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 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
109+ 1.02% |
$4.7K - $5.71K
|
10.8K
$885K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
108+ 1.0% |
$4.66K - $5.65K
|
11K
$899K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
107+ 0.2% |
$4.61K - $5.6K
|
52.8K
$4.33M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
107+ 2.5% |
$4.61K - $5.6K
|
4.38K
$359K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
106New |
$4.57K - $5.55K
|
106
$8.69K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
105+ 1.22% |
$4.53K - $5.5K
|
8.68K
$712K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
102+ 0.12% |
$4.4K - $5.34K
|
86.2K
$7.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
101+ 12.69% |
$4.35K - $5.29K
|
897
$73.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
100+ 12.58% |
$4.31K - $5.24K
|
895
$73.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
100+ 1.66% |
$4.31K - $5.24K
|
6.14K
$503K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100+ 0.94% |
$4.31K - $5.24K
|
10.8K
$882K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
100+ 6.86% |
$4.31K - $5.24K
|
1.56K
$128K
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
100+ 0.03% |
$4.31K - $5.24K
|
391K
$32.1M
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
99+ 282.86% |
$4.27K - $5.18K
|
134
$11K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
99+ 5.15% |
$4.27K - $5.18K
|
2.02K
$166K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
97+ 1.26% |
$4.18K - $5.08K
|
7.78K
$638K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
95+ 1.73% |
$4.1K - $4.97K
|
5.58K
$457K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
90+ 2.24% |
$3.88K - $4.71K
|
4.1K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
89+ 0.93% |
$3.84K - $4.66K
|
9.68K
$793K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
83+ 6.33% |
$3.58K - $4.35K
|
1.4K
$114K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
81+ 0.57% |
$3.49K - $4.24K
|
14.3K
$1.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
80+ 0.14% |
$3.45K - $4.19K
|
57K
$4.68M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
78+ 0.78% |
$3.36K - $4.08K
|
10K
$822K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
75+ 1.23% |
$3.23K - $3.93K
|
6.17K
$506K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
75+ 277.78% |
$3.23K - $3.93K
|
102
$8.36K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
69New |
$2.97K - $3.61K
|
69
$5.66K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
67+ 1.31% |
$2.89K - $3.51K
|
5.17K
$424K
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
66+ 0.38% |
$2.85K - $3.46K
|
17.5K
$1.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
60+ 0.57% |
$2.59K - $3.14K
|
10.6K
$872K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
58+ 53.7% |
$2.5K - $3.04K
|
166
$13.6K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
54+ 1.53% |
$2.33K - $2.83K
|
3.57K
$293K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
53+ 0.56% |
$2.28K - $2.77K
|
9.45K
$775K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
49+ 0.97% |
$2.11K - $2.57K
|
5.08K
$417K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
49+ 85.96% |
$2.11K - $2.57K
|
106
$8.69K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
49+ 0.66% |
$2.11K - $2.57K
|
7.42K
$608K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
49+ 14.08% |
$2.11K - $2.57K
|
397
$32.5K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
46+ 4.32% |
$1.98K - $2.41K
|
1.11K
$91.2K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
44+ 0.42% |
$1.9K - $2.3K
|
10.5K
$864K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
42New |
$1.81K - $2.2K
|
42
$3.44K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
41+ 2.92% |
$1.77K - $2.15K
|
1.44K
$118K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
40+ 0.55% |
$1.72K - $2.09K
|
7.36K
$603K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
40New |
$1.72K - $2.09K
|
40
$3.28K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
38+ 4.81% |
$1.64K - $1.99K
|
828
$67.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
37+ 0.83% |
$1.6K - $1.94K
|
4.51K
$369K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
35New |
$1.51K - $1.83K
|
35
$2.87K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
32+ 0.51% |
$1.38K - $1.68K
|
6.36K
$521K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
30+ 0.33% |
$1.29K - $1.57K
|
9.17K
$752K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
30+ 0.13% |
$1.29K - $1.57K
|
22.4K
$1.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
30New |
$1.29K - $1.57K
|
30
$2.46K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
29+ 0.41% |
$1.25K - $1.52K
|
7.1K
$582K
|