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
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
103+ 4.1% |
$8.81K - $10.7K
|
2.62K
$257K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
102+ 1.3% |
$8.73K - $10.6K
|
7.95K
$781K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
99New |
$8.47K - $10.2K
|
99
$9.73K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
97+ 197.96% |
$8.3K - $10K
|
146
$14.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
91+ 1.48% |
$7.79K - $9.42K
|
6.24K
$613K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
86+ 0.88% |
$7.36K - $8.9K
|
9.83K
$966K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
81New |
$6.93K - $8.38K
|
81
$7.96K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
78+ 2.37% |
$6.67K - $8.07K
|
3.37K
$331K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
77+ 1.31% |
$6.59K - $7.97K
|
5.97K
$586K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
74+ 26.06% |
$6.33K - $7.66K
|
358
$35.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
72+ 0.78% |
$6.16K - $7.45K
|
9.27K
$911K
|
|
|
Oct 21, 2025
Q3 2025
|
Edmp, Inc.
|
BUY
|
- |
65+ 0.67% |
$5.56K - $6.73K
|
9.76K
$959K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
61+ 1.11% |
$5.22K - $6.31K
|
5.56K
$546K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
57New |
$4.88K - $5.9K
|
57
$5.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
56+ 19.11% |
$4.79K - $5.8K
|
349
$34.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Albert D Mason Inc
|
BUY
|
- |
55+ 1.41% |
$4.71K - $5.69K
|
3.94K
$387K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
55+ 0.78% |
$4.71K - $5.69K
|
7.12K
$700K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
54+ 1.94% |
$4.62K - $5.59K
|
2.84K
$279K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
51+ 2.37% |
$4.36K - $5.28K
|
2.2K
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
50+ 3.57% |
$4.28K - $5.17K
|
1.45K
$142K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
45+ 0.65% |
$3.85K - $4.66K
|
6.95K
$683K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
44+ 5.47% |
$3.77K - $4.55K
|
848
$83.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
40+ 0.46% |
$3.42K - $4.14K
|
8.77K
$862K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
33New |
$2.82K - $3.42K
|
33
$3.24K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
32+ 0.44% |
$2.74K - $3.31K
|
7.39K
$726K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
30+ 1.11% |
$2.57K - $3.1K
|
2.73K
$268K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
26+ 6.28% |
$2.22K - $2.69K
|
440
$43.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
23+ 0.34% |
$1.97K - $2.38K
|
6.89K
$677K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
18+ 2.56% |
$1.54K - $1.86K
|
721
$70.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
18+ 0.71% |
$1.54K - $1.86K
|
2.54K
$249K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
17New |
$1.45K - $1.76K
|
17
$1.67K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17+ 27.42% |
$1.45K - $1.76K
|
79
$7.76K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
16+ 1.44% |
$1.37K - $1.66K
|
1.12K
$110K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
15New |
$1.28K - $1.55K
|
15
$1.47K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
12New |
$1.03K - $1.24K
|
12
$1.18K
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
11+ 0.35% |
$941 - $1.14K
|
3.13K
$308K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.74% |
$856 - $1.03K
|
1.36K
$134K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
10+ 0.13% |
$856 - $1.03K
|
7.61K
$748K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
9+ 0.35% |
$770 - $931
|
2.58K
$253K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7+ 0.23% |
$599 - $724
|
3.03K
$298K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.11% |
$428 - $517
|
4.5K
$442K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5+ 0.1% |
$428 - $517
|
5.16K
$507K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5+ 0.16% |
$428 - $517
|
3.22K
$316K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
5+ 41.67% |
$428 - $517
|
17
$1.67K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3+ 0.08% |
$257 - $310
|
3.82K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
2+ 4.88% |
$171 - $207
|
43
$4.22K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2+ 0.8% |
$171 - $207
|
253
$24.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.09% |
$85.6 - $103
|
1.12K
$110K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 2.08% |
$171 - $207
|
94
$9.24K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 0.55% |
$257 - $310
|
546
$53.6K
|