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 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
655+ 11.72% |
$40.2K - $47.5K
|
6.25K
$497K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3.55KNew |
$218K - $258K
|
3.55K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.08K+ 25.65% |
$189K - $223K
|
15.1K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-98- 10.53% |
$6.01K - $7.11K
|
833
$66.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
394+ 0.12% |
$24.2K - $28.6K
|
339K
$27M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-100- 51.28% |
$6.13K - $7.25K
|
95
$7.57K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.59K+ 1.78% |
$97.5K - $115K
|
91K
$7.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
76+ 0.81% |
$4.66K - $5.51K
|
9.42K
$750K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.93KNew |
$180K - $213K
|
2.93K
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
51+ 1.43% |
$3.13K - $3.7K
|
3.62K
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
848+ 14.89% |
$52K - $61.5K
|
6.54K
$521K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-24- 0.28% |
$1.47K - $1.74K
|
8.55K
$681K
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-1.31K- 11.52% |
$80K - $94.6K
|
10K
$798K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-247- 2.2% |
$15.1K - $17.9K
|
11K
$873K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.02K+ 4.05% |
$430K - $509K
|
180K
$14.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.64MNew |
$223M - $264M
|
3.64M
$290M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-838- 0.12% |
$51.4K - $60.8K
|
697K
$55.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-19.4K- 4.26% |
$1.19M - $1.41M
|
437K
$34.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-742- 25.42% |
$45.5K - $53.8K
|
2.18K
$173K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.39K+ 5.41% |
$514K - $608K
|
164K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
148+ 2.49% |
$9.07K - $10.7K
|
6.09K
$485K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
300New |
$18.4K - $21.8K
|
300
$23.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.25K+ 2.96% |
$567K - $671K
|
322K
$25.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
14.9K+ 5.01% |
$915K - $1.08M
|
313K
$24.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-138- 4.11% |
$8.46K - $10K
|
3.22K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.58K- 1.49% |
$158K - $187K
|
170K
$13.6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-66- 0.12% |
$4.05K - $4.79K
|
56.8K
$4.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-26- 0.67% |
$1.59K - $1.89K
|
3.87K
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.36K+ 1.76% |
$145K - $171K
|
137K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.23K+ 5.98% |
$198K - $234K
|
57.3K
$4.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.77K+ 477.15% |
$599K - $708K
|
11.8K
$941K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
492New |
$30.2K - $35.7K
|
492
$39.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
111+ 3.0% |
$6.81K - $8.05K
|
3.82K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3.09K+ 0.71% |
$189K - $224K
|
435K
$34.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
102+ 1.18% |
$6.25K - $7.4K
|
8.72K
$695K
|
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
7.42K+ 3.74% |
$455K - $538K
|
206K
$16.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
50.9K+ 90.15% |
$3.12M - $3.69M
|
107K
$8.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-187- 1.43% |
$11.5K - $13.6K
|
12.9K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.55KNew |
$157K - $185K
|
2.55K
$203K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-164K- 4.44% |
$10.1M - $11.9M
|
3.53M
$282M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
22+ 0.34% |
$1.35K - $1.6K
|
6.59K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
3.64K+ 17.03% |
$223K - $264K
|
25K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-18- 0.5% |
$1.1K - $1.31K
|
3.57K
$284K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
684+ 21.41% |
$41.9K - $49.6K
|
3.88K
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
120New |
$7.36K - $8.7K
|
120
$9.56K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-206- 0.89% |
$12.6K - $14.9K
|
22.9K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.9K+ 160.26% |
$1.16M - $1.37M
|
30.7K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.53K+ 0.97% |
$93.6K - $111K
|
159K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.27K- 14.81% |
$139K - $165K
|
13.1K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
78.7K+ 100.38% |
$4.83M - $5.71M
|
157K
$12.5M
|