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 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-312- 2.61% |
$18.1K - $26.6K
|
11.7K
$1.12M
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-312- 95.12% |
$18.1K - $26.6K
|
16
$1.53K
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-315- 3.32% |
$18.3K - $26.8K
|
9.17K
$878K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-322- 25.97% |
$18.7K - $27.4K
|
918
$87.9K
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-325- 4.38% |
$18.9K - $27.7K
|
7.09K
$679K
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-326- 0.85% |
$19K - $27.7K
|
37.9K
$3.63M
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-328- 3.31% |
$19.1K - $27.9K
|
9.59K
$918K
|
|
Aug 14, 2025
Q2 2025
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-328- 0.79% |
$19.1K - $27.9K
|
41.1K
$3.93M
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-333- 0.23% |
$19.4K - $28.3K
|
144K
$13.7M
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-335- 1.23% |
$19.5K - $28.5K
|
26.9K
$2.58M
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-337- 11.44% |
$19.6K - $28.7K
|
2.61K
$250K
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-344- 4.86% |
$20K - $29.3K
|
6.74K
$645K
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-349- 11.19% |
$20.3K - $29.7K
|
2.77K
$265K
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-358- 6.55% |
$20.8K - $30.5K
|
5.11K
$489K
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-358- 4.59% |
$20.8K - $30.5K
|
7.45K
$713K
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-362- 11.83% |
$21K - $30.8K
|
2.7K
$258K
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-367- 7.96% |
$21.3K - $31.2K
|
4.24K
$406K
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-368- 3.64% |
$21.4K - $31.3K
|
9.75K
$934K
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-378- 11.21% |
$22K - $32.2K
|
2.99K
$287K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-384- 8.81% |
$22.3K - $32.7K
|
3.98K
$381K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-388- 0.73% |
$22.6K - $33K
|
52.9K
$5.07M
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-395- 3.54% |
$23K - $33.6K
|
10.8K
$1.03M
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-395- 22.12% |
$23K - $33.6K
|
1.39K
$133K
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-400- 23.24% |
$23.3K - $34K
|
1.32K
$126K
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-401- 4.44% |
$23.3K - $34.1K
|
8.62K
$826K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-412- 13.83% |
$23.9K - $35.1K
|
2.57K
$246K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-429- 4.76% |
$24.9K - $36.5K
|
8.58K
$821K
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-432- 3.38% |
$25.1K - $36.8K
|
12.4K
$1.18M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-433- 1.07% |
$25.2K - $36.9K
|
40K
$3.83M
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-433- 14.66% |
$25.2K - $36.9K
|
2.52K
$241K
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-434- 10.8% |
$25.2K - $36.9K
|
3.59K
$343K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-436- 0.84% |
$25.3K - $37.1K
|
51.3K
$4.92M
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-437- 9.09% |
$25.4K - $37.2K
|
4.37K
$418K
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-440- 12.71% |
$25.6K - $37.5K
|
3.02K
$289K
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-441- 2.98% |
$25.6K - $37.5K
|
14.4K
$1.37M
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-448- 21.8% |
$26K - $38.1K
|
1.61K
$154K
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-461- 3.02% |
$26.8K - $39.2K
|
14.8K
$1.42M
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-465- 76.61% |
$27K - $39.6K
|
142
$13.6K
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-478- 0.53% |
$27.8K - $40.7K
|
90.3K
$8.64M
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-480- 2.62% |
$27.9K - $40.9K
|
17.9K
$1.71M
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-485- 3.35% |
$28.2K - $41.3K
|
14K
$1.34M
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-486- 1.79% |
$28.3K - $41.4K
|
26.7K
$2.55M
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-488- 13.06% |
$28.4K - $41.5K
|
3.25K
$311K
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-497- 9.0% |
$28.9K - $42.3K
|
5.03K
$481K
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-500- 2.92% |
$29.1K - $42.6K
|
16.7K
$1.59M
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-500- 7.5% |
$29.1K - $42.6K
|
6.17K
$591K
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-503- 5.59% |
$29.2K - $42.8K
|
8.5K
$814K
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-508- 6.57% |
$29.5K - $43.2K
|
7.23K
$692K
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-515- 1.73% |
$29.9K - $43.8K
|
29.2K
$2.8M
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-516- 3.18% |
$30K - $43.9K
|
15.7K
$1.5M
|