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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
54+ 1.97% |
$4.62K - $5.59K
|
2.8K
$283K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.05K+ 30.97% |
$90.2K - $109K
|
4.46K
$451K
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-59.5K- 0.83% |
$5.09M - $6.16M
|
7.14M
$723M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-344- 1.34% |
$29.4K - $35.6K
|
25.3K
$2.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
157+ 2.73% |
$13.4K - $16.2K
|
5.91K
$599K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
56+ 49.12% |
$4.79K - $5.8K
|
170
$17.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4.12K+ 118.75% |
$352K - $426K
|
7.58K
$768K
|
|
|
Oct 27, 2025
Q3 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-2.06K- 6.88% |
$176K - $213K
|
27.8K
$2.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-69- 10.0% |
$5.9K - $7.14K
|
621
$62.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.38K+ 3.26% |
$118K - $143K
|
43.7K
$4.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
2.19KNew |
$187K - $226K
|
2.19K
$221K
|
|
|
Oct 27, 2025
Q3 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-16.2K- 15.43% |
$1.38M - $1.67M
|
88.6K
$8.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.8K+ 17.21% |
$668K - $808K
|
53.2K
$5.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-480- 6.96% |
$41.1K - $49.7K
|
6.42K
$649K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
2.05KNew |
$175K - $212K
|
2.05K
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
740+ 4.05% |
$63.3K - $76.6K
|
19K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
197+ 2.86% |
$16.9K - $20.4K
|
7.09K
$718K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.5KNew |
$214K - $259K
|
2.5K
$253K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
575+ 7.8% |
$49.2K - $59.5K
|
7.94K
$804K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.05KNew |
$175K - $212K
|
2.05K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-32- 0.41% |
$2.74K - $3.31K
|
7.68K
$778K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-1.25K- 17.41% |
$107K - $129K
|
5.93K
$600K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
432+ 31.08% |
$37K - $44.7K
|
1.82K
$184K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-189K- 51.52% |
$16.2M - $19.6M
|
178K
$18M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-381- 9.75% |
$32.6K - $39.4K
|
3.53K
$357K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
320+ 3.05% |
$27.4K - $33.1K
|
10.8K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
2.07KNew |
$177K - $214K
|
2.07K
$210K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.25KNew |
$192K - $233K
|
2.25K
$227K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4.78K+ 58.24% |
$409K - $494K
|
13K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-24.3K- 19.13% |
$2.08M - $2.51M
|
103K
$10.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3K- 8.69% |
$257K - $310K
|
31.5K
$3.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-129- 1.94% |
$11K - $13.4K
|
6.53K
$661K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
202+ 7.74% |
$17.3K - $20.9K
|
2.81K
$285K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
3+ 0.02% |
$257 - $310
|
16.5K
$1.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-46- 0.76% |
$3.94K - $4.76K
|
6.01K
$608K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.79K+ 1.15% |
$581K - $702K
|
597K
$60.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-288- 5.13% |
$24.6K - $29.8K
|
5.33K
$539K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-82- 1.74% |
$7.02K - $8.49K
|
4.64K
$470K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
261+ 1.2% |
$22.3K - $27K
|
22K
$2.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.14KNew |
$183K - $222K
|
2.14K
$217K
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
3.62KNew |
$310K - $375K
|
3.62K
$366K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
732+ 0.28% |
$62.6K - $75.8K
|
259K
$26.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
BUY
|
- |
13.6K+ 1.33% |
$1.16M - $1.4M
|
1.03M
$105M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
SELL
|
- |
-16.6K- 31.0% |
$1.42M - $1.72M
|
36.9K
$3.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-625- 8.39% |
$53.5K - $64.7K
|
6.82K
$691K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2+ 0.05% |
$171 - $207
|
4K
$405K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.4K+ 31.18% |
$376K - $455K
|
18.5K
$1.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-1.8K- 21.25% |
$154K - $186K
|
6.67K
$675K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.73K+ 0.29% |
$148K - $179K
|
595K
$60.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
34+ 10.46% |
$2.91K - $3.52K
|
359
$36.3K
|