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 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
183+ 1.03% |
$12.3K - $15.5K
|
17.9K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
181+ 1.91% |
$12.2K - $15.3K
|
9.68K
$923K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
178+ 8.65% |
$12K - $15.1K
|
2.24K
$213K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
176+ 3.13% |
$11.8K - $14.9K
|
5.79K
$552K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
168+ 4.67% |
$11.3K - $14.2K
|
3.76K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
167+ 0.42% |
$11.2K - $14.1K
|
39.8K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
166+ 1.16% |
$11.2K - $14K
|
14.5K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
160+ 4.43% |
$10.8K - $13.5K
|
3.78K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
160+ 11.54% |
$10.8K - $13.5K
|
1.55K
$148K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
153+ 0.26% |
$10.3K - $12.9K
|
59.2K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
153+ 5.01% |
$10.3K - $12.9K
|
3.21K
$306K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 14.34% |
$10.1K - $12.7K
|
1.2K
$114K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150+ 0.52% |
$10.1K - $12.7K
|
29.1K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
148+ 1.17% |
$9.95K - $12.5K
|
12.8K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
146+ 0.54% |
$9.82K - $12.4K
|
27.3K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
143New |
$9.61K - $12.1K
|
143
$13.6K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
143New |
$9.61K - $12.1K
|
143
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
142+ 2.1% |
$9.55K - $12K
|
6.9K
$658K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
141+ 3.68% |
$9.48K - $11.9K
|
3.97K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
140+ 80.46% |
$9.41K - $11.8K
|
314
$30K
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
140+ 0.86% |
$9.41K - $11.8K
|
16.5K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
138+ 3.32% |
$9.28K - $11.7K
|
4.3K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
137+ 3.85% |
$9.21K - $11.6K
|
3.7K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
133+ 1.66% |
$8.94K - $11.3K
|
8.16K
$778K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
132+ 37.08% |
$8.87K - $11.2K
|
488
$46.6K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
132+ 21.96% |
$8.87K - $11.2K
|
733
$69.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
126+ 0.42% |
$8.47K - $10.7K
|
30.1K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
126+ 3.28% |
$8.47K - $10.7K
|
3.97K
$378K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
124New |
$8.34K - $10.5K
|
124
$11.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
121+ 1.89% |
$8.13K - $10.2K
|
6.54K
$623K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
120+ 0.58% |
$8.07K - $10.2K
|
21K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
118+ 118.0% |
$7.93K - $9.99K
|
218
$20.8K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
116New |
$7.8K - $9.82K
|
116
$11.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
115+ 4.27% |
$7.73K - $9.73K
|
2.81K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
114+ 23.27% |
$7.66K - $9.65K
|
604
$57.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
114+ 518.18% |
$7.66K - $9.65K
|
136
$13K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
109+ 1.68% |
$7.33K - $9.22K
|
6.61K
$631K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
108+ 0.13% |
$7.26K - $9.14K
|
80.6K
$7.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
108+ 3.28% |
$7.26K - $9.14K
|
3.4K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
102+ 1.47% |
$6.86K - $8.63K
|
7.05K
$672K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
101New |
$6.79K - $8.55K
|
101
$9.63K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
100+ 6.66% |
$6.72K - $8.46K
|
1.6K
$153K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
100+ 0.1% |
$6.72K - $8.46K
|
99.9K
$9.53M
|
|
|
May 14, 2025
Q1 2025
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
100+ 1.43% |
$6.72K - $8.46K
|
7.1K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
100New |
$6.72K - $8.46K
|
100
$9.54K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
99+ 1.88% |
$6.66K - $8.38K
|
5.36K
$511K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
98+ 160.66% |
$6.59K - $8.29K
|
159
$15.2K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
98New |
$6.59K - $8.29K
|
98
$9.35K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
97+ 0.39% |
$6.52K - $8.21K
|
25.1K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
94+ 60.26% |
$6.32K - $7.96K
|
250
$23.8K
|