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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-77- 6.86% |
$4.32K - $5.21K
|
1.05K
$74.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-328- 56.75% |
$18.4K - $22.2K
|
250
$17.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.51K- 30.49% |
$477K - $575K
|
19.4K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-500- 0.49% |
$28.1K - $33.8K
|
101K
$7.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.43K+ 1.52% |
$80.1K - $96.5K
|
95.4K
$6.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
9.32K+ 154.53% |
$523K - $630K
|
15.4K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-150- 3.34% |
$8.42K - $10.1K
|
4.34K
$310K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-9.3K- 78.15% |
$522K - $629K
|
2.6K
$186K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-760- 6.05% |
$42.6K - $51.4K
|
11.8K
$842K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.48K- 4.66% |
$82.8K - $99.7K
|
30.2K
$2.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-469- 6.21% |
$26.3K - $31.7K
|
7.08K
$506K
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
176+ 4.64% |
$9.88K - $11.9K
|
3.97K
$283K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-242- 0.41% |
$13.6K - $16.4K
|
59.4K
$4.24M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.09% |
$337 - $406
|
6.59K
$470K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
125+ 2.06% |
$7.01K - $8.45K
|
6.21K
$443K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-446- 5.05% |
$25K - $30.2K
|
8.39K
$599K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-3.11K- 3.52% |
$175K - $210K
|
85.2K
$6.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-271- 5.59% |
$15.2K - $18.3K
|
4.58K
$327K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
16+ 0.49% |
$898 - $1.08K
|
3.28K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.92% |
$112 - $135
|
219
$15.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-500- 5.39% |
$28.1K - $33.8K
|
8.77K
$626K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
12.2K+ 236.05% |
$685K - $826K
|
17.4K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
21+ 0.44% |
$1.18K - $1.42K
|
4.81K
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
450+ 7.11% |
$25.2K - $30.4K
|
6.78K
$484K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-231- 4.72% |
$13K - $15.6K
|
4.66K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
470+ 5.03% |
$26.4K - $31.8K
|
9.82K
$701K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
823+ 2.36% |
$46.2K - $55.6K
|
35.6K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.67K+ 46.75% |
$93.5K - $113K
|
5.23K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.82KNew |
$214K - $258K
|
3.82K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-183- 1.29% |
$10.3K - $12.4K
|
14K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
30+ 3.88% |
$1.68K - $2.03K
|
804
$57.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300- 6.66% |
$16.8K - $20.3K
|
4.21K
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
272+ 4.87% |
$15.3K - $18.4K
|
5.85K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.34K+ 6.69% |
$75.2K - $90.6K
|
21.4K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
211+ 3.07% |
$11.8K - $14.3K
|
7.09K
$507K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-360- 6.33% |
$20.2K - $24.3K
|
5.32K
$380K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.45K- 1.86% |
$193K - $233K
|
182K
$13M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.92K- 5.11% |
$108K - $130K
|
35.7K
$2.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.28K+ 3.08% |
$72K - $86.8K
|
42.9K
$3.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
203+ 1.88% |
$11.4K - $13.7K
|
11K
$783K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
274+ 0.65% |
$15.4K - $18.5K
|
42.4K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.65K+ 11.6% |
$261K - $315K
|
44.8K
$3.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-20- 0.57% |
$1.12K - $1.35K
|
3.49K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-813- 12.89% |
$45.6K - $55K
|
5.5K
$392K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-4.87K- 1.95% |
$273K - $329K
|
244K
$17.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-115- 82.73% |
$6.45K - $7.78K
|
24
$1.71K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
713+ 8.44% |
$40K - $48.2K
|
9.16K
$654K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-470- 11.76% |
$26.4K - $31.8K
|
3.53K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
99+ 3300.0% |
$5.55K - $6.69K
|
102
$7.28K
|
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-4.76K- 2.48% |
$267K - $322K
|
187K
$13.3M
|