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 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.28K- 2.32% |
$51.3K - $61.1K
|
53.7K
$4.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.28K- 6.33% |
$51.3K - $61.1K
|
18.9K
$1.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.3K- 2.85% |
$52.4K - $62.4K
|
44.5K
$3.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.31K- 32.59% |
$52.7K - $62.8K
|
2.71K
$222K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.32K- 53.93% |
$53.3K - $63.4K
|
1.13K
$92.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.33K- 14.54% |
$53.7K - $63.9K
|
7.84K
$643K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.35K- 0.66% |
$54.1K - $64.4K
|
202K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.35K- 59.37% |
$54.1K - $64.4K
|
921
$75.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.35K- 5.05% |
$54.4K - $64.7K
|
25.4K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.39K- 3.56% |
$55.9K - $66.6K
|
37.6K
$3.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.41K- 66.9% |
$56.8K - $67.6K
|
698
$57.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.42K- 17.56% |
$57K - $67.9K
|
6.66K
$546K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.44K- 0.56% |
$58K - $69K
|
257K
$21.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-1.45K- 8.91% |
$58.2K - $69.3K
|
14.8K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.45K- 16.26% |
$58.2K - $69.3K
|
7.45K
$611K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.45K- 1.87% |
$58.3K - $69.4K
|
76K
$6.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.47K- 17.86% |
$59K - $70.2K
|
6.75K
$553K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.49K- 0.3% |
$59.8K - $71.2K
|
489K
$40.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.49K- 6.6% |
$59.9K - $71.3K
|
21.1K
$1.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.49K- 13.98% |
$60K - $71.5K
|
9.19K
$753K
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.5K- 15.97% |
$60.3K - $71.8K
|
7.89K
$647K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.51K- 13.77% |
$60.6K - $72.2K
|
9.43K
$773K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.51K- 9.99% |
$60.7K - $72.2K
|
13.6K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.52K- 13.4% |
$61.1K - $72.7K
|
9.81K
$804K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.52K- 8.92% |
$61.2K - $72.9K
|
15.5K
$1.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.53K- 24.76% |
$61.5K - $73.2K
|
4.64K
$381K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.53K- 11.41% |
$61.7K - $73.4K
|
11.9K
$977K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.54K- 13.25% |
$62K - $73.8K
|
10.1K
$827K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.55K- 3.37% |
$62.5K - $74.4K
|
44.6K
$3.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 14.14% |
$63.3K - $75.4K
|
9.55K
$783K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 30.51% |
$63.4K - $75.5K
|
3.59K
$294K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.59K- 6.1% |
$63.7K - $75.9K
|
24.4K
$2M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.63K- 9.23% |
$65.6K - $78K
|
16K
$1.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.63K- 19.39% |
$65.6K - $78K
|
6.78K
$556K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.64K- 7.8% |
$65.8K - $78.3K
|
19.3K
$1.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.66K- 21.95% |
$66.9K - $79.6K
|
5.91K
$485K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.7K- 29.89% |
$68.3K - $81.3K
|
3.99K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.72K- 11.91% |
$69.2K - $82.4K
|
12.7K
$1.04M
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.73KClosed |
$69.6K - $82.8K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.74K- 95.76% |
$70K - $83.3K
|
77
$6.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.74K- 42.26% |
$70.1K - $83.5K
|
2.38K
$195K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.75K- 10.78% |
$70.2K - $83.6K
|
14.4K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.78K- 3.41% |
$71.4K - $85K
|
50.3K
$4.12M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.79K- 17.04% |
$72K - $85.7K
|
8.71K
$714K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.82K- 21.6% |
$73.2K - $87.2K
|
6.61K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.82K- 13.32% |
$73.3K - $87.3K
|
11.9K
$972K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.83K- 14.49% |
$73.5K - $87.5K
|
10.8K
$884K
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-1.83K- 2.0% |
$73.7K - $87.7K
|
89.6K
$7.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.84K- 19.99% |
$74K - $88.1K
|
7.37K
$604K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.87K- 24.62% |
$75.2K - $89.5K
|
5.72K
$469K
|