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 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
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
270+ 0.54% |
$15.7K - $23K
|
50.2K
$4.72M
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.52K- 8.98% |
$88.2K - $129K
|
15.4K
$1.45M
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-528- 6.56% |
$30.7K - $44.9K
|
7.52K
$707K
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
140New |
$8.14K - $11.9K
|
140
$13.2K
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-47- 1.27% |
$2.73K - $4K
|
3.64K
$343K
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
189+ 3.12% |
$11K - $16.1K
|
6.25K
$588K
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-112- 0.64% |
$6.51K - $9.53K
|
17.4K
$1.63M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-16.6K- 3.13% |
$964K - $1.41M
|
513K
$48.2M
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-335- 1.23% |
$19.5K - $28.5K
|
26.9K
$2.53M
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 4.76% |
$116 - $170
|
40
$3.76K
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.04K+ 39.34% |
$177K - $259K
|
10.8K
$1.01M
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
244+ 3.62% |
$14.2K - $20.8K
|
6.99K
$657K
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.03% |
$116 - $170
|
5.8K
$545K
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
261K+ 44.03% |
$15.2M - $22.3M
|
855K
$80.4M
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-401- 4.44% |
$23.3K - $34.1K
|
8.62K
$811K
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-57.2K- 5.02% |
$3.33M - $4.87M
|
1.08M
$102M
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
193+ 4.78% |
$11.2K - $16.4K
|
4.23K
$398K
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-41K- 54.65% |
$2.38M - $3.49M
|
34K
$3.2M
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
8.66K+ 3.06% |
$503K - $737K
|
291K
$27.4M
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
15+ 125.0% |
$872 - $1.28K
|
27
$2.54K
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
8.63KNew |
$502K - $734K
|
8.63K
$811K
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
21.1K+ 499.83% |
$1.23M - $1.8M
|
25.4K
$2.38M
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-731- 6.86% |
$42.5K - $62.2K
|
9.92K
$933K
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
2.45KNew |
$142K - $209K
|
2.45K
$230K
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-100- 1.95% |
$5.81K - $8.51K
|
5.03K
$473K
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
710+ 0.34% |
$41.3K - $60.4K
|
207K
$19.4M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.08K+ 1.71% |
$63K - $92.3K
|
64.6K
$6.08M
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-211- 4.4% |
$12.3K - $18K
|
4.59K
$431K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.16K+ 6.62% |
$67.5K - $98.9K
|
18.7K
$1.76M
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
238+ 6.84% |
$13.8K - $20.3K
|
3.72K
$350K
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
42+ 210.0% |
$2.44K - $3.58K
|
62
$5.83K
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
43+ 1.05% |
$2.5K - $3.66K
|
4.13K
$388K
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
225+ 3.89% |
$13.1K - $19.2K
|
6.02K
$566K
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
186+ 6.51% |
$10.8K - $15.8K
|
3.04K
$286K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.41K+ 7.1% |
$140K - $205K
|
36.4K
$3.42M
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.35KNew |
$195K - $285K
|
3.35K
$315K
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-305- 62.5% |
$17.7K - $26K
|
183
$17.2K
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
38+ 0.8% |
$2.21K - $3.23K
|
4.8K
$451K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.02K+ 185.89% |
$350K - $513K
|
9.26K
$870K
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-9.64K- 2.66% |
$560K - $821K
|
353K
$33.2M
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.3K+ 938.78% |
$134K - $196K
|
2.55K
$239K
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.35KNew |
$195K - $285K
|
3.35K
$315K
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-180- 4.83% |
$10.5K - $15.3K
|
3.54K
$333K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
697+ 1.07% |
$40.5K - $59.3K
|
66K
$6.2M
|
|
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
|