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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-7.4K- 57.61% |
$298K - $371K
|
5.45K
$389K
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
3.56K+ 72.67% |
$144K - $179K
|
8.46K
$604K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-139K- 99.59% |
$5.61M - $6.99M
|
574
$41K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
441New |
$17.8K - $22.1K
|
441
$31.5K
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-422- 55.09% |
$17K - $21.2K
|
344
$24.6K
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
166+ 2.08% |
$6.69K - $8.33K
|
8.16K
$583K
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-60- 73.17% |
$2.42K - $3.01K
|
22
$1.57K
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-9.77K- 27.82% |
$394K - $490K
|
25.3K
$1.81M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7+ 0.54% |
$282 - $351
|
1.31K
$93.5K
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8.13KNew |
$328K - $408K
|
8.13K
$581K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-6.6K- 14.9% |
$266K - $331K
|
37.7K
$2.69M
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.73K- 10.68% |
$150K - $187K
|
31.2K
$2.23M
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
60KNew |
$2.42M - $3.01M
|
60K
$4.28M
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
472New |
$19K - $23.7K
|
472
$33.7K
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
20.9KNew |
$842K - $1.05M
|
20.9K
$1.49M
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-298- 4.78% |
$12K - $15K
|
5.94K
$424K
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-4.79K- 36.77% |
$193K - $240K
|
8.23K
$588K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-112K- 68.96% |
$4.52M - $5.63M
|
50.5K
$3.61M
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-34- 0.33% |
$1.37K - $1.71K
|
10.2K
$725K
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-212- 2.3% |
$8.54K - $10.6K
|
9K
$643K
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.18KNew |
$249K - $310K
|
6.18K
$441K
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
775+ 8.9% |
$31.2K - $38.9K
|
9.48K
$677K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
450New |
$18.1K - $22.6K
|
450
$32.1K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-34.9K- 12.12% |
$1.41M - $1.75M
|
253K
$18M
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-32.1K- 86.99% |
$1.29M - $1.61M
|
4.8K
$343K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
27New |
$1.09K - $1.36K
|
27
$1.93K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
83New |
$3.34K - $4.17K
|
83
$5.93K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$1.77K - $2.21K
|
44
$3.14K
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-125- 33.33% |
$5.04K - $6.27K
|
250
$17.9K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
639New |
$25.8K - $32.1K
|
639
$45.6K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
69New |
$2.78K - $3.46K
|
69
$4.93K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
16New |
$645 - $803
|
16
$1.14K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.6KNew |
$64.5K - $80.3K
|
1.6K
$114K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
149New |
$6K - $7.48K
|
149
$10.6K
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
410+ 4.9% |
$16.5K - $20.6K
|
8.78K
$627K
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45KNew |
$58.6K - $73K
|
1.45K
$104K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-40Closed |
$1.09K - $2.1K
|
0
$0
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-65.1K- 37.37% |
$1.77M - $3.42M
|
109K
$7.79M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-212K- 51.29% |
$5.79M - $11.2M
|
202K
$14.4M
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
20.1KNew |
$549K - $1.06M
|
20.1K
$1.44M
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.93K- 18.26% |
$52.6K - $101K
|
8.64K
$617K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.03KClosed |
$28.1K - $54.3K
|
0
$0
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
PUT |
500New |
$13.6K - $26.3K
|
500
$35.7K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
57.6K+ 11.86% |
$1.57M - $3.03M
|
543K
$38.8M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.89KNew |
$160K - $310K
|
5.89K
$420K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-233- 5.3% |
$6.35K - $12.3K
|
4.16K
$297K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.94% |
$191 - $368
|
750
$53.6K
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.03KClosed |
$137K - $265K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
83KNew |
$2.26M - $4.37M
|
83K
$5.93M
|
|
Nov 14, 2022
Q3 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
2.1KNew |
$57.2K - $110K
|
2.1K
$150K
|