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 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
1.38MNew |
$60.8M - $69.3M
|
1.38M
$112M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.9K+ 39.9% |
$84.2K - $95.9K
|
6.67K
$543K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
4.93KNew |
$218K - $248K
|
4.93K
$401K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
395+ 5.27% |
$17.5K - $19.9K
|
7.9K
$643K
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
5.46KNew |
$241K - $275K
|
5.46K
$445K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-79.1K- 8.77% |
$3.5M - $3.99M
|
822K
$66.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-244- 21.94% |
$10.8K - $12.3K
|
868
$70.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-53.3K- 16.44% |
$2.36M - $2.69M
|
271K
$22.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
50+ 1.22% |
$2.21K - $2.52K
|
4.15K
$338K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
30New |
$1.33K - $1.51K
|
30
$2.44K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-829- 2.02% |
$36.7K - $41.8K
|
40.1K
$3.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
30New |
$1.33K - $1.51K
|
30
$2.44K
|
|
|
Aug 09, 2023
Q2 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-16.5K- 33.22% |
$730K - $832K
|
33.2K
$2.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
20New |
$885 - $1.01K
|
20
$1.63K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-44- 0.35% |
$1.95K - $2.22K
|
12.6K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
140New |
$6.19K - $7.06K
|
140
$11.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 0.43% |
$442 - $504
|
2.32K
$189K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.77K+ 37.29% |
$344K - $392K
|
28.6K
$2.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
4.56KNew |
$202K - $230K
|
4.56K
$371K
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-21.1K- 41.46% |
$934K - $1.06M
|
29.8K
$2.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-70- 1.11% |
$3.1K - $3.53K
|
6.24K
$508K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
40+ 0.15% |
$1.77K - $2.02K
|
27.1K
$2.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
8.72KNew |
$386K - $439K
|
8.72K
$710K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-891- 10.32% |
$39.4K - $44.9K
|
7.74K
$630K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-806- 4.82% |
$35.6K - $40.6K
|
15.9K
$1.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2+ 0.5% |
$88.5 - $101
|
401
$32.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 66.67% |
$8.85K - $10.1K
|
100
$8.14K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.46K+ 669.77% |
$153K - $174K
|
3.97K
$323K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
66+ 1.12% |
$2.92K - $3.33K
|
5.96K
$485K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
39.1KNew |
$1.73M - $1.97M
|
39.1K
$3.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.63% |
$221 - $252
|
802
$65.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
76.1KNew |
$3.37M - $3.83M
|
76.1K
$6.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9+ 0.12% |
$398 - $454
|
7.21K
$587K
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
SELL
|
- |
-421- 3.13% |
$18.6K - $21.2K
|
13K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-43- 4.34% |
$1.9K - $2.17K
|
948
$77.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-26.8K- 78.26% |
$1.18M - $1.35M
|
7.44K
$605K
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
410+ 5.57% |
$18.1K - $20.7K
|
7.77K
$632K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
107+ 74.31% |
$4.73K - $5.39K
|
251
$20.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
411+ 3.62% |
$18.2K - $20.7K
|
11.8K
$958K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-4.34K- 64.18% |
$192K - $218K
|
2.42K
$197K
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-10.4K- 22.95% |
$459K - $523K
|
34.8K
$2.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-13- 9.42% |
$575 - $655
|
125
$10.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-195- 44.22% |
$8.62K - $9.83K
|
246
$20K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
40+ 2.43% |
$1.77K - $2.02K
|
1.69K
$137K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-8.01K- 61.13% |
$354K - $404K
|
5.09K
$415K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
40+ 2.43% |
$1.77K - $2.02K
|
1.69K
$137K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
26.4KNew |
$1.17M - $1.33M
|
26.4K
$2.15M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-242- 4.35% |
$10.7K - $12.2K
|
5.32K
$433K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-822- 27.57% |
$36.4K - $41.4K
|
2.16K
$176K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.36KNew |
$193K - $220K
|
4.36K
$355K
|