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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-146- 1.19% |
$8.95K - $10.6K
|
12.1K
$964K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.01K+ 10.78% |
$61.7K - $72.9K
|
10.3K
$823K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
48New |
$2.94K - $3.48K
|
48
$3.82K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
31.9KNew |
$1.96M - $2.32M
|
31.9K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
17.5K+ 27.65% |
$1.07M - $1.27M
|
80.6K
$6.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
492+ 18.55% |
$30.2K - $35.7K
|
3.15K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.38KNew |
$84.3K - $99.7K
|
1.38K
$110K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
5.15K+ 22.26% |
$316K - $373K
|
28.3K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.09K+ 22.01% |
$128K - $152K
|
11.6K
$923K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-743- 7.84% |
$45.6K - $53.9K
|
8.73K
$695K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-145- 1.89% |
$8.89K - $10.5K
|
7.52K
$599K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.9K+ 12.84% |
$116K - $138K
|
16.7K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.61K+ 14.48% |
$98.5K - $116K
|
12.7K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
146+ 695.24% |
$8.95K - $10.6K
|
167
$13.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.21K+ 23.34% |
$136K - $160K
|
11.7K
$931K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
8.14KNew |
$499K - $590K
|
8.14K
$648K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-396- 1.53% |
$24.3K - $28.7K
|
25.5K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.91% |
$123 - $145
|
221
$17.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.62K+ 2.91% |
$99.6K - $118K
|
57.5K
$4.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
315K+ 27.7% |
$19.3M - $22.9M
|
1.45M
$116M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
278+ 8.47% |
$17K - $20.2K
|
3.56K
$284K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
150KNew |
$9.17M - $10.8M
|
150K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
730+ 1.58% |
$44.8K - $52.9K
|
47K
$3.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-19.7K- 63.62% |
$1.2M - $1.42M
|
11.2K
$895K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
300+ 150.0% |
$18.4K - $21.8K
|
500
$39.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
125K+ 88.01% |
$7.65M - $9.05M
|
267K
$21.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
15.1K+ 191.88% |
$925K - $1.09M
|
23K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.32K- 99.94% |
$326K - $386K
|
3
$239
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.31K- 19.39% |
$80.5K - $95.2K
|
5.46K
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-19.5K- 23.1% |
$1.2M - $1.42M
|
65K
$5.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-200- 11.76% |
$12.3K - $14.5K
|
1.5K
$119K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
2.13K+ 1.7% |
$131K - $154K
|
127K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-32- 10.67% |
$1.96K - $2.32K
|
268
$21.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.2K+ 22.26% |
$3.57M - $4.22M
|
320K
$25.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
429+ 3.51% |
$26.3K - $31.1K
|
12.6K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-500- 1.5% |
$30.7K - $36.3K
|
32.8K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-391- 1.26% |
$24K - $28.3K
|
30.5K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.13KNew |
$192K - $227K
|
3.13K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-8.73K- 32.99% |
$535K - $633K
|
17.7K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
72+ 0.99% |
$4.41K - $5.22K
|
7.33K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
206+ 2.06% |
$12.6K - $14.9K
|
10.2K
$814K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
410+ 5.99% |
$25.1K - $29.7K
|
7.25K
$578K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
28+ 0.47% |
$1.72K - $2.03K
|
5.93K
$472K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
51+ 0.75% |
$3.13K - $3.7K
|
6.85K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
36+ 0.46% |
$2.21K - $2.61K
|
7.94K
$632K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
100+ 1.13% |
$6.13K - $7.25K
|
8.95K
$713K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-20- 0.5% |
$1.23K - $1.45K
|
3.95K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
405+ 3.46% |
$24.8K - $29.4K
|
12.1K
$966K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.2K+ 32.28% |
$1.17M - $1.39M
|
78.5K
$6.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.34K+ 12.5% |
$81.9K - $96.9K
|
12K
$958K
|