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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
93+ 1.05% |
$7.96K - $9.62K
|
8.98K
$881K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
99+ 0.25% |
$8.47K - $10.2K
|
40.2K
$3.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.1K+ 2.96% |
$94.3K - $114K
|
38.3K
$3.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.2KNew |
$188K - $228K
|
2.2K
$216K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19.1K- 40.33% |
$1.63M - $1.97M
|
28.2K
$2.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.01K- 5.08% |
$258K - $312K
|
56.3K
$5.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
10+ 2.5% |
$856 - $1.03K
|
410
$40.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
275+ 2.29% |
$23.5K - $28.5K
|
12.3K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.69K+ 9.01% |
$144K - $175K
|
20.4K
$2.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
2.05KNew |
$176K - $212K
|
2.05K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-168- 2.14% |
$14.4K - $17.4K
|
7.67K
$754K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
116+ 4.46% |
$9.93K - $12K
|
2.72K
$267K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-72.7K- 33.92% |
$6.22M - $7.52M
|
142K
$13.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
206+ 4.34% |
$17.6K - $21.3K
|
4.96K
$487K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
39+ 0.08% |
$3.34K - $4.04K
|
50.5K
$4.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
102+ 4.81% |
$8.73K - $10.6K
|
2.22K
$218K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.3K- 18.52% |
$111K - $135K
|
5.72K
$562K
|
|
|
Nov 10, 2025
Q3 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
11.4K+ 17.38% |
$975K - $1.18M
|
77K
$7.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
20.4K+ 588.42% |
$1.75M - $2.11M
|
23.9K
$2.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.92K- 8.88% |
$250K - $302K
|
29.9K
$2.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
252+ 5.32% |
$21.6K - $26.1K
|
4.99K
$490K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.12K+ 23.05% |
$95.9K - $116K
|
5.98K
$588K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1+ 0.01% |
$85.6 - $103
|
6.89K
$677K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
604+ 13.81% |
$51.7K - $62.5K
|
4.98K
$489K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.75K- 9.32% |
$149K - $181K
|
17K
$1.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-654K- 96.46% |
$56M - $67.7M
|
24K
$2.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10- 0.16% |
$856 - $1.03K
|
6.16K
$605K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-34- 0.16% |
$2.91K - $3.52K
|
20.6K
$2.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-505- 6.84% |
$43.2K - $52.3K
|
6.87K
$675K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.3K+ 14.07% |
$368K - $444K
|
34.8K
$3.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
67+ 2.49% |
$5.73K - $6.93K
|
2.76K
$271K
|
|
|
Nov 10, 2025
Q3 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
6.4KNew |
$547K - $662K
|
6.4K
$628K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.36KNew |
$202K - $244K
|
2.36K
$232K
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-9.97K- 1.49% |
$853K - $1.03M
|
660K
$64.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
8.96K+ 20.0% |
$766K - $927K
|
53.7K
$5.28M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-336- 6.73% |
$28.8K - $34.8K
|
4.66K
$457K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
34K+ 30.03% |
$2.91M - $3.52M
|
147K
$14.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
BUY
|
- |
5.79KNew |
$496K - $600K
|
5.79K
$569K
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-11.5K- 9.39% |
$988K - $1.19M
|
111K
$10.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-11- 0.14% |
$941 - $1.14K
|
7.99K
$785K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.72K+ 11.54% |
$147K - $178K
|
16.6K
$1.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-11.8K- 1.11% |
$1.01M - $1.23M
|
1.06M
$104M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
346+ 9.73% |
$29.6K - $35.8K
|
3.9K
$383K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
18.6KNew |
$1.59M - $1.92M
|
18.6K
$1.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
96+ 0.47% |
$8.21K - $9.94K
|
20.5K
$2.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
2.52KNew |
$215K - $260K
|
2.52K
$247K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.15K+ 0.22% |
$98.5K - $119K
|
514K
$50.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
560+ 13.11% |
$47.9K - $58K
|
4.83K
$474K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-10.8K- 3.44% |
$922K - $1.12M
|
302K
$29.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
95.9K+ 2.68% |
$8.21M - $9.93M
|
3.67M
$361M
|
|