Purchases and Sales Made in Q4 2024 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q4 2024. The information is specifically focused on institutions that hold shares of CITIGROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
353+ 6.83% |
$21.6K - $25.6K
|
5.52K
$451K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
346+ 0.33% |
$21.2K - $25.1K
|
105K
$8.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
336+ 5.95% |
$20.6K - $24.4K
|
5.99K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
331+ 1.89% |
$20.3K - $24K
|
17.9K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
326+ 5.28% |
$20K - $23.6K
|
6.5K
$531K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
320+ 1.52% |
$19.6K - $23.2K
|
21.4K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
318New |
$19.5K - $23.1K
|
318
$26K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
318+ 2.11% |
$19.5K - $23.1K
|
15.4K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
310+ 0.46% |
$19K - $22.5K
|
67.5K
$5.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
307New |
$18.8K - $22.3K
|
307
$25.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
301+ 0.32% |
$18.5K - $21.8K
|
95.7K
$7.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
300+ 7.42% |
$18.4K - $21.8K
|
4.34K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
300+ 150.0% |
$18.4K - $21.8K
|
500
$40.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
300+ 1.83% |
$18.4K - $21.8K
|
16.7K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
300New |
$18.4K - $21.8K
|
300
$24.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
300+ 0.95% |
$18.4K - $21.8K
|
31.8K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
291+ 2.19% |
$17.8K - $21.1K
|
13.6K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
283+ 5.88% |
$17.4K - $20.5K
|
5.1K
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
278+ 8.47% |
$17K - $20.2K
|
3.56K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
273+ 0.68% |
$16.7K - $19.8K
|
40.3K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
264+ 3.01% |
$16.2K - $19.1K
|
9.03K
$738K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
256+ 2.27% |
$15.7K - $18.6K
|
11.5K
$942K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
250New |
$15.3K - $18.1K
|
250
$20.4K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
249+ 19.61% |
$15.3K - $18.1K
|
1.52K
$124K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
249+ 2.7% |
$15.3K - $18.1K
|
9.47K
$774K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
241+ 2.54% |
$14.8K - $17.5K
|
9.71K
$794K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
240+ 5.12% |
$14.7K - $17.4K
|
4.93K
$403K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
236+ 4.62% |
$14.5K - $17.1K
|
5.35K
$437K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
225+ 1.88% |
$13.8K - $16.3K
|
12.2K
$999K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
218+ 4360.0% |
$13.4K - $15.8K
|
223
$18.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
218+ 4.55% |
$13.4K - $15.8K
|
5K
$409K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
213New |
$13.1K - $15.4K
|
213
$17.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
212+ 42.66% |
$13K - $15.4K
|
709
$57.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
209+ 4.91% |
$12.8K - $15.2K
|
4.46K
$365K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
208+ 18.77% |
$12.8K - $15.1K
|
1.32K
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
208+ 0.37% |
$12.8K - $15.1K
|
55.8K
$4.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
206+ 2.06% |
$12.6K - $14.9K
|
10.2K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
203+ 38.45% |
$12.4K - $14.7K
|
731
$59.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
203+ 1.63% |
$12.4K - $14.7K
|
12.7K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
202+ 14.53% |
$12.4K - $14.6K
|
1.59K
$130K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
202+ 1.44% |
$12.4K - $14.6K
|
14.2K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
200+ 15.36% |
$12.3K - $14.5K
|
1.5K
$123K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
200New |
$12.3K - $14.5K
|
200
$16.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
200+ 5.65% |
$12.3K - $14.5K
|
3.74K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
197+ 3.71% |
$12.1K - $14.3K
|
5.51K
$450K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
187+ 2.68% |
$11.5K - $13.6K
|
7.16K
$585K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
186New |
$11.4K - $13.5K
|
186
$15.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
171+ 83.41% |
$10.5K - $12.4K
|
376
$30.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
166+ 3.71% |
$10.2K - $12K
|
4.64K
$379K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
165+ 3.34% |
$10.1K - $12K
|
5.11K
$417K
|