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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.67K- 8.2% |
$67.3K - $83.9K
|
18.7K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 9.09% |
$40.3 - $50.2
|
12
$977
|
|
|
Feb 02, 2023
Q4 2022
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-149K- 60.7% |
$5.99M - $7.46M
|
96.3K
$7.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-18.5K- 70.19% |
$747K - $930K
|
7.87K
$641K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
11.1K+ 9.84% |
$447K - $557K
|
124K
$10.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
8.37K+ 15.28% |
$337K - $420K
|
63.1K
$5.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
375+ 0.9% |
$15.1K - $18.8K
|
41.9K
$3.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
370New |
$14.9K - $18.6K
|
370
$30.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-173- 19.35% |
$6.97K - $8.68K
|
721
$58.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100New |
$4.03K - $5.02K
|
100
$8.14K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 20.0% |
$40.3 - $50.2
|
6
$489
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
12KNew |
$483K - $602K
|
12K
$977K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
885+ 1.63% |
$35.7K - $44.4K
|
55.1K
$4.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
3.56K+ 72.67% |
$144K - $179K
|
8.46K
$689K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-139K- 99.59% |
$5.61M - $6.99M
|
574
$46.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
441New |
$17.8K - $22.1K
|
441
$35.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-422- 55.09% |
$17K - $21.2K
|
344
$28K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
166+ 2.08% |
$6.69K - $8.33K
|
8.16K
$665K
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-60- 73.17% |
$2.42K - $3.01K
|
22
$1.79K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-9.77K- 27.82% |
$394K - $490K
|
25.3K
$2.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7+ 0.54% |
$282 - $351
|
1.31K
$107K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8.13KNew |
$328K - $408K
|
8.13K
$662K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-6.6K- 14.9% |
$266K - $331K
|
37.7K
$3.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.73K- 10.68% |
$150K - $187K
|
31.2K
$2.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
60KNew |
$2.42M - $3.01M
|
60K
$4.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
472New |
$19K - $23.7K
|
472
$38.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
20.9KNew |
$842K - $1.05M
|
20.9K
$1.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-298- 4.78% |
$12K - $15K
|
5.94K
$484K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-4.79K- 36.77% |
$193K - $240K
|
8.23K
$670K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-112K- 68.96% |
$4.52M - $5.63M
|
50.5K
$4.11M
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-34- 0.33% |
$1.37K - $1.71K
|
10.2K
$827K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-212- 2.3% |
$8.54K - $10.6K
|
9K
$733K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.18KNew |
$249K - $310K
|
6.18K
$503K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
775+ 8.9% |
$31.2K - $38.9K
|
9.48K
$772K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
450New |
$18.1K - $22.6K
|
450
$36.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-34.9K- 12.12% |
$1.41M - $1.75M
|
253K
$20.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-32.1K- 86.99% |
$1.29M - $1.61M
|
4.8K
$391K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
83New |
$3.34K - $4.17K
|
83
$6.76K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$1.77K - $2.21K
|
44
$3.58K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-125- 33.33% |
$5.04K - $6.27K
|
250
$20.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
639New |
$25.8K - $32.1K
|
639
$52K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
69New |
$2.78K - $3.46K
|
69
$5.62K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
16New |
$645 - $803
|
16
$1.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.6KNew |
$64.5K - $80.3K
|
1.6K
$130K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
149New |
$6K - $7.48K
|
149
$12.1K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
410+ 4.9% |
$16.5K - $20.6K
|
8.78K
$715K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45KNew |
$58.6K - $73K
|
1.45K
$118K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-40Closed |
$1.09K - $2.1K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-65.1K- 37.37% |
$1.77M - $3.42M
|
109K
$8.88M
|
|