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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.57K+ 23.65% |
$91.2K - $134K
|
8.2K
$806K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.54K+ 1.74% |
$89.3K - $131K
|
90K
$8.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.53K+ 7.55% |
$88.9K - $130K
|
21.8K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.53K+ 1.57% |
$88.6K - $130K
|
98.7K
$9.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.51K+ 14.48% |
$87.9K - $129K
|
12K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.51K+ 11.05% |
$87.5K - $128K
|
15.1K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.5K+ 1875.0% |
$87.2K - $128K
|
1.58K
$155K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.47K+ 7.34% |
$85.3K - $125K
|
21.5K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.45K+ 42.73% |
$84.3K - $124K
|
4.85K
$476K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.45KNew |
$84.3K - $123K
|
1.45K
$142K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.44K+ 2.52% |
$83.6K - $122K
|
58.6K
$5.76M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
1.41K+ 1.67% |
$81.8K - $120K
|
85.6K
$8.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.39K+ 2.28% |
$80.7K - $118K
|
62.3K
$6.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.38K+ 9.98% |
$80.5K - $118K
|
15.2K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.38K+ 9.53% |
$80.3K - $118K
|
15.9K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.36K+ 1.78% |
$79.3K - $116K
|
78.2K
$7.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.36K+ 21.84% |
$79.2K - $116K
|
7.6K
$747K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
1.35K+ 98.26% |
$78.6K - $115K
|
2.73K
$268K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
1.35K+ 3.49% |
$78.5K - $115K
|
40.1K
$3.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.33KNew |
$77.5K - $113K
|
1.33K
$131K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 1.59% |
$74.9K - $110K
|
82.1K
$8.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.29K+ 4.25% |
$74.7K - $109K
|
31.5K
$3.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.27K+ 10.94% |
$73.8K - $108K
|
12.9K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Humankind Investments LLC
|
BUY
|
- |
1.26K+ 15.72% |
$73.4K - $108K
|
9.3K
$914K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 19.52% |
$73.2K - $107K
|
7.72K
$758K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.26K+ 15.56% |
$73K - $107K
|
9.32K
$916K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.26KNew |
$73K - $107K
|
1.26K
$123K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.25K+ 7.39% |
$72.7K - $106K
|
18.2K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.23K+ 9.21% |
$71.6K - $105K
|
14.6K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.17K+ 4.37% |
$67.8K - $99.3K
|
27.9K
$2.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.16K+ 6.62% |
$67.5K - $98.9K
|
18.7K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.15K+ 1.3% |
$67K - $98.1K
|
89.9K
$8.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.14K+ 69.89% |
$66K - $96.6K
|
2.76K
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.13K+ 7.96% |
$65.9K - $96.5K
|
15.4K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.12K+ 4.4% |
$65.2K - $95.5K
|
26.6K
$2.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.12K+ 39.36% |
$64.9K - $95.1K
|
3.96K
$389K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.11K+ 3.48% |
$64.7K - $94.7K
|
33.1K
$3.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
1.11K+ 2.31% |
$64.2K - $94.1K
|
49K
$4.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
1.1KNew |
$63.9K - $93.6K
|
1.1K
$108K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.1KNew |
$63.7K - $93.2K
|
1.1K
$108K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.08K+ 1.71% |
$63K - $92.3K
|
64.6K
$6.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.08K+ 20.59% |
$62.5K - $91.6K
|
6.3K
$619K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.06K+ 1.88% |
$61.9K - $90.6K
|
57.7K
$5.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.06K+ 11.95% |
$61.8K - $90.5K
|
9.96K
$978K
|
|
|
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
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 9.78% |
$61.3K - $89.7K
|
11.8K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 21.8% |
$61K - $89.4K
|
5.87K
$576K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.05K+ 11.42% |
$60.8K - $89K
|
10.2K
$1M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.05K+ 9.63% |
$60.7K - $89K
|
11.9K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.03K+ 17.42% |
$59.7K - $87.4K
|
6.92K
$680K
|