Purchases and Sales Made in Q2 2023 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
231+ 3.89% |
$10.2K - $11.6K
|
6.17K
$518K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
231+ 3.89% |
$10.2K - $11.6K
|
6.17K
$518K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
229+ 2.37% |
$10.1K - $11.5K
|
9.88K
$829K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
228+ 1.59% |
$10.1K - $11.5K
|
14.5K
$1.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
225+ 1.4% |
$9.95K - $11.3K
|
16.2K
$1.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
224+ 4.82% |
$9.91K - $11.3K
|
4.87K
$409K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
220+ 6.96% |
$9.73K - $11.1K
|
3.38K
$284K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
215+ 0.45% |
$9.51K - $10.8K
|
48.3K
$4.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
213+ 3.91% |
$9.42K - $10.7K
|
5.66K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
205+ 2.12% |
$9.07K - $10.3K
|
9.88K
$829K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
203+ 19.59% |
$8.98K - $10.2K
|
1.24K
$104K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
201+ 2.71% |
$8.89K - $10.1K
|
7.62K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
200+ 15.56% |
$8.85K - $10.1K
|
1.49K
$125K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
195+ 0.36% |
$8.62K - $9.83K
|
55K
$4.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
194+ 3.12% |
$8.58K - $9.78K
|
6.41K
$538K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
192+ 3.03% |
$8.49K - $9.68K
|
6.53K
$548K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
190+ 0.63% |
$8.4K - $9.58K
|
30.3K
$2.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
187+ 1.38% |
$8.27K - $9.42K
|
13.8K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
184+ 87.2% |
$8.14K - $9.27K
|
395
$33.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
183+ 1.16% |
$8.09K - $9.22K
|
15.9K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
181+ 3.39% |
$8.01K - $9.12K
|
5.52K
$463K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
172+ 5.98% |
$7.61K - $8.67K
|
3.05K
$256K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
172+ 2.35% |
$7.61K - $8.67K
|
7.49K
$628K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
170New |
$7.52K - $8.57K
|
170
$14.3K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
166+ 1.23% |
$7.34K - $8.37K
|
13.7K
$1.15M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
166+ 1.23% |
$7.34K - $8.37K
|
13.7K
$1.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
164+ 4.15% |
$7.25K - $8.27K
|
4.12K
$346K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
162+ 0.26% |
$7.17K - $8.16K
|
61.8K
$5.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
162+ 1.72% |
$7.17K - $8.16K
|
9.55K
$802K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
161+ 2.86% |
$7.12K - $8.11K
|
5.78K
$486K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
160+ 3.57% |
$7.08K - $8.06K
|
4.64K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
160+ 1.2% |
$7.08K - $8.06K
|
13.4K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
159+ 2.5% |
$7.03K - $8.01K
|
6.51K
$546K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
150+ 0.4% |
$6.63K - $7.56K
|
37.3K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
148+ 16.52% |
$6.55K - $7.46K
|
1.04K
$87.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
145+ 9.56% |
$6.41K - $7.31K
|
1.66K
$140K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
145+ 2.35% |
$6.41K - $7.31K
|
6.31K
$530K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
140New |
$6.19K - $7.06K
|
140
$11.8K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
138New |
$6.1K - $6.96K
|
138
$11.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
134+ 1.44% |
$5.93K - $6.75K
|
9.45K
$793K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
134+ 558.33% |
$5.93K - $6.75K
|
158
$13.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
126+ 1.99% |
$5.57K - $6.35K
|
6.46K
$542K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
125New |
$5.53K - $6.3K
|
125
$10.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
125+ 1.14% |
$5.53K - $6.3K
|
11.1K
$930K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
122+ 0.16% |
$5.4K - $6.15K
|
74.6K
$6.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
119+ 0.24% |
$5.26K - $6K
|
50.6K
$4.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
115+ 0.24% |
$5.09K - $5.8K
|
47.1K
$3.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
115+ 0.68% |
$5.09K - $5.8K
|
17.1K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
111+ 0.73% |
$4.91K - $5.59K
|
15.4K
$1.29M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
111+ 43.87% |
$4.91K - $5.59K
|
364
$30.6K
|