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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3New |
$133 - $151
|
3
$254
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.0% |
$88.5 - $101
|
203
$17.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2+ 0.5% |
$88.5 - $101
|
401
$33.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.46% |
$88.5 - $101
|
139
$11.8K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.85% |
$88.5 - $101
|
236
$20K
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$88.5 - $101
|
7.12K
$603K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
1+ 0.02% |
$44.2 - $50.4
|
6.02K
$509K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.77% |
$44.2 - $50.4
|
131
$11.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 2.13% |
$44.2 - $50.4
|
48
$4.06K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.94% |
$44.2 - $50.4
|
107
$9.05K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.22% |
$44.2 - $50.4
|
83
$7.02K
|
|
|
Aug 16, 2023
Q2 2023
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1- 7.69% |
$44.2 - $50.4
|
12
$1.02K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 2.13% |
$44.2 - $50.4
|
46
$3.89K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2- 0.09% |
$88.5 - $101
|
2.32K
$197K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2- 0.02% |
$88.5 - $101
|
11.1K
$938K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2- 0.03% |
$88.5 - $101
|
6.95K
$588K
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-2- 0.03% |
$88.5 - $101
|
5.93K
$502K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-3- 0.03% |
$133 - $151
|
11.6K
$984K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6- 0.52% |
$265 - $302
|
1.15K
$97.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-12- 11.32% |
$531 - $605
|
94
$7.95K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-12- 0.06% |
$531 - $605
|
20.2K
$1.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-13- 9.42% |
$575 - $655
|
125
$10.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-13- 12.26% |
$575 - $655
|
93
$7.87K
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-15- 0.29% |
$663 - $756
|
5.13K
$434K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-16- 0.24% |
$708 - $806
|
6.7K
$567K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-16- 0.24% |
$708 - $806
|
6.58K
$556K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 0.58% |
$708 - $806
|
2.76K
$234K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.73% |
$752 - $857
|
2.32K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-18- 0.34% |
$796 - $907
|
5.23K
$442K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-21- 0.13% |
$929 - $1.06K
|
16.1K
$1.37M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-25- 0.27% |
$1.11K - $1.26K
|
9.07K
$767K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-25- 0.03% |
$1.11K - $1.26K
|
73.9K
$6.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-27- 1.36% |
$1.19K - $1.36K
|
1.96K
$166K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-27- 0.1% |
$1.19K - $1.36K
|
26K
$2.2M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-29- 0.24% |
$1.28K - $1.46K
|
12.1K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-30- 0.36% |
$1.33K - $1.51K
|
8.42K
$712K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-30- 32.61% |
$1.33K - $1.51K
|
62
$5.25K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-33- 3.2% |
$1.46K - $1.66K
|
998
$84.4K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-35- 0.47% |
$1.55K - $1.76K
|
7.48K
$633K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-37- 0.82% |
$1.64K - $1.86K
|
4.47K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-38- 0.48% |
$1.68K - $1.92K
|
7.83K
$663K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-39- 5.35% |
$1.72K - $1.97K
|
690
$58.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-40- 1.36% |
$1.77K - $2.02K
|
2.91K
$246K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-43- 4.34% |
$1.9K - $2.17K
|
948
$80.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-44- 0.35% |
$1.95K - $2.22K
|
12.6K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-47- 4.3% |
$2.08K - $2.37K
|
1.05K
$88.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-48- 33.8% |
$2.12K - $2.42K
|
94
$7.95K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-49- 0.42% |
$2.17K - $2.47K
|
11.5K
$975K
|