Purchases and Sales Made in Q4 2024 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q4 2024. The information is specifically focused on institutions that hold shares of CITIGROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
150+ 0.39% |
$9.2K - $10.9K
|
39K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
148+ 2.49% |
$9.07K - $10.7K
|
6.09K
$498K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
146+ 695.24% |
$8.95K - $10.6K
|
167
$13.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
145New |
$8.89K - $10.5K
|
145
$11.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
143+ 0.63% |
$8.77K - $10.4K
|
22.9K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
143+ 144.44% |
$8.77K - $10.4K
|
242
$19.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
140+ 1.69% |
$8.58K - $10.2K
|
8.41K
$687K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
140+ 0.1% |
$8.58K - $10.2K
|
141K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
137+ 3.45% |
$8.4K - $9.93K
|
4.11K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
136+ 10.87% |
$8.34K - $9.86K
|
1.39K
$113K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
135+ 1.59% |
$8.28K - $9.79K
|
8.64K
$706K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
134New |
$8.22K - $9.72K
|
134
$11K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
134+ 178.67% |
$8.22K - $9.72K
|
209
$17.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
130New |
$7.97K - $9.43K
|
130
$10.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
128+ 80.5% |
$7.85K - $9.28K
|
287
$23.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
122+ 6.19% |
$7.48K - $8.85K
|
2.09K
$171K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
120New |
$7.36K - $8.7K
|
120
$9.81K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
116+ 1.87% |
$7.11K - $8.41K
|
6.33K
$517K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
116+ 6.58% |
$7.11K - $8.41K
|
1.88K
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
116+ 3.02% |
$7.11K - $8.41K
|
3.96K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
114+ 3.06% |
$6.99K - $8.27K
|
3.84K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
111+ 3.0% |
$6.81K - $8.05K
|
3.82K
$312K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 3.26% |
$6.44K - $7.61K
|
3.32K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
102+ 1.18% |
$6.25K - $7.4K
|
8.72K
$713K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
101+ 0.17% |
$6.19K - $7.32K
|
58K
$4.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
100+ 2.04% |
$6.13K - $7.25K
|
5K
$408K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
100New |
$6.13K - $7.25K
|
100
$8.17K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
100+ 1.13% |
$6.13K - $7.25K
|
8.95K
$731K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
99+ 0.12% |
$6.07K - $7.18K
|
81K
$6.62M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
99+ 0.51% |
$6.07K - $7.18K
|
19.6K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
97+ 1.14% |
$5.95K - $7.03K
|
8.61K
$704K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
96+ 58.54% |
$5.89K - $6.96K
|
260
$21.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
95+ 1.11% |
$5.82K - $6.89K
|
8.69K
$710K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
92+ 1.67% |
$5.64K - $6.67K
|
5.62K
$459K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
90+ 1.74% |
$5.52K - $6.53K
|
5.26K
$430K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
88+ 9.26% |
$5.4K - $6.38K
|
1.04K
$84.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
86+ 0.82% |
$5.27K - $6.24K
|
10.6K
$867K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
79+ 0.09% |
$4.84K - $5.73K
|
85.2K
$6.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
77+ 1.24% |
$4.72K - $5.58K
|
6.28K
$514K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
76+ 0.81% |
$4.66K - $5.51K
|
9.42K
$770K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
75+ 1.5% |
$4.6K - $5.44K
|
5.08K
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
75+ 0.76% |
$4.6K - $5.44K
|
10K
$817K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
73New |
$4.48K - $5.29K
|
73
$5.97K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
72+ 1.57% |
$4.41K - $5.22K
|
4.65K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
72+ 0.99% |
$4.41K - $5.22K
|
7.33K
$599K
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
70+ 0.15% |
$4.29K - $5.08K
|
47.2K
$3.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
67+ 1.77% |
$4.11K - $4.86K
|
3.85K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
63+ 0.33% |
$3.86K - $4.57K
|
19.4K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
61+ 0.56% |
$3.74K - $4.42K
|
10.9K
$889K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
59+ 0.78% |
$3.62K - $4.28K
|
7.6K
$621K
|