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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-4.67K- 15.93% |
$201K - $244K
|
24.7K
$1.76M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
58+ 53.7% |
$2.5K - $3.04K
|
166
$11.9K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-75- 26.13% |
$3.23K - $3.93K
|
212
$15.1K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
12.5KNew |
$541K - $657K
|
12.5K
$896K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1K+ 110.74% |
$43.1K - $52.4K
|
1.9K
$136K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-30- 27.27% |
$1.29K - $1.57K
|
80
$5.71K
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-600- 5.03% |
$25.9K - $31.4K
|
11.3K
$808K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
42.1KNew |
$1.82M - $2.2M
|
42.1K
$3.01M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
4.64KNew |
$200K - $243K
|
4.64K
$331K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-57- 18.21% |
$2.46K - $2.98K
|
256
$18.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
42New |
$1.81K - $2.2K
|
42
$3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
69New |
$2.97K - $3.61K
|
69
$4.93K
|
|
|
Apr 20, 2023
Q1 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
40.8KNew |
$1.76M - $2.14M
|
40.8K
$2.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-10- 0.89% |
$431 - $524
|
1.11K
$79.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
127KNew |
$5.49M - $6.67M
|
127K
$9.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-153K- 72.01% |
$6.61M - $8.03M
|
59.6K
$4.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2- 6.06% |
$86.2 - $105
|
31
$2.21K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-1.92K- 7.33% |
$82.8K - $101K
|
24.3K
$1.73M
|
|
| Q4 2022 | |||||||
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-39.1KClosed |
$1.58M - $1.96M
|
0
$0
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-650- 85.53% |
$26.2K - $32.6K
|
110
$7.85K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.5K+ 300.0% |
$302K - $376K
|
10K
$714K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-183Closed |
$7.37K - $9.18K
|
0
$0
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
96+ 208.7% |
$3.87K - $4.82K
|
142
$10.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
68New |
$2.74K - $3.41K
|
68
$4.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 33.47% |
$10.1K - $12.5K
|
497
$35.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.29K+ 2916.8% |
$294K - $366K
|
7.54K
$538K
|
|
|
Feb 14, 2023
Q4 2022
|
Eulav Asset Management
|
SELL
|
- |
-9K- 13.43% |
$363K - $452K
|
58K
$4.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
224+ 1.33% |
$9.03K - $11.2K
|
17.1K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-398- 0.98% |
$16K - $20K
|
40.3K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.73K+ 258.48% |
$110K - $137K
|
3.78K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-46- 0.53% |
$1.85K - $2.31K
|
8.71K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-700- 60.87% |
$28.2K - $35.1K
|
450
$32.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.2K+ 20.47% |
$88.7K - $110K
|
12.9K
$925K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.94K- 4.91% |
$78.1K - $97.3K
|
37.5K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-10- 1.96% |
$403 - $502
|
500
$35.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
196New |
$7.9K - $9.84K
|
196
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
51.1KNew |
$2.06M - $2.56M
|
51.1K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.01KNew |
$202K - $252K
|
5.01K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
18.6KNew |
$751K - $936K
|
18.6K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-3.5K- 33.33% |
$141K - $176K
|
7K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
- |
700KNew |
$28.2M - $35.1M
|
700K
$50M
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
5.5K+ 113.87% |
$222K - $276K
|
10.3K
$738K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-343- 5.15% |
$13.8K - $17.2K
|
6.32K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
76KNew |
$3.06M - $3.81M
|
76K
$5.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
719New |
$29K - $36.1K
|
719
$51.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
8.14KNew |
$328K - $408K
|
8.14K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$652K - $812K
|
16.2K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
444New |
$17.9K - $22.3K
|
444
$31.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-25.9K- 15.7% |
$1.04M - $1.3M
|
139K
$9.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-106- 0.9% |
$4.27K - $5.32K
|
11.7K
$835K
|
|