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 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
500+ 5.19% |
$33.6K - $42.3K
|
10.1K
$952K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
499+ 2.37% |
$33.5K - $42.2K
|
21.5K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
493+ 12.34% |
$33.1K - $41.7K
|
4.49K
$422K
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
484+ 1.37% |
$32.5K - $41K
|
35.9K
$3.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
483+ 9.47% |
$32.5K - $40.9K
|
5.58K
$525K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
481+ 2.74% |
$32.3K - $40.7K
|
18.1K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
480+ 15.22% |
$32.3K - $40.6K
|
3.63K
$342K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
479+ 0.25% |
$32.2K - $40.5K
|
190K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
475+ 13.34% |
$31.9K - $40.2K
|
4.04K
$379K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
472+ 25.12% |
$31.7K - $39.9K
|
2.35K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
470+ 1.13% |
$31.6K - $39.8K
|
42.2K
$3.96M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
467+ 805.17% |
$31.4K - $39.5K
|
525
$49.4K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
465+ 1.19% |
$31.3K - $39.4K
|
39.5K
$3.71M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
461+ 0.68% |
$31K - $39K
|
67.8K
$6.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
457+ 15.2% |
$30.7K - $38.7K
|
3.46K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
456+ 11.09% |
$30.7K - $38.6K
|
4.57K
$429K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
449+ 0.72% |
$30.2K - $38K
|
62.6K
$5.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
446+ 4.74% |
$30K - $37.7K
|
9.87K
$927K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
425+ 11.92% |
$28.6K - $36K
|
3.99K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
424+ 8.3% |
$28.5K - $35.9K
|
5.53K
$520K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
419+ 8.94% |
$28.2K - $35.5K
|
5.1K
$480K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
413New |
$27.8K - $35K
|
413
$38.8K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
403+ 7.93% |
$27.1K - $34.1K
|
5.48K
$515K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
400New |
$26.9K - $33.9K
|
400
$37.6K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
400+ 14.56% |
$26.9K - $33.9K
|
3.15K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
399+ 2.16% |
$26.8K - $33.8K
|
18.9K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
397+ 5.64% |
$26.7K - $33.6K
|
7.44K
$699K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
394+ 22.48% |
$26.5K - $33.3K
|
2.15K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
388+ 12.9% |
$26.1K - $32.8K
|
3.4K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
385+ 4.74% |
$25.9K - $32.6K
|
8.5K
$799K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
379+ 12.1% |
$25.5K - $32.1K
|
3.51K
$330K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
379+ 11.23% |
$25.5K - $32.1K
|
3.75K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
377+ 89.76% |
$25.3K - $31.9K
|
797
$74.9K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
375+ 10.36% |
$25.2K - $31.7K
|
4K
$376K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
372+ 9.56% |
$25K - $31.5K
|
4.26K
$401K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
369+ 8.7% |
$24.8K - $31.2K
|
4.61K
$433K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
366+ 6.39% |
$24.6K - $31K
|
6.09K
$573K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
362+ 30.29% |
$24.3K - $30.6K
|
1.56K
$146K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
359+ 10.84% |
$24.1K - $30.4K
|
3.67K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
358+ 168.08% |
$24.1K - $30.3K
|
571
$53.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
348+ 7.63% |
$23.4K - $29.5K
|
4.91K
$462K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
347+ 1.79% |
$23.3K - $29.4K
|
19.7K
$1.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
345+ 5.45% |
$23.2K - $29.2K
|
6.67K
$627K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
339+ 6.14% |
$22.8K - $28.7K
|
5.86K
$551K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
331New |
$22.3K - $28K
|
331
$31.1K
|
|
|
May 15, 2025
Q1 2025
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
328+ 0.8% |
$22.1K - $27.8K
|
41.4K
$3.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
326+ 6.52% |
$21.9K - $27.6K
|
5.32K
$500K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
325+ 9.27% |
$21.8K - $27.5K
|
3.83K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
325+ 1.77% |
$21.8K - $27.5K
|
18.7K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
320+ 7.96% |
$21.5K - $27.1K
|
4.34K
$408K
|