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 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.11K+ 1.33% |
$90.9K - $110K
|
160K
$13.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.06K+ 4.05% |
$89K - $108K
|
53K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 19.4% |
$85.1K - $103K
|
12.2K
$996K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.97K+ 36.37% |
$84.8K - $103K
|
7.37K
$604K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 26.47% |
$84.8K - $103K
|
9.39K
$770K
|
|
|
Apr 13, 2023
Q1 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
1.95K+ 1.64% |
$84.1K - $102K
|
121K
$9.88M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.95K+ 35.25% |
$83.9K - $102K
|
7.47K
$612K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.93K+ 24.61% |
$83.2K - $101K
|
9.77K
$801K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.93K+ 3.12% |
$83.1K - $101K
|
63.7K
$5.22M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.92K+ 13.48% |
$82.8K - $101K
|
16.2K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.89K+ 0.37% |
$81.3K - $98.7K
|
506K
$41.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.88K+ 2.59% |
$81.1K - $98.5K
|
74.5K
$6.11M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.83K+ 10.24% |
$79.1K - $96K
|
19.7K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.82K+ 3.64% |
$78.3K - $95.1K
|
51.7K
$4.24M
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.8K+ 6.67% |
$77.8K - $94.4K
|
28.8K
$2.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
1.77K+ 35.43% |
$76.2K - $92.5K
|
6.75K
$554K
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.76K+ 52.95% |
$75.7K - $92K
|
5.08K
$416K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.76K+ 2.92% |
$75.7K - $91.9K
|
61.8K
$5.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.68K+ 3.28% |
$72.5K - $88.1K
|
53K
$4.34M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.68K+ 0.5% |
$72.4K - $87.9K
|
337K
$27.6M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.67K+ 0.15% |
$72K - $87.4K
|
1.1M
$90.2M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.66K+ 3.23% |
$71.6K - $87K
|
53.1K
$4.35M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.65K+ 6.24% |
$71.1K - $86.3K
|
28.1K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
1.63K+ 4.85% |
$70.1K - $85.1K
|
35.1K
$2.88M
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.59K+ 12.88% |
$68.7K - $83.4K
|
14K
$1.14M
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.56K+ 6.02% |
$67.1K - $81.5K
|
27.4K
$2.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
1.53K+ 1.44% |
$66K - $80.1K
|
108K
$8.84M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.51K+ 20.43% |
$65K - $78.9K
|
8.89K
$729K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.51K+ 7.85% |
$64.9K - $78.8K
|
20.7K
$1.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.5K+ 28.8% |
$64.7K - $78.6K
|
6.71K
$550K
|
|
|
Apr 04, 2023
Q1 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.5K+ 0.29% |
$64.7K - $78.5K
|
517K
$42.4M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.46K+ 30.67% |
$62.9K - $76.4K
|
6.22K
$510K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
1.45K+ 0.78% |
$62.3K - $75.7K
|
186K
$15.3M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.44K+ 85.51% |
$62.1K - $75.4K
|
3.12K
$256K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.43K+ 1.75% |
$61.4K - $74.6K
|
82.7K
$6.78M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.42K+ 14.87% |
$61.2K - $74.3K
|
11K
$899K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.4K+ 8.51% |
$60.5K - $73.5K
|
17.9K
$1.47M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.39K+ 14.56% |
$59.9K - $72.7K
|
10.9K
$896K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 5.58% |
$59.3K - $72K
|
26K
$2.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.37K+ 0.61% |
$59.2K - $71.9K
|
228K
$18.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.37K+ 18.65% |
$59.2K - $71.9K
|
8.74K
$717K
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.37K+ 14.12% |
$59K - $71.6K
|
11.1K
$906K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.37K+ 19.46% |
$59K - $71.6K
|
8.4K
$688K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.34K+ 20.8% |
$57.7K - $70.1K
|
7.78K
$638K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.33K+ 11.47% |
$57.4K - $69.7K
|
12.9K
$1.06M
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.31K+ 14.77% |
$56.6K - $68.7K
|
10.2K
$836K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
1.31K+ 0.38% |
$56.3K - $68.4K
|
349K
$28.6M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.27K+ 0.87% |
$54.8K - $66.6K
|
147K
$12M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.26K+ 12.86% |
$54.4K - $66.1K
|
11.1K
$909K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.26K+ 6.71% |
$54.2K - $65.8K
|
20K
$1.64M
|