Purchases and Sales Made in Q2 2025 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.82KNew |
$164K - $240K
|
2.82K
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.81KNew |
$163K - $239K
|
2.81K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 8.13% |
$162K - $237K
|
37K
$3.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
2.78KNew |
$162K - $237K
|
2.78K
$266K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.78KNew |
$161K - $236K
|
2.78K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
2.78K+ 4.14% |
$161K - $236K
|
69.8K
$6.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.78KNew |
$161K - $236K
|
2.78K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.76K+ 24.01% |
$161K - $235K
|
14.3K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.76KNew |
$160K - $235K
|
2.76K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.76KNew |
$160K - $235K
|
2.76K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.73K+ 6.27% |
$158K - $232K
|
46.2K
$4.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.72K+ 49.57% |
$158K - $231K
|
8.2K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
2.71K+ 0.44% |
$158K - $231K
|
616K
$58.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.7KNew |
$157K - $230K
|
2.7K
$259K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.7KNew |
$157K - $229K
|
2.7K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
2.7K+ 17.68% |
$157K - $229K
|
17.9K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.69KNew |
$156K - $229K
|
2.69K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.68KNew |
$156K - $228K
|
2.68K
$257K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.68KNew |
$156K - $228K
|
2.68K
$257K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
2.67KNew |
$155K - $227K
|
2.67K
$256K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.67K+ 51.57% |
$155K - $227K
|
7.84K
$751K
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
2.67KNew |
$155K - $227K
|
2.67K
$255K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.66K+ 20.83% |
$154K - $226K
|
15.4K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.65KNew |
$154K - $226K
|
2.65K
$254K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.61KNew |
$152K - $222K
|
2.61K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.59K+ 4.62% |
$151K - $221K
|
58.7K
$5.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
2.59KNew |
$150K - $220K
|
2.59K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.58KNew |
$150K - $220K
|
2.58K
$247K
|
|
|
Aug 05, 2025
Q2 2025
|
Ar Asset Management Inc
|
BUY
|
- |
2.58KNew |
$150K - $219K
|
2.58K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.57KNew |
$150K - $219K
|
2.57K
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.56KNew |
$149K - $218K
|
2.56K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2.55KNew |
$148K - $217K
|
2.55K
$244K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
2.54KNew |
$148K - $216K
|
2.54K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.54KNew |
$147K - $216K
|
2.54K
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.53KNew |
$147K - $216K
|
2.53K
$242K
|
|
|
Jul 21, 2025
Q2 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
2.53K+ 2.41% |
$147K - $215K
|
107K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.53K+ 52.18% |
$147K - $215K
|
7.37K
$705K
|
|
|
Aug 13, 2025
Q2 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
2.52KNew |
$147K - $215K
|
2.52K
$241K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.52K+ 0.63% |
$146K - $214K
|
399K
$38.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.52KNew |
$146K - $214K
|
2.52K
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.51KNew |
$146K - $214K
|
2.51K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.51KNew |
$146K - $214K
|
2.51K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
2.51KNew |
$146K - $213K
|
2.51K
$240K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.5KNew |
$145K - $213K
|
2.5K
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.48K+ 201.38% |
$144K - $211K
|
3.7K
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
2.45KNew |
$142K - $209K
|
2.45K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.44KNew |
$142K - $208K
|
2.44K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.43KNew |
$141K - $207K
|
2.43K
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.43KNew |
$141K - $206K
|
2.43K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.42KNew |
$141K - $206K
|
2.42K
$232K
|