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 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
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.42KNew |
$141K - $206K
|
2.42K
$232K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.42K+ 36.12% |
$140K - $206K
|
9.1K
$871K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.41K+ 7.1% |
$140K - $205K
|
36.4K
$3.48M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.41K+ 12.21% |
$140K - $205K
|
22.1K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.41K+ 21.73% |
$140K - $205K
|
13.5K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
2.39KNew |
$139K - $203K
|
2.39K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.38KNew |
$138K - $203K
|
2.38K
$228K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
2.37K+ 27.45% |
$138K - $202K
|
11K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.37K+ 5.45% |
$138K - $202K
|
45.9K
$4.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.37KNew |
$138K - $202K
|
2.37K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.37K+ 8.37% |
$138K - $202K
|
30.7K
$2.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.36KNew |
$137K - $201K
|
2.36K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
2.36KNew |
$137K - $201K
|
2.36K
$226K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 62.51% |
$137K - $200K
|
6.12K
$586K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.35KNew |
$137K - $200K
|
2.35K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.35K+ 7.69% |
$136K - $200K
|
32.9K
$3.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
2.33K+ 63.67% |
$135K - $198K
|
5.98K
$572K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.3K+ 938.78% |
$134K - $196K
|
2.55K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.3K+ 0.54% |
$134K - $196K
|
430K
$41.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
2.28KNew |
$132K - $194K
|
2.28K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.27K+ 40.63% |
$132K - $193K
|
7.85K
$752K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.27K+ 1.98% |
$132K - $193K
|
116K
$11.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.25K+ 75.43% |
$131K - $191K
|
5.23K
$500K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.24K+ 25.48% |
$130K - $191K
|
11K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.22K+ 20.58% |
$129K - $189K
|
13K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.21K+ 19.29% |
$128K - $188K
|
13.7K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
2.2K+ 4.89% |
$128K - $187K
|
47.2K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
2.2KNew |
$128K - $187K
|
2.2K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2.15K+ 2.44% |
$125K - $183K
|
90.1K
$8.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.13K+ 82.52% |
$124K - $181K
|
4.7K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.1K+ 1.98% |
$122K - $178K
|
108K
$10.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.08K+ 0.21% |
$121K - $177K
|
994K
$95.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.07K+ 5.59% |
$120K - $176K
|
39.1K
$3.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.07K+ 3.83% |
$120K - $176K
|
56.1K
$5.37M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
2.06K+ 42.65% |
$120K - $175K
|
6.89K
$660K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.05K+ 29.3% |
$119K - $174K
|
9.03K
$864K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.04K+ 0.74% |
$119K - $174K
|
279K
$26.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.03K+ 19.24% |
$118K - $173K
|
12.6K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.01K+ 4.05% |
$117K - $171K
|
51.5K
$4.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2K+ 1.37% |
$116K - $170K
|
148K
$14.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
2K+ 61.84% |
$116K - $170K
|
5.23K
$501K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.99K+ 33.38% |
$116K - $169K
|
7.95K
$761K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.97K+ 11.09% |
$114K - $167K
|
19.7K
$1.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.95K+ 0.53% |
$113K - $166K
|
369K
$35.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.94K+ 4.68% |
$113K - $165K
|
43.3K
$4.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.92K+ 29.41% |
$112K - $164K
|
8.46K
$810K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.92K+ 3.05% |
$112K - $163K
|
64.8K
$6.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
1.92K+ 11.62% |
$111K - $163K
|
18.4K
$1.76M
|