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Citigroup Global Mkts Hldgs

Q4 2019 vs Q1 2020

Comparing institutional holders between quarters

Quarters

Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
INCREASED
Shares6,726,000 from 6,076,000
Change+650,000 (+11%)
Value$1.1K (-$85.1K)
Filed 2020-05-12
First National Trust Co
NEW
Shares1,170,370
Change+1,170,370
Value$190
Filed 2020-04-29
UBS Group AG
NEW
Shares1,028,109
Change+1,028,109
Value$168
Filed 2020-05-01
FormulaFolio Investments, LLC
NEW
Shares714,285
Change+714,285
Value$116
Filed 2020-05-14
First Quadrant L P
INCREASED
Shares553,279 from 9,270
Change+544,009 (+5868%)
Value$90 (-$42)
Filed 2020-05-05
Federation des caisses Desjardins du Quebec
NEW
Shares220,000
Change+220,000
Value$35.9K
Filed 2024-08-30
Corient Capital Partners, LLC
NEW
Shares193,182
Change+193,182
Value$31
Filed 2020-05-06
Jane Street Group, LLC
DECREASED
Shares181,282 from 989,769
Change-808,487 (-82%)
Value$29 (-$14.0K)
Filed 2020-05-15
Wedbush Securities Inc
NEW
Shares147,500
Change+147,500
Value$24
Filed 2020-04-17
EWG Elevate Inc.
NEW
Shares120,066
Change+120,066
Value$20
Filed 2020-04-15
Personal CFO Solutions, LLC
NEW
Shares86,440
Change+86,440
Value$14
Filed 2020-04-30
Integrated Advisors Network LLC
NEW
Shares74,000
Change+74,000
Value$12
Filed 2020-05-06
North Star Investment Management Corp.
INCREASED
Shares63,000 from 2,000
Change+61,000 (+3050%)
Value$10 (-$18)
Filed 2020-04-23
Summit X, LLC
NEW
Shares56,309
Change+56,309
Value$9
Filed 2020-05-13
Baker Avenue Asset Management, LP
INCREASED
Shares51,000 from 41,000
Change+10,000 (+24%)
Value$8 (-$573)
Filed 2020-05-14
Private Advisory Group LLC
NEW
Shares36,150
Change+36,150
Value$6
Filed 2020-04-24
RVW Wealth, LLC
NEW
Shares35,000
Change+35,000
Value$6
Filed 2020-04-15
Fisher Asset Management, LLC
NEW
Shares29,411
Change+29,411
Value$5
Filed 2020-04-28
Boothbay Fund Management, LLC
NEW
Shares28,500
Change+28,500
Value$5
Filed 2020-05-15
Private Advisor Group, LLC
INCREASED
Shares28,000 from 16,700
Change+11,300 (+68%)
Value$5 (-$232)
Filed 2020-05-12
Sandy Spring Bank
NEW
Shares25,000
Change+25,000
Value$4
Filed 2020-05-01
Livingston Group Asset Management Co (operating as Southport Capital Management)
NEW
Shares25,000
Change+25,000
Value$4
Filed 2020-04-13
True Private Wealth Advisors
NEW
Shares24,700
Change+24,700
Value$4
Filed 2020-04-20
Colony Group LLC
NEW
Shares23,000
Change+23,000
Value$4
Filed 2020-05-18
Moneta Group Investment Advisors LLC
NEW
Shares18,450
Change+18,450
Value$3
Filed 2020-05-13
Hubbell Strickland Wealth Management, LLC
NEW
Shares18,070
Change+18,070
Value$3
Filed 2020-05-22
Joseph P. Lucia & Associates, LLC
NEW
Shares18,000
Change+18,000
Value$3
Filed 2020-04-22
Summit Trail Advisors, LLC
UNCHANGED
Shares17,634 from 17,634
Change0 (0%)
Value$3 (-$247)
Filed 2020-05-15
KCM Investment Advisors LLC
NEW
Shares16,667
Change+16,667
Value$3
Filed 2020-04-27
Western Wealth Management, LLC
NEW
Shares15,000
Change+15,000
Value$2
Filed 2020-04-27
Commonwealth Equity Services, LLC
NEW
Shares14,845
Change+14,845
Value$2
Filed 2020-05-11
Evoke Wealth, LLC
NEW
Shares14,500
Change+14,500
Value$2.4K
Filed 2020-05-07
Monterey Private Wealth, Inc.
