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 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
236+ 4.62% |
$14.5K - $17.1K
|
5.35K
$382K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18+ 5.98% |
$1.1K - $1.31K
|
319
$22.8K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
397+ 0.29% |
$24.3K - $28.8K
|
137K
$9.77M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
116+ 6.58% |
$7.11K - $8.41K
|
1.88K
$134K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-10- 6.02% |
$613 - $725
|
156
$11.1K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.16K- 29.13% |
$132K - $156K
|
5.25K
$375K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
32+ 22.54% |
$1.96K - $2.32K
|
174
$12.4K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
584+ 1.22% |
$35.8K - $42.3K
|
48.5K
$3.46M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-101- 2.04% |
$6.19K - $7.32K
|
4.85K
$346K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
30+ 2.78% |
$1.84K - $2.18K
|
1.11K
$79.1K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.1K+ 18.96% |
$129K - $152K
|
13.2K
$941K
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-160- 1.38% |
$9.81K - $11.6K
|
11.4K
$816K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
67.3KNew |
$4.13M - $4.88M
|
67.3K
$4.81M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.75K- 12.25% |
$107K - $127K
|
12.5K
$892K
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-23.5K- 3.77% |
$1.44M - $1.7M
|
600K
$42.8M
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-2.51K- 2.96% |
$154K - $182K
|
82.2K
$5.87M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
99+ 0.51% |
$6.07K - $7.18K
|
19.6K
$1.4M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
249+ 19.61% |
$15.3K - $18.1K
|
1.52K
$108K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-234- 3.09% |
$14.3K - $17K
|
7.34K
$524K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-368- 1.29% |
$22.6K - $26.7K
|
28.2K
$2.02M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
368+ 5.24% |
$22.6K - $26.7K
|
7.39K
$528K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
370+ 0.41% |
$22.7K - $26.8K
|
89.6K
$6.4M
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-331- 0.99% |
$20.3K - $24K
|
33.1K
$2.36M
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-93- 8.53% |
$5.7K - $6.74K
|
997
$71.2K
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
800+ 32.31% |
$49K - $58K
|
3.28K
$234K
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-135- 3.74% |
$8.28K - $9.79K
|
3.47K
$248K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
40+ 65.57% |
$2.45K - $2.9K
|
101
$7.21K
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.73M+ 32.16% |
$106M - $126M
|
7.12M
$508M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
31.4K+ 193.07% |
$1.92M - $2.28M
|
47.6K
$3.4M
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
3.9KNew |
$239K - $282K
|
3.9K
$278K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.79% |
$429 - $508
|
891
$63.6K
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.02K- 0.87% |
$62.5K - $73.9K
|
116K
$8.26M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-531- 3.29% |
$32.6K - $38.5K
|
15.6K
$1.11M
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-120- 28.37% |
$7.36K - $8.7K
|
303
$21.6K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
200New |
$12.3K - $14.5K
|
200
$14.3K
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-12.9K- 20.38% |
$791K - $935K
|
50.4K
$3.6M
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-499- 6.2% |
$30.6K - $36.2K
|
7.55K
$539K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
920+ 64.74% |
$56.4K - $66.7K
|
2.34K
$167K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.31K+ 12.22% |
$203K - $240K
|
30.4K
$2.17M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.06M+ 22.75% |
$116M - $139M
|
11.1M
$793M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.23K- 11.56% |
$350K - $421K
|
47.7K
$3.41M
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-250- 0.88% |
$14K - $16.9K
|
28.2K
$2.01M
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.37K- 0.56% |
$133K - $160K
|
418K
$29.9M
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.1K- 54.12% |
$61.6K - $74.2K
|
931
$66.5K
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
9.8KNew |
$550K - $663K
|
9.8K
$700K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
961+ 160.43% |
$53.9K - $65K
|
1.56K
$111K
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
20K+ 34.78% |
$1.12M - $1.35M
|
77.5K
$5.53M
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
474+ 10.87% |
$26.6K - $32K
|
4.84K
$345K
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.66M- 15.86% |
$317M - $383M
|
30M
$2.14B
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.78K- 6.4% |
$212K - $255K
|
55.2K
$3.94M
|