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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
39+ 4.5% |
$1.99K - $2.47K
|
906
$73.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
38+ 0.29% |
$1.94K - $2.4K
|
13.2K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.76% |
$1.84K - $2.28K
|
4.78K
$389K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
35+ 0.74% |
$1.79K - $2.21K
|
4.74K
$386K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
34+ 0.45% |
$1.74K - $2.15K
|
7.56K
$615K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
34+ 0.07% |
$1.74K - $2.15K
|
50.2K
$4.08M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
33+ 13.69% |
$1.69K - $2.09K
|
274
$22.3K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
31+ 0.31% |
$1.58K - $1.96K
|
10K
$815K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
31+ 0.49% |
$1.58K - $1.96K
|
6.4K
$521K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 0.31% |
$1.53K - $1.9K
|
9.85K
$802K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
30+ 0.15% |
$1.53K - $1.9K
|
19.7K
$1.6M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
28New |
$1.43K - $1.77K
|
28
$2.28K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
27+ 0.02% |
$1.38K - $1.71K
|
112K
$9.08M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
26+ 0.56% |
$1.33K - $1.64K
|
4.68K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
26New |
$1.33K - $1.64K
|
26
$2.12K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
25+ 18.38% |
$1.28K - $1.58K
|
161
$13.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 23.71% |
$1.18K - $1.45K
|
120
$9.77K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
22+ 0.94% |
$1.12K - $1.39K
|
2.37K
$193K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
22+ 0.54% |
$1.12K - $1.39K
|
4.12K
$336K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
20+ 0.35% |
$1.02K - $1.26K
|
5.67K
$461K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
19New |
$971 - $1.2K
|
19
$1.55K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18+ 5.92% |
$920 - $1.14K
|
322
$26.2K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
17+ 0.06% |
$869 - $1.08K
|
28.9K
$2.35M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
16+ 0.37% |
$818 - $1.01K
|
4.3K
$350K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 3.72% |
$818 - $1.01K
|
446
$36.3K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 2.04% |
$818 - $1.01K
|
800
$65.1K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 0.62% |
$767 - $949
|
2.45K
$200K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
14+ 0.2% |
$716 - $885
|
7K
$570K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
14+ 0.05% |
$716 - $885
|
30.9K
$2.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
13New |
$664 - $822
|
13
$1.06K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13+ 0.11% |
$664 - $822
|
12K
$974K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
12+ 0.02% |
$613 - $759
|
73K
$5.94M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
12New |
$613 - $759
|
12
$977
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11+ 0.1% |
$562 - $696
|
11.2K
$916K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
10New |
$511 - $632
|
10
$814
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 0.53% |
$460 - $569
|
1.72K
$140K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9+ 0.17% |
$460 - $569
|
5.43K
$442K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9+ 0.48% |
$460 - $569
|
1.9K
$155K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 0.63% |
$409 - $506
|
1.28K
$104K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 0.93% |
$409 - $506
|
869
$70.8K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8+ 200.0% |
$409 - $506
|
12
$977
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
7New |
$358 - $443
|
7
$570
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6+ 0.15% |
$307 - $379
|
3.9K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.65% |
$307 - $379
|
926
$75.4K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5+ 0.71% |
$256 - $316
|
710
$57.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
4+ 0.01% |
$204 - $253
|
29.5K
$2.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.74% |
$153 - $190
|
175
$14.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
3+ 0.05% |
$153 - $190
|
6K
$489K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3+ 13.04% |
$153 - $190
|
26
$2.12K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.07% |
$153 - $190
|
4.43K
$361K
|