INCREASED
Shares14,375 from 11,381
Change+2,994 (+26%)
Value$2 (-$159)
Filed 2021-02-24
Evolution Wealth Advisors, LLC
NEW
Shares14,000
Change+14,000
Value$2
Filed 2020-04-22
BCS Wealth Management
NEW
Shares13,600
Change+13,600
Value$2
Filed 2020-04-10
Paradigm Financial Advisors, LLC
NEW
Shares12,300
Change+12,300
Value$2
Filed 2020-05-11
Optimum Investment Advisors
NEW
Shares10,000
Change+10,000
Value$2
Filed 2020-04-21
Bank of America Corp
UNCHANGED
Shares8,865 from 8,865
Change0 (0%)
Value$0 (-$1)
Filed 2020-05-15
Whittier Trust Co
NEW
Shares7,000
Change+7,000
Value$1
Filed 2020-04-27
Financial Perspectives, Inc
NEW
Shares4,000
Change+4,000
Value$650
Filed 2024-01-10
Larson Financial Group LLC
NEW
Shares4,000
Change+4,000
Value$1
Filed 2020-04-09
Toth Financial Advisory Corp
NEW
Shares100
Change+100
Value$0
Filed 2020-04-20
Tower Research Capital LLC (TRC)
DECREASED
Shares12 from 809
Change-797 (-99%)
Value$0 (-$11)
Filed 2020-05-15
Susquehanna International Group, LLP
CLOSED
Shares0 from 886,309
Change-886,309 (-100%)
Value$0 (-$12.6K)
Filed 2020-05-15
HRT Financial LP
CLOSED
Shares0 from 817,036
Change-817,036 (-100%)
Value$0 (-$11.6K)
Filed 2020-05-15
Flow Traders U.S. LLC
CLOSED
Shares0 from 432,256
Change-432,256 (-100%)
Value$0 (-$6.1K)
Filed 2020-05-15
XR Securities LLC
CLOSED
Shares0 from 411,890
Change-411,890 (-100%)
Value$0 (-$5.8K)
Filed 2020-04-09
Citadel Advisors LLC
CLOSED
Shares0 from 142,487
Change-142,487 (-100%)
Value$0 (-$2.0K)
Filed 2020-05-15
Imc-Chicago, LLC
CLOSED
Shares0 from 46,436
Change-46,436 (-100%)
Value$0 (-$659)
Filed 2020-05-14
Jump Trading, LLC
CLOSED
Shares0 from 27,264
Change-27,264 (-100%)
Value$0 (-$387)
Filed 2020-05-15
Savior LLC
CLOSED
Shares0 from 2,149
Change-2,149 (-100%)
Value$0 (-$30)
Filed 2020-04-22
Advisory Services Network, LLC
CLOSED
Shares0 from 929
Change-929 (-100%)
Value$0 (-$13)
Filed 2020-05-15
Blume Capital Management, Inc.
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$4)
Filed 2020-05-07
IFP Advisors, Inc
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$3)
Filed 2020-05-12
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-05-13
Virtu Financial LLC
N/A
Shares— from 20,393
Change-20,393 (-100%)
Value—
Status
Citigroup Inc
INCREASED6,726,0006,076,000+650,000+11%$86.2K$1.1K-$85.1K2020-05-12
First National Trust Co
NEW1,170,370—+1,170,370——$190—2020-04-29
UBS Group AG
NEW1,028,109—+1,028,109——$168—2020-05-01
FormulaFolio Investments, LLC
NEW714,285—+714,285——$116—2020-05-14
First Quadrant L P
INCREASED553,2799,270+544,009+5868%$132$90-$422020-05-05
Federation des caisses Desjardins du Quebec
NEW220,000—+220,000——$35.9K—2024-08-30
Corient Capital Partners, LLC
NEW193,182—+193,182——$31—2020-05-06
Jane Street Group, LLC
DECREASED181,282989,769-808,487-82%$14.0K$29-$14.0K2020-05-15
Wedbush Securities Inc
NEW147,500—+147,500——$24—2020-04-17
EWG Elevate Inc.
NEW120,066—+120,066——$20—2020-04-15
Personal CFO Solutions, LLC
NEW86,440—+86,440——$14—2020-04-30
Integrated Advisors Network LLC
NEW74,000—+74,000——$12—2020-05-06
North Star Investment Management Corp.
