Latest Institutional Purchases of Citigroup Inc (C)
This list provides information on the latest institutional transactions involving Citigroup Inc (C) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
57New |
$4.88K - $5.9K
|
57
$5.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
56+ 49.12% |
$4.79K - $5.8K
|
170
$16.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
56+ 19.11% |
$4.79K - $5.8K
|
349
$34.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
55+ 0.78% |
$4.71K - $5.69K
|
7.12K
$699K
|
|
|
Nov 12, 2025
Q3 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
54+ 0.49% |
$4.62K - $5.59K
|
11K
$1.08M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
54+ 1.94% |
$4.62K - $5.59K
|
2.84K
$278K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
52+ 0.93% |
$4.45K - $5.38K
|
5.65K
$555K
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
51+ 1.07% |
$4.36K - $5.28K
|
4.83K
$474K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
51+ 2.37% |
$4.36K - $5.28K
|
2.2K
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
50+ 3.57% |
$4.28K - $5.17K
|
1.45K
$142K
|
|
|
Nov 13, 2025
Q3 2025
|
Tamar Securities, LLC
|
BUY
|
- |
49+ 1.21% |
$4.19K - $5.07K
|
4.09K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
48+ 1.1% |
$4.11K - $4.97K
|
4.43K
$435K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
48+ 1.97% |
$4.11K - $4.97K
|
2.49K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
47+ 20.8% |
$4.02K - $4.86K
|
273
$26.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
45+ 0.65% |
$3.85K - $4.66K
|
6.95K
$682K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
42+ 0.17% |
$3.59K - $4.35K
|
25.1K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
41+ 1.39% |
$3.51K - $4.24K
|
2.99K
$293K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
41+ 0.71% |
$3.51K - $4.24K
|
5.84K
$574K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
40+ 0.46% |
$3.42K - $4.14K
|
8.77K
$861K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
39+ 0.08% |
$3.34K - $4.04K
|
50.5K
$4.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
38+ 5.34% |
$3.25K - $3.93K
|
749
$73.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
37+ 0.92% |
$3.17K - $3.83K
|
4.05K
$398K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
37+ 1.42% |
$3.17K - $3.83K
|
2.64K
$260K
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
37+ 1.01% |
$3.17K - $3.83K
|
3.69K
$362K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.53% |
$3.08K - $3.73K
|
2.4K
$235K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
34New |
$2.91K - $3.52K
|
34
$3.34K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
34+ 10.46% |
$2.91K - $3.52K
|
359
$35.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
33New |
$2.82K - $3.42K
|
33
$3.24K
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
32+ 1.19% |
$2.74K - $3.31K
|
2.73K
$268K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
32+ 0.44% |
$2.74K - $3.31K
|
7.39K
$725K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
31+ 2.08% |
$2.65K - $3.21K
|
1.52K
$150K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
30+ 8.2% |
$2.57K - $3.1K
|
396
$38.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
30+ 1.11% |
$2.57K - $3.1K
|
2.73K
$268K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
30+ 0.58% |
$2.57K - $3.1K
|
5.19K
$510K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
27+ 0.07% |
$2.31K - $2.79K
|
41K
$4.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
27+ 3.0% |
$2.31K - $2.79K
|
927
$91K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
26+ 6.28% |
$2.22K - $2.69K
|
440
$43.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
25New |
$2.14K - $2.59K
|
25
$2.45K
|
|
|
Nov 14, 2025
Q3 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
25+ 0.13% |
$2.14K - $2.59K
|
19.4K
$1.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
25+ 0.54% |
$2.14K - $2.59K
|
4.63K
$454K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.51% |
$2.14K - $2.59K
|
4.96K
$487K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
24+ 0.87% |
$2.05K - $2.48K
|
2.78K
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
20+ 1.25% |
$1.71K - $2.07K
|
1.62K
$159K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
19+ 0.53% |
$1.63K - $1.97K
|
3.61K
$354K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
18+ 2.56% |
$1.54K - $1.86K
|
721
$70.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
17+ 0.61% |
$1.45K - $1.76K
|
2.79K
$274K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
17New |
$1.45K - $1.76K
|
17
$1.67K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
17+ 850.0% |
$1.45K - $1.76K
|
19
$1.87K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
17New |
$1.45K - $1.76K
|
17
$1.67K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17+ 27.42% |
$1.45K - $1.76K
|
79
$7.76K
|
|