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 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.11K+ 19.36% |
$74.6K - $93.9K
|
6.84K
$652K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.1K+ 15.37% |
$73.8K - $92.9K
|
8.24K
$786K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.09K+ 34.3% |
$72.9K - $91.8K
|
4.25K
$405K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.06K+ 1.57% |
$71.2K - $89.6K
|
68.4K
$6.53M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 16.06% |
$71.2K - $89.6K
|
7.66K
$730K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.05K+ 6.31% |
$70.8K - $89.1K
|
17.7K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
1.04K+ 6.35% |
$70.2K - $88.4K
|
17.5K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
1.04KNew |
$70.1K - $88.3K
|
1.04K
$99.5K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.04K+ 74.04% |
$69.8K - $87.8K
|
2.44K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.04K+ 20.1% |
$69.7K - $87.7K
|
6.19K
$590K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.02K+ 9.02% |
$68.6K - $86.3K
|
12.3K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.02K+ 1.82% |
$68.5K - $86.2K
|
57K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.01K+ 27.51% |
$68K - $85.6K
|
4.69K
$447K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1K+ 2.87% |
$67.4K - $84.8K
|
35.9K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1K+ 10.83% |
$67.2K - $84.6K
|
10.2K
$976K
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
1K+ 2.5% |
$67.2K - $84.6K
|
41K
$3.91M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
987+ 16.1% |
$66.4K - $83.5K
|
7.12K
$679K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
982+ 4.91% |
$66K - $83.1K
|
21K
$2M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
981+ 24.26% |
$66K - $83K
|
5.03K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
979+ 74.56% |
$65.8K - $82.9K
|
2.29K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
975+ 557.14% |
$65.5K - $82.5K
|
1.15K
$110K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
950+ 13.1% |
$63.9K - $80.4K
|
8.2K
$783K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
947+ 8.89% |
$63.7K - $80.1K
|
11.6K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
943+ 0.82% |
$63.4K - $79.8K
|
116K
$11.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
933+ 0.19% |
$62.7K - $79K
|
502K
$47.8M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
928+ 7.85% |
$62.4K - $78.5K
|
12.7K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
928+ 15.06% |
$62.4K - $78.5K
|
7.09K
$676K
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
927+ 2.98% |
$62.3K - $78.5K
|
32.1K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
918+ 6.37% |
$61.7K - $77.7K
|
15.3K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
890+ 107.88% |
$59.8K - $75.3K
|
1.72K
$164K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
888+ 1.34% |
$59.7K - $75.2K
|
67.3K
$6.42M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
885+ 5.69% |
$59.5K - $74.9K
|
16.4K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
870+ 36.0% |
$58.5K - $73.6K
|
3.29K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
865+ 14.39% |
$58.2K - $73.2K
|
6.88K
$656K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
860+ 1.09% |
$57.8K - $72.8K
|
79.5K
$7.59M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
857+ 25.42% |
$57.6K - $72.5K
|
4.23K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
855+ 0.36% |
$57.5K - $72.4K
|
236K
$22.5M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
854+ 1.46% |
$57.4K - $72.3K
|
59.2K
$5.64M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
846+ 19.44% |
$56.9K - $71.6K
|
5.2K
$496K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
839+ 9.5% |
$56.4K - $71K
|
9.67K
$923K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
834+ 39.85% |
$56.1K - $70.6K
|
2.93K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
824+ 3.04% |
$55.4K - $69.7K
|
27.9K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
821+ 12.47% |
$55.2K - $69.5K
|
7.41K
$706K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
809+ 5.26% |
$54.4K - $68.5K
|
16.2K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
800+ 2.63% |
$53.8K - $67.7K
|
31.2K
$2.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
792+ 4.59% |
$53.2K - $67K
|
18K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
784+ 1.12% |
$52.7K - $66.3K
|
70.9K
$6.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
758+ 55.94% |
$51K - $64.1K
|
2.11K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
754+ 1.36% |
$50.7K - $63.8K
|
56.1K
$5.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
753+ 9.94% |
$50.6K - $63.7K
|
8.33K
$794K
|