Purchases and Sales Made in Q1 2025 in Citigroup Inc (C)

C Quotes by TradingView

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
Wpg Advisers, LLC

Baltimore, MD
BUY
 -
40
+ 8.13%
$2.69K - $3.39K
532 $50.7K
May 15, 2025 Q1 2025
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
39
+ 12.46%
$2.62K - $3.3K
352 $33.6K
Apr 15, 2025 Q1 2025
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
38
+ 0.69%
$2.55K - $3.22K
5.56K $531K
Apr 18, 2025 Q1 2025
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
38
+ 0.64%
$2.55K - $3.22K
5.99K $571K
Apr 18, 2025 Q1 2025
Cornerstone Wealth Management, LLC

BUY
 -
38
+ 0.38%
$2.55K - $3.22K
10K $958K
Apr 24, 2025 Q1 2025
West End Advisors, LLC

BUY
 -
37
+ 194.74%
$2.49K - $3.13K
56 $5.34K
May 05, 2025 Q1 2025
Montag A & Associates Inc

Atlanta, GA
BUY
 -
36
+ 2.88%
$2.42K - $3.05K
1.29K $123K
May 14, 2025 Q1 2025
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
36
+ 3.28%
$2.42K - $3.05K
1.13K $108K
May 12, 2025 Q1 2025
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
35
+ 5.34%
$2.35K - $2.96K
690 $65.8K
Apr 29, 2025 Q1 2025
Sierra Ocean, LLC

Ripon, CA
BUY
 -
32
+ 6.04%
$2.15K - $2.71K
562 $53.6K
May 15, 2025 Q1 2025
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
32
+ 0.56%
$2.15K - $2.71K
5.7K $543K
May 01, 2025 Q1 2025
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
30
+ 11.19%
$2.02K - $2.54K
298 $28.4K
May 12, 2025 Q1 2025
Pandora Wealth, Inc.

Oakbrook Terrace, IL
BUY
 -
30
New
$2.02K - $2.54K
30 $2.86K
May 14, 2025 Q1 2025
Osterweis Capital Management Inc

San Francisco, CA
BUY
 -
30
New
$2.02K - $2.54K
30 $2.86K
Apr 29, 2025 Q1 2025
Sightline Wealth Advisors, LLC

BUY
 -
29
+ 0.59%
$1.95K - $2.45K
4.91K $468K
May 08, 2025 Q1 2025
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
25
+ 0.84%
$1.68K - $2.12K
2.99K $285K
Apr 10, 2025 Q1 2025
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
23
New
$1.55K - $1.95K
23 $2.19K
May 13, 2025 Q1 2025
V Square Quantitative Management LLC

Chicago, IL
BUY
 -
23
+ 0.23%
$1.55K - $1.95K
10.1K $968K
May 15, 2025 Q1 2025
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
22
+ 0.59%
$1.48K - $1.86K
3.73K $355K
Apr 16, 2025 Q1 2025
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
21
New
$1.41K - $1.78K
21 $2K
Apr 22, 2025 Q1 2025
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
21
+ 0.29%
$1.41K - $1.78K
7.2K $687K
May 07, 2025 Q1 2025
Shoker Investment Counsel, Inc.

Oxford, OH
BUY
 -
21
+ 0.59%
$1.41K - $1.78K
3.56K $340K
May 12, 2025 Q1 2025
Bare Financial Services, Inc

Gap, PA
BUY
 -
21
New
$1.41K - $1.78K
21 $2K
May 12, 2025 Q1 2025
Bay Harbor Wealth Management, LLC

BUY
 -
20
New
$1.34K - $1.69K
20 $1.91K
May 14, 2025 Q1 2025
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
20
+ 0.38%
$1.34K - $1.69K
5.28K $503K
Apr 11, 2025 Q1 2025
First City Capital Management, Inc.

BUY
 -
16
+ 0.21%
$1.08K - $1.35K
7.57K $722K
Apr 25, 2025 Q1 2025
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
16
+ 7.51%
$1.08K - $1.35K
229 $21.8K
Apr 28, 2025 Q1 2025
Carson Allaria Wealth Management, Ltd.

BUY
 -
16
+ 4.4%
$1.08K - $1.35K
380 $36.2K
Apr 16, 2025 Q1 2025
Iag Wealth Partners, LLC

BUY
 -
15
+ 375.0%
$1.01K - $1.27K
19 $1.81K
Apr 17, 2025 Q1 2025
Halbert Hargrove Global Advisors, LLC

BUY
 -
15
New
$1.01K - $1.27K
15 $1.43K
Apr 30, 2025 Q1 2025
Gfg Capital, LLC

BUY
 -
15
+ 0.07%
$1.01K - $1.27K
21.6K $2.06M
Apr 29, 2025 Q1 2025
Tradewinds, Llc.

Raleigh, NC
BUY
 -
14
+ 0.31%
$941 - $1.18K
4.54K $433K
May 15, 2025 Q1 2025
Tamar Securities, LLC

BUY
 -
14
+ 0.35%
$941 - $1.18K
3.96K $378K
Apr 30, 2025 Q1 2025
Dogwood Wealth Management LLC

Lenexa, KS
BUY
 -
13
New
$874 - $1.1K
13 $1.24K
May 09, 2025 Q1 2025
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
12
+ 2.08%
$807 - $1.02K
589 $56.2K
May 16, 2025 Q1 2025
Hfm Investment Advisors, LLC

Glassboro, NJ
BUY
 -
12
New
$807 - $1.02K
12 $1.14K
May 01, 2025 Q1 2025
Asset Dedication, LLC

BUY
 -
10
+ 0.08%
$672 - $846
12.1K $1.16M
May 07, 2025 Q1 2025
Integrated Investment Consultants, LLC

BUY
 -
10
+ 0.17%
$672 - $846
6K $573K
May 15, 2025 Q1 2025
Activest Wealth Management

BUY
 -
9
+ 0.73%
$605 - $762
1.24K $118K
Apr 11, 2025 Q1 2025
Next Level Private LLC

Harrison, NY
BUY
 -
8
+ 0.12%
$538 - $677
6.85K $654K
Apr 25, 2025 Q1 2025
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
8
+ 7.92%
$538 - $677
109 $10.4K
May 15, 2025 Q1 2025
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
8
+ 0.66%
$538 - $677
1.22K $116K
Apr 15, 2025 Q1 2025
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
7
+ 0.79%
$471 - $592
898 $85.7K
Apr 22, 2025 Q1 2025
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
7
+ 19.44%
$471 - $592
43 $4.1K
May 15, 2025 Q1 2025
True Private Wealth Advisors

BUY
 -
7
+ 0.24%
$471 - $592
2.96K $282K
Apr 11, 2025 Q1 2025
Chemistry Wealth Management LLC

New York, NY
BUY
 -
6
+ 0.13%
$403 - $508
4.65K $444K
Apr 11, 2025 Q1 2025
Perkins Coie Trust CO

BUY
 -
6
New
$403 - $508
6 $572
May 19, 2025 Q1 2025
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
6
+ 0.06%
$403 - $508
9.57K $913K
May 02, 2025 Q1 2025
Bear Mountain Capital, Inc.

Seattle, WA
BUY
 -
5
New
$336 - $423
5 $477

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