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 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-700- 2.57% |
$40.7K - $59.6K
|
26.6K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 1.59% |
$291 - $426
|
309
$28.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-312- 2.61% |
$18.1K - $26.6K
|
11.7K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-186- 0.61% |
$10.8K - $15.8K
|
30.2K
$2.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.51K- 10.57% |
$146K - $213K
|
21.2K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-519- 49.57% |
$30.2K - $44.2K
|
528
$49.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
36+ 0.1% |
$2.09K - $3.06K
|
35.9K
$3.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 2.08% |
$8.72K - $12.8K
|
7.35K
$685K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
833+ 824.75% |
$48.4K - $70.9K
|
934
$86.9K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-59- 10.71% |
$3.43K - $5.02K
|
492
$45.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.27% |
$1.22K - $1.79K
|
7.79K
$725K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-149- 4.45% |
$8.66K - $12.7K
|
3.2K
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
21+ 0.02% |
$1.22K - $1.79K
|
99.5K
$9.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
63+ 210.0% |
$3.66K - $5.36K
|
93
$8.66K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.93K- 20.18% |
$112K - $164K
|
7.62K
$709K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-34.1K- 69.23% |
$1.98M - $2.9M
|
15.2K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-367- 7.96% |
$21.3K - $31.2K
|
4.24K
$395K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-485- 3.35% |
$28.2K - $41.3K
|
14K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.56K+ 9.92% |
$265K - $388K
|
50.5K
$4.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3+ 0.07% |
$174 - $255
|
4.56K
$424K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-20- 0.19% |
$1.16K - $1.7K
|
10.5K
$975K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.25K- 20.25% |
$72.7K - $106K
|
4.92K
$458K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23+ 0.32% |
$1.34K - $1.96K
|
7.24K
$674K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
50+ 0.9% |
$2.91K - $4.26K
|
5.61K
$523K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
174+ 2.59% |
$10.1K - $14.8K
|
6.9K
$642K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
19.9K+ 5.17% |
$1.16M - $1.69M
|
404K
$37.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.2KNew |
$535K - $783K
|
9.2K
$856K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.86K- 3.0% |
$225K - $329K
|
125K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.06K- 43.52% |
$61.7K - $90.4K
|
1.38K
$128K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
180New |
$10.5K - $15.3K
|
180
$16.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-11- 1.82% |
$639 - $936
|
595
$55.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.81K+ 9.28% |
$105K - $154K
|
21.2K
$1.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-255- 1.3% |
$14.8K - $21.7K
|
19.3K
$1.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-56- 16.05% |
$3.26K - $4.77K
|
293
$27.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-282- 2.1% |
$16.4K - $24K
|
13.2K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
62.3KNew |
$3.62M - $5.3M
|
62.3K
$5.8M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.43K- 19.57% |
$199K - $292K
|
14.1K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-7.84K- 30.59% |
$456K - $668K
|
17.8K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-892- 4.67% |
$51.9K - $75.9K
|
18.2K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.36K+ 21.84% |
$79.2K - $116K
|
7.6K
$707K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-54.4K- 6.34% |
$3.16M - $4.63M
|
804K
$74.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.56KNew |
$149K - $218K
|
2.56K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
153KNew |
$8.91M - $13.1M
|
153K
$14.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.63% |
$1.8K - $2.64K
|
4.94K
$460K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
250+ 3.3% |
$14.5K - $21.3K
|
7.82K
$727K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
227+ 4.79% |
$13.2K - $19.3K
|
4.97K
$462K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-130- 2.94% |
$7.56K - $11.1K
|
4.3K
$400K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
324+ 4.75% |
$18.8K - $27.6K
|
7.14K
$665K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-86- 1.92% |
$5K - $7.32K
|
4.4K
$410K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-85.2K- 56.47% |
$4.95M - $7.25M
|
65.6K
$6.11M
|