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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
485+ 4.33% |
$28.2K - $41.3K
|
11.7K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
59New |
$3.43K - $5.02K
|
59
$5.49K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.06K+ 11.95% |
$61.8K - $90.5K
|
9.96K
$927K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-73- 1.48% |
$4.24K - $6.21K
|
4.85K
$451K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7.01K+ 644.12% |
$407K - $597K
|
8.1K
$754K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
505+ 10.86% |
$29.4K - $43K
|
5.16K
$480K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-159- 1.57% |
$9.24K - $13.5K
|
9.96K
$927K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-188- 6.43% |
$10.9K - $16K
|
2.74K
$255K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
285+ 5.52% |
$16.6K - $24.3K
|
5.45K
$507K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 0.13% |
$523 - $766
|
6.86K
$639K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-429- 4.76% |
$24.9K - $36.5K
|
8.58K
$798K
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.53K+ 1.57% |
$88.6K - $130K
|
98.7K
$9.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-21.9K- 3.74% |
$1.27M - $1.87M
|
565K
$52.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.88K- 6.85% |
$110K - $160K
|
25.6K
$2.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-905- 2.81% |
$52.6K - $77K
|
31.3K
$2.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-139- 4.68% |
$8.08K - $11.8K
|
2.83K
$263K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
552+ 9.27% |
$32.1K - $47K
|
6.51K
$606K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-578- 11.44% |
$33.6K - $49.2K
|
4.48K
$417K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
64+ 125.49% |
$3.72K - $5.45K
|
115
$10.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.72K+ 49.57% |
$158K - $231K
|
8.2K
$764K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-461- 3.02% |
$26.8K - $39.2K
|
14.8K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
782+ 18.54% |
$45.5K - $66.6K
|
5K
$465K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-433- 1.07% |
$25.2K - $36.9K
|
40K
$3.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-20- 6.6% |
$1.16K - $1.7K
|
283
$26.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.94K- 12.32% |
$229K - $335K
|
28K
$2.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.95K+ 36.25% |
$171K - $251K
|
11.1K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-80- 2.77% |
$4.65K - $6.81K
|
2.8K
$261K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.82KNew |
$164K - $240K
|
2.82K
$263K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
520+ 8.02% |
$30.2K - $44.3K
|
7.01K
$652K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
5.56KNew |
$323K - $474K
|
5.56K
$518K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
130+ 3.41% |
$7.56K - $11.1K
|
3.94K
$367K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.42KNew |
$141K - $206K
|
2.42K
$225K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
539+ 1.18% |
$31.3K - $45.9K
|
46.3K
$4.31M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-230- 7.47% |
$13.4K - $19.6K
|
2.85K
$265K
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-540- 12.87% |
$31.4K - $46K
|
3.66K
$340K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.05K+ 110.45% |
$235K - $345K
|
7.71K
$718K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-185- 6.32% |
$10.8K - $15.7K
|
2.74K
$255K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-800- 20.64% |
$46.5K - $68.1K
|
3.08K
$286K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-200- 20.0% |
$11.6K - $17K
|
800
$74.5K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
458K+ 72.39% |
$30.8M - $38.8M
|
1.09M
$102M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-913K- 34.04% |
$61.4M - $77.3M
|
1.77M
$165M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
70KNew |
$4.7M - $5.92M
|
70K
$6.51M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
98New |
$6.59K - $8.29K
|
98
$9.12K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-917- 4.83% |
$61.6K - $77.6K
|
18.1K
$1.68M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
82+ 6.06% |
$5.51K - $6.94K
|
1.44K
$134K
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-22.3K- 26.72% |
$1.5M - $1.89M
|
61.2K
$5.69M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-6- 0.09% |
$403 - $508
|
6.32K
$588K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.34K+ 4.96% |
$90K - $113K
|
28.3K
$2.64M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
86New |
$5.78K - $7.28K
|
86
$8.01K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.53K- 54.16% |
$641K - $807K
|
8.07K
$751K
|
|