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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
92+ 13.33% |
$3.7K - $4.4K
|
782
$55.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
255New |
$10.3K - $12.2K
|
255
$18.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
60+ 1.05% |
$2.41K - $2.87K
|
5.78K
$413K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
7+ 1.33% |
$282 - $335
|
535
$38.2K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
753KNew |
$30.3M - $36M
|
753K
$53.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-688- 12.15% |
$27.7K - $32.9K
|
4.97K
$355K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-27- 26.47% |
$1.09K - $1.29K
|
75
$5.36K
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-201- 3.16% |
$8.08K - $9.62K
|
6.16K
$439K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
8New |
$322 - $383
|
8
$571
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.2K- 72.13% |
$88.5K - $105K
|
850
$60.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
836+ 72.7% |
$33.6K - $40K
|
1.99K
$142K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
49New |
$1.97K - $2.35K
|
49
$3.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-125- 19.9% |
$5.03K - $5.99K
|
503
$35.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
769KNew |
$30.9M - $36.8M
|
769K
$54.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4New |
$161 - $192
|
4
$286
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
1.53K+ 11.64% |
$61.5K - $73.3K
|
14.7K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
869+ 14.66% |
$35K - $41.6K
|
6.8K
$485K
|
|
|
Oct 27, 2023
Q3 2023
|
Australian Super Pty LTD
|
BUY
|
- |
937+ 5.19% |
$37.7K - $44.9K
|
19K
$1.36M
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
6.5KNew |
$261K - $311K
|
6.5K
$464K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-865- 2.26% |
$34.8K - $41.4K
|
37.3K
$2.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
601New |
$24.2K - $28.8K
|
601
$42.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$216K - $257K
|
5.38K
$384K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-866- 2.57% |
$34.8K - $41.5K
|
32.8K
$2.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-22.7K- 30.76% |
$912K - $1.09M
|
51K
$3.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.5% |
$40.2 - $47.9
|
41
$2.93K
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-275- 2.04% |
$11.1K - $13.2K
|
13.2K
$943K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
245New |
$9.85K - $11.7K
|
245
$17.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-30.3K- 69.14% |
$1.22M - $1.45M
|
13.5K
$967K
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
200New |
$8.04K - $9.58K
|
200
$14.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-6.08K- 6.99% |
$245K - $291K
|
80.9K
$5.78M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
57+ 15.32% |
$2.29K - $2.73K
|
429
$30.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
200+ 13.33% |
$8.04K - $9.58K
|
1.7K
$121K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4.46K+ 21.88% |
$179K - $213K
|
24.8K
$1.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.77K- 21.45% |
$112K - $133K
|
10.2K
$725K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-3.6K- 32.5% |
$145K - $172K
|
7.48K
$534K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1New |
$40.2 - $47.9
|
1
$71.4
|
|
|
Oct 13, 2023
Q3 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-8.14K- 24.64% |
$327K - $390K
|
24.9K
$1.78M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10New |
$402 - $479
|
10
$714
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
36New |
$1.45K - $1.72K
|
36
$2.57K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-555- 3.68% |
$22.3K - $26.6K
|
14.5K
$1.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
52+ 0.7% |
$2.09K - $2.49K
|
7.46K
$532K
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-16.5K- 61.42% |
$662K - $788K
|
10.3K
$738K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
340New |
$13.7K - $16.3K
|
340
$24.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-2.18K- 87.35% |
$87.8K - $104K
|
316
$22.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
481New |
$19.3K - $23K
|
481
$34.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.41K+ 3.81% |
$56.9K - $67.7K
|
38.5K
$2.75M
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
69.1K+ 782.81% |
$3.06M - $3.48M
|
77.9K
$5.56M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-25K- 41.85% |
$1.1M - $1.26M
|
34.7K
$2.48M
|
|
|
Dec 06, 2023
Q2 2023
|
Tegean Capital Management, LLC
New York, NY |
SELL
|
- |
-75K- 25.0% |
$3.32M - $3.78M
|
225K
$16.1M
|
|