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 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
2.86K+ 21.02% |
$166K - $243K
|
16.5K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.77K+ 18.76% |
$103K - $151K
|
11.2K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
968+ 15.57% |
$56.3K - $82.4K
|
7.19K
$669K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.57K+ 3.85% |
$91.3K - $134K
|
42.3K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
414+ 11.06% |
$24.1K - $35.2K
|
4.16K
$387K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-337- 11.44% |
$19.6K - $28.7K
|
2.61K
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
72+ 2.29% |
$4.19K - $6.13K
|
3.21K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
57+ 0.95% |
$3.31K - $4.85K
|
6.05K
$563K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.12K- 13.3% |
$530K - $776K
|
59.4K
$5.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
708+ 17.64% |
$41.2K - $60.3K
|
4.72K
$440K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
2.39KNew |
$139K - $203K
|
2.39K
$222K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-18.8K- 13.16% |
$1.09M - $1.6M
|
124K
$11.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.7K+ 15.68% |
$682K - $998K
|
86.5K
$8.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
82+ 2.17% |
$4.77K - $6.98K
|
3.86K
$359K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-15- 0.05% |
$872 - $1.28K
|
32.4K
$3.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.86K+ 3.24% |
$166K - $244K
|
91.2K
$8.49M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.89K+ 5.35% |
$110K - $161K
|
37.2K
$3.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
73+ 0.75% |
$4.24K - $6.21K
|
9.75K
$907K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.14% |
$58.1 - $85.1
|
703
$65.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-687- 2.66% |
$39.9K - $58.5K
|
25.1K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.62K+ 16.4% |
$326K - $478K
|
39.9K
$3.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
43+ 0.57% |
$2.5K - $3.66K
|
7.62K
$709K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-18.3K- 16.93% |
$1.06M - $1.56M
|
89.6K
$8.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-196- 14.89% |
$11.4K - $16.7K
|
1.12K
$104K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-440- 12.71% |
$25.6K - $37.5K
|
3.02K
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.27K+ 1.98% |
$132K - $193K
|
116K
$10.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-61- 0.98% |
$3.55K - $5.19K
|
6.15K
$573K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
122+ 0.57% |
$7.09K - $10.4K
|
21.6K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-8K- 52.69% |
$465K - $681K
|
7.18K
$668K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-23- 0.03% |
$1.34K - $1.96K
|
79.3K
$7.38M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-480- 2.62% |
$27.9K - $40.9K
|
17.9K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.21K+ 10.92% |
$186K - $273K
|
32.6K
$3.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
591+ 8.94% |
$34.4K - $50.3K
|
7.2K
$670K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
111+ 2.72% |
$6.45K - $9.45K
|
4.19K
$390K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
18+ 50.0% |
$1.05K - $1.53K
|
54
$5.03K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.48K+ 201.38% |
$144K - $211K
|
3.7K
$345K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.24K- 6.09% |
$71.8K - $105K
|
19K
$1.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-1.89K- 28.88% |
$110K - $160K
|
4.64K
$432K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
127K+ 27.38% |
$7.41M - $10.8M
|
593K
$55.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-874- 6.96% |
$50.8K - $74.4K
|
11.7K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-90- 0.11% |
$5.23K - $7.66K
|
83.7K
$7.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
2.67KNew |
$155K - $227K
|
2.67K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.76K+ 1.89% |
$102K - $149K
|
94.5K
$8.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
350+ 0.77% |
$20.3K - $29.8K
|
45.7K
$4.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
10K+ 7.41% |
$581K - $851K
|
145K
$13.5M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
460+ 4.62% |
$26.7K - $39.2K
|
10.4K
$970K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-270- 0.44% |
$15.7K - $23K
|
61.2K
$5.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
222+ 7.68% |
$12.9K - $18.9K
|
3.11K
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.13K+ 7.96% |
$65.9K - $96.5K
|
15.4K
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-4.54K- 19.72% |
$264K - $386K
|
18.5K
$1.72M
|