Purchases and Sales Made in Q4 2024 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q4 2024. The information is specifically focused on institutions that hold shares of CITIGROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
95+ 1.11% |
$5.82K - $6.89K
|
8.69K
$706K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
95+ 9.5% |
$5.82K - $6.89K
|
1.1K
$89K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
92+ 1.67% |
$5.64K - $6.67K
|
5.62K
$456K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
90+ 1.74% |
$5.52K - $6.53K
|
5.26K
$428K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
88+ 9.26% |
$5.4K - $6.38K
|
1.04K
$84.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
86+ 0.82% |
$5.27K - $6.24K
|
10.6K
$862K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
85+ 0.39% |
$5.21K - $6.16K
|
22.2K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
79+ 0.09% |
$4.84K - $5.73K
|
85.2K
$6.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
77+ 1.24% |
$4.72K - $5.58K
|
6.28K
$511K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
76+ 0.81% |
$4.66K - $5.51K
|
9.42K
$765K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
75+ 1.5% |
$4.6K - $5.44K
|
5.08K
$413K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
75+ 0.76% |
$4.6K - $5.44K
|
10K
$813K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
73New |
$4.48K - $5.29K
|
73
$5.93K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
72+ 1.57% |
$4.41K - $5.22K
|
4.65K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
72+ 0.99% |
$4.41K - $5.22K
|
7.33K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72+ 1.29% |
$4.41K - $5.22K
|
5.66K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
71+ 154.35% |
$4.35K - $5.15K
|
117
$9.51K
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
70+ 0.15% |
$4.29K - $5.08K
|
47.2K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
67+ 1.77% |
$4.11K - $4.86K
|
3.85K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
67New |
$4.11K - $4.86K
|
67
$5.45K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
63+ 0.33% |
$3.86K - $4.57K
|
19.4K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
63+ 4.88% |
$3.86K - $4.57K
|
1.35K
$110K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
61+ 0.56% |
$3.74K - $4.42K
|
10.9K
$884K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
59+ 0.78% |
$3.62K - $4.28K
|
7.6K
$618K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
59+ 0.77% |
$3.62K - $4.28K
|
7.68K
$624K
|
|
|
Jan 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
58+ 0.77% |
$3.56K - $4.21K
|
7.57K
$615K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
58New |
$3.56K - $4.21K
|
58
$4.71K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
58New |
$3.56K - $4.21K
|
58
$4.71K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
56+ 1.41% |
$3.43K - $4.06K
|
4.03K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
53+ 0.79% |
$3.25K - $3.84K
|
6.76K
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
51+ 0.75% |
$3.13K - $3.7K
|
6.85K
$556K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
51+ 0.06% |
$3.13K - $3.7K
|
89.8K
$7.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
51+ 1.43% |
$3.13K - $3.7K
|
3.62K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
50New |
$3.07K - $3.63K
|
50
$4.06K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
48+ 1.44% |
$2.94K - $3.48K
|
3.37K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
48New |
$2.94K - $3.48K
|
48
$3.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
42+ 20.69% |
$2.58K - $3.05K
|
245
$19.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
41+ 0.87% |
$2.51K - $2.97K
|
4.77K
$388K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
41+ 0.15% |
$2.51K - $2.97K
|
27.8K
$2.26M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
40+ 65.57% |
$2.45K - $2.9K
|
101
$8.21K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
40+ 0.42% |
$2.45K - $2.9K
|
9.55K
$776K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
40+ 1.07% |
$2.45K - $2.9K
|
3.77K
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
40+ 0.8% |
$2.45K - $2.9K
|
5.05K
$410K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
39+ 0.25% |
$2.39K - $2.83K
|
15.4K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
39+ 3.89% |
$2.39K - $2.83K
|
1.04K
$84.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
37+ 0.45% |
$2.27K - $2.68K
|
8.19K
$666K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
36+ 0.46% |
$2.21K - $2.61K
|
7.94K
$645K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
35+ 0.64% |
$2.15K - $2.54K
|
5.53K
$450K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
35+ 14.0% |
$2.15K - $2.54K
|
285
$23.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
33+ 0.74% |
$2.02K - $2.39K
|
4.47K
$363K
|