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 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-113- 4.37% |
$9.67K - $11.7K
|
2.47K
$243K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-123- 0.62% |
$10.5K - $12.7K
|
19.6K
$1.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 2.3% |
$10.7K - $12.9K
|
5.32K
$523K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-131- 0.33% |
$11.2K - $13.6K
|
40.1K
$3.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-139- 2.55% |
$11.9K - $14.4K
|
5.31K
$522K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-144- 3.14% |
$12.3K - $14.9K
|
4.44K
$436K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-146- 3.01% |
$12.5K - $15.1K
|
4.71K
$463K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-148- 3.64% |
$12.7K - $15.3K
|
3.92K
$385K
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-149- 5.83% |
$12.7K - $15.4K
|
2.41K
$237K
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-153- 2.0% |
$13.1K - $15.8K
|
7.51K
$737K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-161- 1.51% |
$13.8K - $16.7K
|
10.5K
$1.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-166- 0.11% |
$14.2K - $17.2K
|
153K
$15M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-168- 0.95% |
$14.4K - $17.4K
|
17.5K
$1.72M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-176- 2.35% |
$15.1K - $18.2K
|
7.32K
$720K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-200- 7.4% |
$17.1K - $20.7K
|
2.5K
$246K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-200- 5.29% |
$17.1K - $20.7K
|
3.58K
$352K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-203- 2.48% |
$17.4K - $21K
|
7.97K
$783K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-218- 2.61% |
$18.7K - $22.6K
|
8.13K
$799K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-219- 7.49% |
$18.7K - $22.7K
|
2.71K
$266K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-220- 3.14% |
$18.8K - $22.8K
|
6.79K
$667K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-222- 2.73% |
$19K - $23K
|
7.92K
$778K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-225- 6.05% |
$19.3K - $23.3K
|
3.49K
$343K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-228- 2.28% |
$19.5K - $23.6K
|
9.76K
$959K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-241- 0.45% |
$20.6K - $24.9K
|
53.4K
$5.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-253- 0.39% |
$21.6K - $26.2K
|
64.4K
$6.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
SELL
|
- |
-259- 1.75% |
$22.2K - $26.8K
|
14.6K
$1.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-283- 4.73% |
$24.2K - $29.3K
|
5.7K
$560K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-290- 9.28% |
$24.8K - $30K
|
2.84K
$279K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-307- 1.69% |
$26.3K - $31.8K
|
17.9K
$1.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-312- 9.17% |
$26.7K - $32.3K
|
3.09K
$303K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-321- 6.79% |
$27.5K - $33.2K
|
4.41K
$433K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-330- 2.14% |
$28.2K - $34.2K
|
15.1K
$1.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-344- 0.85% |
$29.4K - $35.6K
|
40.1K
$3.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-360- 6.42% |
$30.8K - $37.3K
|
5.25K
$516K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-363- 7.43% |
$31.1K - $37.6K
|
4.52K
$444K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-392- 15.24% |
$33.5K - $40.6K
|
2.18K
$214K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-405- 0.65% |
$34.7K - $41.9K
|
61.9K
$6.08M
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-416- 12.82% |
$35.6K - $43.1K
|
2.83K
$278K
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-435- 0.32% |
$37.2K - $45K
|
135K
$13.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-439- 10.55% |
$37.6K - $45.4K
|
3.72K
$366K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-450- 1.66% |
$38.5K - $46.6K
|
26.7K
$2.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-462- 13.04% |
$39.5K - $47.8K
|
3.08K
$303K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-498- 13.78% |
$42.6K - $51.5K
|
3.12K
$306K
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-500- 2.94% |
$42.8K - $51.7K
|
16.5K
$1.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-511- 3.33% |
$43.7K - $52.9K
|
14.8K
$1.46M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-534- 3.39% |
$45.7K - $55.3K
|
15.2K
$1.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-620- 6.23% |
$53.1K - $64.2K
|
9.34K
$917K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-628- 0.96% |
$53.7K - $65K
|
65K
$6.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-681- 2.18% |
$58.3K - $70.5K
|
30.6K
$3.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-682- 1.35% |
$58.4K - $70.6K
|
49.8K
$4.89M
|