Purchases and Sales Made in Q2 2024 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
219+ 182.5% |
$12.5K - $14.2K
|
339
$27.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
212+ 26.87% |
$12.1K - $13.7K
|
1K
$82.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
211+ 5.56% |
$12K - $13.7K
|
4.01K
$329K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
206+ 1.47% |
$11.7K - $13.3K
|
14.2K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
205+ 148.55% |
$11.7K - $13.3K
|
343
$28.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
203New |
$11.6K - $13.1K
|
203
$16.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
201New |
$11.5K - $13K
|
201
$16.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
198+ 1.46% |
$11.3K - $12.8K
|
13.8K
$1.13M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
198+ 2.28% |
$11.3K - $12.8K
|
8.9K
$730K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
196+ 1.42% |
$11.2K - $12.7K
|
14K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
195+ 1.06% |
$11.1K - $12.6K
|
18.6K
$1.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
194+ 0.56% |
$11.1K - $12.6K
|
34.7K
$2.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
190+ 48.59% |
$10.8K - $12.3K
|
581
$47.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
190+ 1.66% |
$10.8K - $12.3K
|
11.7K
$955K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
187+ 1.36% |
$10.7K - $12.1K
|
14K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
185+ 37.37% |
$10.5K - $12K
|
680
$55.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
182+ 5.18% |
$10.4K - $11.8K
|
3.69K
$303K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
182+ 2.8% |
$10.4K - $11.8K
|
6.68K
$548K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
182+ 4.66% |
$10.4K - $11.8K
|
4.09K
$335K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
180+ 3.55% |
$10.3K - $11.7K
|
5.26K
$431K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
177+ 1.18% |
$10.1K - $11.5K
|
15.1K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
176+ 3.02% |
$10K - $11.4K
|
6K
$492K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
170+ 3.33% |
$9.69K - $11K
|
5.27K
$432K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
170+ 3.33% |
$9.69K - $11K
|
5.27K
$432K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
169+ 1.03% |
$9.64K - $10.9K
|
16.6K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
168+ 3.5% |
$9.58K - $10.9K
|
4.97K
$407K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
168+ 4.32% |
$9.58K - $10.9K
|
4.06K
$333K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
168+ 4.04% |
$9.58K - $10.9K
|
4.32K
$354K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
165+ 0.77% |
$9.41K - $10.7K
|
21.7K
$1.78M
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
164New |
$9.35K - $10.6K
|
164
$13.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
162+ 30.68% |
$9.24K - $10.5K
|
690
$56.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
161+ 4.82% |
$9.18K - $10.4K
|
3.5K
$287K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
157+ 2.92% |
$8.95K - $10.2K
|
5.54K
$454K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
155New |
$8.84K - $10K
|
155
$12.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
149+ 2.52% |
$8.5K - $9.65K
|
6.06K
$497K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
149+ 1.69% |
$8.5K - $9.65K
|
8.96K
$735K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
148+ 28.35% |
$8.44K - $9.58K
|
670
$54.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
147+ 52.69% |
$8.38K - $9.52K
|
426
$34.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
141+ 2.14% |
$8.04K - $9.13K
|
6.72K
$551K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
139+ 1.24% |
$7.93K - $9K
|
11.3K
$930K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
139+ 0.38% |
$7.93K - $9K
|
36.9K
$3.03M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
135+ 13.66% |
$7.7K - $8.74K
|
1.12K
$92.1K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
134+ 0.35% |
$7.64K - $8.68K
|
38.1K
$3.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
134+ 3.27% |
$7.64K - $8.68K
|
4.23K
$347K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
134+ 10.51% |
$7.64K - $8.68K
|
1.41K
$116K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
133+ 14.86% |
$7.58K - $8.61K
|
1.03K
$84.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
132New |
$7.53K - $8.55K
|
132
$10.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
131+ 3.66% |
$7.47K - $8.48K
|
3.71K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
130+ 0.98% |
$7.41K - $8.42K
|
13.5K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
129+ 1.79% |
$7.36K - $8.35K
|
7.33K
$601K
|