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CITIGROUP INC
CITIGROUP INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 1,441 Institutional holders with a total value of $131,055,947,453.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Creative Planning 1,000 0 0.00% Put
2 WEALTHCARE ADVISORY PARTNERS LLC 1 0 0.00%
3 Financial Management Professionals, Inc. 2 0 0.00%
4 TD Capital Management LLC 1 0 0.00%
5 BILLEAUD CAPITAL MANAGEMENT, INC. 2 0 0.00%
6 Blume Capital Management, Inc. 23 1,000 0.00%
7 NEWFOUND RESEARCH LLC 11 1,000 0.00%
8 HighTower Advisors, LLC 1,000 1,000 0.00% Put
9 MASCOMA WEALTH MANAGEMENT LLC 15 1,000 0.00%
10 Burt Wealth Advisors 15 1,000 0.00%
11 CLEAR PERSPECTIVE ADVISORS, LLC 10 1,000 0.00%
12 ARTEMIS WEALTH ADVISORS, LLC 10 1,000 0.00%
13 FINANCIAL ADVISORS NETWORK, INC. 25 1,428 0.00%
14 Timber Creek Capital Management LLC 40 2,000 0.00%
15 PHYSICIANS FINANCIAL SERVICES, INC. 56 2,000 0.00%
16 BUTENSKY & COHEN FINANCIAL SECURITY, INC 40 2,000 0.00%
17 FIRST COMMAND BANK 35 2,000 0.00%
18 FIRST COMMAND FINANCIAL SERVICES, INC. 35 2,000 0.00%
19 ALPHA OMEGA WEALTH MANAGEMENT LLC 36 2,000 0.00%
20 Cordasco Financial Network 36 2,000 0.00%
21 PACIFIC CENTER FOR FINANCIAL SERVICES 48 3,000 0.00%
22 ROPES WEALTH ADVISORS LLC 46 3,000 0.00%
23 AlphaMark Advisors, LLC 60 4,000 0.00%
24 REGAL WEALTH GROUP, INC. 63 4,000 0.00%
25 GUIDANT WEALTH ADVISORS 71 4,000 0.00%
26 ASSET PLANNING SERVICES, LTD. 74 4,000 0.00%
27 CT Financial Advisors LLC 78 4,636 0.00%
28 Hemenway Trust Co LLC 91 5,000 0.00%
29 ADIRONDACK TRUST CO 79 5,000 0.00%
30 JAMES INVESTMENT RESEARCH, INC. 81 5,000 0.00%
31 Camarda Financial Advisors, LLC 88 5,000 0.00%
32 SONORA INVESTMENT MANAGEMENT, LLC 100 5,943 0.00%
33 M&T BANK CORP 12 6,000 0.00% Call
34 Vigilant Capital Management, LLC 142 8,000 0.00%
35 TOMPKINS FINANCIAL CORP 140 8,000 0.00%
36 Beacon Capital Management, Inc. 130 8,000 0.00%
37 Credential Securities Inc. 136 8,082 0.00%
38 WESPAC ADVISORS SOCAL, LLC 150 8,915 0.00%
39 VERSANT CAPITAL MANAGEMENT, INC 158 9,000 0.00%
40 Tradewinds Capital Management, LLC 150 9,000 0.00%
41 SNS Financial Group, LLC 155 9,000 0.00%
42 ATWOOD & PALMER INC 150 9,000 0.00%
43 IBEX WEALTH ADVISORS 183 10,000 0.00%
44 Stanford Investment Group, Inc. 180 11,000 0.00%
45 ROBLE, BELKO & COMPANY, INC 192 11,000 0.00%
46 Baystate Wealth Management LLC 175 11,000 0.00%
47 GAM SYSTEMATIC LLP 189 11,000 0.00%
48 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 200 12,000 0.00%
49 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 212 13,000 0.00%
50 Financial Engines Advisors L.L.C. 217 13,000 0.00%
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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.