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
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 11.2% |
$1.63K - $2.38K
|
278
$26.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
28+ 0.29% |
$1.63K - $2.38K
|
9.82K
$940K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
27+ 0.18% |
$1.57K - $2.3K
|
14.9K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
27New |
$1.57K - $2.3K
|
27
$2.58K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
27+ 38.57% |
$1.57K - $2.3K
|
97
$9.29K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
26+ 8.93% |
$1.51K - $2.21K
|
317
$30.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25+ 9.12% |
$1.45K - $2.13K
|
299
$28.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
24+ 1.81% |
$1.4K - $2.04K
|
1.35K
$129K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
24+ 0.67% |
$1.4K - $2.04K
|
3.59K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23+ 0.32% |
$1.34K - $1.96K
|
7.24K
$693K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23New |
$1.34K - $1.96K
|
23
$2.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
22+ 6.25% |
$1.28K - $1.87K
|
374
$35.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
22+ 0.14% |
$1.28K - $1.87K
|
16.3K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
22+ 1.94% |
$1.28K - $1.87K
|
1.15K
$110K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
21+ 0.02% |
$1.22K - $1.79K
|
99.5K
$9.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
21+ 91.3% |
$1.22K - $1.79K
|
44
$4.21K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
18+ 50.0% |
$1.05K - $1.53K
|
54
$5.17K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
16+ 14.41% |
$930 - $1.36K
|
127
$12.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
16+ 0.19% |
$930 - $1.36K
|
8.52K
$815K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
15+ 5.68% |
$872 - $1.28K
|
279
$26.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
15+ 125.0% |
$872 - $1.28K
|
27
$2.58K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 9.43% |
$872 - $1.28K
|
174
$16.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14+ 16.87% |
$814 - $1.19K
|
97
$9.29K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14New |
$814 - $1.19K
|
14
$1.34K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
11+ 0.16% |
$639 - $936
|
6.94K
$665K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
10+ 0.05% |
$581 - $851
|
21K
$2.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 0.13% |
$523 - $766
|
6.86K
$657K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
9+ 0.09% |
$523 - $766
|
10K
$960K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
9+ 0.06% |
$523 - $766
|
15.2K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9+ 0.14% |
$523 - $766
|
6.33K
$606K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$465 - $681
|
8
$766
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
8+ 0.24% |
$465 - $681
|
3.32K
$318K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.78% |
$407 - $596
|
905
$86.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.1% |
$407 - $596
|
7.33K
$702K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7+ 0.03% |
$407 - $596
|
24.1K
$2.31M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.13% |
$349 - $511
|
4.5K
$430K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6+ 0.07% |
$349 - $511
|
8.66K
$829K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.07% |
$349 - $511
|
8.36K
$800K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 4.2% |
$349 - $511
|
149
$14.3K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
6+ 0.2% |
$349 - $511
|
2.96K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5+ 0.16% |
$291 - $426
|
3.21K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5+ 0.1% |
$291 - $426
|
4.95K
$473K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
4+ 66.67% |
$233 - $340
|
10
$957
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
4+ 0.14% |
$233 - $340
|
2.94K
$281K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3+ 0.07% |
$174 - $255
|
4.56K
$436K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.17% |
$174 - $255
|
1.72K
$164K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.9% |
$116 - $170
|
225
$21.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.02% |
$116 - $170
|
9.99K
$956K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$116 - $170
|
2
$191
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
BUY
|
- |
2+ 0.05% |
$116 - $170
|
4.31K
$413K
|