LM Advisors »

Citigroup shares owned by LM Advisors

Quarter-by-quarter ownership of Citigroup (C) shares owned by LM Advisors from 13F filings

Historical chart of LM Advisors investment in Citigroup

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20250.8M0.9M1M1.1M1.2M15k16k17k
Value ($)Share countHistorical C position of LM Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by LM Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Citigroup by LM Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 17k 70.38
2024-09-30 $907k 15k 62.59
2024-03-31 $1.1M 17k 63.24
2023-12-31 $776k 15k 51.44

More positions owned by LM Advisors

Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Coinbase Global Inc Calls Op
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)
Vanguard World Fd Health Car Etf Etf (VHT)
Meta Platforms Inc Cl A Cl A (META)

View all positions for LM Advisors

Top funds holding Citigroup

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
T. Rowe Price Associates
FMR
Susquehanna International
Franklin Resources
Capital World Investors
Fisher Investments
Bank of America Corporation
Morgan Stanley
Norges Bank Investment Management
Bank of New York Mellon
Citadel Advisors

View all funds holding Citigroup