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 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.33KNew |
$77.5K - $113K
|
1.33K
$128K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 1.59% |
$74.9K - $110K
|
82.1K
$7.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.29K+ 4.25% |
$74.7K - $109K
|
31.5K
$3.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.27K+ 10.94% |
$73.8K - $108K
|
12.9K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Humankind Investments LLC
|
BUY
|
- |
1.26K+ 15.72% |
$73.4K - $108K
|
9.3K
$890K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 19.52% |
$73.2K - $107K
|
7.72K
$739K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.26K+ 15.56% |
$73K - $107K
|
9.32K
$893K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.26KNew |
$73K - $107K
|
1.26K
$120K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.25K+ 7.39% |
$72.7K - $106K
|
18.2K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.23K+ 9.21% |
$71.6K - $105K
|
14.6K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.17K+ 4.37% |
$67.8K - $99.3K
|
27.9K
$2.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.16K+ 6.62% |
$67.5K - $98.9K
|
18.7K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.15K+ 1.3% |
$67K - $98.1K
|
89.9K
$8.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.14K+ 69.89% |
$66K - $96.6K
|
2.76K
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.13K+ 7.96% |
$65.9K - $96.5K
|
15.4K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.12K+ 4.4% |
$65.2K - $95.5K
|
26.6K
$2.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.12K+ 39.36% |
$64.9K - $95.1K
|
3.96K
$379K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.11K+ 3.48% |
$64.7K - $94.7K
|
33.1K
$3.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
1.11K+ 2.31% |
$64.2K - $94.1K
|
49K
$4.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
1.1KNew |
$63.9K - $93.6K
|
1.1K
$105K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.1KNew |
$63.7K - $93.2K
|
1.1K
$105K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.08K+ 1.71% |
$63K - $92.3K
|
64.6K
$6.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.08K+ 20.59% |
$62.5K - $91.6K
|
6.3K
$603K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.06K+ 1.88% |
$61.9K - $90.6K
|
57.7K
$5.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.06K+ 11.95% |
$61.8K - $90.5K
|
9.96K
$953K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.06K+ 5.56% |
$61.4K - $89.9K
|
20.1K
$1.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 9.78% |
$61.3K - $89.7K
|
11.8K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 21.8% |
$61K - $89.4K
|
5.87K
$562K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.05K+ 11.42% |
$60.8K - $89K
|
10.2K
$977K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.03K+ 17.42% |
$59.7K - $87.4K
|
6.92K
$663K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 3.0% |
$58.9K - $86.3K
|
34.8K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1K+ 4.37% |
$58.4K - $85.5K
|
24K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
990+ 3.35% |
$57.5K - $84.3K
|
30.6K
$2.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
988+ 10.21% |
$57.4K - $84.1K
|
10.7K
$1.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
977+ 0.22% |
$56.8K - $83.2K
|
449K
$43M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
977+ 3.18% |
$56.8K - $83.2K
|
31.7K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
972+ 2.67% |
$56.5K - $82.7K
|
37.4K
$3.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
968+ 15.57% |
$56.3K - $82.4K
|
7.19K
$688K
|
|
|
Aug 07, 2025
Q2 2025
|
Hosking Partners LLP
|
BUY
|
- |
959+ 0.08% |
$55.7K - $81.6K
|
1.22M
$117M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
940+ 31.43% |
$54.6K - $80K
|
3.93K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
934+ 12.75% |
$54.3K - $79.5K
|
8.26K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
905+ 3016.67% |
$52.6K - $77K
|
935
$89.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
886+ 22.11% |
$51.5K - $75.4K
|
4.89K
$468K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
869+ 1.08% |
$50.5K - $74K
|
81.5K
$7.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
857+ 23.53% |
$49.8K - $72.9K
|
4.5K
$431K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
856+ 11.31% |
$49.8K - $72.9K
|
8.43K
$807K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
833+ 824.75% |
$48.4K - $70.9K
|
934
$89.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
823+ 1.83% |
$47.8K - $70.1K
|
45.7K
$4.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
823+ 11.49% |
$47.8K - $70.1K
|
7.99K
$765K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
823+ 0.63% |
$47.8K - $70.1K
|
131K
$12.6M
|