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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2021
Q4 2020
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-16.2KClosed |
$668K - $1M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
18.7KNew |
$770K - $1.15M
|
18.7K
$1.74M
|
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-7.75KClosed |
$319K - $478K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
4.49KNew |
$185K - $277K
|
4.49K
$418K
|
|
|
Feb 10, 2021
Q4 2020
|
Northeast Investment Management
|
SELL
|
- |
-5.27KClosed |
$217K - $325K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-14.4KClosed |
$591K - $886K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-59.7KClosed |
$2.46M - $3.68M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-100Closed |
$4.11K - $6.17K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-20.9KClosed |
$860K - $1.29M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Todd Asset Management LLC
|
SELL
|
- |
-270KClosed |
$11.1M - $16.7M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Fosun International LTD
|
SELL
|
- |
-10KClosed |
$411K - $617K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Sadoff Investment Management LLC
|
SELL
|
- |
-587KClosed |
$24.1M - $36.2M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-154Closed |
$6.33K - $9.5K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
17New |
$699 - $1.05K
|
17
$1.58K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.11KClosed |
$86.7K - $130K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
CALL |
2KNew |
$82.3K - $123K
|
2K
$186K
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
288New |
$11.8K - $17.8K
|
288
$26.8K
|
|
|
Jan 27, 2021
Q4 2020
|
James Investment Research Inc
|
SELL
|
- |
-81Closed |
$3.33K - $4.99K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
745New |
$30.6K - $45.9K
|
745
$69.4K
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-11Closed |
$452 - $678
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Peregrine Capital Management LLC
|
SELL
|
- |
-13.8KClosed |
$568K - $851K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Signature Wealth Management Group
|
SELL
|
- |
-14.6KClosed |
$599K - $897K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-259Closed |
$10.7K - $16K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Feb 13, 2025
Q3 2020
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-78.1KClosed |
$3.27M - $4.2M
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-115Closed |
$4.81K - $6.18K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.08KClosed |
$129K - $166K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Islet Management, LP
New York, NY |
SELL
|
- |
-175KClosed |
$7.32M - $9.41M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Anson Funds Management LP
Dallas, TX |
SELL
|
CALL |
-283KClosed |
$11.9M - $15.2M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-62- 35.03% |
$2.59K - $3.33K
|
115
$10.7K
|
|
|
Nov 16, 2020
Q3 2020
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-7.01KClosed |
$293K - $377K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-60KClosed |
$2.51M - $3.23M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
CALL |
-363KClosed |
$15.2M - $19.5M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-140KClosed |
$5.86M - $7.53M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
CALL |
15KNew |
$628K - $806K
|
15K
$1.4M
|
|
|
Nov 16, 2020
Q3 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-6.59KClosed |
$276K - $354K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-94.2KClosed |
$3.94M - $5.06M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
74New |
$3.1K - $3.98K
|
74
$6.89K
|
|
|
Nov 13, 2020
Q3 2020
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-52.1KClosed |
$2.18M - $2.8M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-6.06KClosed |
$253K - $326K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
600New |
$25.1K - $32.3K
|
600
$55.9K
|
|
|
Nov 13, 2020
Q3 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
CALL |
-2KClosed |
$83.7K - $108K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Rb Capital Management, LLC
|
SELL
|
- |
-5.09KClosed |
$213K - $274K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-1.4KClosed |
$58.6K - $75.3K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
CALL |
-30- 1.2% |
$1.26K - $1.61K
|
2.47K
$230K
|
|
|
Nov 12, 2020
Q3 2020
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.99KClosed |
$167K - $214K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mirova
Paris, I0 |
SELL
|
- |
-343Closed |
$14.4K - $18.4K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-8.99KClosed |
$376K - $483K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.24KClosed |
$219K - $282K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-79Closed |
$3.31K - $4.25K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cdam (Uk) LTD
London, X0 |
SELL
|
- |
-140KClosed |
$5.85M - $7.51M
|
0
$0
|
|