Purchases and Sales Made in Q3 2025 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
3.81KNew |
$326K - $394K
|
3.81K
$374K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.72KNew |
$318K - $385K
|
3.72K
$365K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
3.7KNew |
$317K - $383K
|
3.7K
$364K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.7K+ 4.74% |
$317K - $383K
|
81.7K
$8.03M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.7KNew |
$316K - $382K
|
3.7K
$363K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
3.66KNew |
$313K - $378K
|
3.66K
$359K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.52K+ 3.61% |
$301K - $364K
|
101K
$9.92M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.36K+ 10.32% |
$288K - $348K
|
35.9K
$3.53M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.24K+ 8.12% |
$277K - $335K
|
43.1K
$4.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.17K+ 62.47% |
$271K - $328K
|
8.24K
$809K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
3.02KNew |
$258K - $312K
|
3.02K
$296K
|
|
|
Oct 14, 2025
Q3 2025
|
Mad River Investors
|
BUY
|
- |
3KNew |
$257K - $310K
|
3K
$295K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.82K+ 9.06% |
$241K - $292K
|
33.9K
$3.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.81KNew |
$240K - $291K
|
2.81K
$276K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.73K+ 82.49% |
$233K - $282K
|
6.04K
$593K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
2.68K+ 3.34% |
$230K - $278K
|
83K
$8.15M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.63KNew |
$225K - $272K
|
2.63K
$258K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
2.56KNew |
$219K - $265K
|
2.56K
$251K
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.55KNew |
$218K - $264K
|
2.55K
$251K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
2.52K+ 25.79% |
$215K - $260K
|
12.3K
$1.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.5KNew |
$214K - $259K
|
2.5K
$246K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.47K+ 29.23% |
$212K - $256K
|
10.9K
$1.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
2.46K+ 1.25% |
$210K - $254K
|
198K
$19.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.38KNew |
$204K - $247K
|
2.38K
$234K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.36KNew |
$202K - $245K
|
2.36K
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.36KNew |
$202K - $244K
|
2.36K
$232K
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.35KNew |
$201K - $243K
|
2.35K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.34KNew |
$200K - $242K
|
2.34K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.33KNew |
$199K - $241K
|
2.33K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.32KNew |
$198K - $240K
|
2.32K
$228K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.31KNew |
$198K - $239K
|
2.31K
$227K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
2.3K+ 5.04% |
$197K - $238K
|
48K
$4.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.29KNew |
$196K - $237K
|
2.29K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.29K+ 5.97% |
$196K - $237K
|
40.6K
$3.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.28KNew |
$195K - $236K
|
2.28K
$224K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$194K - $234K
|
2.27K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.26KNew |
$194K - $234K
|
2.26K
$222K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.26KNew |
$193K - $234K
|
2.26K
$222K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
2.22KNew |
$190K - $230K
|
2.22K
$218K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$189K - $229K
|
2.21K
$217K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.2KNew |
$188K - $228K
|
2.2K
$216K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.2KNew |
$188K - $228K
|
2.2K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.19KNew |
$187K - $227K
|
2.19K
$215K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.18KNew |
$186K - $225K
|
2.18K
$214K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.15KNew |
$184K - $223K
|
2.15K
$212K
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
2.1KNew |
$180K - $217K
|
2.1K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
2.1KNew |
$180K - $217K
|
2.1K
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
2.09KNew |
$178K - $216K
|
2.09K
$205K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.07KNew |
$177K - $214K
|
2.07K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.05KNew |
$176K - $213K
|
2.05K
$202K
|