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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.71K+ 16.36% |
$115K - $145K
|
12.2K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.7K+ 6.52% |
$114K - $144K
|
27.8K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.7K+ 49.26% |
$114K - $144K
|
5.15K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.69K+ 20.57% |
$114K - $143K
|
9.92K
$932K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 10.62% |
$113K - $143K
|
17.6K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.68K+ 14.29% |
$113K - $142K
|
13.5K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.66KNew |
$111K - $140K
|
1.66K
$156K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.65K+ 8.82% |
$111K - $140K
|
20.4K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
1.64K+ 26.17% |
$110K - $139K
|
7.92K
$744K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.63K+ 28.66% |
$110K - $138K
|
7.33K
$689K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.61K+ 16.36% |
$108K - $136K
|
11.5K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.61K+ 8.87% |
$108K - $136K
|
19.7K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.58K+ 10.9% |
$106K - $134K
|
16.1K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.56K+ 25.42% |
$105K - $132K
|
7.68K
$722K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.54K+ 13.45% |
$104K - $130K
|
13K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.53K+ 14.46% |
$103K - $129K
|
12.1K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
1.52K+ 4.52% |
$102K - $129K
|
35.1K
$3.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.49K+ 68.85% |
$99.8K - $126K
|
3.64K
$342K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.48K+ 50.96% |
$99.7K - $126K
|
4.39K
$413K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.48K+ 33.0% |
$99.3K - $125K
|
5.95K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.47K+ 2.36% |
$98.8K - $124K
|
63.6K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.46KNew |
$97.8K - $123K
|
1.46K
$137K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.45K+ 30.41% |
$97.5K - $123K
|
6.22K
$584K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.4K+ 30.72% |
$94.1K - $118K
|
5.96K
$560K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1.4K+ 14.28% |
$93.9K - $118K
|
11.2K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.4K+ 19.46% |
$93.9K - $118K
|
8.57K
$806K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.35K+ 45.39% |
$91K - $115K
|
4.33K
$407K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.35K+ 14.2% |
$90.4K - $114K
|
10.8K
$1.02M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.34K+ 4.96% |
$90K - $113K
|
28.3K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.33K+ 42.9% |
$89.4K - $113K
|
4.43K
$416K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.32K+ 28.31% |
$88.5K - $111K
|
5.96K
$561K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.3K+ 6.63% |
$87.5K - $110K
|
20.9K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.23K+ 31.02% |
$82.4K - $104K
|
5.17K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.22K+ 0.14% |
$82K - $103K
|
858K
$80.7M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.2K+ 4.07% |
$80.7K - $102K
|
30.7K
$2.89M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.2K+ 3.11% |
$80.5K - $101K
|
39.7K
$3.73M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.19K+ 11.0% |
$79.9K - $101K
|
12K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 1.47% |
$78.9K - $99.3K
|
80.8K
$7.6M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.16K+ 1.29% |
$78.3K - $98.5K
|
91.6K
$8.61M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.16K+ 2.59% |
$78K - $98.2K
|
45.9K
$4.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.16K+ 39.49% |
$77.7K - $97.7K
|
4.08K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.16K+ 19.22% |
$77.7K - $97.7K
|
7.16K
$673K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 2.21% |
$77.4K - $97.5K
|
53.3K
$5.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.15K+ 3.37% |
$77.3K - $97.3K
|
35.3K
$3.32M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.15K+ 39.81% |
$77.3K - $97.3K
|
4.04K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.14K+ 12.31% |
$76.9K - $96.8K
|
10.4K
$981K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.14K+ 25.09% |
$76.6K - $96.4K
|
5.68K
$534K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.14K+ 3.87% |
$76.3K - $96.1K
|
30.4K
$2.86M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.13K+ 30.67% |
$76.2K - $96K
|
4.83K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.12K+ 34.74% |
$75K - $94.4K
|
4.33K
$407K
|