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 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1- 0.01% |
$57 - $64.7
|
20K
$1.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.45K+ 14.28% |
$82.6K - $93.8K
|
11.6K
$828K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
70New |
$3.99K - $4.53K
|
70
$5K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-456- 7.14% |
$26K - $29.5K
|
5.93K
$424K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
363+ 51.49% |
$20.7K - $23.5K
|
1.07K
$76.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
6.77KNew |
$386K - $438K
|
6.77K
$483K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.45KNew |
$196K - $223K
|
3.45K
$246K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
504New |
$28.7K - $32.6K
|
504
$36K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.3K+ 16.06% |
$74.3K - $84.4K
|
9.42K
$672K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-45- 55.56% |
$2.57K - $2.91K
|
36
$2.57K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-5- 1.51% |
$285 - $324
|
327
$23.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
707New |
$40.3K - $45.8K
|
707
$50.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
132New |
$7.53K - $8.55K
|
132
$9.42K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-63- 0.6% |
$3.59K - $4.08K
|
10.5K
$749K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.67KNew |
$209K - $238K
|
3.67K
$262K
|
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
23.5KNew |
$1.34M - $1.52M
|
23.5K
$1.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
4.18K+ 2.13% |
$238K - $270K
|
201K
$14.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-662- 13.67% |
$37.7K - $42.9K
|
4.18K
$298K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-150- 0.9% |
$8.55K - $9.71K
|
16.5K
$1.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-8.3KClosed |
$473K - $537K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-187- 2.92% |
$10.7K - $12.1K
|
6.21K
$443K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-118- 6.72% |
$6.73K - $7.64K
|
1.64K
$117K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-554- 13.63% |
$31.6K - $35.9K
|
3.51K
$251K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
525+ 164.06% |
$29.9K - $34K
|
845
$60.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-150- 4.79% |
$8.55K - $9.71K
|
2.98K
$213K
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$57 - $64.7
|
3.33K
$238K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
3.2KNew |
$182K - $207K
|
3.2K
$228K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 2.04% |
$57 - $64.7
|
50
$3.57K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.28K- 42.46% |
$130K - $148K
|
3.09K
$221K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-10- 2.0% |
$570 - $647
|
490
$35K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-369- 5.21% |
$21K - $23.9K
|
6.71K
$479K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-12.9K- 76.26% |
$734K - $833K
|
4.01K
$286K
|
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
10+ 0.23% |
$570 - $647
|
4.3K
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.49KNew |
$427K - $485K
|
7.49K
$535K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-403- 9.97% |
$23K - $26.1K
|
3.64K
$260K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
60.8KNew |
$3.47M - $3.94M
|
60.8K
$4.34M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-5.58K- 39.6% |
$318K - $361K
|
8.51K
$607K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
133+ 14.86% |
$7.58K - $8.61K
|
1.03K
$73.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
4.9K+ 5.2% |
$279K - $317K
|
99.1K
$7.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-435- 33.98% |
$24.8K - $28.2K
|
845
$60.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-454- 24.49% |
$25.9K - $29.4K
|
1.4K
$100K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-752- 2.63% |
$42.9K - $48.7K
|
27.9K
$1.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-781- 13.38% |
$44.5K - $50.6K
|
5.05K
$361K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
304New |
$17.3K - $19.7K
|
304
$21.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
56+ 311.11% |
$3.19K - $3.63K
|
74
$5.28K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
203New |
$11.6K - $13.1K
|
203
$14.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-22- 6.94% |
$1.25K - $1.42K
|
295
$21.1K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-13- 0.51% |
$741 - $842
|
2.54K
$182K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-62- 9.72% |
$3.54K - $4.01K
|
576
$41.1K
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.28K- 52.16% |
$65.3K - $80.8K
|
1.17K
$83.7K
|
|