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
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
201New |
$12.3K - $14.6K
|
201
$16K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
200New |
$12.3K - $14.5K
|
200
$15.9K
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
200+ 15.36% |
$12.3K - $14.5K
|
1.5K
$120K
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
200+ 5.65% |
$12.3K - $14.5K
|
3.74K
$298K
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
200New |
$12.3K - $14.5K
|
200
$15.9K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
197+ 3.71% |
$12.1K - $14.3K
|
5.51K
$439K
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
192+ 2.4% |
$11.8K - $13.9K
|
8.19K
$652K
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
187+ 2.68% |
$11.5K - $13.6K
|
7.16K
$570K
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
186New |
$11.4K - $13.5K
|
186
$14.8K
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
178+ 2.71% |
$10.9K - $12.9K
|
6.74K
$536K
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
172+ 4.88% |
$10.5K - $12.5K
|
3.7K
$295K
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
171+ 83.41% |
$10.5K - $12.4K
|
376
$29.9K
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
166+ 3.71% |
$10.2K - $12K
|
4.64K
$369K
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
165+ 3.34% |
$10.1K - $12K
|
5.11K
$407K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
164+ 1.12% |
$10.1K - $11.9K
|
14.8K
$1.18M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
152+ 0.95% |
$9.32K - $11K
|
16.1K
$1.28M
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
151+ 3.76% |
$9.26K - $10.9K
|
4.16K
$332K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
150+ 0.39% |
$9.2K - $10.9K
|
39K
$3.11M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
148+ 2.49% |
$9.07K - $10.7K
|
6.09K
$485K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
146+ 695.24% |
$8.95K - $10.6K
|
167
$13.3K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
145New |
$8.89K - $10.5K
|
145
$11.5K
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
145+ 1.91% |
$8.89K - $10.5K
|
7.74K
$616K
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
143+ 0.63% |
$8.77K - $10.4K
|
22.9K
$1.82M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
143+ 144.44% |
$8.77K - $10.4K
|
242
$19.3K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
141New |
$8.64K - $10.2K
|
141
$11.2K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
140+ 1.69% |
$8.58K - $10.2K
|
8.41K
$669K
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
140+ 0.1% |
$8.58K - $10.2K
|
141K
$11.2M
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
139+ 2.39% |
$8.52K - $10.1K
|
5.95K
$474K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
137+ 3.45% |
$8.4K - $9.93K
|
4.11K
$328K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
136+ 10.87% |
$8.34K - $9.86K
|
1.39K
$110K
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
135+ 1.59% |
$8.28K - $9.79K
|
8.64K
$688K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
135+ 259.62% |
$8.28K - $9.79K
|
187
$14.9K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
134New |
$8.22K - $9.72K
|
134
$10.7K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
134+ 178.67% |
$8.22K - $9.72K
|
209
$16.6K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
130New |
$7.97K - $9.43K
|
130
$10.4K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
128+ 80.5% |
$7.85K - $9.28K
|
287
$22.9K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
122+ 6.19% |
$7.48K - $8.85K
|
2.09K
$167K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
120New |
$7.36K - $8.7K
|
120
$9.56K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
120+ 1.88% |
$7.36K - $8.7K
|
6.52K
$519K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
119New |
$7.3K - $8.63K
|
119
$9.48K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
119+ 11.06% |
$7.3K - $8.63K
|
1.2K
$95.2K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
116+ 6.58% |
$7.11K - $8.41K
|
1.88K
$150K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
116+ 1.87% |
$7.11K - $8.41K
|
6.33K
$504K
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
116+ 3.02% |
$7.11K - $8.41K
|
3.96K
$315K
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
115+ 0.96% |
$7.05K - $8.34K
|
12.1K
$961K
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
114+ 3.06% |
$6.99K - $8.27K
|
3.84K
$306K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
111+ 3.0% |
$6.81K - $8.05K
|
3.82K
$304K
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
110New |
$6.74K - $7.98K
|
110
$8.76K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
109+ 1.5% |
$6.68K - $7.9K
|
7.4K
$589K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 3.26% |
$6.44K - $7.61K
|
3.32K
$265K
|