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 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.03K- 3.86% |
$87.8K - $106K
|
25.5K
$2.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-66- 1.66% |
$5.65K - $6.83K
|
3.91K
$396K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
974+ 24.78% |
$83.3K - $101K
|
4.91K
$497K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.62KNew |
$139K - $168K
|
1.62K
$164K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-344- 0.85% |
$29.4K - $35.6K
|
40.1K
$4.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-405- 0.65% |
$34.7K - $41.9K
|
61.9K
$6.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-700- 5.64% |
$59.9K - $72.4K
|
11.7K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
3.02KNew |
$258K - $312K
|
3.02K
$305K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
11.9KNew |
$1.02M - $1.23M
|
11.9K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-37.6K- 6.34% |
$3.22M - $3.89M
|
555K
$56.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
23+ 0.34% |
$1.97K - $2.38K
|
6.89K
$697K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-101- 46.54% |
$8.64K - $10.5K
|
116
$11.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
344+ 12.65% |
$29.4K - $35.6K
|
3.06K
$310K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
2.06KNew |
$176K - $213K
|
2.06K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.57K- 1.71% |
$305K - $369K
|
205K
$20.8M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-12.5K- 5.96% |
$1.07M - $1.3M
|
198K
$20M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-958- 1.17% |
$82K - $99.1K
|
81.1K
$8.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
58+ 1.31% |
$4.96K - $6K
|
4.5K
$456K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
48.9K+ 30.28% |
$4.19M - $5.06M
|
210K
$21.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2KNew |
$171K - $207K
|
2K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.1K+ 39.79% |
$265K - $321K
|
10.9K
$1.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.39KNew |
$290K - $351K
|
3.39K
$343K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
30+ 0.58% |
$2.57K - $3.1K
|
5.19K
$525K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-197- 4.21% |
$16.9K - $20.4K
|
4.48K
$454K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-30.6K- 3.28% |
$2.62M - $3.17M
|
904K
$91.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.73K+ 82.49% |
$233K - $282K
|
6.04K
$611K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.04KNew |
$175K - $211K
|
2.04K
$207K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.38KNew |
$204K - $247K
|
2.38K
$241K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.7K- 3.6% |
$1.18M - $1.42M
|
367K
$37.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.03KNew |
$174K - $210K
|
2.03K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
16+ 1.44% |
$1.37K - $1.66K
|
1.12K
$114K
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
233+ 1.39% |
$19.9K - $24.1K
|
17K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.47K+ 12.44% |
$126K - $152K
|
13.3K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
2+ 4.88% |
$171 - $207
|
43
$4.35K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-60- 9.35% |
$5.13K - $6.21K
|
582
$58.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.46K+ 460.57% |
$125K - $151K
|
1.78K
$180K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.11% |
$428 - $517
|
4.5K
$456K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.7K+ 4.74% |
$317K - $383K
|
81.7K
$8.27M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.86K- 8.09% |
$587K - $710K
|
78K
$7.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-5.11K- 16.58% |
$437K - $529K
|
25.7K
$2.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
39.1K+ 1.27% |
$3.35M - $4.05M
|
3.12M
$316M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-10K- 14.34% |
$856K - $1.04M
|
59.8K
$6.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
161+ 4.58% |
$13.8K - $16.7K
|
3.68K
$372K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.73K- 17.91% |
$490K - $593K
|
26.3K
$2.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
91+ 1.48% |
$7.79K - $9.42K
|
6.24K
$632K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-18- 0.67% |
$1.54K - $1.86K
|
2.67K
$270K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
16.2KNew |
$1.39M - $1.68M
|
16.2K
$1.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.11K- 51.32% |
$522K - $632K
|
5.79K
$586K
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-462- 13.04% |
$39.5K - $47.8K
|
3.08K
$312K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.86K- 8.79% |
$159K - $192K
|
19.3K
$1.95M
|