Purchases and Sales Made in Q3 2025 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.36KNew |
$202K - $244K
|
2.36K
$239K
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.35KNew |
$201K - $243K
|
2.35K
$237K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.34KNew |
$200K - $242K
|
2.34K
$237K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.33KNew |
$199K - $241K
|
2.33K
$235K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.32KNew |
$198K - $240K
|
2.32K
$234K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.31KNew |
$198K - $239K
|
2.31K
$233K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
2.3K+ 5.04% |
$197K - $238K
|
48K
$4.84M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.29KNew |
$196K - $237K
|
2.29K
$231K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.29K+ 5.97% |
$196K - $237K
|
40.6K
$4.11M
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2.29KNew |
$196K - $237K
|
2.29K
$231K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.28KNew |
$195K - $236K
|
2.28K
$230K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$194K - $234K
|
2.27K
$229K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.26KNew |
$194K - $234K
|
2.26K
$229K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.26KNew |
$193K - $234K
|
2.26K
$228K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.25K+ 32.08% |
$193K - $233K
|
9.27K
$936K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.25KNew |
$192K - $233K
|
2.25K
$227K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.23KNew |
$191K - $231K
|
2.23K
$226K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
2.22KNew |
$190K - $230K
|
2.22K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$189K - $229K
|
2.21K
$223K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.2KNew |
$188K - $228K
|
2.2K
$222K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.2KNew |
$188K - $228K
|
2.2K
$222K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.19KNew |
$187K - $227K
|
2.19K
$221K
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
2.19KNew |
$187K - $226K
|
2.19K
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.18KNew |
$186K - $225K
|
2.18K
$220K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.15KNew |
$184K - $223K
|
2.15K
$217K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.14KNew |
$183K - $222K
|
2.14K
$217K
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
2.1KNew |
$180K - $217K
|
2.1K
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
2.1KNew |
$180K - $217K
|
2.1K
$212K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
2.09KNew |
$178K - $216K
|
2.09K
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.08KNew |
$178K - $215K
|
2.08K
$210K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
2.07KNew |
$177K - $214K
|
2.07K
$209K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.07KNew |
$177K - $214K
|
2.07K
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
2.06KNew |
$176K - $213K
|
2.06K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.05KNew |
$176K - $213K
|
2.05K
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.05KNew |
$175K - $212K
|
2.05K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
2.05KNew |
$175K - $212K
|
2.05K
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
2.05KNew |
$175K - $212K
|
2.05K
$207K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.04KNew |
$175K - $211K
|
2.04K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.04K+ 2.26% |
$174K - $211K
|
92K
$9.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.03KNew |
$174K - $210K
|
2.03K
$205K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.03KNew |
$174K - $210K
|
2.03K
$205K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.02KNew |
$173K - $209K
|
2.02K
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.02KNew |
$173K - $209K
|
2.02K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2KNew |
$171K - $207K
|
2K
$202K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2KNew |
$171K - $207K
|
2K
$202K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.99KNew |
$170K - $206K
|
1.99K
$201K
|
|
|
Oct 10, 2025
Q3 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
1.99KNew |
$170K - $206K
|
1.99K
$201K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.99KNew |
$170K - $206K
|
1.99K
$201K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
1.98KNew |
$169K - $205K
|
1.98K
$200K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.96K+ 35.14% |
$167K - $202K
|
7.52K
$759K
|