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 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-219- 7.49% |
$18.7K - $22.7K
|
2.71K
$266K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.34KNew |
$200K - $242K
|
2.34K
$230K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.14K+ 1.75% |
$354K - $428K
|
240K
$23.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
3.5KNew |
$299K - $362K
|
3.5K
$344K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
457+ 10.18% |
$39.1K - $47.3K
|
4.95K
$486K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-61.6K- 0.57% |
$5.27M - $6.38M
|
10.8M
$1.06B
|
|
|
Oct 15, 2025
Q3 2025
|
Albert D Mason Inc
|
BUY
|
- |
55+ 1.41% |
$4.71K - $5.69K
|
3.94K
$387K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
50+ 3.57% |
$4.28K - $5.17K
|
1.45K
$142K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
931+ 38.11% |
$79.7K - $96.3K
|
3.37K
$331K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
285+ 9.15% |
$24.4K - $29.5K
|
3.4K
$334K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.06K- 8.49% |
$90.3K - $109K
|
11.4K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
569+ 4.16% |
$48.7K - $58.9K
|
14.2K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.63K+ 1.91% |
$139K - $168K
|
86.7K
$8.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.52K+ 3.61% |
$301K - $364K
|
101K
$9.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
104+ 2.13% |
$8.9K - $10.8K
|
4.99K
$490K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
18.2K+ 31.48% |
$1.56M - $1.88M
|
75.9K
$7.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.05K- 5.42% |
$89.5K - $108K
|
18.3K
$1.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.21K+ 435.25% |
$104K - $125K
|
1.49K
$146K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
10+ 0.13% |
$856 - $1.03K
|
7.61K
$747K
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
3.81KNew |
$326K - $394K
|
3.81K
$374K
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-764- 3.14% |
$65.4K - $79.1K
|
23.6K
$2.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-450- 1.66% |
$38.5K - $46.6K
|
26.7K
$2.62M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-222- 2.73% |
$19K - $23K
|
7.92K
$778K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-47- 1.22% |
$4.02K - $4.86K
|
3.81K
$374K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
103+ 4.1% |
$8.81K - $10.7K
|
2.62K
$257K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.18KNew |
$186K - $225K
|
2.18K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
400+ 1.97% |
$34.2K - $41.4K
|
20.8K
$2.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
349+ 2.28% |
$29.9K - $36.1K
|
15.7K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
67.7K+ 37.98% |
$5.79M - $7.01M
|
246K
$24.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
115+ 1.45% |
$9.84K - $11.9K
|
8.05K
$790K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
56+ 19.11% |
$4.79K - $5.8K
|
349
$34.3K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-220- 3.14% |
$18.8K - $22.8K
|
6.79K
$666K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
16.3K+ 11.57% |
$1.4M - $1.69M
|
157K
$15.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
2.46K+ 1.25% |
$210K - $254K
|
198K
$19.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.08K- 16.68% |
$92.1K - $111K
|
5.38K
$528K
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
5.82K+ 14.55% |
$498K - $602K
|
45.8K
$4.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.82K+ 9.06% |
$241K - $292K
|
33.9K
$3.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.43K- 16.81% |
$122K - $148K
|
7.07K
$694K
|
|
|
Oct 14, 2025
Q3 2025
|
Mad River Investors
|
BUY
|
- |
3KNew |
$257K - $310K
|
3K
$295K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3+ 0.08% |
$257 - $310
|
3.82K
$375K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.02% |
$257 - $310
|
14.2K
$1.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-6.08K- 9.94% |
$521K - $630K
|
55.1K
$5.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
449+ 6.77% |
$38.4K - $46.5K
|
7.09K
$696K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
SELL
|
- |
-259- 1.75% |
$22.2K - $26.8K
|
14.6K
$1.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.33KNew |
$199K - $241K
|
2.33K
$229K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$189K - $229K
|
2.21K
$217K
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
11+ 0.35% |
$941 - $1.14K
|
3.13K
$308K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
17.7K+ 393.55% |
$1.52M - $1.83M
|
22.2K
$2.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
12.2K+ 840.28% |
$1.04M - $1.26M
|
13.6K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.05K+ 10.59% |
$89.9K - $109K
|
11K
$1.08M
|
|