Purchases and Sales Made in Q2 2025 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
111+ 2.72% |
$6.45K - $9.45K
|
4.19K
$390K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
107+ 3.52% |
$6.22K - $9.11K
|
3.14K
$293K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
100+ 0.63% |
$5.81K - $8.51K
|
15.9K
$1.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
96+ 21.38% |
$5.58K - $8.17K
|
545
$50.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
96+ 0.38% |
$5.58K - $8.17K
|
25.2K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
82+ 2.17% |
$4.77K - $6.98K
|
3.86K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
81+ 0.76% |
$4.71K - $6.89K
|
10.8K
$1M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
73+ 0.75% |
$4.24K - $6.21K
|
9.75K
$907K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
72+ 2.29% |
$4.19K - $6.13K
|
3.21K
$299K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
64+ 125.49% |
$3.72K - $5.45K
|
115
$10.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
63+ 210.0% |
$3.66K - $5.36K
|
93
$8.66K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
62+ 0.79% |
$3.6K - $5.28K
|
7.93K
$738K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
61New |
$3.55K - $5.19K
|
61
$5.68K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
59New |
$3.43K - $5.02K
|
59
$5.49K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
57+ 0.95% |
$3.31K - $4.85K
|
6.05K
$563K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
50+ 0.9% |
$2.91K - $4.26K
|
5.61K
$523K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
43+ 0.57% |
$2.5K - $3.66K
|
7.62K
$709K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
38+ 6.29% |
$2.21K - $3.23K
|
642
$59.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
36+ 0.1% |
$2.09K - $3.06K
|
35.9K
$3.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.63% |
$1.8K - $2.64K
|
4.94K
$460K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
30+ 0.17% |
$1.74K - $2.55K
|
17.7K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
28+ 0.29% |
$1.63K - $2.38K
|
9.82K
$914K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 11.2% |
$1.63K - $2.38K
|
278
$25.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
24+ 1.81% |
$1.4K - $2.04K
|
1.35K
$126K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23+ 0.32% |
$1.34K - $1.96K
|
7.24K
$674K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
21+ 0.02% |
$1.22K - $1.79K
|
99.5K
$9.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
18+ 50.0% |
$1.05K - $1.53K
|
54
$5.03K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 0.13% |
$523 - $766
|
6.86K
$639K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
9+ 0.09% |
$523 - $766
|
10K
$933K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.78% |
$407 - $596
|
905
$84.2K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.13% |
$349 - $511
|
4.5K
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5+ 0.16% |
$291 - $426
|
3.21K
$299K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
4+ 66.67% |
$233 - $340
|
10
$931
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3+ 0.07% |
$174 - $255
|
4.56K
$424K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.9% |
$116 - $170
|
225
$20.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.74% |
$58.1 - $85.1
|
137
$12.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.02% |
$58.1 - $85.1
|
4.13K
$384K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$58.1 - $85.1
|
29.5K
$2.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.14% |
$58.1 - $85.1
|
703
$65.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 2.75% |
$174 - $255
|
106
$9.87K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-4- 0.05% |
$233 - $340
|
8.73K
$813K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 1.59% |
$291 - $426
|
309
$28.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8- 0.23% |
$465 - $681
|
3.48K
$324K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-9- 0.56% |
$523 - $766
|
1.59K
$148K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 1.62% |
$581 - $851
|
607
$56.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-11- 1.82% |
$639 - $936
|
595
$55.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-15- 0.31% |
$872 - $1.28K
|
4.86K
$452K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-15- 0.05% |
$872 - $1.28K
|
32.4K
$3.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-17- 0.58% |
$988 - $1.45K
|
2.93K
$272K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-20- 6.6% |
$1.16K - $1.7K
|
283
$26.3K
|