Purchases and Sales Made in Q1 2025 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.39K+ 13.27% |
$295K - $371K
|
37.4K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.34KNew |
$292K - $367K
|
4.34K
$408K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.34K+ 2.01% |
$291K - $367K
|
220K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.33K+ 3.65% |
$291K - $366K
|
123K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.31K+ 16.45% |
$290K - $365K
|
30.5K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.22KNew |
$284K - $357K
|
4.22K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.21KNew |
$283K - $356K
|
4.21K
$396K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
4.2K+ 145.6% |
$282K - $355K
|
7.08K
$666K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
4.13K+ 5.69% |
$278K - $350K
|
76.8K
$7.22M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.11K+ 5.91% |
$276K - $348K
|
73.6K
$6.92M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
4.1KNew |
$276K - $347K
|
4.1K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.1K+ 27.12% |
$276K - $347K
|
19.2K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.03KNew |
$271K - $341K
|
4.03K
$379K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4.01KNew |
$270K - $340K
|
4.01K
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
4.01K+ 0.77% |
$270K - $340K
|
526K
$49.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
3.94K+ 8.87% |
$265K - $333K
|
48.3K
$4.54M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.93K+ 85.4% |
$264K - $333K
|
8.53K
$802K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.91K+ 27.18% |
$263K - $331K
|
18.3K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3.78KNew |
$254K - $320K
|
3.78K
$355K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
3.75K+ 33.5% |
$252K - $318K
|
15K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.75KNew |
$252K - $317K
|
3.75K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.71K+ 124.44% |
$249K - $314K
|
6.69K
$628K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.67K+ 34.73% |
$246K - $310K
|
14.2K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.65K+ 91.2% |
$245K - $309K
|
7.65K
$719K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.63K+ 6.33% |
$244K - $307K
|
60.9K
$5.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.6KNew |
$242K - $305K
|
3.6K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.58K+ 1.89% |
$241K - $303K
|
193K
$18.2M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
3.51K+ 31.58% |
$236K - $297K
|
14.6K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.5KNew |
$235K - $296K
|
3.5K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
3.5KNew |
$235K - $296K
|
3.5K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.49K+ 0.97% |
$234K - $295K
|
364K
$34.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.49KNew |
$234K - $295K
|
3.49K
$328K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.48KNew |
$234K - $295K
|
3.48K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
3.47K+ 108.85% |
$233K - $294K
|
6.66K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.46KNew |
$232K - $293K
|
3.46K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.44K+ 16.52% |
$231K - $291K
|
24.3K
$2.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
3.43KNew |
$231K - $290K
|
3.43K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 64.0% |
$231K - $290K
|
8.79K
$826K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.43K+ 56.01% |
$230K - $290K
|
9.55K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
3.43K+ 28.97% |
$230K - $290K
|
15.3K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.39K+ 117.64% |
$228K - $287K
|
6.28K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.38K+ 3.29% |
$227K - $286K
|
106K
$9.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.37KNew |
$226K - $285K
|
3.37K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
3.36KNew |
$226K - $285K
|
3.36K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.35KNew |
$225K - $283K
|
3.35K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.34KNew |
$224K - $282K
|
3.34K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
3.33K+ 3.93% |
$224K - $282K
|
88K
$8.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
BUY
|
- |
3.32K+ 19.08% |
$223K - $281K
|
20.7K
$1.95M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.3K+ 7.87% |
$222K - $280K
|
45.3K
$4.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.3KNew |
$222K - $279K
|
3.3K
$310K
|