Purchases and Sales Made in Q3 2023 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
285+ 120.25% |
$11.5K - $13.6K
|
522
$42.7K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
283+ 0.23% |
$11.4K - $13.6K
|
126K
$10.3M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
275+ 1.89% |
$11.1K - $13.2K
|
14.8K
$1.21M
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
258+ 3.58% |
$10.4K - $12.4K
|
7.47K
$611K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
255New |
$10.3K - $12.2K
|
255
$20.8K
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
254+ 3.33% |
$10.2K - $12.2K
|
7.87K
$643K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
251+ 2091.67% |
$10.1K - $12K
|
263
$21.5K
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
250+ 1.72% |
$10.1K - $12K
|
14.8K
$1.21M
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
250+ 3.71% |
$10.1K - $12K
|
6.99K
$571K
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
247+ 1.85% |
$9.93K - $11.8K
|
13.6K
$1.11M
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
246+ 3.12% |
$9.89K - $11.8K
|
8.13K
$664K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
245New |
$9.85K - $11.7K
|
245
$20K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
242+ 3.56% |
$9.73K - $11.6K
|
7.05K
$576K
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
241+ 0.32% |
$9.69K - $11.5K
|
76.3K
$6.24M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
229+ 0.83% |
$9.21K - $11K
|
27.9K
$2.28M
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
225+ 1.96% |
$9.05K - $10.8K
|
11.7K
$957K
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
214+ 1.36% |
$8.61K - $10.2K
|
15.9K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
210+ 1.54% |
$8.45K - $10.1K
|
13.9K
$1.13M
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
208+ 0.44% |
$8.37K - $9.96K
|
47.3K
$3.86M
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
204+ 3.1% |
$8.2K - $9.77K
|
6.78K
$554K
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
200+ 13.33% |
$8.04K - $9.58K
|
1.7K
$139K
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
191+ 3.75% |
$7.68K - $9.15K
|
5.29K
$432K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
182+ 0.38% |
$7.32K - $8.71K
|
48.5K
$3.96M
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
179+ 4.26% |
$7.2K - $8.57K
|
4.38K
$358K
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
173+ 2.25% |
$6.96K - $8.28K
|
7.85K
$641K
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
172+ 0.15% |
$6.92K - $8.24K
|
113K
$9.2M
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
172+ 4300.0% |
$6.92K - $8.24K
|
176
$14.4K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
170+ 0.23% |
$6.84K - $8.14K
|
74.8K
$6.11M
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
165+ 2.78% |
$6.64K - $7.9K
|
6.1K
$499K
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
165+ 84.62% |
$6.64K - $7.9K
|
360
$29.4K
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
160+ 2.5% |
$6.44K - $7.66K
|
6.56K
$536K
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
159+ 3.36% |
$6.39K - $7.61K
|
4.89K
$400K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
145+ 2.18% |
$5.83K - $6.94K
|
6.8K
$555K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
142+ 12.23% |
$5.71K - $6.8K
|
1.3K
$106K
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
138+ 0.99% |
$5.55K - $6.61K
|
14K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
124+ 1.9% |
$4.99K - $5.94K
|
6.63K
$542K
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
120+ 1.08% |
$4.83K - $5.75K
|
11.2K
$916K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
117+ 3.32% |
$4.71K - $5.6K
|
3.64K
$297K
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
115+ 0.65% |
$4.63K - $5.51K
|
17.9K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
114+ 1.31% |
$4.59K - $5.46K
|
8.8K
$719K
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
113+ 0.7% |
$4.54K - $5.41K
|
16.4K
$1.34M
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
112+ 2.73% |
$4.5K - $5.36K
|
4.21K
$344K
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
109+ 1.88% |
$4.38K - $5.22K
|
5.91K
$483K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
107+ 0.48% |
$4.3K - $5.12K
|
22.4K
$1.83M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
107+ 1.06% |
$4.3K - $5.12K
|
10.2K
$835K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
103+ 1.65% |
$4.14K - $4.93K
|
6.36K
$519K
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
103+ 0.43% |
$4.14K - $4.93K
|
23.9K
$1.95M
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100+ 312.5% |
$4.02K - $4.79K
|
132
$10.8K
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
100+ 0.69% |
$4.02K - $4.79K
|
14.7K
$1.2M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
100+ 6.73% |
$4.02K - $4.79K
|
1.59K
$130K
|