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 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
266+ 0.66% |
$15.5K - $22.6K
|
40.5K
$3.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
262+ 1.12% |
$15.2K - $22.3K
|
23.7K
$2.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
258+ 2.6% |
$15K - $22K
|
10.2K
$974K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
253+ 157.14% |
$14.7K - $21.5K
|
414
$39.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
253+ 4.17% |
$14.7K - $21.5K
|
6.32K
$605K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
250+ 3.3% |
$14.5K - $21.3K
|
7.82K
$748K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
250+ 2.9% |
$14.5K - $21.3K
|
8.86K
$848K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
247+ 8233.33% |
$14.4K - $21K
|
250
$23.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
244+ 3.62% |
$14.2K - $20.8K
|
6.99K
$669K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
240+ 1.42% |
$14K - $20.4K
|
17.2K
$1.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
238+ 6.84% |
$13.8K - $20.3K
|
3.72K
$356K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
235+ 6.3% |
$13.7K - $20K
|
3.97K
$380K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
228+ 3.33% |
$13.3K - $19.4K
|
7.07K
$676K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
227+ 4.79% |
$13.2K - $19.3K
|
4.97K
$476K
|
|
|
Jul 29, 2025
Q2 2025
|
Albert D Mason Inc
|
BUY
|
- |
227+ 6.2% |
$13.2K - $19.3K
|
3.89K
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
225+ 6.13% |
$13.1K - $19.2K
|
3.9K
$373K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
225+ 3.89% |
$13.1K - $19.2K
|
6.02K
$576K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
225+ 0.61% |
$13.1K - $19.2K
|
37.4K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
225+ 7.98% |
$13.1K - $19.2K
|
3.05K
$292K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
222+ 7.68% |
$12.9K - $18.9K
|
3.11K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
222+ 4.01% |
$12.9K - $18.9K
|
5.76K
$551K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
222+ 0.31% |
$12.9K - $18.9K
|
71.2K
$6.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
216+ 2.29% |
$12.6K - $18.4K
|
9.63K
$922K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
214+ 40.23% |
$12.4K - $18.2K
|
746
$71.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
214+ 0.18% |
$12.4K - $18.2K
|
121K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
213+ 1638.46% |
$12.4K - $18.1K
|
226
$21.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
213+ 5.34% |
$12.4K - $18.1K
|
4.2K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
213+ 1.64% |
$12.4K - $18.1K
|
13.2K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
206+ 3.91% |
$12K - $17.5K
|
5.47K
$524K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
203+ 312.31% |
$11.8K - $17.3K
|
268
$25.7K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
203+ 3.76% |
$11.8K - $17.3K
|
5.6K
$536K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
198+ 5.53% |
$11.5K - $16.9K
|
3.78K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
193+ 4.78% |
$11.2K - $16.4K
|
4.23K
$405K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
189+ 1.64% |
$11K - $16.1K
|
11.7K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
189+ 3.12% |
$11K - $16.1K
|
6.25K
$599K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
189+ 3.56% |
$11K - $16.1K
|
5.5K
$526K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
188+ 4.56% |
$10.9K - $16K
|
4.31K
$413K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
186+ 6.51% |
$10.8K - $15.8K
|
3.04K
$291K
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
186+ 0.18% |
$10.8K - $15.8K
|
105K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
182New |
$10.6K - $15.5K
|
182
$17.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
181+ 1.53% |
$10.5K - $15.4K
|
12K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
180New |
$10.5K - $15.3K
|
180
$17.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
174+ 2.59% |
$10.1K - $14.8K
|
6.9K
$660K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
174+ 16.65% |
$10.1K - $14.8K
|
1.22K
$117K
|
|
|
Aug 13, 2025
Q2 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
173+ 0.43% |
$10.1K - $14.7K
|
40K
$3.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
171+ 1.39% |
$9.94K - $14.6K
|
12.4K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
170+ 1.38% |
$9.88K - $14.5K
|
12.5K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
170+ 2.75% |
$9.88K - $14.5K
|
6.36K
$608K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
169+ 0.17% |
$9.82K - $14.4K
|
99.3K
$9.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
167+ 0.26% |
$9.71K - $14.2K
|
64.4K
$6.16M
|