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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
225+ 1.88% |
$13.8K - $16.3K
|
12.2K
$960K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
291+ 2.19% |
$17.8K - $21.1K
|
13.6K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.34K- 2.03% |
$81.8K - $96.8K
|
64.4K
$5.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
140+ 1.69% |
$8.58K - $10.2K
|
8.41K
$660K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.31K- 21.18% |
$142K - $168K
|
8.61K
$676K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
122+ 6.19% |
$7.48K - $8.85K
|
2.09K
$164K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
5.07K+ 14.92% |
$311K - $367K
|
39K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
18.4KNew |
$1.13M - $1.33M
|
18.4K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-43.2K- 10.96% |
$2.65M - $3.14M
|
351K
$27.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
772+ 3.44% |
$47.3K - $56K
|
23.2K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-81- 0.21% |
$4.97K - $5.87K
|
38.5K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
20.2K+ 40.49% |
$1.24M - $1.46M
|
69.9K
$5.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
33+ 0.74% |
$2.02K - $2.39K
|
4.47K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-7.27K- 6.33% |
$446K - $527K
|
108K
$8.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
27KNew |
$1.66M - $1.96M
|
27K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.93KNew |
$180K - $212K
|
2.93K
$230K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.33K+ 12.84% |
$204K - $242K
|
29.3K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-973- 6.47% |
$59.7K - $70.5K
|
14.1K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
4.15KNew |
$254K - $301K
|
4.15K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-262- 4.19% |
$16.1K - $19K
|
5.99K
$471K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
101+ 0.17% |
$6.19K - $7.32K
|
58K
$4.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
443+ 12.7% |
$27.2K - $32.1K
|
3.93K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 30.58% |
$6.13K - $7.25K
|
227
$17.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-39.3K- 78.97% |
$2.41M - $2.85M
|
10.5K
$822K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-112- 0.57% |
$6.87K - $8.12K
|
19.6K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
488+ 9.12% |
$29.9K - $35.4K
|
5.84K
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-72.6K- 11.51% |
$4.45M - $5.26M
|
558K
$43.8M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
61+ 0.56% |
$3.74K - $4.42K
|
10.9K
$855K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-502- 45.31% |
$30.8K - $36.4K
|
606
$47.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
133KNew |
$8.14M - $9.62M
|
133K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
92+ 1.67% |
$5.64K - $6.67K
|
5.62K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
419+ 9.91% |
$25.7K - $30.4K
|
4.65K
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.16% |
$61.3 - $72.5
|
613
$48.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
39+ 0.25% |
$2.39K - $2.83K
|
15.4K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
20.5K+ 294.84% |
$1.26M - $1.49M
|
27.5K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
2.96KNew |
$181K - $215K
|
2.96K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
11+ 1.85% |
$674 - $798
|
606
$47.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
30+ 0.84% |
$1.84K - $2.18K
|
3.62K
$284K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
439+ 7.48% |
$26.9K - $31.8K
|
6.31K
$496K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
437+ 7.88% |
$26.8K - $31.7K
|
5.99K
$470K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
145New |
$8.89K - $10.5K
|
145
$11.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-48- 1.24% |
$2.94K - $3.48K
|
3.83K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
750+ 6.03% |
$46K - $54.4K
|
13.2K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
4.35K+ 28.85% |
$267K - $315K
|
19.4K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.37K+ 4.95% |
$83.9K - $99.2K
|
29K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-539- 13.15% |
$33K - $39.1K
|
3.56K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.72K+ 23.76% |
$167K - $197K
|
14.2K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
202+ 1.44% |
$12.4K - $14.6K
|
14.2K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
609+ 3.95% |
$37.3K - $44.2K
|
16K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.8K+ 13.52% |
$356K - $421K
|
48.7K
$3.83M
|