Latest Institutional Transactions on Citigroup Inc. Dep Shs Repstg (CPRJ)
This table provides information on the latest institutional transactions involving Citigroup Inc. Dep Shs Repstg (CPRJ) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
75New |
N/A
|
75
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-420- 42.0% |
N/A
|
580
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-168- 42.0% |
N/A
|
232
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-432- 37.7% |
N/A
|
714
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-168- 42.0% |
N/A
|
232
$0
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
27New |
N/A
|
27
$0
|
|
| Q2 2023 | |||||||
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
123KNew |
N/A
|
123K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.75KNew |
N/A
|
8.75K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
4.05KNew |
N/A
|
4.05K
$0
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
80.1KNew |
N/A
|
80.1K
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-9.32KClosed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.19KClosed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-5.46KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.33KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9.59KClosed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
346New |
N/A
|
346
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-9.18KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-227KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.41KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 07, 2017
Q3 2017
|
Welch Group, LLC
|
SELL
|
- |
-7.5KClosed |
N/A
|
0
$0
|
|