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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
3.75K+ 33.5% |
$252K - $318K
|
15K
$1.41M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.96K+ 69.73% |
$401K - $504K
|
14.5K
$1.36M
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-13.7K- 53.66% |
$922K - $1.16M
|
11.8K
$1.11M
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
192+ 5.43% |
$12.9K - $16.2K
|
3.73K
$351K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
102+ 1.47% |
$6.86K - $8.63K
|
7.05K
$662K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.77M- 1.06% |
$119M - $150M
|
165M
$15.5B
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-145- 2.49% |
$9.75K - $12.3K
|
5.68K
$533K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
160+ 11.54% |
$10.8K - $13.5K
|
1.55K
$145K
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
138+ 3.32% |
$9.28K - $11.7K
|
4.3K
$404K
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.99KNew |
$335K - $422K
|
4.99K
$469K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.82K+ 14.1% |
$391K - $492K
|
47.1K
$4.43M
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
17.5KNew |
$1.18M - $1.48M
|
17.5K
$1.65M
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
918+ 6.37% |
$61.7K - $77.7K
|
15.3K
$1.44M
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
60+ 0.12% |
$4.03K - $5.08K
|
51.9K
$4.88M
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-12.4K- 0.43% |
$834K - $1.05M
|
2.88M
$270M
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
19.2KNew |
$1.29M - $1.63M
|
19.2K
$1.81M
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.55K+ 62.19% |
$306K - $385K
|
11.9K
$1.11M
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-71- 41.52% |
$4.77K - $6.01K
|
100
$9.4K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1+ 0.02% |
$67.2 - $84.6
|
5.74K
$539K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-228- 5.76% |
$15.3K - $19.3K
|
3.73K
$351K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.43% |
$2.96K - $3.72K
|
3.11K
$293K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-28- 0.45% |
$1.88K - $2.37K
|
6.16K
$579K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-595K- 4.19% |
$40M - $50.3M
|
13.6M
$1.28B
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
CALL |
1KNew |
$67.2K - $84.6K
|
1K
$94K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.26K+ 13.53% |
$152K - $191K
|
19K
$1.78M
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
10.9K+ 6.88% |
$733K - $923K
|
170K
$15.9M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.11K+ 7.47% |
$142K - $178K
|
30.3K
$2.85M
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-44.3K- 9.84% |
$2.98M - $3.75M
|
406K
$38.1M
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-50.8K- 44.79% |
$3.42M - $4.3M
|
62.7K
$5.89M
|
|
May 08, 2025
Q1 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
174K+ 45.31% |
$11.7M - $14.7M
|
559K
$52.5M
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
38K+ 108.26% |
$2.55M - $3.21M
|
73.1K
$6.87M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.13K- 6.06% |
$75.8K - $95.5K
|
17.5K
$1.64M
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-175- 4.93% |
$11.8K - $14.8K
|
3.38K
$317K
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-529- 2.68% |
$35.6K - $44.8K
|
19.2K
$1.81M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
195+ 14.03% |
$13.1K - $16.5K
|
1.59K
$149K
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
BUY
|
- |
234K+ 66.74% |
$15.7M - $19.8M
|
584K
$54.9M
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
275New |
$18.5K - $23.3K
|
275
$25.9K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
661+ 7.55% |
$44.4K - $55.9K
|
9.42K
$885K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.7K+ 50.77% |
$991K - $1.25M
|
43.8K
$4.11M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
1.2KNew |
$80.7K - $102K
|
1.2K
$113K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.17K+ 20.86% |
$482K - $606K
|
41.5K
$3.9M
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
385+ 4.74% |
$25.9K - $32.6K
|
8.5K
$799K
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.39K+ 12.29% |
$161K - $202K
|
21.8K
$2.05M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
64.8K+ 78.07% |
$4.35M - $5.48M
|
148K
$13.9M
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-209- 1.38% |
$14.1K - $17.7K
|
15K
$1.41M
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.56K- 1.72% |
$105K - $132K
|
89.4K
$8.4M
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.13K+ 30.67% |
$76.2K - $96K
|
4.83K
$454K
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-4.06K- 12.9% |
$273K - $343K
|
27.4K
$2.57M
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
46.1K+ 11.37% |
$3.1M - $3.9M
|
451K
$42.4M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.02K+ 9.02% |
$68.6K - $86.3K
|
12.3K
$1.16M
|