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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
109+ 1.68% |
$7.33K - $9.22K
|
6.61K
$649K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
108+ 0.13% |
$7.26K - $9.14K
|
80.6K
$7.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
108+ 3.28% |
$7.26K - $9.14K
|
3.4K
$334K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
102+ 1.47% |
$6.86K - $8.63K
|
7.05K
$692K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
101New |
$6.79K - $8.55K
|
101
$9.92K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
100+ 6.66% |
$6.72K - $8.46K
|
1.6K
$157K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
100+ 0.1% |
$6.72K - $8.46K
|
99.9K
$9.82M
|
|
|
May 14, 2025
Q1 2025
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
100+ 1.43% |
$6.72K - $8.46K
|
7.1K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
100New |
$6.72K - $8.46K
|
100
$9.83K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
99+ 1.88% |
$6.66K - $8.38K
|
5.36K
$527K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
98+ 160.66% |
$6.59K - $8.29K
|
159
$15.6K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
98New |
$6.59K - $8.29K
|
98
$9.63K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
97+ 0.39% |
$6.52K - $8.21K
|
25.1K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
94+ 60.26% |
$6.32K - $7.96K
|
250
$24.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
93+ 0.5% |
$6.25K - $7.87K
|
18.5K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
91+ 1.39% |
$6.12K - $7.7K
|
6.64K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
91+ 9.13% |
$6.12K - $7.7K
|
1.09K
$107K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
89+ 0.78% |
$5.98K - $7.53K
|
11.5K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
87+ 2.41% |
$5.85K - $7.36K
|
3.7K
$364K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
87+ 2.36% |
$5.85K - $7.36K
|
3.77K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
85+ 0.37% |
$5.71K - $7.19K
|
22.9K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
85+ 1.56% |
$5.71K - $7.19K
|
5.52K
$543K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
85+ 0.64% |
$5.71K - $7.19K
|
13.4K
$1.31M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
85+ 8.19% |
$5.71K - $7.19K
|
1.12K
$110K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
82+ 6.06% |
$5.51K - $6.94K
|
1.44K
$141K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
81+ 1.65% |
$5.45K - $6.86K
|
4.99K
$491K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
77New |
$5.18K - $6.52K
|
77
$7.57K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
77+ 0.39% |
$5.18K - $6.52K
|
20K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
76+ 1.38% |
$5.11K - $6.43K
|
5.58K
$549K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
75+ 2.07% |
$5.04K - $6.35K
|
3.69K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
75+ 1.4% |
$5.04K - $6.35K
|
5.44K
$534K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
74+ 0.7% |
$4.98K - $6.26K
|
10.7K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
74+ 6.85% |
$4.98K - $6.26K
|
1.15K
$113K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
73+ 11.37% |
$4.91K - $6.18K
|
715
$70.2K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
73+ 1.11% |
$4.91K - $6.18K
|
6.66K
$654K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
73+ 11.57% |
$4.91K - $6.18K
|
704
$69.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
72+ 1.48% |
$4.84K - $6.09K
|
4.92K
$484K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
71+ 1.0% |
$4.77K - $6.01K
|
7.2K
$708K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
70+ 2.79% |
$4.71K - $5.92K
|
2.58K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
70+ 0.71% |
$4.71K - $5.92K
|
9.97K
$979K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
69+ 345.0% |
$4.64K - $5.84K
|
89
$8.74K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
68+ 3.6% |
$4.57K - $5.75K
|
1.96K
$192K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
66+ 0.7% |
$4.44K - $5.59K
|
9.49K
$932K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
63+ 14.0% |
$4.24K - $5.33K
|
513
$50.4K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
60+ 0.12% |
$4.03K - $5.08K
|
51.9K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
60New |
$4.03K - $5.08K
|
60
$5.9K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
59New |
$3.97K - $4.99K
|
59
$5.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58+ 1.08% |
$3.9K - $4.91K
|
5.41K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
57+ 1.37% |
$3.83K - $4.82K
|
4.22K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
57+ 150.0% |
$3.83K - $4.82K
|
95
$9.33K
|