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 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
744New |
$50K - $63K
|
744
$69.9K
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
740+ 1.21% |
$49.8K - $62.6K
|
61.8K
$5.81M
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
732+ 8.97% |
$49.2K - $61.9K
|
8.89K
$836K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
728+ 228.21% |
$48.9K - $61.6K
|
1.05K
$98.4K
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
719+ 19.39% |
$48.3K - $60.8K
|
4.43K
$416K
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
719+ 23.6% |
$48.3K - $60.8K
|
3.77K
$354K
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
BUY
|
- |
702+ 23.72% |
$47.2K - $59.4K
|
3.66K
$344K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
699New |
$47K - $59.2K
|
699
$65.7K
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
699+ 24.53% |
$47K - $59.2K
|
3.55K
$334K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
693+ 2.22% |
$46.6K - $58.6K
|
32K
$3.01M
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
687+ 73.32% |
$46.2K - $58.1K
|
1.62K
$153K
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
685+ 6.98% |
$46.1K - $58K
|
10.5K
$987K
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
683+ 12.79% |
$45.9K - $57.8K
|
6.02K
$566K
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
678+ 15.24% |
$45.6K - $57.4K
|
5.13K
$482K
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
672+ 4.74% |
$45.2K - $56.9K
|
14.9K
$1.4M
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
665+ 278.24% |
$44.7K - $56.3K
|
904
$85K
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
664+ 4.92% |
$44.6K - $56.2K
|
14.2K
$1.33M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
661+ 7.55% |
$44.4K - $55.9K
|
9.42K
$885K
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
648+ 4.33% |
$43.6K - $54.8K
|
15.6K
$1.47M
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
640+ 3.71% |
$43K - $54.2K
|
17.9K
$1.68M
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
638+ 8.91% |
$42.9K - $54K
|
7.8K
$733K
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
627+ 13.52% |
$42.2K - $53.1K
|
5.26K
$495K
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
621+ 1.75% |
$41.7K - $52.6K
|
36.1K
$3.39M
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
618+ 2.19% |
$41.5K - $52.3K
|
28.9K
$2.72M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
615+ 3.04% |
$41.3K - $52K
|
20.9K
$1.96M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
610+ 54.56% |
$41K - $51.6K
|
1.73K
$162K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
605+ 5.7% |
$40.7K - $51.2K
|
11.2K
$1.06M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
604+ 289.0% |
$40.6K - $51.1K
|
813
$76.4K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
602New |
$40.5K - $50.9K
|
602
$56.6K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
601+ 7.15% |
$40.4K - $50.9K
|
9.01K
$847K
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
597+ 15.75% |
$40.1K - $50.5K
|
4.39K
$412K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
597+ 15.87% |
$40.1K - $50.5K
|
4.36K
$410K
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
585+ 13.82% |
$39.3K - $49.5K
|
4.82K
$453K
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
582+ 3.99% |
$39.1K - $49.3K
|
15.2K
$1.42M
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
579+ 10.53% |
$38.9K - $49K
|
6.08K
$572K
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
570+ 1.58% |
$38.3K - $48.2K
|
36.7K
$3.45M
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
570+ 0.51% |
$38.3K - $48.2K
|
113K
$10.6M
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
557+ 6.03% |
$37.4K - $47.1K
|
9.79K
$920K
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
550+ 0.07% |
$37K - $46.5K
|
842K
$79.2M
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
548+ 7.31% |
$36.8K - $46.4K
|
8.05K
$757K
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
543+ 4.65% |
$36.5K - $46K
|
12.2K
$1.15M
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
540+ 1.21% |
$36.3K - $45.7K
|
45.3K
$4.26M
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
540+ 135.0% |
$36.3K - $45.7K
|
940
$88.4K
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
532+ 103.7% |
$35.8K - $45K
|
1.05K
$98.2K
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
531+ 3.48% |
$35.7K - $44.9K
|
15.8K
$1.49M
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
529+ 12.56% |
$35.6K - $44.8K
|
4.74K
$446K
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
523+ 7.03% |
$35.2K - $44.3K
|
7.97K
$749K
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
502+ 8.39% |
$33.7K - $42.5K
|
6.49K
$610K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
502+ 8.04% |
$33.7K - $42.5K
|
6.75K
$634K
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
502+ 151.2% |
$33.7K - $42.5K
|
834
$78.4K
|