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 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
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-519- 49.57% |
$30.2K - $44.2K
|
528
$50.6K
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-526- 0.13% |
$30.6K - $44.8K
|
399K
$38.2M
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-528- 6.56% |
$30.7K - $44.9K
|
7.52K
$720K
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-531- 6.44% |
$30.9K - $45.2K
|
7.71K
$738K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-536- 10.92% |
$31.2K - $45.6K
|
4.37K
$419K
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-540- 12.87% |
$31.4K - $46K
|
3.66K
$350K
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-549- 2.44% |
$31.9K - $46.7K
|
21.9K
$2.1M
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-558- 3.96% |
$32.4K - $47.5K
|
13.5K
$1.3M
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-563- 19.76% |
$32.7K - $47.9K
|
2.29K
$219K
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-573- 11.23% |
$33.3K - $48.8K
|
4.53K
$434K
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-578- 11.44% |
$33.6K - $49.2K
|
4.48K
$428K
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-584- 7.64% |
$33.9K - $49.7K
|
7.06K
$676K
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-589- 3.37% |
$34.2K - $50.1K
|
16.9K
$1.62M
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-590- 14.24% |
$34.3K - $50.2K
|
3.55K
$340K
|
|
Aug 12, 2025
Q2 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-600- 0.51% |
$34.9K - $51.1K
|
118K
$11.3M
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-601- 5.07% |
$34.9K - $51.2K
|
11.3K
$1.08M
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-605- 2.59% |
$35.2K - $51.5K
|
22.8K
$2.18M
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-611- 3.83% |
$35.5K - $52K
|
15.4K
$1.47M
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-614- 0.54% |
$35.7K - $52.3K
|
114K
$10.9M
|
|
Aug 13, 2025
Q2 2025
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-614- 0.42% |
$35.7K - $52.3K
|
144K
$13.8M
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-631- 9.14% |
$36.7K - $53.7K
|
6.28K
$601K
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-645- 3.65% |
$37.5K - $54.9K
|
17K
$1.63M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-646- 11.04% |
$37.6K - $55K
|
5.21K
$498K
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-649- 5.36% |
$37.7K - $55.2K
|
11.5K
$1.1M
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-649- 0.85% |
$37.7K - $55.2K
|
75.6K
$7.24M
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-658- 19.13% |
$38.2K - $56K
|
2.78K
$266K
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-658- 8.57% |
$38.2K - $56K
|
7.02K
$672K
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-668- 2.75% |
$38.8K - $56.9K
|
23.6K
$2.26M
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-674- 40.68% |
$39.2K - $57.4K
|
983
$94.1K
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-687- 2.66% |
$39.9K - $58.5K
|
25.1K
$2.4M
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-687- 11.2% |
$39.9K - $58.5K
|
5.45K
$521K
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-694- 1.47% |
$40.3K - $59.1K
|
46.6K
$4.46M
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-700- 2.57% |
$40.7K - $59.6K
|
26.6K
$2.54M
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-700- 1.97% |
$40.7K - $59.6K
|
34.9K
$3.34M
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-704- 49.06% |
$40.9K - $59.9K
|
731
$70K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-719- 2.99% |
$41.8K - $61.2K
|
23.3K
$2.23M
|
|
Jul 25, 2025
Q2 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-725- 1.61% |
$42.1K - $61.7K
|
44.3K
$4.24M
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-731- 6.86% |
$42.5K - $62.2K
|
9.92K
$950K
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-742- 4.58% |
$43.1K - $63.2K
|
15.5K
$1.48M
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-750- 12.11% |
$43.6K - $63.8K
|
5.45K
$521K
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-759- 1.55% |
$44.1K - $64.6K
|
48.1K
$4.6M
|