Purchases and Sales Made in Q1 2025 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
210New |
$14.1K - $17.8K
|
210
$20.6K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
206+ 10.34% |
$13.8K - $17.4K
|
2.2K
$216K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
206+ 0.33% |
$13.8K - $17.4K
|
62.9K
$6.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
200+ 0.61% |
$13.4K - $16.9K
|
33K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
197+ 0.18% |
$13.2K - $16.7K
|
108K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
195+ 14.03% |
$13.1K - $16.5K
|
1.59K
$156K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
192+ 5.43% |
$12.9K - $16.2K
|
3.73K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
189+ 2.34% |
$12.7K - $16K
|
8.28K
$813K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
189+ 1.13% |
$12.7K - $16K
|
16.9K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
188+ 3.32% |
$12.6K - $15.9K
|
5.85K
$575K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
187+ 5.47% |
$12.6K - $15.8K
|
3.61K
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
186+ 37.13% |
$12.5K - $15.7K
|
687
$67.5K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
183+ 1.03% |
$12.3K - $15.5K
|
17.9K
$1.76M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
183+ 2.03% |
$12.3K - $15.5K
|
9.19K
$903K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
181+ 1.91% |
$12.2K - $15.3K
|
9.68K
$951K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
178+ 8.65% |
$12K - $15.1K
|
2.24K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
176+ 3.13% |
$11.8K - $14.9K
|
5.79K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
168+ 4.67% |
$11.3K - $14.2K
|
3.76K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
167+ 0.42% |
$11.2K - $14.1K
|
39.8K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
166+ 1.16% |
$11.2K - $14K
|
14.5K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
160+ 4.43% |
$10.8K - $13.5K
|
3.78K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
160+ 11.54% |
$10.8K - $13.5K
|
1.55K
$152K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
153+ 0.26% |
$10.3K - $12.9K
|
59.2K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
153+ 5.01% |
$10.3K - $12.9K
|
3.21K
$315K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 14.34% |
$10.1K - $12.7K
|
1.2K
$118K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150+ 0.52% |
$10.1K - $12.7K
|
29.1K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
148+ 1.17% |
$9.95K - $12.5K
|
12.8K
$1.26M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
147+ 2.21% |
$9.88K - $12.4K
|
6.81K
$669K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
146+ 0.54% |
$9.82K - $12.4K
|
27.3K
$2.68M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
143New |
$9.61K - $12.1K
|
143
$14K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
143New |
$9.61K - $12.1K
|
143
$14K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
142+ 2.1% |
$9.55K - $12K
|
6.9K
$678K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
141+ 3.68% |
$9.48K - $11.9K
|
3.97K
$390K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
140+ 80.46% |
$9.41K - $11.8K
|
314
$30.9K
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
140+ 0.86% |
$9.41K - $11.8K
|
16.5K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
138+ 3.32% |
$9.28K - $11.7K
|
4.3K
$422K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
137+ 3.85% |
$9.21K - $11.6K
|
3.7K
$363K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
133+ 1.66% |
$8.94K - $11.3K
|
8.16K
$802K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
132+ 37.08% |
$8.87K - $11.2K
|
488
$47.9K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
132+ 21.96% |
$8.87K - $11.2K
|
733
$72K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
126+ 0.42% |
$8.47K - $10.7K
|
30.1K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
126+ 3.28% |
$8.47K - $10.7K
|
3.97K
$390K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
124New |
$8.34K - $10.5K
|
124
$12.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
121+ 1.89% |
$8.13K - $10.2K
|
6.54K
$642K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
120+ 0.58% |
$8.07K - $10.2K
|
21K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
118+ 118.0% |
$7.93K - $9.99K
|
218
$21.4K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
116New |
$7.8K - $9.82K
|
116
$11.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
115+ 4.27% |
$7.73K - $9.73K
|
2.81K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
114+ 23.27% |
$7.66K - $9.65K
|
604
$59.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
114+ 518.18% |
$7.66K - $9.65K
|
136
$13.4K
|