Purchases and Sales Made in Q1 2024 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q1 2024. 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 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
616+ 133.62% |
$31.5K - $39K
|
1.08K
$87.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
593+ 7.55% |
$30.3K - $37.5K
|
8.45K
$688K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
591+ 4.55% |
$30.2K - $37.4K
|
13.6K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
591+ 9.54% |
$30.2K - $37.4K
|
6.79K
$553K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
587+ 12.6% |
$30K - $37.1K
|
5.25K
$427K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
575+ 0.41% |
$29.4K - $36.4K
|
141K
$11.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
571+ 0.36% |
$29.2K - $36.1K
|
161K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
564+ 0.48% |
$28.8K - $35.7K
|
119K
$9.66M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
563+ 3.39% |
$28.8K - $35.6K
|
17.2K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
559+ 9.96% |
$28.6K - $35.4K
|
6.17K
$502K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
558+ 14.06% |
$28.5K - $35.3K
|
4.53K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
557+ 1.84% |
$28.5K - $35.2K
|
30.9K
$2.52M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
542New |
$27.7K - $34.3K
|
542
$44.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
538+ 4.23% |
$27.5K - $34K
|
13.2K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
530+ 1.81% |
$27.1K - $33.5K
|
29.9K
$2.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
475+ 3.29% |
$24.3K - $30K
|
14.9K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
468+ 20.58% |
$23.9K - $29.6K
|
2.74K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
457+ 2.86% |
$23.4K - $28.9K
|
16.4K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
455+ 5.38% |
$23.3K - $28.8K
|
8.91K
$726K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
446+ 10.49% |
$22.8K - $28.2K
|
4.7K
$382K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
443+ 10.99% |
$22.6K - $28K
|
4.48K
$364K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
437+ 7.25% |
$22.3K - $27.6K
|
6.46K
$526K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
407+ 10.22% |
$20.8K - $25.7K
|
4.39K
$357K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
400+ 8.08% |
$20.4K - $25.3K
|
5.35K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
400+ 0.2% |
$20.4K - $25.3K
|
203K
$16.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
399+ 4.93% |
$20.4K - $25.2K
|
8.49K
$691K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
395+ 7.94% |
$20.2K - $25K
|
5.37K
$437K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
384+ 0.2% |
$19.6K - $24.3K
|
190K
$15.5M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
376+ 5.68% |
$19.2K - $23.8K
|
6.99K
$569K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
354+ 3.13% |
$18.1K - $22.4K
|
11.7K
$949K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
352+ 1.03% |
$18K - $22.3K
|
34.5K
$2.81M
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
342+ 1.3% |
$17.5K - $21.6K
|
26.6K
$2.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
339+ 0.43% |
$17.3K - $21.4K
|
78.6K
$6.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
330+ 57.89% |
$16.9K - $20.9K
|
900
$73.3K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
327+ 0.8% |
$16.7K - $20.7K
|
41.2K
$3.35M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
326+ 7.07% |
$16.7K - $20.6K
|
4.94K
$402K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
307+ 3.18% |
$15.7K - $19.4K
|
9.95K
$810K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
304+ 38.68% |
$15.5K - $19.2K
|
1.09K
$88.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
300+ 0.23% |
$15.3K - $19K
|
128K
$10.4M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
297+ 7.05% |
$15.2K - $18.8K
|
4.51K
$367K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
296+ 2.85% |
$15.1K - $18.7K
|
10.7K
$870K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
293New |
$15K - $18.5K
|
293
$23.9K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
292+ 3.14% |
$14.9K - $18.5K
|
9.59K
$781K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
285+ 4.26% |
$14.6K - $18K
|
6.97K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
281+ 3.38% |
$14.4K - $17.8K
|
8.59K
$699K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
279New |
$14.3K - $17.6K
|
279
$22.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
278+ 18.82% |
$14.2K - $17.6K
|
1.76K
$143K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
276+ 4.72% |
$14.1K - $17.5K
|
6.12K
$498K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
271+ 2.63% |
$13.9K - $17.1K
|
10.6K
$862K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
265+ 6.34% |
$13.5K - $16.8K
|
4.44K
$362K
|