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 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-133- 5.15% |
$8.94K - $11.3K
|
2.45K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-135- 0.61% |
$9.08K - $11.4K
|
22K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-140- 4.38% |
$9.41K - $11.8K
|
3.06K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-145- 2.49% |
$9.75K - $12.3K
|
5.68K
$533K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-145- 4.2% |
$9.75K - $12.3K
|
3.31K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-145- 1.89% |
$9.75K - $12.3K
|
7.54K
$709K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-146- 1.69% |
$9.82K - $12.4K
|
8.48K
$797K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-150- 4.09% |
$10.1K - $12.7K
|
3.52K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150- 34.97% |
$10.1K - $12.7K
|
279
$26.2K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-157- 2.02% |
$10.6K - $13.3K
|
7.62K
$716K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-161- 2.83% |
$10.8K - $13.6K
|
5.54K
$520K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-164- 33.33% |
$11K - $13.9K
|
328
$30.8K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-164- 1.73% |
$11K - $13.9K
|
9.3K
$874K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-165- 0.96% |
$11.1K - $14K
|
17K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-166- 0.41% |
$11.2K - $14K
|
40.8K
$3.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-172- 3.29% |
$11.6K - $14.6K
|
5.06K
$475K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-175- 4.93% |
$11.8K - $14.8K
|
3.38K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-175- 2.04% |
$11.8K - $14.8K
|
8.38K
$788K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-176- 61.32% |
$11.8K - $14.9K
|
111
$10.4K
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-176- 1.7% |
$11.8K - $14.9K
|
10.2K
$955K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-180- 1.3% |
$12.1K - $15.2K
|
13.7K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Washington Capital Management Inc
|
SELL
|
- |
-185- 2.73% |
$12.4K - $15.7K
|
6.6K
$620K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-185- 3.88% |
$12.4K - $15.7K
|
4.59K
$431K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-186- 78.81% |
$12.5K - $15.7K
|
50
$4.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-189- 1.06% |
$12.7K - $16K
|
17.7K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-189- 1.34% |
$12.7K - $16K
|
13.9K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-189- 5.31% |
$12.7K - $16K
|
3.37K
$317K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-190- 2.5% |
$12.8K - $16.1K
|
7.41K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-194- 2.33% |
$13K - $16.4K
|
8.14K
$765K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-199- 6.02% |
$13.4K - $16.8K
|
3.1K
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-203- 27.77% |
$13.6K - $17.2K
|
528
$49.6K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-205- 4.09% |
$13.8K - $17.3K
|
4.81K
$452K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-206- 6.1% |
$13.8K - $17.4K
|
3.17K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-209- 1.38% |
$14.1K - $17.7K
|
15K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-210- 3.44% |
$14.1K - $17.8K
|
5.89K
$554K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-211- 0.44% |
$14.2K - $17.9K
|
47.3K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-211- 0.42% |
$14.2K - $17.9K
|
50.5K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-217- 4.29% |
$14.6K - $18.4K
|
4.84K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-218- 0.85% |
$14.7K - $18.4K
|
25.5K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-219- 1.83% |
$14.7K - $18.5K
|
11.7K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-220- 26.04% |
$14.8K - $18.6K
|
625
$58.8K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-220- 3.92% |
$14.8K - $18.6K
|
5.39K
$507K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-223- 1.09% |
$15K - $18.9K
|
20.3K
$1.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-225- 18.37% |
$15.1K - $19K
|
1K
$94K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-227- 1.99% |
$15.3K - $19.2K
|
11.2K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-228- 5.76% |
$15.3K - $19.3K
|
3.73K
$351K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-231- 61.27% |
$15.5K - $19.5K
|
146
$13.7K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-233- 3.28% |
$15.7K - $19.7K
|
6.87K
$646K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-235- 1.41% |
$15.8K - $19.9K
|
16.4K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-237- 2.52% |
$15.9K - $20.1K
|
9.16K
$861K
|