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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-2.46K- 10.14% |
$143K - $209K
|
21.7K
$2.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
67New |
$3.89K - $5.7K
|
67
$6.58K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
623+ 0.89% |
$36.2K - $53K
|
70.6K
$6.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-312- 95.12% |
$18.1K - $26.6K
|
16
$1.57K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-302- 52.98% |
$17.6K - $25.7K
|
268
$26.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-4.99K- 57.82% |
$290K - $424K
|
3.64K
$357K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.04K- 22.15% |
$119K - $174K
|
7.17K
$704K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-486- 1.79% |
$28.3K - $41.4K
|
26.7K
$2.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-684K- 47.02% |
$39.8M - $58.2M
|
771K
$75.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-488- 13.06% |
$28.4K - $41.5K
|
3.25K
$319K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
67New |
$3.89K - $5.7K
|
67
$6.58K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-20- 0.08% |
$1.16K - $1.7K
|
26.1K
$2.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-9- 0.5% |
$523 - $766
|
1.78K
$174K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-368- 3.64% |
$21.4K - $31.3K
|
9.75K
$958K
|
|
|
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
|
|