INCREASED63,0002,000+61,000+3050%$28$10-$182020-04-23
Summit X, LLC
NEW56,309—+56,309——$9—2020-05-13
Baker Avenue Asset Management, LP
INCREASED51,00041,000+10,000+24%$581$8-$5732020-05-14
Private Advisory Group LLC
NEW36,150—+36,150——$6—2020-04-24
RVW Wealth, LLC
NEW35,000—+35,000——$6—2020-04-15
Fisher Asset Management, LLC
NEW29,411—+29,411——$5—2020-04-28
Boothbay Fund Management, LLC
NEW28,500—+28,500——$5—2020-05-15
Private Advisor Group, LLC
INCREASED28,00016,700+11,300+68%$237$5-$2322020-05-12
Sandy Spring Bank
NEW25,000—+25,000——$4—2020-05-01
Livingston Group Asset Management Co (operating as Southport Capital Management)
NEW25,000—+25,000——$4—2020-04-13
True Private Wealth Advisors
NEW24,700—+24,700——$4—2020-04-20
Colony Group LLC
NEW23,000—+23,000——$4—2020-05-18
Moneta Group Investment Advisors LLC
NEW18,450—+18,450——$3—2020-05-13
Hubbell Strickland Wealth Management, LLC
NEW18,070—+18,070——$3—2020-05-22
Joseph P. Lucia & Associates, LLC
NEW18,000—+18,000——$3—2020-04-22
Summit Trail Advisors, LLC
UNCHANGED17,63417,63400%$250$3-$2472020-05-15
KCM Investment Advisors LLC
NEW16,667—+16,667——$3—2020-04-27
Western Wealth Management, LLC
NEW15,000—+15,000——$2—2020-04-27
Commonwealth Equity Services, LLC
NEW14,845—+14,845——$2—2020-05-11
Evoke Wealth, LLC
NEW14,500—+14,500——$2.4K—2020-05-07
Monterey Private Wealth, Inc.
INCREASED14,37511,381+2,994+26%$161$2-$1592021-02-24
Evolution Wealth Advisors, LLC
NEW14,000—+14,000——$2—2020-04-22
BCS Wealth Management
NEW13,600—+13,600——$2—2020-04-10
Paradigm Financial Advisors, LLC
NEW12,300—+12,300——$2—2020-05-11
Optimum Investment Advisors
NEW10,000—+10,000——$2—2020-04-21
Bank of America Corp
UNCHANGED8,8658,86500%$1$0-$12020-05-15
Whittier Trust Co
NEW7,000—+7,000——$1—2020-04-27
Financial Perspectives, Inc
NEW4,000—+4,000——$650—2024-01-10
Larson Financial Group LLC
NEW4,000—+4,000——$1—2020-04-09
Toth Financial Advisory Corp
NEW100—+100——$0—2020-04-20
Tower Research Capital LLC (TRC)
DECREASED12809-797-99%$11$0-$112020-05-15
Susquehanna International Group, LLP
CLOSED0886,309-886,309-100%$12.6K$0-$12.6K2020-05-15
HRT Financial LP
CLOSED0817,036-817,036-100%$11.6K$0-$11.6K2020-05-15
Flow Traders U.S. LLC
CLOSED0432,256-432,256-100%$6.1K$0-$6.1K2020-05-15
XR Securities LLC
CLOSED0411,890-411,890-100%$5.8K$0-$5.8K2020-04-09
Citadel Advisors LLC
CLOSED0142,487-142,487-100%$2.0K$0-$2.0K2020-05-15
Imc-Chicago, LLC
CLOSED046,436-46,436-100%$659$0-$6592020-05-14
Jump Trading, LLC
CLOSED027,264-27,264-100%$387$0-$3872020-05-15
Savior LLC
CLOSED02,149-2,149-100%$30$0-$302020-04-22
Advisory Services Network, LLC
CLOSED0929-929-100%$13$0-$132020-05-15
Blume Capital Management, Inc.
CLOSED0350-350-100%$4$0-$42020-05-07
IFP Advisors, Inc
CLOSED0230-230-100%$3$0-$32020-05-12
Proequities, Inc.
UNCHANGED000—$0$0$02020-05-13
Virtu Financial LLC
N/A—20,393-20,393-100%$289———
Showing 56 of 56 institutions