HolderBook

CITIGROUP GLOBAL MKTS HLDGS (UWT)

Institutional ownership reported to the SEC as of Q1 2020, across 6 quarters.

40
Reporting holders
$1.9M
Reported value
0.0%
Held as options
+19
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
CITIGROUP INC$1.1M6,726,0000.00%6q+10.7%+$105.7K
First National Trust Co$190.0K1,170,3700.02%newNEW
UBS Group AG$168.0K1,028,1090.00%newNEW
FormulaFolio Investments, LLC$116.0K714,2850.01%newNEW
FIRST QUADRANT L P/CA$90.0K553,2790.01%2q+5868.5%+$88.5K
Federation des caisses Desjardins du Quebec$35.9K220,0000.00%newNEW
Corient Capital Partners, LLC$31.0K193,1820.00%newNEW
JANE STREET GROUP, LLC$29.0K181,2820.00%2q-81.7%-$129.3K
WEDBUSH SECURITIES INC$24.0K147,5000.00%newNEW
EWG Elevate Inc.$20.0K120,0660.02%newNEW
PERSONAL CFO SOLUTIONS, LLC$14.0K86,4400.01%newNEW
Integrated Advisors Network LLC$12.0K74,0000.00%newNEW
North Star Investment Management Corp.$10.0K63,0000.00%3q+3050.0%+$9.7K
Summit X, LLC$9.0K56,3090.00%newNEW
Baker Avenue Asset Management, LP$8.0K51,0000.00%3q+24.4%+$1.6K
Private Advisory Group LLC$6.0K36,1500.00%newNEW
RVW Wealth, LLC$6.0K35,0000.00%newNEW
Fisher Asset Management, LLC$5.0K29,4110.00%newNEW
BOOTHBAY FUND MANAGEMENT, LLC$5.0K28,5000.00%newNEW
Private Advisor Group, LLC$5.0K28,0000.00%3q+67.7%+$2.0K
COLONY GROUP LLC$4.0K23,0000.00%newNEW
Livingston Group Asset Management CO (operating as Southport Capital Management)$4.0K25,0000.00%newNEW
Sandy Spring Bank$4.0K25,0000.00%newNEW
TRUE Private Wealth Advisors$4.0K24,7000.00%newNEW
KCM INVESTMENT ADVISORS LLC$3.0K16,6670.00%newNEW
MONETA GROUP INVESTMENT ADVISORS LLC$3.0K18,4500.00%newNEW
Summit Trail Advisors, LLC$3.0K17,6340.00%2qHELD
Joseph P. Lucia & Associates, LLC$3.0K18,0000.00%newNEW
Hubbell Strickland Wealth Management, LLC$3.0K18,0700.00%newNEW
EVOKE WEALTH, LLC$2.4K14,5000.00%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$2.0K14,8450.00%newNEW
OPTIMUM INVESTMENT ADVISORS$2.0K10,0000.00%newNEW
Paradigm Financial Advisors, LLC$2.0K12,3000.00%newNEW
Evolution Wealth Advisors, LLC$2.0K14,0000.00%newNEW
Western Wealth Management, LLC$2.0K15,0000.00%newNEW
BCS Wealth Management$2.0K13,6000.00%newNEW
Monterey Private Wealth, Inc.$2.0K14,3750.00%2q+26.3%
WHITTIER TRUST CO$1.0K7,0000.00%newNEW
Larson Financial Group LLC$1.0K4,0000.00%newNEW
Financial Perspectives, Inc$6504,0000.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q1 202040$1.9M11,852,02432610.0%
Q4 201921$141.2M9,952,29210430.0%
Q3 201914$23.8M2,292,02011210.0%
Q2 201917$144.5M9,804,1516460.0%
Q1 201914$108.1M5,981,1735600.0%
Q4 201816$11.9M1,338,7912000.0%