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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
856+ 9.47% |
$52.5K - $62.1K
|
9.89K
$788K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
848+ 14.89% |
$52K - $61.5K
|
6.54K
$521K
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
839+ 12.75% |
$51.4K - $60.8K
|
7.42K
$591K
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
828+ 19.61% |
$50.8K - $60K
|
5.05K
$402K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
820+ 4.48% |
$50.3K - $59.5K
|
19.1K
$1.52M
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
816+ 3.23% |
$50K - $59.2K
|
26.1K
$2.08M
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
815+ 3.28% |
$50K - $59.1K
|
25.6K
$2.04M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
807+ 6.18% |
$49.5K - $58.5K
|
13.9K
$1.1M
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
800+ 32.31% |
$49K - $58K
|
3.28K
$261K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
795+ 6.22% |
$48.7K - $57.6K
|
13.6K
$1.08M
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
775+ 12.68% |
$47.5K - $56.2K
|
6.89K
$549K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
772+ 3.44% |
$47.3K - $56K
|
23.2K
$1.85M
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
769+ 11.68% |
$47.1K - $55.8K
|
7.35K
$586K
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
761+ 10.39% |
$46.7K - $55.2K
|
8.09K
$644K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
760+ 4.7% |
$46.6K - $55.1K
|
16.9K
$1.35M
|
|
Feb 13, 2025
Q4 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
760+ 0.31% |
$46.6K - $55.1K
|
247K
$19.7M
|
|
Jan 15, 2025
Q4 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
750+ 6.03% |
$46K - $54.4K
|
13.2K
$1.05M
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
741+ 14.47% |
$45.4K - $53.7K
|
5.86K
$467K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
730+ 1.58% |
$44.8K - $52.9K
|
47K
$3.75M
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
729+ 4.42% |
$44.7K - $52.9K
|
17.2K
$1.37M
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
720+ 6.52% |
$44.1K - $52.2K
|
11.8K
$938K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
705+ 10.13% |
$43.2K - $51.1K
|
7.66K
$610K
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
696+ 4.99% |
$42.7K - $50.5K
|
14.6K
$1.17M
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
695+ 17.79% |
$42.6K - $50.4K
|
4.6K
$367K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
688+ 7.75% |
$42.2K - $49.9K
|
9.57K
$762K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
684+ 21.41% |
$41.9K - $49.6K
|
3.88K
$309K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
658+ 16.01% |
$40.3K - $47.7K
|
4.77K
$380K
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
655+ 11.72% |
$40.2K - $47.5K
|
6.25K
$497K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
652+ 1.9% |
$40K - $47.3K
|
34.9K
$2.78M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
651+ 14.14% |
$39.9K - $47.2K
|
5.26K
$419K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
650+ 3.29% |
$39.9K - $47.1K
|
20.4K
$1.63M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
649+ 3.95% |
$39.8K - $47.1K
|
17.1K
$1.36M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
631New |
$38.7K - $45.7K
|
631
$50.3K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
629+ 11.45% |
$38.6K - $45.6K
|
6.12K
$488K
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
628+ 7.3% |
$38.5K - $45.5K
|
9.23K
$735K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
614+ 17.76% |
$37.6K - $44.5K
|
4.07K
$324K
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
609+ 3.95% |
$37.3K - $44.2K
|
16K
$1.28M
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
609+ 12.97% |
$37.3K - $44.2K
|
5.31K
$423K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
601New |
$36.8K - $43.6K
|
601
$47.9K
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
600New |
$36.8K - $43.5K
|
600
$47.8K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
598+ 4.14% |
$36.7K - $43.4K
|
15.1K
$1.2M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
584+ 1.22% |
$35.8K - $42.3K
|
48.5K
$3.86M
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
571+ 0.93% |
$35K - $41.4K
|
62.2K
$4.95M
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
570+ 1.9% |
$34.9K - $41.3K
|
30.6K
$2.43M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
567+ 8.02% |
$34.8K - $41.1K
|
7.63K
$608K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
559+ 25.88% |
$34.3K - $40.5K
|
2.72K
$217K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
550New |
$33.7K - $39.9K
|
550
$43.8K
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
538+ 13.5% |
$33K - $39K
|
4.52K
$360K
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
531+ 3.7% |
$32.6K - $38.5K
|
14.9K
$1.19M
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
530New |
$32.5K - $38.4K
|
530
$42.2K
|