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
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
167New |
$9.71K - $14.2K
|
167
$16K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
163+ 42.23% |
$9.48K - $13.9K
|
549
$52.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
162+ 0.27% |
$9.42K - $13.8K
|
59.3K
$5.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
157New |
$9.13K - $13.4K
|
157
$15K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
156+ 0.51% |
$9.07K - $13.3K
|
31K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
153+ 0.98% |
$8.89K - $13K
|
15.8K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 2.08% |
$8.72K - $12.8K
|
7.35K
$704K
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
144+ 2.22% |
$8.37K - $12.3K
|
6.64K
$635K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
144+ 25.62% |
$8.37K - $12.3K
|
706
$67.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
144+ 2.09% |
$8.37K - $12.3K
|
7.02K
$672K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
140New |
$8.14K - $11.9K
|
140
$13.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
138+ 2.09% |
$8.02K - $11.7K
|
6.76K
$647K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
135+ 4.52% |
$7.85K - $11.5K
|
3.12K
$299K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
132+ 3.96% |
$7.67K - $11.2K
|
3.47K
$332K
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
131+ 0.66% |
$7.62K - $11.2K
|
19.8K
$1.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
130+ 3.41% |
$7.56K - $11.1K
|
3.94K
$377K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
130+ 6.07% |
$7.56K - $11.1K
|
2.27K
$217K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
129+ 0.55% |
$7.5K - $11K
|
23.7K
$2.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
127+ 0.41% |
$7.38K - $10.8K
|
31K
$2.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
122+ 0.57% |
$7.09K - $10.4K
|
21.6K
$2.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
118+ 3.72% |
$6.86K - $10K
|
3.29K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
118+ 561.9% |
$6.86K - $10K
|
139
$13.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
113+ 2.99% |
$6.57K - $9.62K
|
3.89K
$372K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
113+ 6.52% |
$6.57K - $9.62K
|
1.85K
$177K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
111+ 2.72% |
$6.45K - $9.45K
|
4.19K
$401K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
111+ 0.85% |
$6.45K - $9.45K
|
13.1K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
110New |
$6.39K - $9.36K
|
110
$10.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
109+ 3.62% |
$6.34K - $9.28K
|
3.12K
$298K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
107+ 3.52% |
$6.22K - $9.11K
|
3.14K
$301K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
105+ 3.26% |
$6.1K - $8.94K
|
3.32K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
104+ 0.28% |
$6.05K - $8.85K
|
37.6K
$3.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
103+ 1.64% |
$5.99K - $8.77K
|
6.39K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
103+ 0.77% |
$5.99K - $8.77K
|
13.6K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
101+ 0.19% |
$5.87K - $8.6K
|
54.6K
$5.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
100+ 0.63% |
$5.81K - $8.51K
|
15.9K
$1.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
100+ 2.82% |
$5.81K - $8.51K
|
3.65K
$350K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
100+ 0.52% |
$5.81K - $8.51K
|
19.3K
$1.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
98+ 8.03% |
$5.7K - $8.34K
|
1.32K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
98+ 15.99% |
$5.7K - $8.34K
|
711
$68.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
96+ 21.38% |
$5.58K - $8.17K
|
545
$52.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
96+ 0.38% |
$5.58K - $8.17K
|
25.2K
$2.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
93+ 216.28% |
$5.41K - $7.92K
|
136
$13K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
87+ 31.18% |
$5.06K - $7.41K
|
366
$35K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
85+ 0.48% |
$4.94K - $7.24K
|
17.7K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
82+ 2.17% |
$4.77K - $6.98K
|
3.86K
$369K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
81+ 0.76% |
$4.71K - $6.89K
|
10.8K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
81+ 2.15% |
$4.71K - $6.89K
|
3.85K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
80+ 2.02% |
$4.65K - $6.81K
|
4.04K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
80+ 0.26% |
$4.65K - $6.81K
|
30.5K
$2.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
79+ 1.47% |
$4.59K - $6.72K
|
5.44K
$521K
|