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 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
120K+ 136.55% |
$7.35M - $8.7M
|
208K
$16.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-374- 1.57% |
$22.9K - $27.1K
|
23.4K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-189- 41.18% |
$11.6K - $13.7K
|
270
$21.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
9.34KNew |
$573K - $677K
|
9.34K
$744K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-57.9K- 0.41% |
$3.55M - $4.2M
|
14.2M
$1.13B
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.98KNew |
$183K - $216K
|
2.98K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.67K+ 22.27% |
$225K - $266K
|
20.1K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-5.3K- 0.92% |
$325K - $384K
|
572K
$45.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.41K- 1.73% |
$86.7K - $103K
|
80.5K
$6.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-374- 5.11% |
$22.9K - $27.1K
|
6.94K
$553K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-29.2K- 1.44% |
$1.79M - $2.12M
|
2M
$160M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
202+ 14.53% |
$12.4K - $14.6K
|
1.59K
$127K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
CALL |
1.5K+ 50.0% |
$92K - $109K
|
4.5K
$358K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.67K+ 6.48% |
$164K - $194K
|
43.9K
$3.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
250New |
$15.3K - $18.1K
|
250
$19.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.7K+ 13.04% |
$104K - $124K
|
14.8K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
134+ 178.67% |
$8.22K - $9.72K
|
209
$16.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.67K+ 20.43% |
$102K - $121K
|
9.81K
$782K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
26.9K+ 28.54% |
$1.65M - $1.95M
|
121K
$9.64M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-496- 0.35% |
$30.4K - $36K
|
140K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.86K+ 3.85% |
$543K - $642K
|
239K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
5K+ 0.91% |
$307K - $363K
|
552K
$44M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-24.1K- 51.07% |
$1.48M - $1.75M
|
23.1K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.66K- 13.04% |
$101K - $120K
|
11K
$879K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.21K- 2.51% |
$258K - $305K
|
164K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-270K- 98.58% |
$16.6M - $19.6M
|
3.89K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.38KNew |
$207K - $245K
|
3.38K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.64K+ 6.7% |
$162K - $191K
|
42K
$3.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-72- 0.19% |
$4.41K - $5.22K
|
37.4K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-500- 2.37% |
$30.7K - $36.3K
|
20.6K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.6KNew |
$98.1K - $116K
|
1.6K
$127K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.82MNew |
$173M - $204M
|
2.82M
$224M
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.81K+ 2.48% |
$172K - $204K
|
116K
$9.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
116+ 3.02% |
$7.11K - $8.41K
|
3.96K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.98KNew |
$183K - $216K
|
2.98K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
249+ 2.7% |
$15.3K - $18.1K
|
9.47K
$754K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
165+ 3.34% |
$10.1K - $12K
|
5.11K
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.5K- 6.58% |
$153K - $181K
|
35.5K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
197+ 3.71% |
$12.1K - $14.3K
|
5.51K
$439K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
63+ 0.33% |
$3.86K - $4.57K
|
19.4K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.96KNew |
$182K - $215K
|
2.96K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
39+ 3.89% |
$2.39K - $2.83K
|
1.04K
$83K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
22.7K+ 12.71% |
$1.39M - $1.64M
|
201K
$16M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.17K- 2.37% |
$133K - $157K
|
89.4K
$7.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-53- 0.55% |
$3.25K - $3.84K
|
9.58K
$763K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
137+ 3.45% |
$8.4K - $9.93K
|
4.11K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.15KNew |
$193K - $229K
|
3.15K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.24K+ 26.9% |
$260K - $307K
|
20K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.96KNew |
$181K - $215K
|
2.96K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-6.75K- 6.95% |
$414K - $489K
|
90.4K
$7.2M
|