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 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
91+ 1.39% |
$6.12K - $7.7K
|
6.64K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
91+ 9.13% |
$6.12K - $7.7K
|
1.09K
$104K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
89+ 0.78% |
$5.98K - $7.53K
|
11.5K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
87+ 2.41% |
$5.85K - $7.36K
|
3.7K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
87+ 2.36% |
$5.85K - $7.36K
|
3.77K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
85+ 0.37% |
$5.71K - $7.19K
|
22.9K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
85+ 1.56% |
$5.71K - $7.19K
|
5.52K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
85+ 0.64% |
$5.71K - $7.19K
|
13.4K
$1.27M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
85+ 8.19% |
$5.71K - $7.19K
|
1.12K
$107K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
82+ 6.06% |
$5.51K - $6.94K
|
1.44K
$137K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
81+ 1.65% |
$5.45K - $6.86K
|
4.99K
$476K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
77New |
$5.18K - $6.52K
|
77
$7.35K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
77+ 0.39% |
$5.18K - $6.52K
|
20K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
76+ 1.38% |
$5.11K - $6.43K
|
5.58K
$533K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
75+ 2.07% |
$5.04K - $6.35K
|
3.69K
$352K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
75+ 1.4% |
$5.04K - $6.35K
|
5.44K
$519K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
74+ 0.7% |
$4.98K - $6.26K
|
10.7K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
74+ 6.85% |
$4.98K - $6.26K
|
1.15K
$110K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
73+ 11.37% |
$4.91K - $6.18K
|
715
$68.2K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
73+ 1.11% |
$4.91K - $6.18K
|
6.66K
$635K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
73+ 11.57% |
$4.91K - $6.18K
|
704
$67.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
72+ 1.48% |
$4.84K - $6.09K
|
4.92K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
71+ 1.0% |
$4.77K - $6.01K
|
7.2K
$687K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
70+ 2.79% |
$4.71K - $5.92K
|
2.58K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
70+ 0.71% |
$4.71K - $5.92K
|
9.97K
$951K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
69+ 345.0% |
$4.64K - $5.84K
|
89
$8.49K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
68+ 3.6% |
$4.57K - $5.75K
|
1.96K
$187K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
66+ 0.7% |
$4.44K - $5.59K
|
9.49K
$905K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
63+ 14.0% |
$4.24K - $5.33K
|
513
$48.9K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
60+ 0.12% |
$4.03K - $5.08K
|
51.9K
$4.95M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
60New |
$4.03K - $5.08K
|
60
$5.72K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58+ 1.08% |
$3.9K - $4.91K
|
5.41K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
57+ 1.37% |
$3.83K - $4.82K
|
4.22K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
57+ 150.0% |
$3.83K - $4.82K
|
95
$9.06K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
56New |
$3.76K - $4.74K
|
56
$5.34K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 0.28% |
$3.76K - $4.74K
|
20.4K
$1.95M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
54+ 6.56% |
$3.63K - $4.57K
|
877
$83.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
52+ 1.25% |
$3.5K - $4.4K
|
4.2K
$400K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
51New |
$3.43K - $4.32K
|
51
$4.86K
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
50+ 0.04% |
$3.36K - $4.23K
|
114K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
48+ 1.46% |
$3.23K - $4.06K
|
3.33K
$318K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
46+ 8.36% |
$3.09K - $3.89K
|
596
$56.9K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
45+ 90.0% |
$3.03K - $3.81K
|
95
$9.06K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
44New |
$2.96K - $3.72K
|
44
$4.2K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.43% |
$2.96K - $3.72K
|
3.11K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44+ 7.73% |
$2.96K - $3.72K
|
613
$58.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
42+ 1.47% |
$2.82K - $3.55K
|
2.89K
$276K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
42New |
$2.82K - $3.55K
|
42
$4.01K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
41+ 512.5% |
$2.76K - $3.47K
|
49
$4.67K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
40+ 0.25% |
$2.69K - $3.39K
|
15.9K
$1.51M
|