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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
56New |
$3.76K - $4.74K
|
56
$5.5K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 0.28% |
$3.76K - $4.74K
|
20.4K
$2M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
54+ 6.56% |
$3.63K - $4.57K
|
877
$86.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
52+ 1.25% |
$3.5K - $4.4K
|
4.2K
$412K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
51New |
$3.43K - $4.32K
|
51
$5.01K
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
50+ 0.04% |
$3.36K - $4.23K
|
114K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
48+ 1.46% |
$3.23K - $4.06K
|
3.33K
$328K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
46+ 8.36% |
$3.09K - $3.89K
|
596
$58.6K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
45+ 90.0% |
$3.03K - $3.81K
|
95
$9.33K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
44New |
$2.96K - $3.72K
|
44
$4.32K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.43% |
$2.96K - $3.72K
|
3.11K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44+ 7.73% |
$2.96K - $3.72K
|
613
$60.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
42+ 1.47% |
$2.82K - $3.55K
|
2.89K
$284K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
42New |
$2.82K - $3.55K
|
42
$4.13K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
41+ 512.5% |
$2.76K - $3.47K
|
49
$4.81K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
40+ 0.25% |
$2.69K - $3.39K
|
15.9K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
40+ 8.13% |
$2.69K - $3.39K
|
532
$52.3K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
39+ 12.46% |
$2.62K - $3.3K
|
352
$34.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
38+ 0.69% |
$2.55K - $3.22K
|
5.56K
$547K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
38+ 0.64% |
$2.55K - $3.22K
|
5.99K
$589K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
38+ 0.38% |
$2.55K - $3.22K
|
10K
$987K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
37+ 194.74% |
$2.49K - $3.13K
|
56
$5.5K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
36+ 2.88% |
$2.42K - $3.05K
|
1.29K
$126K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
36+ 3.28% |
$2.42K - $3.05K
|
1.13K
$111K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
35+ 5.34% |
$2.35K - $2.96K
|
690
$67.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
32+ 6.04% |
$2.15K - $2.71K
|
562
$55.2K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
32+ 12.36% |
$2.15K - $2.71K
|
291
$28.6K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32+ 0.56% |
$2.15K - $2.71K
|
5.7K
$560K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
30+ 11.19% |
$2.02K - $2.54K
|
298
$29.3K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
30New |
$2.02K - $2.54K
|
30
$2.95K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
30New |
$2.02K - $2.54K
|
30
$2.95K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.59% |
$1.95K - $2.45K
|
4.91K
$482K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
25+ 0.84% |
$1.68K - $2.12K
|
2.99K
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
23New |
$1.55K - $1.95K
|
23
$2.26K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
23+ 0.23% |
$1.55K - $1.95K
|
10.1K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
22+ 0.59% |
$1.48K - $1.86K
|
3.73K
$366K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
21New |
$1.41K - $1.78K
|
21
$2.06K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
21+ 0.29% |
$1.41K - $1.78K
|
7.2K
$708K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
21+ 0.59% |
$1.41K - $1.78K
|
3.56K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
21New |
$1.41K - $1.78K
|
21
$2.06K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20New |
$1.34K - $1.69K
|
20
$1.97K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
20+ 0.38% |
$1.34K - $1.69K
|
5.28K
$519K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
20+ 12.42% |
$1.34K - $1.69K
|
181
$17.8K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
16+ 0.21% |
$1.08K - $1.35K
|
7.57K
$743K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
16+ 7.51% |
$1.08K - $1.35K
|
229
$22.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
16+ 4.4% |
$1.08K - $1.35K
|
380
$37.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15+ 375.0% |
$1.01K - $1.27K
|
19
$1.87K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15New |
$1.01K - $1.27K
|
15
$1.47K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
15+ 0.07% |
$1.01K - $1.27K
|
21.6K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
14+ 0.31% |
$941 - $1.18K
|
4.54K
$446K
|