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CitigroupInc
CitigroupInc. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 23 Institutional holders with a total value of $117,107,320.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KAHN BROTHERS GROUP INC 1,190,462 64,415,899 55.01%
2 Greenwich Wealth Management LLC 257,694 13,944,000 11.91%
3 HORAN CAPITAL MANAGEMENT 210,055 11,366,000 9.71%
4 Grassi Investment Management 150,017 8,117,000 6.93%
5 Parametric Risk Advisors LLC 138,000 7,467,000 6.38%
6 ROSENBLUM SILVERMAN SUTTON S F INC /CA 46,845 2,535,000 2.16%
7 West Oak Capital, LLC 30,831 1,668,265 1.42%
8 WESTPORT RESOURCES MANAGEMENT INC 28,600 1,548,000 1.32%
9 FISHMAN JAY A LTD/MI 25,488 1,379,156 1.18%
10 Point View Wealth Management, Inc. 20,008 1,083,000 0.92%
11 Cohen Klingenstein LLC 11,800 638,000 0.54%
12 FULTON BREAKEFIELD BROENNIMAN LLC 10,171 550,000 0.47%
13 Carlton Hofferkamp & Jenks Wealth Management, LLC 9,715 525,000 0.45%
14 WEIK CAPITAL MANAGEMENT 8,160 442,000 0.38%
15 Ironwood Investment Counsel, LLC 8,041 435,000 0.37%
16 ZEKE CAPITAL ADVISORS, LLC 5,734 310,000 0.26%
17 BAXTER BROS INC 4,215 228,000 0.19%
18 Nichols Asset Management LLC 3,800 206,000 0.18%
19 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,797 151,000 0.13%
20 Nelson Capital Management, LLC 1,040 56,000 0.05%
21 D'Orazio & Associates, Inc. 530 29,000 0.02%
22 Glassman Wealth Services 230 12,000 0.01%
23 American Research & Management Co. 40 2,000 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.