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 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
439+ 7.48% |
$26.9K - $31.8K
|
6.31K
$585K
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
438+ 13.19% |
$26.9K - $31.8K
|
3.76K
$348K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
437+ 7.88% |
$26.8K - $31.7K
|
5.99K
$555K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
436+ 17.0% |
$26.7K - $31.6K
|
3K
$278K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
436+ 7.09% |
$26.7K - $31.6K
|
6.59K
$610K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
429+ 3.51% |
$26.3K - $31.1K
|
12.6K
$1.17M
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
424+ 6.54% |
$26K - $30.7K
|
6.91K
$640K
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
419+ 9.91% |
$25.7K - $30.4K
|
4.65K
$430K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
410+ 5.99% |
$25.1K - $29.7K
|
7.25K
$672K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
410+ 8.05% |
$25.1K - $29.7K
|
5.5K
$510K
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
407+ 0.6% |
$25K - $29.5K
|
68.4K
$6.33M
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
405+ 3.46% |
$24.8K - $29.4K
|
12.1K
$1.12M
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
402+ 10.69% |
$24.6K - $29.1K
|
4.16K
$386K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
400New |
$24.5K - $29K
|
400
$37.1K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
399+ 12.06% |
$24.5K - $28.9K
|
3.71K
$344K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
397+ 0.29% |
$24.3K - $28.8K
|
137K
$12.7M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
395+ 9.8% |
$24.2K - $28.6K
|
4.43K
$410K
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
394+ 0.12% |
$24.2K - $28.6K
|
339K
$31.4M
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
379+ 11.69% |
$23.2K - $27.5K
|
3.62K
$335K
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
379New |
$23.2K - $27.5K
|
379
$35.1K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
378+ 3.26% |
$23.2K - $27.4K
|
12K
$1.11M
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
376+ 2.08% |
$23.1K - $27.3K
|
18.4K
$1.71M
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
375+ 11.6% |
$23K - $27.2K
|
3.61K
$334K
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
371+ 3.31% |
$22.7K - $26.9K
|
11.6K
$1.07M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
370+ 0.41% |
$22.7K - $26.8K
|
89.6K
$8.3M
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
370+ 2.13% |
$22.7K - $26.8K
|
17.8K
$1.65M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
368+ 5.24% |
$22.6K - $26.7K
|
7.39K
$685K
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
366+ 5.17% |
$22.4K - $26.5K
|
7.44K
$690K
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
365+ 1.87% |
$22.4K - $26.5K
|
19.9K
$1.84M
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
363+ 0.92% |
$22.3K - $26.3K
|
40K
$3.71M
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
362+ 6.18% |
$22.2K - $26.2K
|
6.22K
$576K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
353+ 6.83% |
$21.6K - $25.6K
|
5.52K
$511K
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
346+ 0.33% |
$21.2K - $25.1K
|
105K
$9.74M
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
344+ 0.73% |
$21.1K - $24.9K
|
47.8K
$4.43M
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
344+ 43.88% |
$21.1K - $24.9K
|
1.13K
$105K
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
341+ 0.48% |
$20.9K - $24.7K
|
72K
$6.67M
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
340New |
$20.8K - $24.7K
|
340
$31.5K
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
336+ 5.95% |
$20.6K - $24.4K
|
5.99K
$555K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
331+ 1.89% |
$20.3K - $24K
|
17.9K
$1.66M
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
326+ 5.28% |
$20K - $23.6K
|
6.5K
$602K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
320+ 1.52% |
$19.6K - $23.2K
|
21.4K
$1.98M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
320+ 1.75% |
$19.6K - $23.2K
|
18.6K
$1.72M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
318+ 2.11% |
$19.5K - $23.1K
|
15.4K
$1.43M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
318New |
$19.5K - $23.1K
|
318
$29.5K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
313New |
$19.2K - $22.7K
|
313
$29K
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
310+ 0.46% |
$19K - $22.5K
|
67.5K
$6.25M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
307New |
$18.8K - $22.3K
|
307
$28.4K
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
301+ 0.32% |
$18.5K - $21.8K
|
95.7K
$8.87M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
300+ 150.0% |
$18.4K - $21.8K
|
500
$46.3K
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
300+ 7.42% |
$18.4K - $21.8K
|
4.34K
$402K
|