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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
66+ 0.7% |
$4.44K - $5.59K
|
9.49K
$892K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
38+ 0.64% |
$2.55K - $3.22K
|
5.99K
$563K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
77+ 0.39% |
$5.18K - $6.52K
|
20K
$1.88M
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
753+ 9.94% |
$50.6K - $63.7K
|
8.33K
$783K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
38+ 0.38% |
$2.55K - $3.22K
|
10K
$944K
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-240- 3.48% |
$16.1K - $20.3K
|
6.67K
$627K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.3K- 40.51% |
$356K - $448K
|
7.78K
$732K
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
640+ 3.71% |
$43K - $54.2K
|
17.9K
$1.68M
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-17- 28.81% |
$1.14K - $1.44K
|
42
$3.95K
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-54.6K- 13.14% |
$3.67M - $4.62M
|
361K
$33.9M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
982+ 4.91% |
$66K - $83.1K
|
21K
$1.97M
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
579+ 10.53% |
$38.9K - $49K
|
6.08K
$572K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-78- 21.55% |
$5.24K - $6.6K
|
284
$26.7K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-881- 38.62% |
$59.2K - $74.6K
|
1.4K
$132K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.58K+ 34.83% |
$173K - $218K
|
9.98K
$938K
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.91KNew |
$196K - $246K
|
2.91K
$273K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-556- 10.3% |
$37.4K - $47.1K
|
4.84K
$455K
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-225- 18.37% |
$15.1K - $19K
|
1K
$94K
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
68.5K+ 519.64% |
$4.61M - $5.8M
|
81.7K
$7.68M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.28K+ 49.88% |
$422K - $532K
|
18.9K
$1.77M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
87+ 2.41% |
$5.85K - $7.36K
|
3.7K
$348K
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-2.47K- 5.11% |
$166K - $209K
|
45.8K
$4.31M
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-6.75K- 34.51% |
$454K - $571K
|
12.8K
$1.2M
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-15.1K- 12.65% |
$1.02M - $1.28M
|
105K
$9.83M
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
627+ 13.52% |
$42.2K - $53.1K
|
5.26K
$495K
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-6.18K- 17.14% |
$416K - $523K
|
29.9K
$2.81M
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
98+ 160.66% |
$6.59K - $8.29K
|
159
$14.9K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-50- 1.82% |
$3.36K - $4.23K
|
2.7K
$254K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.37K- 6.07% |
$159K - $200K
|
36.6K
$3.44M
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15New |
$1.01K - $1.27K
|
15
$1.41K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
824+ 3.04% |
$55.4K - $69.7K
|
27.9K
$2.63M
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
BUY
|
- |
702+ 23.72% |
$47.2K - $59.4K
|
3.66K
$344K
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1.78K- 94.68% |
$120K - $151K
|
100
$9.4K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
12.5KNew |
$840K - $1.06M
|
12.5K
$1.18M
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-2- 3.45% |
$134 - $169
|
56
$5.26K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-400- 40.12% |
$26.9K - $33.9K
|
597
$56.1K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-67- 0.91% |
$4.5K - $5.67K
|
7.33K
$689K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-18.6K- 28.55% |
$1.25M - $1.57M
|
46.4K
$4.36M
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-190- 2.5% |
$12.8K - $16.1K
|
7.41K
$697K
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
13.6K+ 76.73% |
$915K - $1.15M
|
31.3K
$2.95M
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
21New |
$1.41K - $1.78K
|
21
$1.97K
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-3.2K- 5.66% |
$215K - $271K
|
53.4K
$5.02M
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15+ 375.0% |
$1.01K - $1.27K
|
19
$1.79K
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-28.4K- 23.91% |
$1.91M - $2.4M
|
90.4K
$8.5M
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
665+ 278.24% |
$44.7K - $56.3K
|
904
$85K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
784+ 1.12% |
$52.7K - $66.3K
|
70.9K
$6.66M
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-330- 8.13% |
$22.2K - $27.9K
|
3.73K
$351K
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
217+ 3.33% |
$14.6K - $18.4K
|
6.74K
$634K
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-761- 6.99% |
$51.2K - $64.4K
|
10.1K
$951K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
933K+ 1923.83% |
$62.7M - $79M
|
982K
$92.3M
|