Purchases and Sales Made in Q4 2022 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
556New |
$22.4K - $27.9K
|
556
$44.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
556+ 5.55% |
$22.4K - $27.9K
|
10.6K
$854K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
554+ 3.51% |
$22.3K - $27.8K
|
16.3K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
547+ 4.21% |
$22K - $27.5K
|
13.5K
$1.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
546New |
$22K - $27.4K
|
546
$44.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
520+ 9.19% |
$21K - $26.1K
|
6.18K
$499K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
513+ 3.54% |
$20.7K - $25.7K
|
15K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
503+ 140.11% |
$20.3K - $25.2K
|
862
$69.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
496+ 4.55% |
$20K - $24.9K
|
11.4K
$921K
|
|
|
Feb 10, 2023
Q4 2022
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
496+ 3.55% |
$20K - $24.9K
|
14.5K
$1.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
490New |
$19.7K - $24.6K
|
490
$39.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
480+ 7.06% |
$19.3K - $24.1K
|
7.28K
$588K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
478New |
$19.3K - $24K
|
478
$38.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
476+ 4.06% |
$19.2K - $23.9K
|
12.2K
$985K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
472New |
$19K - $23.7K
|
472
$38.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
468+ 4.43% |
$18.9K - $23.5K
|
11K
$890K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
465+ 1.02% |
$18.7K - $23.3K
|
46.1K
$3.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
462New |
$18.6K - $23.2K
|
462
$37.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
460+ 6.79% |
$18.5K - $23.1K
|
7.24K
$584K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
450New |
$18.1K - $22.6K
|
450
$36.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
444New |
$17.9K - $22.3K
|
444
$35.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
441New |
$17.8K - $22.1K
|
441
$35.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
440+ 1.26% |
$17.7K - $22.1K
|
35.2K
$2.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
429+ 6.09% |
$17.3K - $21.5K
|
7.48K
$603K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
425+ 2.08% |
$17.1K - $21.3K
|
20.8K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
425+ 6.34% |
$17.1K - $21.3K
|
7.13K
$575K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
416+ 7.09% |
$16.8K - $20.9K
|
6.29K
$507K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
414+ 5.94% |
$16.7K - $20.8K
|
7.38K
$596K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
410+ 4.9% |
$16.5K - $20.6K
|
8.78K
$709K
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
401+ 4.12% |
$16.2K - $20.1K
|
10.1K
$818K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
393+ 4.02% |
$15.8K - $19.7K
|
10.2K
$822K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
391+ 6.74% |
$15.8K - $19.6K
|
6.19K
$500K
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
375+ 0.9% |
$15.1K - $18.8K
|
41.9K
$3.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
370New |
$14.9K - $18.6K
|
370
$29.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
369New |
$14.9K - $18.5K
|
369
$29.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
365+ 4.98% |
$14.7K - $18.3K
|
7.7K
$621K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
353New |
$14.2K - $17.7K
|
353
$28.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
348New |
$14K - $17.5K
|
348
$28.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
344+ 0.2% |
$13.9K - $17.3K
|
172K
$13.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
338+ 4.92% |
$13.6K - $17K
|
7.2K
$582K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
305+ 141.86% |
$12.3K - $15.3K
|
520
$42K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
300+ 6.23% |
$12.1K - $15.1K
|
5.12K
$413K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
300+ 6.9% |
$12.1K - $15.1K
|
4.65K
$375K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
300+ 6.0% |
$12.1K - $15.1K
|
5.3K
$428K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
299+ 0.3% |
$12K - $15K
|
99.4K
$8.03M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
291New |
$11.7K - $14.6K
|
291
$23.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
285+ 6.0% |
$11.5K - $14.3K
|
5.03K
$406K
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
277+ 1.58% |
$11.2K - $13.9K
|
17.9K
$1.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
263+ 710.81% |
$10.6K - $13.2K
|
300
$24.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
255+ 0.42% |
$10.3K - $12.8K
|
61.4K
$4.96M
|