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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-179- 0.37% |
$7.92K - $9.02K
|
47.7K
$3.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-181- 15.89% |
$8.01K - $9.12K
|
958
$77.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-182- 6.9% |
$8.05K - $9.17K
|
2.46K
$200K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-195- 44.22% |
$8.62K - $9.83K
|
246
$20K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-199- 3.43% |
$8.8K - $10K
|
5.61K
$456K
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-199- 1.23% |
$8.8K - $10K
|
16K
$1.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-200- 0.53% |
$8.85K - $10.1K
|
37.2K
$3.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 66.67% |
$8.85K - $10.1K
|
100
$8.13K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-200- 1.86% |
$8.85K - $10.1K
|
10.6K
$858K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-204- 2.84% |
$9.02K - $10.3K
|
6.97K
$567K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-211- 0.26% |
$9.33K - $10.6K
|
81.5K
$6.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-212- 1.95% |
$9.38K - $10.7K
|
10.7K
$867K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-213- 15.25% |
$9.42K - $10.7K
|
1.18K
$96.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-215- 1.24% |
$9.51K - $10.8K
|
17.2K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-218- 3.42% |
$9.64K - $11K
|
6.16K
$501K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-219- 4.06% |
$9.69K - $11K
|
5.17K
$420K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-223- 2.57% |
$9.86K - $11.2K
|
8.46K
$687K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-242- 4.35% |
$10.7K - $12.2K
|
5.32K
$433K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-244- 21.94% |
$10.8K - $12.3K
|
868
$70.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-247- 1.04% |
$10.9K - $12.4K
|
23.6K
$1.92M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-249- 3.6% |
$11K - $12.5K
|
6.66K
$541K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-250- 4.13% |
$11.1K - $12.6K
|
5.8K
$471K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-250- 0.54% |
$11.1K - $12.6K
|
45.7K
$3.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-252- 6.84% |
$11.1K - $12.7K
|
3.43K
$279K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-259- 1.69% |
$11.5K - $13.1K
|
15.1K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-259- 3.3% |
$11.5K - $13.1K
|
7.59K
$617K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-262- 10.36% |
$11.6K - $13.2K
|
2.27K
$184K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-266- 2.63% |
$11.8K - $13.4K
|
9.86K
$802K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-269- 59.12% |
$11.9K - $13.6K
|
186
$15.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-271- 6.2% |
$12K - $13.7K
|
4.1K
$333K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-278- 4.67% |
$12.3K - $14K
|
5.67K
$461K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-286- 4.7% |
$12.6K - $14.4K
|
5.8K
$471K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-290- 1.76% |
$12.8K - $14.6K
|
16.2K
$1.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-300- 0.29% |
$13.3K - $15.1K
|
105K
$8.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-301- 1.72% |
$13.3K - $15.2K
|
17.2K
$1.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-307- 66.45% |
$13.6K - $15.5K
|
155
$12.6K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-313- 1.26% |
$13.8K - $15.8K
|
24.6K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-313- 1.11% |
$13.8K - $15.8K
|
27.8K
$2.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-325- 4.52% |
$14.4K - $16.4K
|
6.86K
$558K
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-329- 3.68% |
$14.6K - $16.6K
|
8.62K
$700K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-330- 3.66% |
$14.6K - $16.6K
|
8.69K
$706K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-332- 3.03% |
$14.7K - $16.7K
|
10.6K
$864K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-334- 1.95% |
$14.8K - $16.8K
|
16.8K
$1.37M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-338- 1.4% |
$14.9K - $17K
|
23.8K
$1.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-350- 1.77% |
$15.5K - $17.6K
|
19.4K
$1.58M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-351- 2.59% |
$15.5K - $17.7K
|
13.2K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-354- 7.0% |
$15.7K - $17.8K
|
4.7K
$382K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-359- 25.48% |
$15.9K - $18.1K
|
1.05K
$85.3K
|
|
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-360- 1.64% |
$15.9K - $18.1K
|
21.6K
$1.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-365- 5.42% |
$16.1K - $18.4K
|
6.37K
$517K
|