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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4KNew |
$204K - $253K
|
4K
$327K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-100- 50.0% |
$5.11K - $6.32K
|
100
$8.17K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.46KNew |
$177K - $219K
|
3.46K
$282K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-166- 52.53% |
$8.48K - $10.5K
|
150
$12.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
256+ 6.13% |
$13.1K - $16.2K
|
4.43K
$362K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.47KNew |
$178K - $220K
|
3.47K
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
4.39KNew |
$224K - $278K
|
4.39K
$359K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-450- 0.43% |
$23K - $28.5K
|
105K
$8.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-4- 0.07% |
$204 - $253
|
5.71K
$467K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
330+ 57.89% |
$16.9K - $20.9K
|
900
$73.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-24- 35.29% |
$1.23K - $1.52K
|
44
$3.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
3.18KNew |
$162K - $201K
|
3.18K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-513- 34.64% |
$26.2K - $32.4K
|
968
$79.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
475+ 3.29% |
$24.3K - $30K
|
14.9K
$1.22M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-46- 1.12% |
$2.35K - $2.91K
|
4.07K
$332K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.12KNew |
$210K - $260K
|
4.12K
$336K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-268K- 97.68% |
$13.7M - $17M
|
6.36K
$520K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-347K- 96.63% |
$17.7M - $22M
|
12.1K
$989K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
1KNew |
$51.1K - $63.2K
|
1K
$81.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
115New |
$5.88K - $7.27K
|
115
$9.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.19KNew |
$163K - $202K
|
3.19K
$261K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-142- 72.45% |
$7.26K - $8.98K
|
54
$4.41K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-600- 37.5% |
$30.7K - $37.9K
|
1K
$81.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-8- 1.44% |
$409 - $506
|
546
$44.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
3K+ 19.11% |
$153K - $190K
|
18.7K
$1.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.19KNew |
$163K - $201K
|
3.19K
$260K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-2- 0.43% |
$102 - $126
|
466
$38.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
250New |
$12.8K - $15.8K
|
250
$20.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.74% |
$153 - $190
|
175
$14.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 37.5% |
$1.07K - $1.33K
|
35
$2.86K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-44.6K- 8.67% |
$2.28M - $2.82M
|
469K
$38.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-521- 89.06% |
$26.6K - $32.9K
|
64
$5.23K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.47KNew |
$177K - $219K
|
3.47K
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
90+ 128.57% |
$4.6K - $5.69K
|
160
$13.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-464- 6.14% |
$23.7K - $29.3K
|
7.09K
$579K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
13New |
$664 - $822
|
13
$1.06K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
32.8KNew |
$1.68M - $2.07M
|
32.8K
$2.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
209+ 653.13% |
$10.7K - $13.2K
|
241
$19.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
14.9K+ 355.88% |
$763K - $944K
|
19.1K
$1.56M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.45KNew |
$177K - $218K
|
3.45K
$282K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-1.17K- 5.88% |
$59.8K - $74K
|
18.7K
$1.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
3.31KNew |
$169K - $209K
|
3.31K
$270K
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-590- 14.7% |
$30.2K - $37.3K
|
3.42K
$280K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
11.3KNew |
$433K - $583K
|
11.3K
$925K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
46New |
$1.76K - $2.37K
|
46
$3.76K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
202New |
$7.72K - $10.4K
|
202
$16.5K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.08KNew |
$41.5K - $55.8K
|
1.08K
$88.6K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
200New |
$7.65K - $10.3K
|
200
$16.3K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.26K- 92.55% |
$86.4K - $116K
|
182
$14.9K
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
100New |
$3.82K - $5.15K
|
100
$8.17K
|
|