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Citigroup Global Mkts Hldgs

CUSIP: 17325E291 | 80 institutional holders

Quarters

Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2020

Citigroup Inc6,726,000
0.0% of portfolio›$1.1K
First National Trust Co1,170,370
0.0% of portfolio›$190
UBS Group AG1,028,109
0.0% of portfolio›$168
FormulaFolio Investments, LLC714,285
0.0% of portfolio›$116
First Quadrant L P553,279
0.0% of portfolio›$90
Federation des caisses Desjardins du Quebec220,000
0.0% of portfolio›$35.9K
Corient Capital Partners, LLC193,182
0.0% of portfolio›$31
Jane Street Group, LLC181,282
0.0% of portfolio›$29
Wedbush Securities Inc147,500
0.0% of portfolio›$24
EWG Elevate Inc.120,066
0.0% of portfolio›$20
Personal CFO Solutions, LLC86,440
0.0% of portfolio›$14
Integrated Advisors Network LLC74,000
0.0% of portfolio›$12
North Star Investment Management Corp.63,000
0.0% of portfolio›$10
Summit X, LLC56,309
0.0% of portfolio›$9
Baker Avenue Asset Management, LP51,000
0.0% of portfolio›$8
Private Advisory Group LLC36,150
0.0% of portfolio›$6
RVW Wealth, LLC35,000
0.0% of portfolio›$6
Fisher Asset Management, LLC29,411
0.0% of portfolio›$5
Boothbay Fund Management, LLC28,500
0.0% of portfolio›$5
Private Advisor Group, LLC28,000
0.0% of portfolio›$5
Livingston Group Asset Management Co (operating as Southport Capital Management)25,000
0.0% of portfolio›$4
Sandy Spring Bank25,000
0.0% of portfolio›$4
True Private Wealth Advisors24,700
0.0% of portfolio›$4
Colony Group LLC23,000
0.0% of portfolio›$4
Moneta Group Investment Advisors LLC18,450
0.0% of portfolio›$3
Hubbell Strickland Wealth Management, LLC18,070
0.0% of portfolio›$3
Joseph P. Lucia & Associates, LLC18,000
0.0% of portfolio›$3
Summit Trail Advisors, LLC17,634
0.0% of portfolio›$3
KCM Investment Advisors LLC16,667
0.0% of portfolio›$3
Western Wealth Management, LLC15,000
0.0% of portfolio›$2
Commonwealth Equity Services, LLC14,845
0.0% of portfolio›$2
Evoke Wealth, LLC14,500
0.0% of portfolio›$2.4K
Monterey Private Wealth, Inc.14,375
0.0% of portfolio›$2
Evolution Wealth Advisors, LLC14,000
0.0% of portfolio›$2
BCS Wealth Management13,600
0.0% of portfolio›$2
Paradigm Financial Advisors, LLC12,300
0.0% of portfolio›$2
Optimum Investment Advisors10,000
0.0% of portfolio›$2
Bank of America Corp8,865
0.0% of portfolio›$0
Whittier Trust Co7,000
0.0% of portfolio›$1
Financial Perspectives, Inc4,000
0.0% of portfolio›$650
Larson Financial Group LLC4,000
0.0% of portfolio›$1
Toth Financial Advisory Corp100
0.0% of portfolio›$0
Tower Research Capital LLC (TRC)12
0.0% of portfolio›$0
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Citigroup Inc
6,726,000$1.1K0.0%CoreMediumNew York, NY2020-05-12
First National Trust Co
1,170,370$1900.0%GrowthLowJohnstown, PA2020-04-29
UBS Group AG
1,028,109$1680.0%CoreMediumZurich, Switzerland2020-05-01
FormulaFolio Investments, LLC
714,285$1160.0%N/AN/AGrand Rapids, MI2020-05-14
First Quadrant L P
