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 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
5.46K+ 17.51% |
$318K - $465K
|
36.6K
$3.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.46K+ 12.45% |
$318K - $465K
|
49.3K
$4.72M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
5.38K+ 32.14% |
$313K - $458K
|
22.1K
$2.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Brickwood Asset Management LLP
London, X0 |
BUY
|
- |
5.35KNew |
$311K - $455K
|
5.35K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
5.34KNew |
$311K - $455K
|
5.34K
$512K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.34K+ 12.4% |
$310K - $455K
|
48.4K
$4.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.33K+ 2.76% |
$310K - $454K
|
199K
$19M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.33KNew |
$310K - $454K
|
5.33K
$510K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.29K+ 2.46% |
$307K - $450K
|
220K
$21.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.25K+ 31.79% |
$305K - $447K
|
21.8K
$2.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.2K+ 27.56% |
$302K - $443K
|
24.1K
$2.31M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.03K+ 150.21% |
$293K - $428K
|
8.38K
$802K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
5.02K+ 28.08% |
$292K - $427K
|
22.9K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
5K+ 9.7% |
$291K - $426K
|
56.6K
$5.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Long Focus Capital Management, LLC
San Juan, PR |
BUY
|
- |
5K+ 5.28% |
$291K - $426K
|
99.6K
$9.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.94K+ 27.68% |
$287K - $421K
|
22.8K
$2.18M
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
4.93K+ 147.19% |
$287K - $420K
|
8.28K
$793K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.91KNew |
$285K - $418K
|
4.91K
$470K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.88KNew |
$284K - $416K
|
4.88K
$467K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
4.86KNew |
$283K - $414K
|
4.86K
$466K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.72K+ 109.18% |
$274K - $402K
|
9.04K
$866K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.68KNew |
$272K - $398K
|
4.68K
$448K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.56K+ 9.92% |
$265K - $388K
|
50.5K
$4.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.4K+ 2.73% |
$256K - $375K
|
166K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
4.39K+ 1.48% |
$255K - $374K
|
302K
$28.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.39K+ 9.32% |
$255K - $374K
|
51.5K
$4.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.38K+ 4.44% |
$255K - $373K
|
103K
$9.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.36K+ 58.68% |
$254K - $371K
|
11.8K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.29K+ 79.35% |
$250K - $365K
|
9.7K
$929K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.28K+ 3.98% |
$249K - $365K
|
112K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.23KNew |
$246K - $360K
|
4.23K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.13K+ 6.65% |
$240K - $352K
|
66.2K
$6.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.13K+ 11.49% |
$240K - $351K
|
40.1K
$3.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.1K+ 94.69% |
$238K - $349K
|
8.43K
$807K
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.07KNew |
$237K - $347K
|
4.07K
$390K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
4.07KNew |
$236K - $346K
|
4.07K
$389K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.05K+ 110.45% |
$235K - $345K
|
7.71K
$738K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
4.03K+ 8.62% |
$234K - $343K
|
50.8K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
4.02K+ 0.13% |
$234K - $342K
|
3.01M
$288M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.02KNew |
$234K - $342K
|
4.02K
$385K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4K+ 14.33% |
$233K - $340K
|
31.9K
$3.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
3.93K+ 27.34% |
$228K - $335K
|
18.3K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.82KNew |
$222K - $325K
|
3.82K
$365K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.74K+ 6.19% |
$218K - $319K
|
64.2K
$6.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.74KNew |
$217K - $318K
|
3.74K
$358K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.65K+ 3.18% |
$212K - $311K
|
119K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$209K - $307K
|
3.6K
$345K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.59KNew |
$209K - $306K
|
3.59K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.56K+ 3.06% |
$207K - $303K
|
120K
$11.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.52K+ 6.8% |
$205K - $300K
|
55.3K
$5.29M
|