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
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.6K+ 16.01% |
$466K - $551K
|
55.1K
$4.5M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-291- 0.91% |
$17.8K - $21.1K
|
31.7K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
40+ 0.42% |
$2.45K - $2.9K
|
9.55K
$781K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
13.3KNew |
$816K - $965K
|
13.3K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.38KNew |
$207K - $245K
|
3.38K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
114+ 3.06% |
$6.99K - $8.27K
|
3.84K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-154- 2.48% |
$9.44K - $11.2K
|
6.07K
$496K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
12.5K+ 166.85% |
$766K - $906K
|
20K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.93K+ 41.31% |
$179K - $212K
|
10K
$818K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.01KNew |
$184K - $218K
|
3.01K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
436+ 17.0% |
$26.7K - $31.6K
|
3K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
241+ 2.54% |
$14.8K - $17.5K
|
9.71K
$794K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
33.7KNew |
$2.06M - $2.44M
|
33.7K
$2.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2.97KNew |
$182K - $215K
|
2.97K
$242K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-325- 3.34% |
$19.9K - $23.6K
|
9.4K
$768K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.07KNew |
$188K - $223K
|
3.07K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2.47K- 35.55% |
$151K - $179K
|
4.47K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-2.1K- 14.01% |
$129K - $152K
|
12.9K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.9% |
$61.3 - $72.5
|
112
$9.15K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-9- 0.2% |
$552 - $653
|
4.45K
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
225+ 1.88% |
$13.8K - $16.3K
|
12.2K
$999K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
291+ 2.19% |
$17.8K - $21.1K
|
13.6K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.34K- 2.03% |
$81.8K - $96.8K
|
64.4K
$5.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
140+ 1.69% |
$8.58K - $10.2K
|
8.41K
$687K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.31K- 21.18% |
$142K - $168K
|
8.61K
$703K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
122+ 6.19% |
$7.48K - $8.85K
|
2.09K
$171K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
5.07K+ 14.92% |
$311K - $367K
|
39K
$3.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
18.4KNew |
$1.13M - $1.33M
|
18.4K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-43.2K- 10.96% |
$2.65M - $3.14M
|
351K
$28.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
772+ 3.44% |
$47.3K - $56K
|
23.2K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-81- 0.21% |
$4.97K - $5.87K
|
38.5K
$3.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
20.2K+ 40.49% |
$1.24M - $1.46M
|
69.9K
$5.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
33+ 0.74% |
$2.02K - $2.39K
|
4.47K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-7.27K- 6.33% |
$446K - $527K
|
108K
$8.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
27KNew |
$1.66M - $1.96M
|
27K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.93KNew |
$180K - $212K
|
2.93K
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.33K+ 12.84% |
$204K - $242K
|
29.3K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-973- 6.47% |
$59.7K - $70.5K
|
14.1K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
4.15KNew |
$254K - $301K
|
4.15K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-262- 4.19% |
$16.1K - $19K
|
5.99K
$490K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
101+ 0.17% |
$6.19K - $7.32K
|
58K
$4.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
443+ 12.7% |
$27.2K - $32.1K
|
3.93K
$321K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 30.58% |
$6.13K - $7.25K
|
227
$18.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-39.3K- 78.97% |
$2.41M - $2.85M
|
10.5K
$855K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-112- 0.57% |
$6.87K - $8.12K
|
19.6K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
488+ 9.12% |
$29.9K - $35.4K
|
5.84K
$477K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-72.6K- 11.51% |
$4.45M - $5.26M
|
558K
$45.6M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
61+ 0.56% |
$3.74K - $4.42K
|
10.9K
$889K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-502- 45.31% |
$30.8K - $36.4K
|
606
$49.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
133KNew |
$8.14M - $9.62M
|
133K
$10.8M
|