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 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.3K+ 11.88% |
$424K - $533K
|
59.3K
$5.5M
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
6.29K+ 31.24% |
$423K - $533K
|
26.4K
$2.45M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.28K+ 49.88% |
$422K - $532K
|
18.9K
$1.75M
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.25K+ 3.83% |
$420K - $529K
|
170K
$15.7M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.24K+ 28.8% |
$420K - $528K
|
27.9K
$2.59M
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
6.22K+ 60.55% |
$418K - $526K
|
16.5K
$1.53M
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.19KNew |
$416K - $524K
|
6.19K
$574K
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
6.19K+ 35.59% |
$416K - $524K
|
23.6K
$2.18M
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
6.09KNew |
$410K - $516K
|
6.09K
$565K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.06K+ 8.64% |
$407K - $513K
|
76.2K
$7.06M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.96K+ 69.73% |
$401K - $504K
|
14.5K
$1.34M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.83K+ 4.69% |
$392K - $493K
|
130K
$12.1M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.82K+ 14.1% |
$391K - $492K
|
47.1K
$4.36M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.81K+ 92.14% |
$391K - $492K
|
12.1K
$1.12M
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
5.75KNew |
$387K - $487K
|
5.75K
$533K
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
5.73K+ 18.29% |
$385K - $485K
|
37.1K
$3.43M
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.71KNew |
$384K - $483K
|
5.71K
$529K
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.65KNew |
$380K - $478K
|
5.65K
$524K
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.58KNew |
$375K - $472K
|
5.58K
$517K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.55K+ 7.84% |
$373K - $469K
|
76.3K
$7.06M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.54K+ 46.27% |
$373K - $469K
|
17.5K
$1.62M
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
5.3K+ 3.82% |
$356K - $448K
|
144K
$13.3M
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
5.27KNew |
$354K - $446K
|
5.27K
$488K
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
5.21K+ 0.8% |
$350K - $441K
|
653K
$60.5M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.12K+ 115.68% |
$344K - $433K
|
9.54K
$884K
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.09KNew |
$342K - $431K
|
5.09K
$472K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5.08K+ 14.03% |
$341K - $429K
|
41.2K
$3.82M
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
5.03K+ 17.51% |
$338K - $425K
|
33.7K
$3.12M
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
5K+ 3.85% |
$336K - $423K
|
135K
$12.5M
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.99KNew |
$335K - $422K
|
4.99K
$462K
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.9K+ 151.73% |
$330K - $415K
|
8.14K
$754K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.79K+ 94.27% |
$322K - $405K
|
9.87K
$914K
|
|
May 12, 2025
Q1 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
4.77K+ 12.2% |
$321K - $404K
|
43.9K
$4.07M
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.76KNew |
$320K - $403K
|
4.76K
$441K
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
4.75KNew |
$320K - $402K
|
4.75K
$440K
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
4.75K+ 5.03% |
$319K - $402K
|
99.1K
$9.19M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.7K+ 5.81% |
$316K - $398K
|
85.7K
$7.94M
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
4.65K+ 51.96% |
$313K - $394K
|
13.6K
$1.26M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.64K+ 2.05% |
$312K - $393K
|
231K
$21.4M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.63K+ 74.33% |
$311K - $392K
|
10.9K
$1.01M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.58K+ 1.4% |
$308K - $387K
|
331K
$30.6M
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.56KNew |
$306K - $386K
|
4.56K
$422K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
4.55KNew |
$306K - $385K
|
4.55K
$422K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.55K+ 62.19% |
$306K - $385K
|
11.9K
$1.1M
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.52KNew |
$304K - $383K
|
4.52K
$419K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.5KNew |
$303K - $381K
|
4.5K
$417K
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.47KNew |
$301K - $378K
|
4.47K
$414K
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
BUY
|
- |
4.43K+ 3.24% |
$297K - $374K
|
141K
$13.1M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.41K+ 1.22% |
$297K - $373K
|
367K
$34M
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
4.4K+ 3.11% |
$296K - $373K
|
146K
$13.5M
|