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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1New |
$58.1 - $85.1
|
1
$98.2
|
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-25K- 12.45% |
$1.45M - $2.13M
|
176K
$17.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-3.57K- 13.93% |
$207K - $303K
|
22K
$2.16M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8.78K- 12.84% |
$510K - $747K
|
59.6K
$5.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.25K+ 75.43% |
$131K - $191K
|
5.23K
$513K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-28.1K- 65.7% |
$1.63M - $2.39M
|
14.7K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-212- 4.25% |
$12.3K - $18K
|
4.78K
$470K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.01K- 20.14% |
$175K - $256K
|
11.9K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
485+ 8.49% |
$28.2K - $41.3K
|
6.2K
$609K
|
|
|
Jul 25, 2025
Q2 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
12KNew |
$698K - $1.02M
|
12K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-4- 0.12% |
$233 - $340
|
3.47K
$341K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2.55KNew |
$148K - $217K
|
2.55K
$250K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
14.4KNew |
$836K - $1.22M
|
14.4K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 9.43% |
$872 - $1.28K
|
174
$17.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.03K- 46.11% |
$234K - $343K
|
4.71K
$462K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-86.1K- 69.06% |
$5M - $7.33M
|
38.6K
$3.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-2.66K- 35.22% |
$155K - $227K
|
4.9K
$481K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.26% |
$58.1 - $85.1
|
381
$37.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-10.9K- 50.47% |
$632K - $926K
|
10.7K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-20- 22.47% |
$1.16K - $1.7K
|
69
$6.78K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
645+ 12.42% |
$37.5K - $54.9K
|
5.84K
$573K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-441- 2.98% |
$25.6K - $37.5K
|
14.4K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
288+ 3.76% |
$16.7K - $24.5K
|
7.94K
$780K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
823+ 11.49% |
$47.8K - $70.1K
|
7.99K
$784K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-30- 4.2% |
$1.74K - $2.55K
|
685
$67.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
140New |
$8.14K - $11.9K
|
140
$13.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-112- 0.64% |
$6.51K - $9.53K
|
17.4K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
15+ 125.0% |
$872 - $1.28K
|
27
$2.65K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
8.63KNew |
$502K - $734K
|
8.63K
$847K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
2.45KNew |
$142K - $209K
|
2.45K
$241K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.35KNew |
$195K - $285K
|
3.35K
$329K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
38+ 0.8% |
$2.21K - $3.23K
|
4.8K
$471K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.35KNew |
$195K - $285K
|
3.35K
$329K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
386+ 11.99% |
$22.4K - $32.9K
|
3.61K
$354K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.5K+ 1875.0% |
$87.2K - $128K
|
1.58K
$155K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-62- 1.4% |
$3.6K - $5.28K
|
4.36K
$428K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-300- 0.49% |
$17.4K - $25.5K
|
61.5K
$6.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.38KNew |
$487K - $713K
|
8.38K
$823K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
15+ 5.68% |
$872 - $1.28K
|
279
$27.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.68KNew |
$156K - $228K
|
2.68K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
150KNew |
$8.72M - $12.8M
|
150K
$14.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
138+ 2.09% |
$8.02K - $11.7K
|
6.76K
$663K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-181- 31.15% |
$10.5K - $15.4K
|
400
$39.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-56- 1.89% |
$3.26K - $4.77K
|
2.91K
$285K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
13.4KNew |
$778K - $1.14M
|
13.4K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-798- 64.72% |
$46.4K - $67.9K
|
435
$42.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-31- 4.51% |
$1.8K - $2.64K
|
656
$64.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-601- 5.07% |
$34.9K - $51.2K
|
11.3K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1K- 55.56% |
$58.1K - $85.1K
|
800
$78.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.78KNew |
$161K - $236K
|
2.78K
$272K
|
|