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 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-480- 3.82% |
$29.4K - $34.8K
|
12.1K
$964K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
75.3K+ 4.54% |
$4.62M - $5.46M
|
1.74M
$138M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
12.3KNew |
$753K - $891K
|
12.3K
$979K
|
|
|
Jan 21, 2025
Q4 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
12.9K+ 9.13% |
$788K - $932K
|
154K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-115- 0.58% |
$7.05K - $8.34K
|
19.8K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.02K+ 0.88% |
$62.5K - $73.9K
|
117K
$9.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
6.53KNew |
$400K - $473K
|
6.53K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
77+ 1.24% |
$4.72K - $5.58K
|
6.28K
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.48K+ 17.59% |
$90.5K - $107K
|
9.87K
$786K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
48+ 1.44% |
$2.94K - $3.48K
|
3.37K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
28.1K+ 8.68% |
$1.72M - $2.03M
|
351K
$28M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
72+ 1.57% |
$4.41K - $5.22K
|
4.65K
$370K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-301K- 99.29% |
$18.5M - $21.8M
|
2.16K
$172K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
807+ 6.18% |
$49.5K - $58.5K
|
13.9K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
600New |
$36.8K - $43.5K
|
600
$47.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-138- 17.69% |
$8.46K - $10K
|
642
$51.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
35+ 0.64% |
$2.15K - $2.54K
|
5.53K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
363+ 0.92% |
$22.3K - $26.3K
|
40K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.76K- 16.88% |
$108K - $127K
|
8.65K
$689K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.39K- 50.19% |
$331K - $391K
|
5.35K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-79- 1.7% |
$4.84K - $5.73K
|
4.58K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-73- 0.98% |
$4.48K - $5.29K
|
7.41K
$590K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.85KNew |
$175K - $207K
|
2.85K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11K- 7.8% |
$675K - $798K
|
130K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
885+ 2.03% |
$54.3K - $64.2K
|
44.4K
$3.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.93KNew |
$179K - $212K
|
2.93K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.29KNew |
$201K - $238K
|
3.29K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
28+ 0.51% |
$1.72K - $2.03K
|
5.53K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-525- 2.63% |
$32.2K - $38.1K
|
19.4K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
301+ 0.32% |
$18.5K - $21.8K
|
95.7K
$7.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.6K- 15.96% |
$98.2K - $116K
|
8.44K
$672K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
761+ 10.39% |
$46.7K - $55.2K
|
8.09K
$644K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
100+ 2.04% |
$6.13K - $7.25K
|
5K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.21K+ 8.88% |
$136K - $160K
|
27.1K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
362+ 6.18% |
$22.2K - $26.2K
|
6.22K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-265- 4.89% |
$16.2K - $19.2K
|
5.15K
$410K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1K+ 7.96% |
$61.4K - $72.6K
|
13.6K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-128- 2.95% |
$7.85K - $9.28K
|
4.21K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
18+ 0.55% |
$1.1K - $1.31K
|
3.31K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-800- 20.86% |
$49K - $58K
|
3.04K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-11- 0.27% |
$674 - $798
|
4.1K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.73K+ 12.44% |
$474K - $560K
|
69.9K
$5.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-200- 2.91% |
$12.3K - $14.5K
|
6.68K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.09K+ 30.3% |
$312K - $369K
|
21.9K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
377KNew |
$23.1M - $27.4M
|
377K
$30.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-16.1K- 44.0% |
$988K - $1.17M
|
20.5K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.12K- 1.59% |
$68.4K - $80.8K
|
68.9K
$5.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
310+ 0.46% |
$19K - $22.5K
|
67.5K
$5.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Greenhaven Associates Inc
|
SELL
|
- |
-12.6K- 0.07% |
$774K - $915K
|
16.9M
$1.34B
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.05K+ 33.38% |
$126K - $149K
|
8.19K
$652K
|