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 01, 2024
Q3 2024
|
Skylands Capital, LLC
|
BUY
|
- |
15.3K+ 12.91% |
$857K - $1.03M
|
134K
$10.6M
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-8- 0.23% |
$449 - $541
|
3.42K
$273K
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.23K+ 6.79% |
$69.1K - $83.3K
|
19.4K
$1.54M
|
|
Nov 01, 2024
Q3 2024
|
Privium Fund Management B.V.
|
BUY
|
- |
326+ 2.61% |
$18.3K - $22K
|
12.8K
$1.02M
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-425- 2.4% |
$23.8K - $28.7K
|
17.3K
$1.38M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-614- 24.58% |
$34.5K - $41.5K
|
1.88K
$150K
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
27+ 0.77% |
$1.51K - $1.83K
|
3.52K
$280K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
12New |
$673 - $811
|
12
$955
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.3K- 9.56% |
$1.37M - $1.65M
|
230K
$18.3M
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
42+ 0.5% |
$2.36K - $2.84K
|
8.41K
$670K
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-349- 0.42% |
$19.6K - $23.6K
|
81.9K
$6.52M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
317+ 3.56% |
$17.8K - $21.4K
|
9.22K
$734K
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
10+ 5.0% |
$561 - $676
|
210
$16.7K
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-162- 23.48% |
$9.09K - $11K
|
528
$42K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-161- 0.17% |
$9.03K - $10.9K
|
94.1K
$7.49M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-97- 0.76% |
$5.44K - $6.56K
|
12.7K
$1.01M
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.23K- 5.88% |
$125K - $151K
|
35.7K
$2.84M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
32New |
$1.8K - $2.16K
|
32
$2.55K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
296+ 4.87% |
$16.6K - $20K
|
6.37K
$507K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
122+ 2.21% |
$6.85K - $8.25K
|
5.65K
$450K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
10.9K+ 35.78% |
$610K - $735K
|
41.2K
$3.28M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.17K- 13.8% |
$65.7K - $79.2K
|
7.32K
$583K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
8.5KNew |
$477K - $575K
|
8.5K
$677K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-230- 97.46% |
$12.9K - $15.6K
|
6
$478
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
BUY
|
- |
1.65K+ 0.34% |
$92.5K - $111K
|
487K
$38.8M
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-55- 1.14% |
$3.09K - $3.72K
|
4.79K
$381K
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.51K+ 10.93% |
$141K - $170K
|
25.5K
$2.03M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.44K- 7.42% |
$305K - $368K
|
67.9K
$5.4M
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.07K+ 4.67% |
$60K - $72.3K
|
23.9K
$1.91M
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-54.6K- 43.92% |
$3.06M - $3.69M
|
69.7K
$5.55M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
22.8K+ 289.52% |
$1.28M - $1.54M
|
30.6K
$2.44M
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.41K+ 1.27% |
$79.2K - $95.5K
|
113K
$9M
|
|
Oct 31, 2024
Q3 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-1- -0.0% |
$56.1 - $67.6
|
393K
$31.3M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1K- 8.69% |
$56.1K - $67.6K
|
10.5K
$837K
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-22- 0.44% |
$1.23K - $1.49K
|
4.95K
$394K
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-6.29K- 3.92% |
$353K - $425K
|
154K
$12.3M
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
263+ 1.58% |
$14.8K - $17.8K
|
16.9K
$1.35M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
260+ 69.33% |
$14.6K - $17.6K
|
635
$50.6K
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-18.1K- 4.21% |
$1.02M - $1.22M
|
412K
$32.8M
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.19K+ 5.35% |
$179K - $216K
|
62.8K
$5M
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.28% |
$561 - $676
|
3.55K
$283K
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-250- 7.02% |
$14K - $16.9K
|
3.31K
$264K
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-9.11K- 2.64% |
$511K - $616K
|
336K
$26.7M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.21K+ 13.2% |
$67.9K - $81.9K
|
10.4K
$827K
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-10.4K- 2.71% |
$586K - $706K
|
375K
$29.9M
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.53K+ 34.0% |
$310K - $374K
|
21.8K
$1.74M
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
SELL
|
- |
-7.65K- 6.18% |
$429K - $517K
|
116K
$9.25M
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
304+ 5.86% |
$17.1K - $20.6K
|
5.49K
$437K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-191- 65.86% |
$10.7K - $12.9K
|
99
$7.88K
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.3K+ 2.51% |
$129K - $156K
|
94.2K
$7.5M
|