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 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-500- 4.35% |
$21.6K - $26.2K
|
11K
$894K
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-505- 8.87% |
$21.8K - $26.4K
|
5.19K
$423K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-506- 1.93% |
$21.8K - $26.5K
|
25.7K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-509- 2.12% |
$21.9K - $26.6K
|
23.5K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-520- 5.68% |
$22.4K - $27.2K
|
8.63K
$703K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-526- 10.78% |
$22.7K - $27.5K
|
4.36K
$355K
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-530- 7.38% |
$22.8K - $27.7K
|
6.65K
$542K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-531- 2.71% |
$22.9K - $27.8K
|
19.1K
$1.55M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-531- 6.79% |
$22.9K - $27.8K
|
7.29K
$593K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-536- 5.3% |
$23.1K - $28.1K
|
9.58K
$780K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-543- 1.21% |
$23.4K - $28.4K
|
44.4K
$3.61M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-544- 5.88% |
$23.5K - $28.5K
|
8.71K
$709K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-545- 2.05% |
$23.5K - $28.5K
|
26K
$2.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-548- 1.75% |
$23.6K - $28.7K
|
30.7K
$2.5M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-548- 28.0% |
$23.6K - $28.7K
|
1.41K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-558- 6.92% |
$24.1K - $29.2K
|
7.5K
$611K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-566- 6.5% |
$24.4K - $29.6K
|
8.15K
$663K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-568- 3.03% |
$24.5K - $29.7K
|
18.2K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-587- 18.04% |
$25.3K - $30.7K
|
2.67K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-595- 4.72% |
$25.7K - $31.1K
|
12K
$979K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-600- 44.71% |
$25.9K - $31.4K
|
742
$60.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-600- 2.49% |
$25.9K - $31.4K
|
23.5K
$1.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-600- 5.03% |
$25.9K - $31.4K
|
11.3K
$922K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-600- 5.79% |
$25.9K - $31.4K
|
9.77K
$795K
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-600- 5.18% |
$25.9K - $31.4K
|
11K
$895K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-603- 5.13% |
$26K - $31.6K
|
11.1K
$907K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-605- 95.28% |
$26.1K - $31.7K
|
30
$2.44K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-607- 13.3% |
$26.2K - $31.8K
|
3.96K
$322K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-613- 7.63% |
$26.4K - $32.1K
|
7.42K
$604K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-628- 5.84% |
$27.1K - $32.9K
|
10.1K
$825K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-668- 4.52% |
$28.8K - $35K
|
14.1K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-750- 8.78% |
$32.3K - $39.3K
|
7.79K
$635K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-770- 6.52% |
$33.2K - $40.3K
|
11K
$899K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-772- 0.84% |
$33.3K - $40.4K
|
91.6K
$7.46M
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-794- 1.73% |
$34.2K - $41.6K
|
45.2K
$3.68M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-821- 55.7% |
$35.4K - $43K
|
653
$53.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-850- 11.81% |
$36.6K - $44.5K
|
6.35K
$517K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-873- 9.41% |
$37.6K - $45.7K
|
8.41K
$685K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-875- 14.08% |
$37.7K - $45.8K
|
5.34K
$435K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-876- 6.19% |
$37.8K - $45.9K
|
13.3K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-888- 6.25% |
$38.3K - $46.5K
|
13.3K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-904- 3.23% |
$39K - $47.3K
|
27.1K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-934- 9.73% |
$40.3K - $48.9K
|
8.66K
$705K
|
|
|
Sep 18, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-970- 4.22% |
$41.8K - $50.8K
|
22K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-987- 5.25% |
$42.5K - $51.7K
|
17.8K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-988- 1.91% |
$42.6K - $51.7K
|
50.7K
$4.13M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-992- 8.24% |
$42.8K - $51.9K
|
11K
$899K
|
|
|
Sep 30, 2024
Q1 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-992- 7.4% |
$42.8K - $51.9K
|
12.4K
$1.01M
|
|
|
Oct 02, 2024
Q1 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-992- 7.4% |
$42.8K - $51.9K
|
12.4K
$1.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1K- 2.51% |
$43.1K - $52.4K
|
38.8K
$3.16M
|