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 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
315+ 1.08% |
$21.2K - $26.7K
|
29.4K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
315+ 8.35% |
$21.2K - $26.7K
|
4.09K
$390K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
313+ 9.34% |
$21K - $26.5K
|
3.67K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
311+ 5.25% |
$20.9K - $26.3K
|
6.24K
$595K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
300+ 8.97% |
$20.2K - $25.4K
|
3.65K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
286+ 2.29% |
$19.2K - $24.2K
|
12.8K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
285+ 1.71% |
$19.2K - $24.1K
|
16.9K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
277+ 4.46% |
$18.6K - $23.4K
|
6.49K
$619K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
277+ 6.04% |
$18.6K - $23.4K
|
4.86K
$464K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
275New |
$18.5K - $23.3K
|
275
$26.2K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
274+ 2.08% |
$18.4K - $23.2K
|
13.5K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
270+ 2.99% |
$18.2K - $22.9K
|
9.31K
$888K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
268+ 9.06% |
$18K - $22.7K
|
3.23K
$308K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
252+ 79.25% |
$16.9K - $21.3K
|
570
$54.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
251+ 3.43% |
$16.9K - $21.2K
|
7.58K
$723K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
250New |
$16.8K - $21.2K
|
250
$23.8K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
250+ 6.2% |
$16.8K - $21.2K
|
4.29K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
247+ 3.67% |
$16.6K - $20.9K
|
6.98K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
246+ 131.55% |
$16.5K - $20.8K
|
433
$41.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
245+ 5.72% |
$16.5K - $20.7K
|
4.53K
$432K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
243+ 1.71% |
$16.3K - $20.6K
|
14.5K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
242+ 2.49% |
$16.3K - $20.5K
|
9.96K
$950K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
240+ 3.63% |
$16.1K - $20.3K
|
6.85K
$653K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
236+ 1.95% |
$15.9K - $20K
|
12.4K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
234+ 68.22% |
$15.7K - $19.8K
|
577
$55K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
233+ 1.0% |
$15.7K - $19.7K
|
23.6K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
233+ 24.63% |
$15.7K - $19.7K
|
1.18K
$112K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
228+ 3.81% |
$15.3K - $19.3K
|
6.21K
$593K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
227+ 2.51% |
$15.3K - $19.2K
|
9.26K
$883K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
226+ 1.9% |
$15.2K - $19.1K
|
12.1K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
224+ 5.46% |
$15.1K - $19K
|
4.32K
$412K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
223+ 7.44% |
$15K - $18.9K
|
3.22K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
221New |
$14.9K - $18.7K
|
221
$21.1K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
219+ 0.91% |
$14.7K - $18.5K
|
24.2K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
219+ 2.56% |
$14.7K - $18.5K
|
8.78K
$838K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
217+ 3.33% |
$14.6K - $18.4K
|
6.74K
$643K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
214+ 4.2% |
$14.4K - $18.1K
|
5.31K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
212+ 106.0% |
$14.3K - $17.9K
|
412
$39.3K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
206+ 10.34% |
$13.8K - $17.4K
|
2.2K
$210K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
206+ 0.33% |
$13.8K - $17.4K
|
62.9K
$6M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
200+ 0.61% |
$13.4K - $16.9K
|
33K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
197+ 0.18% |
$13.2K - $16.7K
|
108K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
195+ 14.03% |
$13.1K - $16.5K
|
1.59K
$151K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
192+ 5.43% |
$12.9K - $16.2K
|
3.73K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
189+ 2.34% |
$12.7K - $16K
|
8.28K
$789K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
189+ 1.13% |
$12.7K - $16K
|
16.9K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
188+ 3.32% |
$12.6K - $15.9K
|
5.85K
$558K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
187+ 5.47% |
$12.6K - $15.8K
|
3.61K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
186+ 37.13% |
$12.5K - $15.7K
|
687
$65.5K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
183+ 1.03% |
$12.3K - $15.5K
|
17.9K
$1.71M
|