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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-12.4K- 77.96% |
$1.06M - $1.28M
|
3.5K
$344K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.91K- 10.18% |
$506K - $612K
|
52.1K
$5.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
27+ 3.0% |
$2.31K - $2.79K
|
927
$91K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.02KNew |
$173K - $209K
|
2.02K
$198K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.74K+ 8.24% |
$234K - $283K
|
35.9K
$3.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.32K- 16.33% |
$113K - $136K
|
6.75K
$663K
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-138- 5.79% |
$11.8K - $14.3K
|
2.25K
$221K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
1.29K+ 27.57% |
$110K - $133K
|
5.96K
$586K
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
51+ 1.07% |
$4.36K - $5.28K
|
4.83K
$474K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-186- 2.16% |
$15.9K - $19.2K
|
8.44K
$829K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7.37K+ 128.45% |
$631K - $763K
|
13.1K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
230+ 3.76% |
$19.7K - $23.8K
|
6.35K
$623K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-13.3K- 61.38% |
$1.14M - $1.38M
|
8.39K
$824K
|
|
|
Oct 29, 2025
Q3 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
421K+ 157.36% |
$36M - $43.5M
|
688K
$67.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
18.9K+ 100.63% |
$1.62M - $1.96M
|
37.7K
$3.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
150K+ 50.0% |
$12.8M - $15.5M
|
450K
$44.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
24+ 0.87% |
$2.05K - $2.48K
|
2.78K
$273K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.18M- 6.68% |
$101M - $122M
|
16.4M
$1.61B
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-9.14K- 2.48% |
$782K - $945K
|
360K
$35.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
2.13KNew |
$182K - $221K
|
2.13K
$209K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
2.09KNew |
$178K - $216K
|
2.09K
$205K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.78K+ 18.08% |
$238K - $287K
|
18.1K
$1.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1K- 20.29% |
$85.6K - $103K
|
3.93K
$386K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
2.63KNew |
$225K - $273K
|
2.63K
$259K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-160- 0.27% |
$13.7K - $16.6K
|
59.7K
$5.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.06K- 22.12% |
$176K - $213K
|
7.26K
$713K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.66K+ 1.01% |
$142K - $172K
|
167K
$16.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.5K+ 3.29% |
$1.07M - $1.3M
|
393K
$38.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-840- 8.19% |
$71.9K - $86.9K
|
9.41K
$924K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-465- 88.91% |
$39.8K - $48.1K
|
58
$5.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
63.3K+ 1784.88% |
$5.42M - $6.55M
|
66.8K
$6.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-550- 10.99% |
$47.1K - $56.9K
|
4.46K
$438K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
584+ 5.43% |
$50K - $60.4K
|
11.3K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.55KNew |
$389K - $471K
|
4.55K
$447K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
406+ 54.42% |
$34.7K - $42K
|
1.15K
$113K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.24K- 3.43% |
$277K - $335K
|
91.1K
$8.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
PUT |
-500- 29.41% |
$42.8K - $51.7K
|
1.2K
$118K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-967- 8.24% |
$82.7K - $100K
|
10.8K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.21KNew |
$189K - $229K
|
2.21K
$217K
|
|
|
Oct 29, 2025
Q3 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
37+ 0.05% |
$3.17K - $3.83K
|
80.6K
$7.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
200+ 2.55% |
$17.1K - $20.7K
|
8.04K
$790K
|
|
|
Oct 29, 2025
Q3 2025
|
Birinyi Associates Inc
|
BUY
|
- |
1.8K+ 1.74% |
$154K - $186K
|
105K
$10.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.2K+ 89.8% |
$102K - $124K
|
2.53K
$248K
|
|
|
Oct 29, 2025
Q3 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
12.6KNew |
$1.08M - $1.31M
|
12.6K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
100+ 0.63% |
$8.56K - $10.3K
|
15.9K
$1.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
209+ 4.94% |
$17.9K - $21.6K
|
4.44K
$436K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.54KNew |
$217K - $263K
|
2.54K
$249K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.66K+ 59.07% |
$142K - $172K
|
4.47K
$439K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
774+ 0.16% |
$66.2K - $80.1K
|
472K
$46.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-11.3K- 5.13% |
$966K - $1.17M
|
209K
$20.5M
|
|