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 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
104+ 21.99% |
$6.38K - $7.54K
|
577
$46K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
104+ 61.9% |
$6.38K - $7.54K
|
272
$21.7K
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
102+ 1.18% |
$6.25K - $7.4K
|
8.72K
$695K
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
101+ 0.17% |
$6.19K - $7.32K
|
58K
$4.62M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
100New |
$6.13K - $7.25K
|
100
$7.97K
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
100+ 2.04% |
$6.13K - $7.25K
|
5K
$398K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
100+ 1.13% |
$6.13K - $7.25K
|
8.95K
$713K
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
99+ 0.51% |
$6.07K - $7.18K
|
19.6K
$1.56M
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
99+ 0.12% |
$6.07K - $7.18K
|
81K
$6.45M
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
97+ 1.14% |
$5.95K - $7.03K
|
8.61K
$686K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
96+ 58.54% |
$5.89K - $6.96K
|
260
$20.7K
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
95+ 1.11% |
$5.82K - $6.89K
|
8.69K
$692K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
95+ 9.5% |
$5.82K - $6.89K
|
1.1K
$87.2K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
92+ 1.67% |
$5.64K - $6.67K
|
5.62K
$447K
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
90+ 1.74% |
$5.52K - $6.53K
|
5.26K
$419K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
90New |
$5.52K - $6.53K
|
90
$7.17K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
88+ 9.26% |
$5.4K - $6.38K
|
1.04K
$82.7K
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
88+ 0.97% |
$5.4K - $6.38K
|
9.13K
$727K
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
86+ 0.82% |
$5.27K - $6.24K
|
10.6K
$845K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
86+ 2.39% |
$5.27K - $6.24K
|
3.68K
$293K
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
85+ 0.39% |
$5.21K - $6.16K
|
22.2K
$1.76M
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
79+ 0.09% |
$4.84K - $5.73K
|
85.2K
$6.79M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
77+ 1.24% |
$4.72K - $5.58K
|
6.28K
$501K
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
76+ 0.81% |
$4.66K - $5.51K
|
9.42K
$750K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
75+ 1.5% |
$4.6K - $5.44K
|
5.08K
$405K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
75+ 0.76% |
$4.6K - $5.44K
|
10K
$797K
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
73New |
$4.48K - $5.29K
|
73
$5.81K
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
72+ 1.57% |
$4.41K - $5.22K
|
4.65K
$370K
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
72+ 0.99% |
$4.41K - $5.22K
|
7.33K
$583K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72+ 1.29% |
$4.41K - $5.22K
|
5.66K
$451K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
71+ 154.35% |
$4.35K - $5.15K
|
117
$9.32K
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
70+ 0.15% |
$4.29K - $5.08K
|
47.2K
$3.76M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
67+ 1.77% |
$4.11K - $4.86K
|
3.85K
$307K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
67New |
$4.11K - $4.86K
|
67
$5.34K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
63+ 0.33% |
$3.86K - $4.57K
|
19.4K
$1.55M
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
63+ 4.88% |
$3.86K - $4.57K
|
1.35K
$108K
|
|
Feb 14, 2025
Q4 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
63+ 1.96% |
$3.86K - $4.57K
|
3.28K
$261K
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
61+ 0.56% |
$3.74K - $4.42K
|
10.9K
$867K
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
59+ 0.78% |
$3.62K - $4.28K
|
7.6K
$606K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
59+ 0.77% |
$3.62K - $4.28K
|
7.68K
$612K
|
|
Jan 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
58+ 0.77% |
$3.56K - $4.21K
|
7.57K
$603K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
58New |
$3.56K - $4.21K
|
58
$4.62K
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
58New |
$3.56K - $4.21K
|
58
$4.62K
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
58+ 35.37% |
$3.56K - $4.21K
|
222
$17.7K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
56+ 1.41% |
$3.43K - $4.06K
|
4.03K
$321K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
53+ 0.79% |
$3.25K - $3.84K
|
6.76K
$538K
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
51+ 0.75% |
$3.13K - $3.7K
|
6.85K
$545K
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
51+ 0.06% |
$3.13K - $3.7K
|
89.8K
$7.15M
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
51+ 1.43% |
$3.13K - $3.7K
|
3.62K
$288K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
50New |
$3.07K - $3.63K
|
50
$3.98K
|