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 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
386+ 11.99% |
$22.4K - $32.9K
|
3.61K
$339K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.5K+ 1875.0% |
$87.2K - $128K
|
1.58K
$149K
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.36K+ 1.78% |
$79.3K - $116K
|
78.2K
$7.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.65K+ 0.69% |
$445K - $651K
|
1.11M
$105M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
132+ 3.96% |
$7.67K - $11.2K
|
3.47K
$326K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.9K+ 25.07% |
$925K - $1.35M
|
79.4K
$7.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-433- 14.66% |
$25.2K - $36.9K
|
2.52K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-62- 1.4% |
$3.6K - $5.28K
|
4.36K
$409K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
442+ 2.08% |
$25.7K - $37.6K
|
21.7K
$2.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-978- 17.52% |
$56.9K - $83.2K
|
4.6K
$433K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-869- 0.38% |
$50.5K - $74K
|
225K
$21.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-300- 0.49% |
$17.4K - $25.5K
|
61.5K
$5.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.9K- 14.19% |
$226K - $332K
|
23.6K
$2.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
262+ 1.12% |
$15.2K - $22.3K
|
23.7K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
34+ 0.66% |
$1.98K - $2.89K
|
5.16K
$485K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.68KNew |
$272K - $398K
|
4.68K
$440K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.38KNew |
$487K - $713K
|
8.38K
$787K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-28.2K- 12.98% |
$1.64M - $2.4M
|
189K
$17.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
100+ 0.63% |
$5.81K - $8.51K
|
15.9K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
570+ 6.95% |
$33.1K - $48.5K
|
8.77K
$825K
|
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-7K- 64.46% |
$407K - $596K
|
3.86K
$363K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.62K+ 2.23% |
$443K - $648K
|
349K
$32.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-207- 8.58% |
$12K - $17.6K
|
2.21K
$207K
|
|
|
Jul 21, 2025
Q2 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
2.53K+ 2.41% |
$147K - $215K
|
107K
$10.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 3.28% |
$11.6K - $17K
|
5.89K
$554K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
222+ 4.01% |
$12.9K - $18.9K
|
5.76K
$541K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
9.14K+ 88.61% |
$532K - $778K
|
19.5K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
22+ 6.25% |
$1.28K - $1.87K
|
374
$35.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-631- 9.14% |
$36.7K - $53.7K
|
6.28K
$590K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-43- 1.45% |
$2.5K - $3.66K
|
2.92K
$275K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
185K+ 47.59% |
$10.8M - $15.8M
|
574K
$54M
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-2.48K- 13.52% |
$144K - $211K
|
15.9K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.34K+ 12.4% |
$310K - $455K
|
48.4K
$4.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
348+ 5.55% |
$20.2K - $29.6K
|
6.62K
$622K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
15+ 5.68% |
$872 - $1.28K
|
279
$26.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-9.26K- 36.89% |
$538K - $788K
|
15.8K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-200- 5.69% |
$11.6K - $17K
|
3.31K
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-140- 0.73% |
$8.14K - $11.9K
|
19K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
73+ 22.26% |
$4.24K - $6.21K
|
401
$37.7K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
14.4K+ 140.29% |
$838K - $1.23M
|
24.7K
$2.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
253+ 157.14% |
$14.7K - $21.5K
|
414
$38.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.06K+ 5.56% |
$61.4K - $89.9K
|
20.1K
$1.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.68KNew |
$156K - $228K
|
2.68K
$252K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
150KNew |
$8.72M - $12.8M
|
150K
$14.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-362- 11.83% |
$21K - $30.8K
|
2.7K
$254K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-177- 4.43% |
$10.3K - $15.1K
|
3.82K
$359K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.39K- 6.89% |
$80.8K - $118K
|
18.8K
$1.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-742- 4.58% |
$43.1K - $63.2K
|
15.5K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-3.9K- 7.06% |
$227K - $332K
|
51.4K
$4.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
500+ 6.55% |
$29.1K - $42.6K
|
8.13K
$764K
|