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 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-100- 1.92% |
$4.31K - $5.24K
|
5.1K
$418K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 2.65% |
$4.31K - $5.24K
|
3.68K
$301K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-100- 15.2% |
$4.31K - $5.24K
|
558
$45.7K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-100Closed |
$4.31K - $5.24K
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-102- 0.66% |
$4.4K - $5.34K
|
15.3K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-102- 1.92% |
$4.4K - $5.34K
|
5.22K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-113- 71.07% |
$4.87K - $5.92K
|
46
$3.77K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-118- 0.71% |
$5.09K - $6.18K
|
16.5K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-119- 1.08% |
$5.13K - $6.23K
|
10.9K
$896K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-124- 4.51% |
$5.35K - $6.49K
|
2.63K
$215K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-127- 1.6% |
$5.47K - $6.65K
|
7.79K
$639K
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-128- 1.4% |
$5.52K - $6.7K
|
9.02K
$739K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-128- 0.61% |
$5.52K - $6.7K
|
20.8K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-131- 0.27% |
$5.65K - $6.86K
|
48K
$3.94M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-135- 8.55% |
$5.82K - $7.07K
|
1.44K
$118K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-136- 2.17% |
$5.86K - $7.12K
|
6.14K
$503K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-140- 1.44% |
$6.04K - $7.33K
|
9.6K
$787K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-144- 2.5% |
$6.21K - $7.54K
|
5.62K
$461K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-147- 2.66% |
$6.34K - $7.7K
|
5.39K
$442K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-149- 3.12% |
$6.42K - $7.8K
|
4.63K
$379K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 0.3% |
$6.47K - $7.85K
|
49.2K
$4.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-150- 0.3% |
$6.47K - $7.85K
|
49.7K
$4.07M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-155- 42.12% |
$6.68K - $8.11K
|
213
$17.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-158- 2.48% |
$6.81K - $8.27K
|
6.22K
$510K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-162- 9.36% |
$6.98K - $8.48K
|
1.57K
$129K
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-164- 39.61% |
$7.07K - $8.59K
|
250
$20.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-166- 17.24% |
$7.16K - $8.69K
|
797
$65.3K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-170- 1.21% |
$7.33K - $8.9K
|
13.8K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-173- 2.43% |
$7.46K - $9.06K
|
6.96K
$570K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-175- 0.39% |
$7.54K - $9.16K
|
44.9K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-176- 0.41% |
$7.59K - $9.21K
|
43K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-179- 2.56% |
$7.72K - $9.37K
|
6.81K
$559K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-180- 2.77% |
$7.76K - $9.42K
|
6.33K
$519K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-182- 2.86% |
$7.85K - $9.53K
|
6.18K
$507K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-187- 7.41% |
$8.06K - $9.79K
|
2.34K
$192K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-190- 97.94% |
$8.19K - $9.95K
|
4
$328
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-192- 3.83% |
$8.28K - $10.1K
|
4.83K
$396K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-197- 1.21% |
$8.49K - $10.3K
|
16.1K
$1.32M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-200- 0.99% |
$8.62K - $10.5K
|
20K
$1.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 40.0% |
$8.62K - $10.5K
|
300
$24.6K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 4.41% |
$8.62K - $10.5K
|
4.34K
$355K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-200- 5.56% |
$8.62K - $10.5K
|
3.4K
$279K
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
SELL
|
- |
-200- 11.76% |
$8.62K - $10.5K
|
1.5K
$123K
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-205- 3.22% |
$8.84K - $10.7K
|
6.17K
$506K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-209- 97.66% |
$9.01K - $10.9K
|
5
$410
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-211- 4.56% |
$9.1K - $11K
|
4.42K
$362K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-217- 3.12% |
$9.35K - $11.4K
|
6.73K
$552K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-218- 1.74% |
$9.4K - $11.4K
|
12.3K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-232- 5.48% |
$10K - $12.1K
|
4K
$328K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-240- 5.26% |
$10.3K - $12.6K
|
4.32K
$354K
|