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 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
341+ 0.48% |
$20.9K - $24.7K
|
72K
$5.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
340New |
$20.8K - $24.7K
|
340
$27.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
336+ 5.95% |
$20.6K - $24.4K
|
5.99K
$477K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
331+ 1.89% |
$20.3K - $24K
|
17.9K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
326+ 5.28% |
$20K - $23.6K
|
6.5K
$518K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
320+ 1.52% |
$19.6K - $23.2K
|
21.4K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
320+ 1.75% |
$19.6K - $23.2K
|
18.6K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
318+ 2.11% |
$19.5K - $23.1K
|
15.4K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
318New |
$19.5K - $23.1K
|
318
$25.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
310+ 0.46% |
$19K - $22.5K
|
67.5K
$5.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
307New |
$18.8K - $22.3K
|
307
$24.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
301+ 0.32% |
$18.5K - $21.8K
|
95.7K
$7.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
300+ 150.0% |
$18.4K - $21.8K
|
500
$39.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
300+ 7.42% |
$18.4K - $21.8K
|
4.34K
$346K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
300+ 1.83% |
$18.4K - $21.8K
|
16.7K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
300New |
$18.4K - $21.8K
|
300
$23.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
300+ 0.95% |
$18.4K - $21.8K
|
31.8K
$2.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
291+ 2.19% |
$17.8K - $21.1K
|
13.6K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
287+ 0.46% |
$17.6K - $20.8K
|
62.2K
$4.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
283+ 5.88% |
$17.4K - $20.5K
|
5.1K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
280+ 1.03% |
$17.2K - $20.3K
|
27.5K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
278+ 8.47% |
$17K - $20.2K
|
3.56K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
273+ 0.68% |
$16.7K - $19.8K
|
40.3K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
264+ 3.01% |
$16.2K - $19.1K
|
9.03K
$719K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
256+ 2.27% |
$15.7K - $18.6K
|
11.5K
$919K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
250New |
$15.3K - $18.1K
|
250
$19.9K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
250New |
$15.3K - $18.1K
|
250
$19.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
249+ 19.61% |
$15.3K - $18.1K
|
1.52K
$121K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
249+ 2.7% |
$15.3K - $18.1K
|
9.47K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
245New |
$15K - $17.8K
|
245
$19.5K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
241+ 2.54% |
$14.8K - $17.5K
|
9.71K
$774K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
240+ 5.12% |
$14.7K - $17.4K
|
4.93K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
240New |
$14.7K - $17.4K
|
240
$19.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
236+ 4.62% |
$14.5K - $17.1K
|
5.35K
$426K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
227+ 3.35% |
$13.9K - $16.5K
|
7.01K
$558K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
225+ 1.88% |
$13.8K - $16.3K
|
12.2K
$974K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
218+ 4.55% |
$13.4K - $15.8K
|
5K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
218+ 4360.0% |
$13.4K - $15.8K
|
223
$17.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
213New |
$13.1K - $15.4K
|
213
$17K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
212+ 42.66% |
$13K - $15.4K
|
709
$56.5K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
212New |
$13K - $15.4K
|
212
$16.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
209+ 4.91% |
$12.8K - $15.2K
|
4.46K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
208+ 18.77% |
$12.8K - $15.1K
|
1.32K
$105K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
208+ 0.37% |
$12.8K - $15.1K
|
55.8K
$4.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
206+ 2.06% |
$12.6K - $14.9K
|
10.2K
$814K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
203+ 1.63% |
$12.4K - $14.7K
|
12.7K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
203+ 38.45% |
$12.4K - $14.7K
|
731
$58.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
202+ 1.44% |
$12.4K - $14.6K
|
14.2K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
202+ 14.53% |
$12.4K - $14.6K
|
1.59K
$127K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
202+ 5.63% |
$12.4K - $14.6K
|
3.79K
$302K
|