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 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
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-22- 4.72% |
$1.28K - $1.87K
|
444
$42.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-23- 0.03% |
$1.34K - $1.96K
|
79.3K
$7.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-25- 0.09% |
$1.45K - $2.13K
|
29.1K
$2.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-26- 0.47% |
$1.51K - $2.21K
|
5.5K
$527K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-28- 0.1% |
$1.63K - $2.38K
|
28.9K
$2.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-30- 4.2% |
$1.74K - $2.55K
|
685
$65.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-31- 4.51% |
$1.8K - $2.64K
|
656
$62.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-33- 0.5% |
$1.92K - $2.81K
|
6.63K
$635K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-35- 2.72% |
$2.03K - $2.98K
|
1.25K
$120K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-36- 0.23% |
$2.09K - $3.06K
|
15.3K
$1.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-36- 0.21% |
$2.09K - $3.06K
|
17K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-38- 0.35% |
$2.21K - $3.23K
|
10.8K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-38- 0.4% |
$2.21K - $3.23K
|
9.51K
$910K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-40- 1.29% |
$2.33K - $3.4K
|
3.05K
$292K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-40- 0.07% |
$2.33K - $3.4K
|
57K
$5.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-40- 0.88% |
$2.33K - $3.4K
|
4.49K
$430K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-40- 4.26% |
$2.33K - $3.4K
|
900
$86.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-40- 0.91% |
$2.33K - $3.4K
|
4.37K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-40- 0.07% |
$2.33K - $3.4K
|
57K
$5.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-41- 0.28% |
$2.38K - $3.49K
|
14.6K
$1.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-41- 97.62% |
$2.38K - $3.49K
|
1
$95.7
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-42- 4.07% |
$2.44K - $3.58K
|
991
$94.9K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-42- 1.28% |
$2.44K - $3.58K
|
3.25K
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-43- 1.45% |
$2.5K - $3.66K
|
2.92K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.41% |
$2.56K - $3.75K
|
3.07K
$294K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-47- 1.27% |
$2.73K - $4K
|
3.64K
$349K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-48- 29.63% |
$2.79K - $4.09K
|
114
$10.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-48- 0.69% |
$2.79K - $4.09K
|
6.9K
$661K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-51- 0.85% |
$2.96K - $4.34K
|
5.94K
$569K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-56- 16.05% |
$3.26K - $4.77K
|
293
$28.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-56- 1.89% |
$3.26K - $4.77K
|
2.91K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-57- 0.13% |
$3.31K - $4.85K
|
42.3K
$4.05M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-59- 10.71% |
$3.43K - $5.02K
|
492
$47.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-61- 0.98% |
$3.55K - $5.19K
|
6.15K
$589K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-61- 1.82% |
$3.55K - $5.19K
|
3.3K
$316K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-62- 1.4% |
$3.6K - $5.28K
|
4.36K
$417K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-64- 0.2% |
$3.72K - $5.45K
|
31.3K
$3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-64- 0.16% |
$3.72K - $5.45K
|
40.2K
$3.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-65- 0.13% |
$3.78K - $5.53K
|
51.8K
$4.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-66- 11.46% |
$3.84K - $5.62K
|
510
$48.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-69- 1.81% |
$4.01K - $5.87K
|
3.74K
$358K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-70- 41.42% |
$4.07K - $5.96K
|
99
$9.48K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-72- 0.1% |
$4.19K - $6.13K
|
73.5K
$7.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-73- 1.48% |
$4.24K - $6.21K
|
4.85K
$464K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-75- 14.62% |
$4.36K - $6.38K
|
438
$41.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-75- 0.56% |
$4.36K - $6.38K
|
13.3K
$1.27M
|