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
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
77+ 6.53% |
$4.48K - $6.55K
|
1.26K
$120K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
76+ 0.79% |
$4.42K - $6.47K
|
9.66K
$924K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
75+ 0.16% |
$4.36K - $6.38K
|
48.4K
$4.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
74+ 0.91% |
$4.3K - $6.3K
|
8.17K
$782K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
73+ 0.75% |
$4.24K - $6.21K
|
9.75K
$933K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
73+ 22.26% |
$4.24K - $6.21K
|
401
$38.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
73+ 0.77% |
$4.24K - $6.21K
|
9.56K
$915K
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
73+ 1.63% |
$4.24K - $6.21K
|
4.55K
$435K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
72+ 2.29% |
$4.19K - $6.13K
|
3.21K
$307K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
72+ 0.21% |
$4.19K - $6.13K
|
34.5K
$3.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
71+ 8.04% |
$4.13K - $6.04K
|
954
$91.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
67New |
$3.89K - $5.7K
|
67
$6.41K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
67New |
$3.89K - $5.7K
|
67
$6.41K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
67+ 1.09% |
$3.89K - $5.7K
|
6.23K
$596K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
66+ 36.07% |
$3.84K - $5.62K
|
249
$23.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
65+ 0.32% |
$3.78K - $5.53K
|
20.6K
$1.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
64+ 125.49% |
$3.72K - $5.45K
|
115
$11K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
63+ 210.0% |
$3.66K - $5.36K
|
93
$8.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
62+ 0.79% |
$3.6K - $5.28K
|
7.93K
$759K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
62+ 3.6% |
$3.6K - $5.28K
|
1.79K
$171K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
61New |
$3.55K - $5.19K
|
61
$5.84K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
60+ 1.61% |
$3.49K - $5.11K
|
3.79K
$362K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
59New |
$3.43K - $5.02K
|
59
$5.65K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
59+ 1.14% |
$3.43K - $5.02K
|
5.26K
$503K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
57+ 0.95% |
$3.31K - $4.85K
|
6.05K
$580K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
55+ 0.53% |
$3.2K - $4.68K
|
10.3K
$990K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
55+ 0.17% |
$3.2K - $4.68K
|
31.6K
$3.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
53+ 37.32% |
$3.08K - $4.51K
|
195
$18.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
52+ 1.36% |
$3.02K - $4.43K
|
3.87K
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
50+ 0.9% |
$2.91K - $4.26K
|
5.61K
$537K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
49New |
$2.85K - $4.17K
|
49
$4.69K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
43+ 0.57% |
$2.5K - $3.66K
|
7.62K
$729K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
43+ 1.05% |
$2.5K - $3.66K
|
4.13K
$395K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
43+ 1.29% |
$2.5K - $3.66K
|
3.38K
$324K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
42+ 210.0% |
$2.44K - $3.58K
|
62
$5.94K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
42New |
$2.44K - $3.58K
|
42
$4.02K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
42+ 29.37% |
$2.44K - $3.58K
|
185
$17.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
40+ 1.4% |
$2.33K - $3.4K
|
2.89K
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
39+ 0.37% |
$2.27K - $3.32K
|
10.7K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
38+ 6.29% |
$2.21K - $3.23K
|
642
$61.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
38+ 0.8% |
$2.21K - $3.23K
|
4.8K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
38+ 30.89% |
$2.21K - $3.23K
|
161
$15.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
37+ 127.59% |
$2.15K - $3.15K
|
66
$6.32K
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
36+ 0.1% |
$2.09K - $3.06K
|
35.9K
$3.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
34+ 0.66% |
$1.98K - $2.89K
|
5.16K
$494K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
34+ 0.19% |
$1.98K - $2.89K
|
18.1K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
32+ 2.07% |
$1.86K - $2.72K
|
1.58K
$151K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.63% |
$1.8K - $2.64K
|
4.94K
$473K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
31+ 0.86% |
$1.8K - $2.64K
|
3.64K
$348K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
30+ 0.17% |
$1.74K - $2.55K
|
17.7K
$1.7M
|