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 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.51K+ 2.49% |
$204K - $299K
|
145K
$13.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.45KNew |
$201K - $294K
|
3.45K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3.45K+ 109.59% |
$201K - $294K
|
6.6K
$632K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
3.45KNew |
$200K - $293K
|
3.45K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.42KNew |
$199K - $291K
|
3.42K
$328K
|
|
|
Aug 08, 2025
Q2 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
3.42K+ 34.29% |
$199K - $291K
|
13.4K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.4K+ 22.91% |
$197K - $289K
|
18.2K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.39K+ 2.0% |
$197K - $289K
|
173K
$16.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
3.37KNew |
$196K - $287K
|
3.37K
$323K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.35KNew |
$195K - $285K
|
3.35K
$321K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.35KNew |
$195K - $285K
|
3.35K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.33K+ 5.55% |
$194K - $284K
|
63.4K
$6.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Homestead Advisers Corp
|
BUY
|
- |
3.3K+ 0.33% |
$192K - $281K
|
1.01M
$97M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.3K+ 10.49% |
$192K - $280K
|
34.7K
$3.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3.29KNew |
$191K - $280K
|
3.29K
$315K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.24K+ 5.91% |
$188K - $276K
|
58.1K
$5.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.24K+ 26.87% |
$188K - $276K
|
15.3K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.23K+ 5.61% |
$187K - $275K
|
60.7K
$5.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.22K+ 70.49% |
$187K - $274K
|
7.79K
$746K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.22KNew |
$187K - $274K
|
3.22K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.22K+ 36.62% |
$187K - $274K
|
12K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.21K+ 10.92% |
$186K - $273K
|
32.6K
$3.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.2K+ 2.29% |
$186K - $273K
|
143K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
3.2K+ 7.28% |
$186K - $272K
|
47.1K
$4.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.19K+ 16.83% |
$185K - $272K
|
22.1K
$2.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
3.19K+ 3.56% |
$185K - $271K
|
92.6K
$8.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.17KNew |
$184K - $270K
|
3.17K
$303K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.13K+ 33.71% |
$182K - $267K
|
12.4K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.13KNew |
$182K - $266K
|
3.13K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
3.12KNew |
$181K - $265K
|
3.12K
$298K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.07K+ 21.28% |
$178K - $261K
|
17.5K
$1.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
3.05KNew |
$177K - $259K
|
3.05K
$292K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.04K+ 39.34% |
$177K - $259K
|
10.8K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.01K+ 2.88% |
$175K - $256K
|
107K
$10.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.01KNew |
$175K - $256K
|
3.01K
$288K
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
3K+ 19.83% |
$174K - $255K
|
18.1K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3KNew |
$174K - $255K
|
3K
$287K
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
2.99K+ 6.59% |
$174K - $254K
|
48.4K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.97K+ 9.25% |
$172K - $253K
|
35K
$3.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.95K+ 36.25% |
$171K - $251K
|
11.1K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.94KNew |
$171K - $251K
|
2.94K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.93K+ 41.81% |
$170K - $249K
|
9.94K
$952K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.91K+ 29.14% |
$169K - $247K
|
12.9K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.88K+ 0.59% |
$167K - $245K
|
491K
$47M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.86K+ 3.24% |
$166K - $244K
|
91.2K
$8.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.86KNew |
$166K - $243K
|
2.86K
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
2.86K+ 21.02% |
$166K - $243K
|
16.5K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.84KNew |
$165K - $242K
|
2.84K
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.83KNew |
$164K - $241K
|
2.83K
$271K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.82KNew |
$164K - $240K
|
2.82K
$270K
|