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 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
10.9K+ 2.02% |
$440K - $524K
|
551K
$44.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.9K+ 18.09% |
$438K - $522K
|
71.2K
$5.79M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.8K+ 3.59% |
$435K - $518K
|
312K
$25.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
10.8K+ 22.47% |
$433K - $515K
|
58.7K
$4.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6KNew |
$425K - $506K
|
10.6K
$860K
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
9.95K+ 3.16% |
$400K - $476K
|
325K
$26.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.89K+ 5.77% |
$398K - $474K
|
181K
$14.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
9.63K+ 5.06% |
$387K - $461K
|
200K
$16.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
9.3KNew |
$374K - $445K
|
9.3K
$757K
|
|
|
Nov 14, 2023
Q3 2023
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
9.08KNew |
$365K - $435K
|
9.08K
$740K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
9.03K+ 42.58% |
$363K - $432K
|
30.2K
$2.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
8.58K+ 1.3% |
$345K - $411K
|
671K
$54.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
8.56K+ 12.42% |
$344K - $410K
|
77.5K
$6.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.35K+ 6.49% |
$336K - $400K
|
137K
$11.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
8.24K+ 4.75% |
$332K - $395K
|
182K
$14.8M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
8.23K+ 1.44% |
$331K - $394K
|
579K
$47.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
8.13K+ 3.5% |
$327K - $389K
|
241K
$19.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
8.08K+ 11.7% |
$325K - $387K
|
77.1K
$6.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.99KNew |
$321K - $383K
|
7.99K
$651K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
7.87KNew |
$317K - $377K
|
7.87K
$641K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.78K+ 16.49% |
$313K - $373K
|
55K
$4.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
7.77K+ 24.87% |
$313K - $372K
|
39K
$3.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.76K+ 15.85% |
$312K - $371K
|
56.7K
$4.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.74KNew |
$311K - $371K
|
7.74K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.67K+ 9.88% |
$308K - $367K
|
85.3K
$6.95M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.62K+ 67.9% |
$306K - $365K
|
18.8K
$1.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.57KNew |
$304K - $362K
|
7.57K
$616K
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
7.52KNew |
$303K - $360K
|
7.52K
$613K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.5K+ 7.04% |
$302K - $359K
|
114K
$9.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7.5KNew |
$302K - $359K
|
7.5K
$610K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
7.47K+ 9.53% |
$300K - $358K
|
85.9K
$6.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
7.43KNew |
$299K - $356K
|
7.43K
$605K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
7.2K+ 7.65% |
$290K - $345K
|
101K
$8.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
7.16K+ 3.31% |
$288K - $343K
|
223K
$18.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.16K+ 147.1% |
$288K - $343K
|
12K
$979K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.15K+ 49.19% |
$288K - $343K
|
21.7K
$1.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
7.14K+ 15.47% |
$287K - $342K
|
53.3K
$4.34M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
7.13K+ 15.05% |
$287K - $341K
|
54.5K
$4.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
6.85K+ 3.12% |
$275K - $328K
|
226K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
6.84K+ 30.05% |
$275K - $327K
|
29.6K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6.82KNew |
$274K - $327K
|
6.82K
$555K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.77K+ 3.44% |
$272K - $324K
|
203K
$16.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
6.71K+ 10.99% |
$270K - $321K
|
67.7K
$5.52M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.66KNew |
$268K - $319K
|
6.66K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.64K+ 5.31% |
$267K - $318K
|
132K
$10.7M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.57K+ 96.89% |
$264K - $314K
|
13.3K
$1.09M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.56K+ 1.87% |
$264K - $314K
|
357K
$29.1M
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
6.5KNew |
$261K - $311K
|
6.5K
$529K
|
|
|
Nov 13, 2023
Q3 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
6.46K+ 2.9% |
$260K - $309K
|
230K
$18.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.37KNew |
$256K - $305K
|
6.37K
$519K
|