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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
751New |
$28.7K - $38.7K
|
751
$53.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.15K+ 17.55% |
$159K - $214K
|
27.8K
$2M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-74- 4.6% |
$2.83K - $3.81K
|
1.53K
$110K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
CALL |
1.2K+ 100.0% |
$45.9K - $61.8K
|
2.4K
$172K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.92KNew |
$150K - $202K
|
3.92K
$282K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
785+ 97.88% |
$30K - $40.4K
|
1.59K
$114K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-12- 15.58% |
$459 - $618
|
65
$4.67K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-720- 59.16% |
$27.5K - $37.1K
|
497
$35.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.38% |
$38.2 - $51.5
|
264
$19K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
600+ 20.11% |
$22.9K - $30.9K
|
3.58K
$257K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-33- 9.14% |
$1.26K - $1.7K
|
328
$23.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
19.6KNew |
$749K - $1.01M
|
19.6K
$1.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
223New |
$8.53K - $11.5K
|
223
$16K
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-14.9K- 68.64% |
$568K - $765K
|
6.79K
$487K
|
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-6.14K- 6.41% |
$235K - $317K
|
89.8K
$6.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-79- 0.87% |
$3.02K - $4.07K
|
9.02K
$648K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.77K+ 10.06% |
$67.8K - $91.3K
|
19.4K
$1.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 1000.0% |
$765 - $1.03K
|
22
$1.58K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-5- 83.33% |
$191 - $258
|
1
$71.8
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
655+ 82.49% |
$25K - $33.7K
|
1.45K
$104K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3.39K- 60.2% |
$130K - $175K
|
2.24K
$161K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
8.54KNew |
$327K - $440K
|
8.54K
$613K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
4.07KNew |
$156K - $210K
|
4.07K
$292K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-50K- 76.35% |
$1.91M - $2.58M
|
15.5K
$1.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-6.77K- 49.02% |
$259K - $349K
|
7.04K
$506K
|
|
| Q3 2023 | |||||||
|
Feb 07, 2025
Q3 2023
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
200KNew |
$8.04M - $9.58M
|
200K
$14.4M
|
|
|
Feb 05, 2025
Q3 2023
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
BUY
|
- |
64.9KNew |
$2.61M - $3.11M
|
64.9K
$4.66M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.66KNew |
$268K - $319K
|
6.66K
$479K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.73KClosed |
$69.6K - $82.8K
|
0
$0
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-469Closed |
$18.9K - $22.5K
|
0
$0
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-700- 10.51% |
$28.2K - $33.5K
|
5.96K
$428K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-220K- 25.8% |
$8.85M - $10.5M
|
633K
$45.5M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.07KNew |
$42.8K - $51K
|
1.07K
$76.5K
|
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
34.6KNew |
$1.39M - $1.66M
|
34.6K
$2.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-2.46K- 39.92% |
$98.7K - $118K
|
3.7K
$265K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-19- 5.9% |
$764 - $910
|
303
$21.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
38.5K+ 206.57% |
$1.55M - $1.84M
|
57.1K
$4.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
75.9K+ 15.82% |
$3.05M - $3.64M
|
556K
$39.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 8.68% |
$88.4K - $105K
|
27.5K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
SELL
|
- |
-1.31M- 89.99% |
$52.5M - $62.5M
|
145K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-10K- 33.33% |
$402K - $479K
|
20K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
11KNew |
$442K - $527K
|
11K
$790K
|
|
|
Nov 14, 2023
Q3 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
CALL |
119KNew |
$4.8M - $5.72M
|
119K
$8.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
47.3KNew |
$1.9M - $2.26M
|
47.3K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-465- 41.26% |
$18.7K - $22.3K
|
662
$47.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
- |
160KNew |
$6.44M - $7.66M
|
160K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
CALL |
4.5KNew |
$181K - $215K
|
4.5K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Elm Ridge Management, LLC
Briarcliff Manor, NY |
BUY
|
- |
1.89K+ 2.1% |
$76K - $90.5K
|
91.9K
$6.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Investor Ab
Stockholm, V7 |
BUY
|
- |
40KNew |
$1.61M - $1.92M
|
40K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
10.9K+ 105.33% |
$440K - $524K
|
21.3K
$1.53M
|
|