 2023
|
Guardian Investment Management
|
BUY
|
- |
2.45K+ 14.43% |
$106K - $128K
|
19.4K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.45K+ 5.75% |
$105K - $128K
|
45K
$3.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
2.44K+ 39.45% |
$105K - $128K
|
8.61K
$706K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.43K+ 21.88% |
$105K - $127K
|
13.5K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
2.41K+ 4.08% |
$104K - $126K
|
61.5K
$5.04M
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.41K+ 7.86% |
$104K - $126K
|
33.1K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
2.4K+ 0.72% |
$103K - $126K
|
338K
$27.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.39K+ 2.3% |
$103K - $125K
|
107K
$8.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.39K+ 3.12% |
$103K - $125K
|
79K
$6.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.39K+ 28.47% |
$103K - $125K
|
10.8K
$883K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.38K+ 68.12% |
$103K - $125K
|
5.88K
$482K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2.38K+ 2.17% |
$102K - $124K
|
112K
$9.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.36K+ 47.6% |
$102K - $123K
|
7.32K
$600K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.36K+ 78500.0% |
$102K - $123K
|
2.36K
$193K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.33K+ 4.33% |
$100K - $122K
|
56.1K
$4.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.32K+ 3.29% |
$100K - $122K
|
73K
$5.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.32K+ 10.95% |
$100K - $122K
|
23.5K
$1.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
BUY
|
- |
2.28K+ 28.22% |
$98.2K - $119K
|
10.3K
$848K
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.25K+ 18.78% |
$97K - $118K
|
14.2K
$1.17M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.25K+ 34.88% |
$96.9K - $118K
|
8.69K
$713K
|
|
|
May 15, 2023
Q1 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
2.24K+ 3.44% |
$96.7K - $117K
|
67.4K
$5.52M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.24K+ 4.68% |
$96.4K - $117K
|
50K
$4.1M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.21K+ 44.0% |
$95.4K - $116K
|
7.24K
$594K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.17K+ 10.17% |
$93.5K - $114K
|
23.5K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.15K+ 5.2% |
$92.5K - $112K
|
43.4K
$3.56M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
2.14K+ 31.4% |
$92.4K - $112K
|
8.97K
$735K
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
2.14K+ 22.62% |
$92.3K - $112K
|
11.6K
$951K
|