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 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-2.66K- 35.22% |
$155K - $227K
|
4.9K
$461K
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.47K- 13.13% |
$202K - $295K
|
23K
$2.16M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.4K+ 2.73% |
$256K - $375K
|
166K
$15.6M
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
17.8K+ 162.83% |
$1.03M - $1.51M
|
28.7K
$2.7M
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-344- 4.86% |
$20K - $29.3K
|
6.74K
$633K
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.26% |
$58.1 - $85.1
|
381
$35.8K
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-10.9K- 50.47% |
$632K - $926K
|
10.7K
$1M
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
163+ 42.23% |
$9.48K - $13.9K
|
549
$51.6K
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-20- 22.47% |
$1.16K - $1.7K
|
69
$6.49K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.66K- 20.32% |
$213K - $311K
|
14.3K
$1.35M
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.33KNew |
$77.5K - $113K
|
1.33K
$125K
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
14.6K+ 177.29% |
$849K - $1.24M
|
22.8K
$2.15M
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.9K+ 13.73% |
$110K - $162K
|
15.7K
$1.48M
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
645+ 12.42% |
$37.5K - $54.9K
|
5.84K
$549K
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.2K- 30.7% |
$654K - $957K
|
25.4K
$2.39M
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 21.8% |
$61K - $89.4K
|
5.87K
$551K
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$58.1 - $85.1
|
8.62K
$810K
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.99K+ 33.38% |
$116K - $169K
|
7.95K
$747K
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.53K+ 7.55% |
$88.9K - $130K
|
21.8K
$2.05M
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
28.4K+ 3.28% |
$1.65M - $2.42M
|
895K
$84.1M
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
170+ 1.38% |
$9.88K - $14.5K
|
12.5K
$1.18M
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-40- 0.07% |
$2.33K - $3.4K
|
57K
$5.36M
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
288+ 3.76% |
$16.7K - $24.5K
|
7.94K
$747K
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.9K- 52.43% |
$693K - $1.01M
|
10.8K
$1.02M
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-4.3K- 26.04% |
$250K - $366K
|
12.2K
$1.15M
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
823+ 11.49% |
$47.8K - $70.1K
|
7.99K
$751K
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
27+ 0.18% |
$1.57K - $2.3K
|
14.9K
$1.4M
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-30- 4.2% |
$1.74K - $2.55K
|
685
$64.4K
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
426+ 7.72% |
$24.8K - $36.3K
|
5.95K
$559K
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.5K- 2.48% |
$145K - $213K
|
98.5K
$9.26M
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-15- 26.79% |
$872 - $1.28K
|
41
$3.85K
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.84KNew |
$165K - $242K
|
2.84K
$267K
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.66K+ 20.83% |
$154K - $226K
|
15.4K
$1.45M
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5.88K+ 657.09% |
$342K - $501K
|
6.78K
$637K
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-175- 2.5% |
$10.2K - $14.9K
|
6.83K
$642K
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-69- 1.81% |
$4.01K - $5.87K
|
3.74K
$351K
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
669+ 3.89% |
$38.9K - $56.9K
|
17.9K
$1.68M
|
|
Jul 23, 2025
Q2 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-2.74K- 2.59% |
$159K - $233K
|
103K
$9.7M
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-200- 3.37% |
$11.6K - $17K
|
5.74K
$540K
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-36- 0.23% |
$2.09K - $3.06K
|
15.3K
$1.44M
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.68KNew |
$156K - $228K
|
2.68K
$252K
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
77+ 6.53% |
$4.48K - $6.55K
|
1.26K
$118K
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-104- 0.22% |
$6.05K - $8.85K
|
46.6K
$4.38M
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.55K- 1.48% |
$207K - $302K
|
236K
$22.2M
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
5.38K+ 32.14% |
$313K - $458K
|
22.1K
$2.08M
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-503- 5.59% |
$29.2K - $42.8K
|
8.5K
$799K
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
203+ 312.31% |
$11.8K - $17.3K
|
268
$25.2K
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
807+ 602.24% |
$46.9K - $68.7K
|
941
$88.5K
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.54K+ 1.74% |
$89.3K - $131K
|
90K
$8.46M
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-40- 0.88% |
$2.33K - $3.4K
|
4.49K
$422K
|