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 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-729- 6.04% |
$49K - $61.7K
|
11.3K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-744- 6.28% |
$50K - $63K
|
11.1K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-748- 2.65% |
$50.3K - $63.3K
|
27.5K
$2.59M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-750- 3.23% |
$50.4K - $63.5K
|
22.5K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-754- 3.17% |
$50.7K - $63.8K
|
23K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-755- 0.23% |
$50.8K - $63.9K
|
322K
$30.3M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-761- 6.99% |
$51.2K - $64.4K
|
10.1K
$951K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-781- 8.83% |
$52.5K - $66.1K
|
8.07K
$758K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-788- 21.73% |
$53K - $66.7K
|
2.84K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-798- 46.89% |
$53.6K - $67.5K
|
904
$85K
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-800- 0.42% |
$53.8K - $67.7K
|
188K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-801- 0.29% |
$53.9K - $67.8K
|
275K
$25.8M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-802- 6.65% |
$53.9K - $67.9K
|
11.3K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-810- 2.94% |
$54.5K - $68.6K
|
26.7K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-814- 8.6% |
$54.7K - $68.9K
|
8.65K
$813K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-815- 3.09% |
$54.8K - $69K
|
25.6K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-823- 7.51% |
$55.3K - $69.7K
|
10.1K
$953K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-823- 4.8% |
$55.3K - $69.7K
|
16.3K
$1.53M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-841- 2.42% |
$56.5K - $71.2K
|
33.9K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-871- 12.56% |
$58.6K - $73.7K
|
6.07K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-878- 4.86% |
$59K - $74.3K
|
17.2K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-880- 19.41% |
$59.2K - $74.5K
|
3.65K
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-881- 38.62% |
$59.2K - $74.6K
|
1.4K
$132K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-898- 12.21% |
$60.4K - $76K
|
6.46K
$607K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-903- 0.83% |
$60.7K - $76.4K
|
107K
$10.1M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-917- 4.83% |
$61.6K - $77.6K
|
18.1K
$1.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-926- 16.74% |
$62.3K - $78.4K
|
4.61K
$433K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-929- 1.6% |
$62.5K - $78.6K
|
57K
$5.36M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-930- 3.41% |
$62.5K - $78.7K
|
26.3K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-935- 0.58% |
$62.9K - $79.1K
|
161K
$15.2M
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
SELL
|
- |
-935- 0.81% |
$62.9K - $79.1K
|
114K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-935- 10.24% |
$62.9K - $79.1K
|
8.2K
$771K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-941- 12.83% |
$63.3K - $79.6K
|
6.4K
$601K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-965- 5.4% |
$64.9K - $81.7K
|
16.9K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-973- 20.36% |
$65.4K - $82.3K
|
3.81K
$358K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-975- 1.42% |
$65.5K - $82.5K
|
67.9K
$6.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-983- 22.0% |
$66.1K - $83.2K
|
3.49K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-985- 20.59% |
$66.2K - $83.4K
|
3.8K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-987- 6.9% |
$66.4K - $83.5K
|
13.3K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-995- 1.11% |
$66.9K - $84.2K
|
88.8K
$8.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-999- 7.99% |
$67.2K - $84.5K
|
11.5K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-1K- 4.08% |
$67.2K - $84.6K
|
23.5K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1K- 0.4% |
$67.3K - $84.7K
|
252K
$23.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.01K- 10.44% |
$67.7K - $85.2K
|
8.64K
$812K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.01K- 2.38% |
$67.9K - $85.5K
|
41.4K
$3.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.02K- 3.35% |
$68.7K - $86.5K
|
29.5K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.03K- 36.65% |
$69.4K - $87.3K
|
1.78K
$168K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.05K- 3.71% |
$70.6K - $88.9K
|
27.3K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.09K- 1.37% |
$73.3K - $92.2K
|
78.5K
$7.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.1K- 3.85% |
$73.7K - $92.8K
|
27.4K
$2.57M
|