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 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-649- 5.36% |
$37.7K - $55.2K
|
11.5K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
12.8K+ 138.03% |
$743K - $1.09M
|
22K
$2.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.78KNew |
$161K - $236K
|
2.78K
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.74% |
$58.1 - $85.1
|
137
$12.8K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-42- 1.28% |
$2.44K - $3.58K
|
3.25K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-78- 2.78% |
$4.53K - $6.64K
|
2.73K
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
596+ 3.36% |
$34.6K - $50.7K
|
18.4K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
81+ 0.76% |
$4.71K - $6.89K
|
10.8K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.21K- 1.68% |
$70.2K - $103K
|
70.6K
$6.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-5K- 1.4% |
$291K - $426K
|
353K
$32.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.6K- 4.21% |
$1.55M - $2.26M
|
606K
$56.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
16.2K+ 25.21% |
$940K - $1.38M
|
80.3K
$7.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
279+ 5.39% |
$16.2K - $23.7K
|
5.45K
$508K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.82KNew |
$222K - $325K
|
3.82K
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-154- 5.01% |
$8.95K - $13.1K
|
2.92K
$272K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-66- 11.46% |
$3.84K - $5.62K
|
510
$47.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
209KNew |
$12.1M - $17.8M
|
209K
$19.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.44KNew |
$142K - $208K
|
2.44K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.41K- 20.36% |
$315K - $461K
|
21.2K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
430+ 14.63% |
$25K - $36.6K
|
3.37K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-289- 1.97% |
$16.8K - $24.6K
|
14.4K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.02% |
$58.1 - $85.1
|
4.13K
$384K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 19.52% |
$73.2K - $107K
|
7.72K
$718K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 2.75% |
$174 - $255
|
106
$9.87K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.63K- 4.47% |
$94.5K - $138K
|
34.7K
$3.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-719- 2.99% |
$41.8K - $61.2K
|
23.3K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8- 0.23% |
$465 - $681
|
3.48K
$324K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.52KNew |
$146K - $214K
|
2.52K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Ruffer LLP
|
SELL
|
- |
-2.34M- 71.13% |
$136M - $199M
|
949K
$88.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
240+ 1.42% |
$14K - $20.4K
|
17.2K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-159- 0.84% |
$9.24K - $13.5K
|
18.8K
$1.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
500+ 43.48% |
$29.1K - $42.6K
|
1.65K
$154K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
9+ 0.09% |
$523 - $766
|
10K
$933K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.66K- 1.45% |
$96.7K - $142K
|
113K
$10.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
32.3K+ 332.83% |
$1.87M - $2.75M
|
41.9K
$3.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-645- 3.65% |
$37.5K - $54.9K
|
17K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
61New |
$3.55K - $5.19K
|
61
$5.68K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-384- 8.81% |
$22.3K - $32.7K
|
3.98K
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-184- 31.24% |
$10.7K - $15.7K
|
405
$37.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.7KNew |
$157K - $230K
|
2.7K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-15- 0.31% |
$872 - $1.28K
|
4.86K
$452K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
6.17KNew |
$359K - $525K
|
6.17K
$574K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
225+ 6.13% |
$13.1K - $19.2K
|
3.9K
$363K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.42KNew |
$199K - $291K
|
3.42K
$319K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.25K+ 68.74% |
$479K - $702K
|
20.2K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.05K- 44.75% |
$61.2K - $89.5K
|
1.3K
$121K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-478- 0.53% |
$27.8K - $40.7K
|
90.3K
$8.41M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.9K- 4.5% |
$575K - $843K
|
210K
$19.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.22KNew |
$187K - $274K
|
3.22K
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-500- 2.92% |
$29.1K - $42.6K
|
16.7K
$1.55M
|