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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
231+ 4.96% |
$9.96K - $12.1K
|
4.89K
$401K
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
BUY
|
- |
226+ 3.79% |
$9.74K - $11.8K
|
6.19K
$507K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
225+ 2.74% |
$9.7K - $11.8K
|
8.45K
$693K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
213+ 1.69% |
$9.18K - $11.2K
|
12.8K
$1.05M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
212+ 1.01% |
$9.14K - $11.1K
|
21.2K
$1.74M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
208+ 15.2% |
$8.97K - $10.9K
|
1.58K
$129K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
208+ 0.19% |
$8.97K - $10.9K
|
109K
$8.95M
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
206+ 3.63% |
$8.88K - $10.8K
|
5.89K
$483K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
204+ 11.23% |
$8.79K - $10.7K
|
2.02K
$166K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
203+ 4.07% |
$8.75K - $10.6K
|
5.2K
$426K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
202+ 631.25% |
$8.71K - $10.6K
|
234
$19.2K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
200+ 0.81% |
$8.62K - $10.5K
|
24.8K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
200+ 273.97% |
$8.62K - $10.5K
|
273
$22.4K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
199+ 0.72% |
$8.58K - $10.4K
|
27.7K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
198+ 4.48% |
$8.54K - $10.4K
|
4.62K
$379K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
197+ 3.83% |
$8.49K - $10.3K
|
5.35K
$438K
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
187+ 1.56% |
$8.06K - $9.79K
|
12.2K
$998K
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
187+ 1.56% |
$8.06K - $9.79K
|
12.2K
$998K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
185New |
$7.98K - $9.68K
|
185
$15.2K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
184+ 0.19% |
$7.93K - $9.63K
|
97.1K
$7.96M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
180+ 0.87% |
$7.76K - $9.42K
|
20.8K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
178+ 0.33% |
$7.67K - $9.32K
|
53.8K
$4.41M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
177+ 0.29% |
$7.63K - $9.27K
|
60.9K
$4.99M
|
|
|
May 04, 2023
Q1 2023
|
Salzhauer Michael
|
BUY
|
- |
174+ 3.27% |
$7.5K - $9.11K
|
5.49K
$450K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
166+ 1383.33% |
$7.16K - $8.69K
|
178
$14.6K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
162+ 0.26% |
$6.98K - $8.48K
|
61.6K
$5.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
160+ 1.69% |
$6.9K - $8.38K
|
9.65K
$791K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
160+ 10.76% |
$6.9K - $8.38K
|
1.65K
$135K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
160+ 10.76% |
$6.9K - $8.38K
|
1.65K
$135K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
160+ 2.63% |
$6.9K - $8.38K
|
6.25K
$512K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
160+ 2.63% |
$6.9K - $8.38K
|
6.25K
$512K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
159+ 2.66% |
$6.85K - $8.32K
|
6.15K
$504K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
158New |
$6.81K - $8.27K
|
158
$13K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
158+ 0.99% |
$6.81K - $8.27K
|
16.1K
$1.32M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
150+ 100.0% |
$6.47K - $7.85K
|
300
$24.6K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
145+ 0.88% |
$6.25K - $7.59K
|
16.6K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
140+ 1.28% |
$6.04K - $7.33K
|
11K
$905K
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
139+ 0.53% |
$5.99K - $7.28K
|
26.6K
$2.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
138+ 2.23% |
$5.95K - $7.22K
|
6.34K
$520K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
132+ 1.86% |
$5.69K - $6.91K
|
7.22K
$592K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
130+ 21.52% |
$5.6K - $6.81K
|
734
$60.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
129+ 3.12% |
$5.56K - $6.75K
|
4.26K
$349K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
126+ 0.23% |
$5.43K - $6.6K
|
53.8K
$4.41M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
125+ 0.19% |
$5.39K - $6.54K
|
67.7K
$5.55M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
125+ 0.42% |
$5.39K - $6.54K
|
30.1K
$2.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
119+ 1.99% |
$5.13K - $6.23K
|
6.09K
$499K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
118+ 1.98% |
$5.09K - $6.18K
|
6.09K
$499K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
118+ 19.31% |
$5.09K - $6.18K
|
729
$59.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
114+ 67.86% |
$4.91K - $5.97K
|
282
$23.1K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
111+ 0.85% |
$4.79K - $5.81K
|
13.2K
$1.08M
|