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 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-385- 6.93% |
$21.6K - $26K
|
5.17K
$369K
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.2K+ 32.45% |
$67.3K - $81.1K
|
4.9K
$350K
|
|
Oct 09, 2024
Q3 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
1.9K+ 1.7% |
$107K - $128K
|
114K
$8.12M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.48K+ 338.73% |
$364K - $438K
|
8.39K
$599K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-235- 2.3% |
$13.2K - $15.9K
|
9.97K
$712K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
37+ 1.12% |
$2.08K - $2.5K
|
3.33K
$237K
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.82K+ 119.4% |
$326K - $393K
|
10.7K
$763K
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
100+ 136.99% |
$5.61K - $6.76K
|
173
$12.4K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
60.2KNew |
$3.38M - $4.07M
|
60.2K
$4.3M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-157- 3.99% |
$8.81K - $10.6K
|
3.78K
$270K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$224 - $270
|
4
$286
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-525- 0.5% |
$29.5K - $35.5K
|
105K
$7.48M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.16K- 7.68% |
$121K - $146K
|
26K
$1.85M
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-71- 0.46% |
$3.98K - $4.8K
|
15.3K
$1.09M
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-17.4K- 82.48% |
$979K - $1.18M
|
3.71K
$265K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-116- 1.32% |
$6.51K - $7.84K
|
8.69K
$620K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
722+ 4.96% |
$40.5K - $48.8K
|
15.3K
$1.09M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-456- 8.35% |
$25.6K - $30.8K
|
5.01K
$357K
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
210+ 1.87% |
$11.8K - $14.2K
|
11.5K
$818K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.27K+ 38.52% |
$128K - $154K
|
8.18K
$584K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.1K+ 12.3% |
$454K - $547K
|
73.9K
$5.28M
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
348New |
$19.5K - $23.5K
|
348
$24.8K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.45K- 12.44% |
$81.6K - $98.3K
|
10.2K
$730K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.5KNew |
$84.2K - $101K
|
1.5K
$107K
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-9.2K- 70.77% |
$516K - $622K
|
3.8K
$271K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-1.98K- 19.22% |
$111K - $134K
|
8.34K
$595K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.78K+ 4.26% |
$156K - $188K
|
68K
$4.86M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.3% |
$224 - $270
|
1.32K
$94.5K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
832New |
$46.7K - $56.3K
|
832
$59.4K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.65K- 7.91% |
$317K - $382K
|
65.7K
$4.69M
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
229New |
$12.8K - $15.5K
|
229
$16.4K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.14K- 3.27% |
$63.7K - $76.7K
|
33.5K
$2.39M
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
41+ 0.98% |
$2.3K - $2.77K
|
4.23K
$302K
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3.6K- 5.86% |
$202K - $243K
|
57.9K
$4.13M
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
93+ 1.77% |
$5.22K - $6.29K
|
5.35K
$382K
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
2.66K+ 16.39% |
$149K - $180K
|
18.9K
$1.35M
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
175+ 0.26% |
$9.82K - $11.8K
|
67.2K
$4.8M
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
38.2K+ 329.92% |
$2.14M - $2.58M
|
49.8K
$3.55M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-310- 1.89% |
$17.4K - $21K
|
16.1K
$1.15M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-169- 1.55% |
$9.48K - $11.4K
|
10.7K
$767K
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.9K- 26.65% |
$107K - $128K
|
5.23K
$373K
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-284- 4.16% |
$15.9K - $19.2K
|
6.55K
$467K
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
96+ 0.27% |
$5.39K - $6.49K
|
36.2K
$2.58M
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-52- 1.17% |
$2.92K - $3.52K
|
4.41K
$315K
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-32.4K- 79.02% |
$1.82M - $2.19M
|
8.6K
$614K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.51K- 26.89% |
$84.8K - $102K
|
4.11K
$293K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
800New |
$44.9K - $54.1K
|
800
$57.1K
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.28KNew |
$184K - $221K
|
3.28K
$234K
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
4.27K+ 4.32% |
$240K - $289K
|
103K
$7.36M
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
13.5K+ 2.18% |
$757K - $912K
|
633K
$45.2M
|