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 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
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
816+ 3.78% |
$47.4K - $69.5K
|
22.4K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
807+ 602.24% |
$46.9K - $68.7K
|
941
$90.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
805+ 7.18% |
$46.8K - $68.5K
|
12K
$1.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Ramsey Quantitative Systems
Louisville, KY |
BUY
|
- |
800New |
$46.5K - $68.1K
|
800
$76.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
790+ 2.0% |
$45.9K - $67.2K
|
40.3K
$3.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
789+ 0.99% |
$45.9K - $67.2K
|
80.3K
$7.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
782+ 18.54% |
$45.5K - $66.6K
|
5K
$479K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
781+ 4.94% |
$45.4K - $66.5K
|
16.6K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
778+ 24.86% |
$45.2K - $66.2K
|
3.91K
$374K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
768+ 7.57% |
$44.6K - $65.4K
|
10.9K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
767+ 2.84% |
$44.6K - $65.3K
|
27.7K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
755+ 18.73% |
$43.9K - $64.3K
|
4.79K
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
750New |
$43.6K - $63.8K
|
750
$71.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
737+ 48.87% |
$42.8K - $62.7K
|
2.25K
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
729+ 16.79% |
$42.4K - $62.1K
|
5.07K
$485K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
725+ 18.01% |
$42.1K - $61.7K
|
4.75K
$455K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
725+ 8.89% |
$42.1K - $61.7K
|
8.88K
$850K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
710+ 0.34% |
$41.3K - $60.4K
|
207K
$19.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
708+ 17.64% |
$41.2K - $60.3K
|
4.72K
$452K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
705+ 0.98% |
$41K - $60K
|
72.5K
$6.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
697+ 1.07% |
$40.5K - $59.3K
|
66K
$6.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
690+ 3.87% |
$40.1K - $58.7K
|
18.5K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
690+ 17.27% |
$40.1K - $58.7K
|
4.69K
$449K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
688+ 3.22% |
$40K - $58.6K
|
22.1K
$2.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
685+ 1.87% |
$39.8K - $58.3K
|
37.3K
$3.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
672+ 2.68% |
$39.1K - $57.2K
|
25.8K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
669+ 3.89% |
$38.9K - $56.9K
|
17.9K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
662+ 15.4% |
$38.5K - $56.3K
|
4.96K
$475K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
661+ 5.46% |
$38.4K - $56.3K
|
12.8K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
652+ 6.49% |
$37.9K - $55.5K
|
10.7K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
650+ 18.65% |
$37.8K - $55.3K
|
4.14K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
646+ 1.56% |
$37.6K - $55K
|
42.2K
$4.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
645+ 12.42% |
$37.5K - $54.9K
|
5.84K
$559K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
645+ 1.09% |
$37.5K - $54.9K
|
59.9K
$5.73M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
632+ 40.59% |
$36.7K - $53.8K
|
2.19K
$210K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
624+ 21.05% |
$36.3K - $53.1K
|
3.59K
$344K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
623+ 0.89% |
$36.2K - $53K
|
70.6K
$6.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
614+ 26.79% |
$35.7K - $52.3K
|
2.91K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
604+ 6.31% |
$35.1K - $51.4K
|
10.2K
$974K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
596+ 17.73% |
$34.6K - $50.7K
|
3.96K
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
596+ 3.36% |
$34.6K - $50.7K
|
18.4K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
593New |
$34.5K - $50.5K
|
593
$56.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
591+ 8.94% |
$34.4K - $50.3K
|
7.2K
$689K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
584+ 32.74% |
$33.9K - $49.7K
|
2.37K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
583+ 2.93% |
$33.9K - $49.6K
|
20.5K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
581+ 5.72% |
$33.8K - $49.5K
|
10.7K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
578+ 0.41% |
$33.6K - $49.2K
|
141K
$13.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
570+ 6.95% |
$33.1K - $48.5K
|
8.77K
$840K
|