553,279$900.0%N/AN/APasadena, CA2020-05-05
Federation des caisses Desjardins du Quebec
220,000$35.9K0.0%ValueMediumLevis, Austria2024-08-30
Corient Capital Partners, LLC
193,182$310.0%N/AN/ANewport Beach, CA2020-05-06
Jane Street Group, LLC
181,282$290.0%CoreVery HighNew York, NY2020-05-15
Wedbush Securities Inc
147,500$240.0%CoreLowPasadena, CA2020-04-17
EWG Elevate Inc.
120,066$200.0%GARPMediumRoseville, CA2020-04-15
Personal CFO Solutions, LLC
86,440$140.0%CoreMediumChester, NJ2020-04-30
Integrated Advisors Network LLC
74,000$120.0%GrowthMediumDallas, TX2020-05-06
North Star Investment Management Corp.
63,000$100.0%CoreLowChicago, IL2020-04-23
Summit X, LLC
56,309$90.0%GrowthMediumChesterfield, MO2020-05-13
Baker Avenue Asset Management, LP
51,000$80.0%GrowthLowSan Francisco, CA2020-05-14
Private Advisory Group LLC
36,150$60.0%GrowthMediumRedmond, WA2020-04-24
RVW Wealth, LLC
35,000$60.0%ETFVery LowLos Angeles, CA2020-04-15
Fisher Asset Management, LLC
29,411$50.0%CoreLowPlano, TX2020-04-28
Boothbay Fund Management, LLC
28,500$50.0%ValueVery HighNew York, NY2020-05-15
Private Advisor Group, LLC
28,000$50.0%ETFMediumMorristown, NJ2020-05-12
Livingston Group Asset Management Co (operating as Southport Capital Management)
25,000$40.0%N/AN/AChattanooga, TN2020-04-13
Sandy Spring Bank
25,000$40.0%N/AN/AOlney, MD2020-05-01
True Private Wealth Advisors
24,700$40.0%ETFMediumSalem, OR2020-04-20
Colony Group LLC
23,000$40.0%N/AN/ABoston, MA2020-05-18
Moneta Group Investment Advisors LLC
18,450$30.0%IndexVery LowSt Louis, MO2020-05-13
Hubbell Strickland Wealth Management, LLC
18,070$30.0%ETFVery LowNew Orleans, LA2020-05-22
Joseph P. Lucia & Associates, LLC
18,000$30.0%ETFVery LowYorktown Heights, NY2020-04-22
Summit Trail Advisors, LLC
17,634$30.0%GARPLowNew York, NY2020-05-15
KCM Investment Advisors LLC
16,667$30.0%CoreVery LowGreenbrae, CA2020-04-27
Western Wealth Management, LLC
15,000$20.0%IndexLowGolden, CO2020-04-27
Commonwealth Equity Services, LLC
14,845$20.0%ETFLowWaltham, MA2020-05-11
Evoke Wealth, LLC
14,500$2.4K0.0%Agg GrowthVery LowLos Angeles, CA2020-05-07
Monterey Private Wealth, Inc.
14,375$20.0%ValueVery LowMonterey, CA2021-02-24
Evolution Wealth Advisors, LLC
14,000$20.0%ETFLowAventura, FL2020-04-22
BCS Wealth Management
13,600$20.0%ETFVery LowJohnson City, TN2020-04-10
Paradigm Financial Advisors, LLC
12,300$20.0%N/AN/ADes Peres, MO2020-05-11
Optimum Investment Advisors
10,000$20.0%N/AN/AChicago, IL2020-04-21
Bank of America Corp
8,865$00.0%CoreLowCharlotte, NC2020-05-15
Whittier Trust Co
7,000$10.0%GrowthLowSouth Pasadena, CA2020-04-27
Financial Perspectives, Inc
4,000$6500.0%GrowthVery LowMinneapolis, MN2024-01-10
Larson Financial Group LLC
4,000$10.0%GrowthLowSt Louis, MO2020-04-09
Toth Financial Advisory Corp
100$00.0%CoreLowLeesburg, VA2020-04-20
Tower Research Capital LLC (TRC)
12$00.0%GARPVery HighNew York, NY2020-05-15
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2020-05-13