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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-765- 0.87% |
$44.5K - $65.1K
|
87.4K
$8.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-774- 1.84% |
$45K - $65.9K
|
41.4K
$3.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-793- 3.89% |
$46.1K - $67.5K
|
19.6K
$1.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-798- 64.72% |
$46.4K - $67.9K
|
435
$41.6K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-800- 20.64% |
$46.5K - $68.1K
|
3.08K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-806- 0.56% |
$46.9K - $68.6K
|
144K
$13.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-822- 3.02% |
$47.8K - $70K
|
26.4K
$2.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-825- 4.8% |
$48K - $70.2K
|
16.3K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-826- 2.27% |
$48K - $70.3K
|
35.6K
$3.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-826- 1.08% |
$48K - $70.3K
|
75.4K
$7.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-833- 4.55% |
$48.4K - $70.9K
|
17.5K
$1.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
SELL
|
- |
-844- 4.24% |
$49.1K - $71.8K
|
19.1K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-844- 18.52% |
$49.1K - $71.8K
|
3.71K
$356K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-855- 22.5% |
$49.7K - $72.8K
|
2.95K
$282K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-858- 11.74% |
$49.9K - $73K
|
6.45K
$618K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-865- 11.68% |
$50.3K - $73.6K
|
6.54K
$626K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-869- 0.38% |
$50.5K - $74K
|
225K
$21.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-874- 6.96% |
$50.8K - $74.4K
|
11.7K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-880- 11.78% |
$51.2K - $74.9K
|
6.59K
$631K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-887- 5.97% |
$51.6K - $75.5K
|
14K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-889- 1.1% |
$51.7K - $75.7K
|
80.1K
$7.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-892- 4.67% |
$51.9K - $75.9K
|
18.2K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-903- 7.75% |
$52.5K - $76.9K
|
10.7K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-905- 2.81% |
$52.6K - $77K
|
31.3K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-908- 2.48% |
$52.8K - $77.3K
|
35.7K
$3.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-910- 13.67% |
$52.9K - $77.5K
|
5.75K
$550K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-919- 9.9% |
$53.4K - $78.2K
|
8.36K
$800K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-928- 1.87% |
$53.9K - $79K
|
48.8K
$4.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-950- 0.83% |
$55.2K - $80.9K
|
113K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-978- 17.52% |
$56.9K - $83.2K
|
4.6K
$441K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-981- 21.39% |
$57K - $83.5K
|
3.61K
$345K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-981- 4.54% |
$57K - $83.5K
|
20.6K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-987- 17.75% |
$57.4K - $84K
|
4.58K
$438K
|
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-995- 3.22% |
$57.8K - $84.7K
|
29.9K
$2.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1K- 55.56% |
$58.1K - $85.1K
|
800
$76.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1K- 15.15% |
$58.1K - $85.1K
|
5.6K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-1K- 2.44% |
$58.1K - $85.1K
|
40K
$3.83M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1K- 16.48% |
$58.2K - $85.3K
|
5.08K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 7.4% |
$58.8K - $86.1K
|
12.6K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.03K- 0.44% |
$59.8K - $87.6K
|
235K
$22.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.05K- 27.3% |
$60.8K - $89K
|
2.79K
$267K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.05K- 44.75% |
$61.2K - $89.5K
|
1.3K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.05K- 22.45% |
$61.2K - $89.6K
|
3.64K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.06K- 0.45% |
$61.5K - $90.1K
|
237K
$22.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.06K- 43.52% |
$61.7K - $90.4K
|
1.38K
$132K
|
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-1.07K- 6.1% |
$62.2K - $91.1K
|
16.5K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.09K- 7.49% |
$63.1K - $92.4K
|
13.4K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.09K- 10.86% |
$63.2K - $92.5K
|
8.92K
$854K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.1K- 14.95% |
$63.7K - $93.2K
|
6.23K
$596K
|
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-1.1K- 0.88% |
$63.9K - $93.6K
|
123K
$11.8M
|