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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-3.59K- 2.97% |
$208K - $305K
|
117K
$10.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.31K+ 2.14% |
$425K - $623K
|
349K
$32.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-276- 0.22% |
$16K - $23.5K
|
123K
$11.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
30+ 0.17% |
$1.74K - $2.55K
|
17.7K
$1.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-515- 1.73% |
$29.9K - $43.8K
|
29.2K
$2.72M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-8.84K- 7.37% |
$514K - $752K
|
111K
$10.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
67.9K+ 99.96% |
$3.95M - $5.78M
|
136K
$12.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
107+ 3.52% |
$6.22K - $9.11K
|
3.14K
$293K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.13% |
$349 - $511
|
4.5K
$419K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
138+ 2.09% |
$8.02K - $11.7K
|
6.76K
$629K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.58K+ 4.78% |
$91.6K - $134K
|
34.5K
$3.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
489+ 7.11% |
$28.4K - $41.6K
|
7.37K
$686K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-215- 3.69% |
$12.5K - $18.3K
|
5.61K
$522K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-150- 12.54% |
$8.72K - $12.8K
|
1.05K
$97.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.78KNew |
$161K - $236K
|
2.78K
$258K
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
3K+ 19.83% |
$174K - $255K
|
18.1K
$1.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
213+ 1638.46% |
$12.4K - $18.1K
|
226
$21K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
24+ 1.81% |
$1.4K - $2.04K
|
1.35K
$126K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-181- 31.15% |
$10.5K - $15.4K
|
400
$37.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.33KNew |
$310K - $454K
|
5.33K
$496K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-15K- 65.71% |
$873K - $1.28M
|
7.84K
$730K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.91KNew |
$285K - $418K
|
4.91K
$457K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.2M+ 63.29% |
$69.5M - $102M
|
3.09M
$287M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-80- 1.89% |
$4.65K - $6.81K
|
4.14K
$386K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
62+ 0.79% |
$3.6K - $5.28K
|
7.93K
$738K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
96+ 0.38% |
$5.58K - $8.17K
|
25.2K
$2.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-56- 1.89% |
$3.26K - $4.77K
|
2.91K
$271K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.5KNew |
$145K - $213K
|
2.5K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-3.46K- 34.1% |
$201K - $294K
|
6.68K
$622K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
13.4KNew |
$778K - $1.14M
|
13.4K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5+ 0.16% |
$291 - $426
|
3.21K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
152K+ 39.03% |
$8.86M - $13M
|
543K
$50.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
8.62K+ 12.43% |
$501K - $734K
|
78K
$7.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-658- 19.13% |
$38.2K - $56K
|
2.78K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
28+ 0.29% |
$1.63K - $2.38K
|
9.82K
$914K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-31- 4.51% |
$1.8K - $2.64K
|
656
$61.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
492+ 11.2% |
$28.6K - $41.9K
|
4.89K
$455K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
38+ 6.29% |
$2.21K - $3.23K
|
642
$59.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-17- 0.58% |
$988 - $1.45K
|
2.93K
$272K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-9- 0.56% |
$523 - $766
|
1.59K
$148K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
3.12KNew |
$181K - $265K
|
3.12K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-601- 5.07% |
$34.9K - $51.2K
|
11.3K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
869+ 1.08% |
$50.5K - $74K
|
81.5K
$7.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.57KNew |
$150K - $219K
|
2.57K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
421+ 2.96% |
$24.5K - $35.8K
|
14.6K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.13K+ 82.52% |
$124K - $181K
|
4.7K
$438K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
20.7K+ 5.65% |
$1.2M - $1.76M
|
386K
$36M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
768+ 7.57% |
$44.6K - $65.4K
|
10.9K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1K- 55.56% |
$58.1K - $85.1K
|
800
$74.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
778+ 24.86% |
$45.2K - $66.2K
|
3.91K
$364K
|