Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Citigroup, Inc. include Three Seasons Wealth, LLC, Cascades Capital Asset Management, LLC, Sawyer & Company, Inc, and Horizon Financial Services, Llc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 904 | 754 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,185 | 3.16 | 2,293 | 14.49 | ||||
| 2025-08-14 | 13F | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9 | 9 | ||||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 15,449 | 2.45 | 16 | 14.29 | ||||
| 2025-08-12 | 13F | ABN AMRO Bank N.V. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 1 | 1 | ||||||
| 2025-07-15 | 13F | Sara-Bay Financial | 7,022 | 7,368 | ||||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 839 | 0.96 | 699 | 3.71 | ||||
| 2025-05-14 | 13F/A | Norges Bank | 2,275,013 | 1.87 | 1,896,678 | 4.62 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 97 | 102 | ||||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 5 | 0 | ||||||
| 2025-05-14 | 13F/A | Torno Capital, Llc | Call | 31,000 | 29,435 | |||||
| 2025-08-27 | NP | ACUSX - Advisors Capital US Dividend Fund | 5,300 | 3.92 | 5,561 | 15.21 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 10 | 0 | ||||||
| 2025-04-04 | 13F | Three Seasons Wealth, LLC | 558 | 530 | ||||||
| 2025-07-28 | NP | SGFFX - Sparrow Growth Fund Class A | 190 | 90.00 | 186 | 91.75 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 37,940 | 47,925.32 | 13 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 1,404 | 0.72 | 1,474 | 11.68 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 3,400 | 4.58 | 3,567 | 25.29 | ||||
| 2025-04-08 | 13F/A | iA Global Asset Management Inc. | 3,136 | 202.70 | 2 | |||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 18,397 | 4.34 | 19,303 | 15.67 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 1,338 | 1.21 | 668 | -6.57 | ||||
| 2025-04-25 | 13F | Goodman Advisory Group, LLC | 8 | 0 | ||||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 250 | 16.28 | 0 | |||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 2,309 | 0.57 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 268 | 8.94 | 281 | 20.17 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 1,835 | 1.72 | 1,925 | 12.77 | ||||
| 2025-08-11 | 13F | Poehling Capital Management, LLC | 261 | 4.40 | 274 | 15.68 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 4,851 | 0.31 | 5,090 | 11.19 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 370 | 1.37 | 0 | |||||
| 2025-07-23 | 13F | Birinyi Associates Inc | 3,991 | 4 |
