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 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
568+ 13.32% |
$33K - $48.3K
|
4.83K
$463K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
558+ 17.19% |
$32.4K - $47.5K
|
3.81K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
556+ 7.13% |
$32.3K - $47.3K
|
8.36K
$800K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
552+ 9.27% |
$32.1K - $47K
|
6.51K
$623K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
541+ 1.98% |
$31.4K - $46K
|
27.8K
$2.66M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
539+ 1.18% |
$31.3K - $45.9K
|
46.3K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
538+ 4.51% |
$31.3K - $45.8K
|
12.5K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
525+ 32.92% |
$30.5K - $44.7K
|
2.12K
$203K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
522+ 9.89% |
$30.3K - $44.4K
|
5.8K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
522+ 13.92% |
$30.3K - $44.4K
|
4.27K
$409K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
520+ 8.02% |
$30.2K - $44.3K
|
7.01K
$671K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
518+ 8.82% |
$30.1K - $44.1K
|
6.39K
$612K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
513+ 6.15% |
$29.8K - $43.7K
|
8.85K
$847K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
510New |
$29.6K - $43.4K
|
510
$48.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
509+ 6.54% |
$29.6K - $43.3K
|
8.29K
$794K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
505+ 10.86% |
$29.4K - $43K
|
5.16K
$494K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
500+ 43.48% |
$29.1K - $42.6K
|
1.65K
$158K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
500+ 6.55% |
$29.1K - $42.6K
|
8.13K
$778K
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
500+ 0.4% |
$29.1K - $42.6K
|
126K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
500New |
$29.1K - $42.6K
|
500
$47.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
493+ 7.16% |
$28.7K - $42K
|
7.38K
$706K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
493+ 10.95% |
$28.7K - $42K
|
5K
$478K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
492+ 11.2% |
$28.6K - $41.9K
|
4.89K
$468K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
490+ 1.05% |
$28.5K - $41.7K
|
47.3K
$4.53M
|
|
|
Aug 12, 2025
Q2 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
489+ 11.41% |
$28.4K - $41.6K
|
4.77K
$457K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
489+ 7.11% |
$28.4K - $41.6K
|
7.37K
$705K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
485+ 4.33% |
$28.2K - $41.3K
|
11.7K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
485+ 8.49% |
$28.2K - $41.3K
|
6.2K
$593K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
475+ 7.8% |
$27.6K - $40.4K
|
6.57K
$629K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
468+ 0.01% |
$27.2K - $39.8K
|
3.27M
$313M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
464+ 15.86% |
$27K - $39.5K
|
3.39K
$324K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
460+ 4.62% |
$26.7K - $39.2K
|
10.4K
$997K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
456+ 6.05% |
$26.5K - $38.8K
|
8K
$765K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
455+ 21.19% |
$26.4K - $38.7K
|
2.6K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
453+ 30.71% |
$26.3K - $38.6K
|
1.93K
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
452+ 1.29% |
$26.3K - $38.5K
|
35.6K
$3.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
450+ 0.26% |
$26.2K - $38.3K
|
174K
$16.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
442+ 2.08% |
$25.7K - $37.6K
|
21.7K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
431+ 5.03% |
$25.1K - $36.7K
|
9K
$862K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
430+ 14.63% |
$25K - $36.6K
|
3.37K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
426+ 7.72% |
$24.8K - $36.3K
|
5.95K
$569K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
421+ 2.96% |
$24.5K - $35.8K
|
14.6K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
416+ 0.62% |
$24.2K - $35.4K
|
67.7K
$6.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
414+ 11.06% |
$24.1K - $35.2K
|
4.16K
$398K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
409+ 18.61% |
$23.8K - $34.8K
|
2.61K
$250K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
405+ 2.24% |
$23.5K - $34.5K
|
18.5K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
405New |
$23.5K - $34.5K
|
405
$38.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
402+ 9.28% |
$23.4K - $34.2K
|
4.74K
$453K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
398+ 14.05% |
$23.1K - $33.9K
|
3.23K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
398+ 7.5% |
$23.1K - $33.9K
|
5.71K
$546K
|