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 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
33+ 0.43% |
$2.02K - $2.39K
|
7.63K
$607K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-14- 0.37% |
$858 - $1.02K
|
3.76K
$300K
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-53- 1.04% |
$3.25K - $3.84K
|
5.03K
$401K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.18K- 0.87% |
$256K - $303K
|
475K
$37.8M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.04K- 13.54% |
$187K - $221K
|
19.4K
$1.55M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.75K+ 37.2% |
$107K - $127K
|
6.44K
$513K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.93KNew |
$179K - $212K
|
2.93K
$233K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
212+ 42.66% |
$13K - $15.4K
|
709
$56.5K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-459- 9.18% |
$28.1K - $33.3K
|
4.54K
$362K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3+ 0.05% |
$184 - $218
|
6.63K
$528K
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
130KNew |
$7.97M - $9.43M
|
130K
$10.4M
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-1.43K- 72.12% |
$87.4K - $103K
|
551
$43.9K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.07KNew |
$188K - $223K
|
3.07K
$245K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
96+ 58.54% |
$5.89K - $6.96K
|
260
$20.7K
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
187+ 2.68% |
$11.5K - $13.6K
|
7.16K
$570K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-150- 1.43% |
$9.2K - $10.9K
|
10.3K
$824K
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
166K+ 133.95% |
$10.2M - $12M
|
290K
$23.1M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.83K- 0.76% |
$296K - $350K
|
634K
$50.5M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-765- 11.39% |
$46.9K - $55.5K
|
5.95K
$474K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-94.6K- 66.1% |
$5.8M - $6.85M
|
48.5K
$3.86M
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
42+ 20.69% |
$2.58K - $3.05K
|
245
$19.5K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-865- 16.23% |
$53K - $62.7K
|
4.46K
$356K
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-57- 0.66% |
$3.49K - $4.13K
|
8.63K
$687K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.42K+ 8.77% |
$86.9K - $103K
|
17.6K
$1.4M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-86- 2.28% |
$5.27K - $6.24K
|
3.68K
$293K
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-69- 2.01% |
$4.23K - $5K
|
3.36K
$267K
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
21.6KNew |
$1.32M - $1.57M
|
21.6K
$1.72M
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-290- 6.77% |
$17.8K - $21K
|
4K
$318K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.6K+ 16.01% |
$466K - $551K
|
55.1K
$4.39M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-291- 0.91% |
$17.8K - $21.1K
|
31.7K
$2.53M
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
40+ 0.42% |
$2.45K - $2.9K
|
9.55K
$761K
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
13.3KNew |
$816K - $965K
|
13.3K
$1.06M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.38KNew |
$207K - $245K
|
3.38K
$269K
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
114+ 3.06% |
$6.99K - $8.27K
|
3.84K
$306K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-154- 2.48% |
$9.44K - $11.2K
|
6.07K
$483K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
12.5K+ 166.85% |
$766K - $906K
|
20K
$1.59M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.93K+ 41.31% |
$179K - $212K
|
10K
$797K
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.01KNew |
$184K - $218K
|
3.01K
$239K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
436+ 17.0% |
$26.7K - $31.6K
|
3K
$239K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
241+ 2.54% |
$14.8K - $17.5K
|
9.71K
$774K
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
33.7KNew |
$2.06M - $2.44M
|
33.7K
$2.68M
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2.97KNew |
$182K - $215K
|
2.97K
$236K
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-325- 3.34% |
$19.9K - $23.6K
|
9.4K
$748K
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.07KNew |
$188K - $223K
|
3.07K
$245K
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2.47K- 35.55% |
$151K - $179K
|
4.47K
$356K
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-2.1K- 14.01% |
$129K - $152K
|
12.9K
$1.03M
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.9% |
$61.3 - $72.5
|
112
$8.92K
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-9- 0.2% |
$552 - $653
|
4.45K
$354K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
225+ 1.88% |
$13.8K - $16.3K
|
12.2K
$974K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
291+ 2.19% |
$17.8K - $21.1K
|
13.6K
$1.08M
|