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 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.74% |
$58.1 - $85.1
|
137
$13.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.02% |
$58.1 - $85.1
|
4.13K
$395K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$58.1 - $85.1
|
8.62K
$825K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.26% |
$58.1 - $85.1
|
381
$36.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1New |
$58.1 - $85.1
|
1
$95.7
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 1.05% |
$58.1 - $85.1
|
96
$9.19K
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$58.1 - $85.1
|
2.94K
$281K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.03% |
$58.1 - $85.1
|
3.52K
$337K
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$58.1 - $85.1
|
7.13K
$683K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.89% |
$58.1 - $85.1
|
113
$10.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.79% |
$58.1 - $85.1
|
57
$5.46K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 4.76% |
$116 - $170
|
40
$3.83K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.03% |
$116 - $170
|
5.8K
$555K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2- 1.19% |
$116 - $170
|
166
$15.9K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-2- 0.09% |
$116 - $170
|
2.15K
$206K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2- 0.38% |
$116 - $170
|
523
$50.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 2.75% |
$174 - $255
|
106
$10.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3- 0.52% |
$174 - $255
|
574
$55K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-4- 0.05% |
$233 - $340
|
8.73K
$836K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-4- 0.12% |
$233 - $340
|
3.47K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 1.59% |
$291 - $426
|
309
$29.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 0.2% |
$291 - $426
|
2.45K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.04% |
$291 - $426
|
11.4K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-7- 0.05% |
$407 - $596
|
12.7K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-7- 0.17% |
$407 - $596
|
4.2K
$402K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8- 0.23% |
$465 - $681
|
3.48K
$333K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-8- 0.15% |
$465 - $681
|
5.5K
$527K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-9- 0.56% |
$523 - $766
|
1.59K
$153K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-9- 0.5% |
$523 - $766
|
1.78K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-9- 0.21% |
$523 - $766
|
4.21K
$403K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 1.62% |
$581 - $851
|
607
$58.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-10- 1.63% |
$581 - $851
|
602
$57.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-10- 0.35% |
$581 - $851
|
2.88K
$276K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-11- 1.82% |
$639 - $936
|
595
$57K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-12- 0.03% |
$698 - $1.02K
|
42.9K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-12- 0.15% |
$698 - $1.02K
|
8K
$766K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-15- 0.05% |
$872 - $1.28K
|
32.4K
$3.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-15- 0.31% |
$872 - $1.28K
|
4.86K
$465K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-15- 26.79% |
$872 - $1.28K
|
41
$3.93K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-15- 78.95% |
$872 - $1.28K
|
4
$383
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-17- 0.58% |
$988 - $1.45K
|
2.93K
$280K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-20- 6.6% |
$1.16K - $1.7K
|
283
$27.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-20- 0.19% |
$1.16K - $1.7K
|
10.5K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-20- 22.47% |
$1.16K - $1.7K
|
69
$6.61K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-20- 0.47% |
$1.16K - $1.7K
|
4.23K
$405K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-20- 0.08% |
$1.16K - $1.7K
|
26.1K
$2.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.27% |
$1.22K - $1.79K
|
7.79K
$746K
|