Latest Institutional Transactions on Citigroup Inc (C)
This table provides information on the latest institutional transactions involving Citigroup Inc (C) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-549- 3.25% |
$33.7K - $39.8K
|
16.4K
$1.3M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-148- 2.42% |
$9.07K - $10.7K
|
5.97K
$475K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
705+ 10.13% |
$43.2K - $51.1K
|
7.66K
$610K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-205- 14.47% |
$12.6K - $14.9K
|
1.21K
$96.5K
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1K+ 14.05% |
$61.3K - $72.5K
|
8.12K
$646K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-599- 5.86% |
$36.7K - $43.4K
|
9.63K
$767K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.25K+ 13.2% |
$76.3K - $90.3K
|
10.7K
$850K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
19+ 0.31% |
$1.16K - $1.38K
|
6.13K
$488K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.26KNew |
$200K - $236K
|
3.26K
$259K
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
10.9KNew |
$671K - $793K
|
10.9K
$872K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
50.4K+ 21.42% |
$3.09M - $3.65M
|
285K
$22.7M
|
|
Feb 07, 2025
Q4 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-82K- 1.2% |
$5.03M - $5.95M
|
6.76M
$538M
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-412- 6.71% |
$25.3K - $29.9K
|
5.73K
$456K
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
4.75K+ 1.42% |
$291K - $345K
|
339K
$27M
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
151KNew |
$9.24M - $10.9M
|
151K
$12M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
795+ 6.22% |
$48.7K - $57.6K
|
13.6K
$1.08M
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 0.01% |
$61.3 - $72.5
|
10.6K
$841K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.7K+ 15.24% |
$656K - $776K
|
81K
$6.45M
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
816+ 3.23% |
$50K - $59.2K
|
26.1K
$2.08M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-145- 1.0% |
$8.89K - $10.5K
|
14.4K
$1.15M
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.39M- 9.2% |
$85.4M - $101M
|
13.7M
$1.09B
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.63K- 0.85% |
$99.7K - $118K
|
189K
$15.1M
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
64.6K+ 67.22% |
$3.96M - $4.68M
|
161K
$12.8M
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
BUY
|
- |
636KNew |
$39M - $46.1M
|
636K
$50.7M
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
3.54KNew |
$217K - $256K
|
3.54K
$282K
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
264+ 3.01% |
$16.2K - $19.1K
|
9.03K
$719K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
203+ 38.45% |
$12.4K - $14.7K
|
731
$58.2K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
67+ 1.77% |
$4.11K - $4.86K
|
3.85K
$307K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
50.6K+ 24.49% |
$3.1M - $3.67M
|
257K
$20.5M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.9K+ 7.04% |
$1.53M - $1.81M
|
379K
$30.2M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
60.5KNew |
$3.71M - $4.39M
|
60.5K
$4.82M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.16K+ 7.28% |
$71.2K - $84.2K
|
17.1K
$1.36M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-44- 0.24% |
$2.7K - $3.19K
|
18.3K
$1.45M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 25.08% |
$110K - $130K
|
5.36K
$427K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.81K+ 5.74% |
$234K - $276K
|
70.2K
$5.59M
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.94K- 1.02% |
$610K - $721K
|
963K
$76.7M
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
135+ 259.62% |
$8.28K - $9.79K
|
187
$14.9K
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-200- 95.24% |
$12.3K - $14.5K
|
10
$797
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
9.49KNew |
$582K - $688K
|
9.49K
$756K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-641- 2.87% |
$39.3K - $46.5K
|
21.7K
$1.73M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
67New |
$4.11K - $4.86K
|
67
$5.34K
|
|
Feb 06, 2025
Q4 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-31.9K- 64.76% |
$1.96M - $2.31M
|
17.4K
$1.38M
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
5.46K+ 7.85% |
$335K - $396K
|
75K
$5.98M
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
3.68K+ 1.55% |
$225K - $267K
|
240K
$19.1M
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.88KNew |
$115K - $136K
|
1.88K
$150K
|
|
Feb 06, 2025
Q4 2024
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
1.72M+ 42.46% |
$105M - $124M
|
5.76M
$459M
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-13.7K- 57.96% |
$839K - $993K
|
9.93K
$791K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-252- 4.46% |
$15.5K - $18.3K
|
5.4K
$430K
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-164- 3.63% |
$10.1K - $11.9K
|
4.35K
$347K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-70- 0.27% |
$4.29K - $5.08K
|
25.7K
$2.05M
|