Latest Institutional Purchases of Citigroup Inc (C)
This list provides information on the latest institutional transactions involving Citigroup Inc (C) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
69+ 345.0% |
$4.64K - $5.84K
|
89
$8.25K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
68+ 3.6% |
$4.57K - $5.75K
|
1.96K
$181K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
66+ 0.7% |
$4.44K - $5.59K
|
9.49K
$879K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
63+ 14.0% |
$4.24K - $5.33K
|
513
$47.5K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
60New |
$4.03K - $5.08K
|
60
$5.56K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
60+ 0.12% |
$4.03K - $5.08K
|
51.9K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
57+ 150.0% |
$3.83K - $4.82K
|
95
$8.8K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
57+ 1.37% |
$3.83K - $4.82K
|
4.22K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 0.28% |
$3.76K - $4.74K
|
20.4K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
56New |
$3.76K - $4.74K
|
56
$5.19K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
54+ 6.56% |
$3.63K - $4.57K
|
877
$81.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
48+ 1.46% |
$3.23K - $4.06K
|
3.33K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
46+ 8.36% |
$3.09K - $3.89K
|
596
$55.2K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
45+ 90.0% |
$3.03K - $3.81K
|
95
$8.8K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44+ 7.73% |
$2.96K - $3.72K
|
613
$56.8K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.43% |
$2.96K - $3.72K
|
3.11K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
44New |
$2.96K - $3.72K
|
44
$4.08K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
42New |
$2.82K - $3.55K
|
42
$3.89K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
41+ 512.5% |
$2.76K - $3.47K
|
49
$4.54K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
40+ 8.13% |
$2.69K - $3.39K
|
532
$49.3K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
40+ 0.25% |
$2.69K - $3.39K
|
15.9K
$1.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
38+ 0.64% |
$2.55K - $3.22K
|
5.99K
$555K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
38+ 0.38% |
$2.55K - $3.22K
|
10K
$931K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
37+ 194.74% |
$2.49K - $3.13K
|
56
$5.19K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
36+ 3.28% |
$2.42K - $3.05K
|
1.13K
$105K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
36+ 2.88% |
$2.42K - $3.05K
|
1.29K
$119K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
35+ 5.34% |
$2.35K - $2.96K
|
690
$63.9K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32+ 0.56% |
$2.15K - $2.71K
|
5.7K
$528K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
32+ 12.36% |
$2.15K - $2.71K
|
291
$27K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
32+ 6.04% |
$2.15K - $2.71K
|
562
$52.1K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
30New |
$2.02K - $2.54K
|
30
$2.78K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
30New |
$2.02K - $2.54K
|
30
$2.78K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
30+ 11.19% |
$2.02K - $2.54K
|
298
$27.6K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
25+ 0.84% |
$1.68K - $2.12K
|
2.99K
$277K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
23New |
$1.55K - $1.95K
|
23
$2.13K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
22+ 0.59% |
$1.48K - $1.86K
|
3.73K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
21New |
$1.41K - $1.78K
|
21
$1.95K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
21+ 0.59% |
$1.41K - $1.78K
|
3.56K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
21New |
$1.41K - $1.78K
|
21
$1.95K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
20+ 0.38% |
$1.34K - $1.69K
|
5.28K
$489K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20New |
$1.34K - $1.69K
|
20
$1.85K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
16+ 4.4% |
$1.08K - $1.35K
|
380
$35.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
16+ 7.51% |
$1.08K - $1.35K
|
229
$21.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
15+ 0.07% |
$1.01K - $1.27K
|
21.6K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15New |
$1.01K - $1.27K
|
15
$1.39K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15+ 375.0% |
$1.01K - $1.27K
|
19
$1.76K
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
14+ 0.35% |
$941 - $1.18K
|
3.96K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
14+ 0.31% |
$941 - $1.18K
|
4.54K
$421K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
10+ 0.17% |
$672 - $846
|
6K
$556K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 0.08% |
$672 - $846
|
12.1K
$1.12M
|