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 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
396+ 4.63% |
$23K - $33.7K
|
8.95K
$857K
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
393+ 7.23% |
$22.8K - $33.5K
|
5.83K
$558K
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
386+ 11.99% |
$22.4K - $32.9K
|
3.61K
$345K
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
370+ 2.12% |
$21.5K - $31.5K
|
17.8K
$1.7M
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
368+ 11.03% |
$21.4K - $31.3K
|
3.7K
$355K
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
362+ 6.87% |
$21K - $30.8K
|
5.63K
$539K
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
360+ 115.76% |
$20.9K - $30.6K
|
671
$64.2K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
359+ 0.27% |
$20.9K - $30.6K
|
132K
$12.6M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
354+ 18.08% |
$20.6K - $30.1K
|
2.31K
$221K
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
353+ 188.77% |
$20.5K - $30K
|
540
$51.7K
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
350+ 0.77% |
$20.3K - $29.8K
|
45.7K
$4.37M
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
BUY
|
- |
350+ 106.38% |
$20.3K - $29.8K
|
679
$65K
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
348+ 5.55% |
$20.2K - $29.6K
|
6.62K
$634K
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
346+ 11.59% |
$20.1K - $29.5K
|
3.33K
$319K
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
344+ 2.82% |
$20K - $29.3K
|
12.5K
$1.2M
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
341+ 41.94% |
$19.8K - $29K
|
1.15K
$110K
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
341+ 6.11% |
$19.8K - $29K
|
5.92K
$567K
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
340+ 4.53% |
$19.8K - $28.9K
|
7.85K
$752K
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
339+ 29.38% |
$19.7K - $28.9K
|
1.49K
$143K
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
334+ 67.75% |
$19.4K - $28.4K
|
827
$79.2K
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
330+ 10.23% |
$19.2K - $28.1K
|
3.56K
$340K
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
329+ 2.56% |
$19.1K - $28K
|
13.2K
$1.26M
|
|
Jul 28, 2025
Q2 2025
|
Edmp, Inc.
|
BUY
|
- |
329+ 3.51% |
$19.1K - $28K
|
9.7K
$928K
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
325+ 3.18% |
$18.9K - $27.7K
|
10.6K
$1.01M
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
324+ 4.75% |
$18.8K - $27.6K
|
7.14K
$684K
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
323+ 1.8% |
$18.8K - $27.5K
|
18.3K
$1.75M
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
321+ 11.05% |
$18.7K - $27.3K
|
3.23K
$309K
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
319+ 8.63% |
$18.5K - $27.2K
|
4.02K
$384K
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
316+ 2.58% |
$18.4K - $26.9K
|
12.5K
$1.2M
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
BUY
|
- |
315+ 3.27% |
$18.3K - $26.8K
|
9.94K
$952K
|
|
Aug 14, 2025
Q2 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
312New |
$18.1K - $26.6K
|
312
$29.9K
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
309+ 5.68% |
$18K - $26.3K
|
5.75K
$550K
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
305+ 0.36% |
$17.7K - $26K
|
85.1K
$8.14M
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
303+ 0.76% |
$17.6K - $25.8K
|
40K
$3.83M
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
300+ 0.19% |
$17.4K - $25.5K
|
162K
$15.5M
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
300New |
$17.4K - $25.5K
|
300
$28.7K
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
299+ 9.64% |
$17.4K - $25.5K
|
3.4K
$326K
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
298+ 0.48% |
$17.3K - $25.4K
|
62.9K
$6.02M
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
294+ 1.49% |
$17.1K - $25K
|
20K
$1.92M
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
288+ 3.76% |
$16.7K - $24.5K
|
7.94K
$760K
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
285+ 5.52% |
$16.6K - $24.3K
|
5.45K
$522K
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
285+ 2.72% |
$16.6K - $24.3K
|
10.8K
$1.03M
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
285+ 0.99% |
$16.6K - $24.3K
|
29.2K
$2.79M
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
283+ 2.75% |
$16.5K - $24.1K
|
10.6K
$1.01M
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
282+ 0.05% |
$16.4K - $24K
|
526K
$50.4M
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
282+ 0.03% |
$16.4K - $24K
|
842K
$80.7M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
279+ 5.39% |
$16.2K - $23.7K
|
5.45K
$522K
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
276+ 8.89% |
$16K - $23.5K
|
3.38K
$324K
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
270New |
$15.7K - $23K
|
270
$25.8K
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
270+ 0.54% |
$15.7K - $23K
|
50.2K
$4.81M
|