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, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
34New |
$927 - $1.79K
|
34
$2.43K
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.4KNew |
$147K - $284K
|
5.4K
$385K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-72- 1.45% |
$1.96K - $3.79K
|
4.89K
$349K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-115- 40.35% |
$3.13K - $6.05K
|
170
$12.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-291- 15.18% |
$7.93K - $15.3K
|
1.63K
$116K
|
|
|
Nov 04, 2022
Q3 2022
|
Cm Management, LLC
|
SELL
|
- |
-10K- 40.0% |
$273K - $526K
|
15K
$1.07M
|
|
|
Nov 04, 2022
Q3 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-8.14K- 1.22% |
$222K - $428K
|
658K
$47M
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
10+ 1.07% |
$273 - $526
|
944
$67.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
4K+ 79.84% |
$109K - $210K
|
9.01K
$643K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-100- 20.0% |
$2.73K - $5.26K
|
400
$28.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-520- 2.05% |
$14.2K - $27.3K
|
24.8K
$1.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.08KNew |
$166K - $320K
|
6.08K
$434K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
206+ 38.22% |
$5.61K - $10.8K
|
745
$53.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
618+ 0.78% |
$16.8K - $32.5K
|
79.8K
$5.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
8KNew |
$218K - $421K
|
8K
$571K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-7- 19.44% |
$191 - $368
|
29
$2.07K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
600New |
$16.4K - $31.6K
|
600
$42.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
5.1KNew |
$139K - $268K
|
5.1K
$364K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
7.63KNew |
$208K - $401K
|
7.63K
$545K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
9.6KNew |
$262K - $505K
|
9.6K
$686K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
10.1K+ 11.67% |
$274K - $529K
|
96.2K
$6.87M
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
4.87K+ 198.82% |
$133K - $256K
|
7.32K
$523K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
PUT |
4.8K+ 21.92% |
$131K - $252K
|
26.7K
$1.91M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
4.72K+ 40.54% |
$129K - $248K
|
16.4K
$1.17M
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-116- 33.53% |
$3.16K - $6.1K
|
230
$16.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-5.97K- 76.34% |
$163K - $314K
|
1.85K
$132K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-400- 5.73% |
$10.9K - $21K
|
6.58K
$470K
|
|
|
Oct 21, 2022
Q3 2022
|
Davis Rea Ltd.
|
SELL
|
- |
-31.8K- 58.98% |
$866K - $1.67M
|
22.1K
$1.58M
|
|
|
Oct 19, 2022
Q3 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-3.7K- 26.54% |
$101K - $194K
|
10.2K
$730K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
PUT |
13.4KNew |
$365K - $705K
|
13.4K
$957K
|
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
BUY
|
- |
225+ 4.76% |
$6.13K - $11.8K
|
4.95K
$353K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-11K- 20.42% |
$299K - $577K
|
42.8K
$3.05M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
356New |
$9.7K - $18.7K
|
356
$25.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.65K+ 4.82% |
$44.9K - $86.7K
|
35.9K
$2.56M
|
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
SELL
|
- |
-1.63K- 21.1% |
$44.3K - $85.6K
|
6.09K
$434K
|
|
|
Oct 13, 2022
Q3 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-7.53KClosed |
$205K - $396K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-311- 4.96% |
$8.47K - $16.4K
|
5.96K
$425K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
148+ 2.74% |
$4.03K - $7.78K
|
5.54K
$396K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-10.2K- 16.75% |
$278K - $537K
|
50.8K
$3.63M
|
|
|
Oct 12, 2022
Q3 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
41.2KNew |
$1.12M - $2.17M
|
41.2K
$2.94M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
9.35KNew |
$255K - $492K
|
9.35K
$668K
|
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
28+ 0.64% |
$763 - $1.47K
|
4.43K
$316K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-851- 10.53% |
$23.2K - $44.8K
|
7.23K
$517K
|
|
| Q2 2022 | |||||||
|
Dec 12, 2024
Q2 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-11.8KClosed |
$538K - $637K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2022
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
50KNew |
$2.28M - $2.7M
|
50K
$3.57M
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.77K+ 18.42% |
$81.1K - $96K
|
11.4K
$814K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.41KClosed |
$110K - $131K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-340Closed |
$15.5K - $18.4K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
CALL |
-300KClosed |
$13.7M - $16.2M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-18.2KClosed |
$830K - $983K
|
0
$0
|
|