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 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.92K+ 14.18% |
$164K - $198K
|
15.4K
$1.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.86K+ 8.11% |
$159K - $192K
|
24.7K
$2.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.86K+ 3.06% |
$159K - $192K
|
62.6K
$6.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.78K+ 5.64% |
$152K - $184K
|
33.3K
$3.36M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.75K+ 4.77% |
$150K - $181K
|
38.4K
$3.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.73K+ 0.29% |
$148K - $179K
|
595K
$60.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.63K+ 1.91% |
$139K - $168K
|
86.7K
$8.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.62KNew |
$139K - $168K
|
1.62K
$164K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.48K+ 3.99% |
$127K - $154K
|
38.6K
$3.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.47K+ 12.44% |
$126K - $152K
|
13.3K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.46K+ 460.57% |
$125K - $151K
|
1.78K
$179K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.45K+ 30.85% |
$124K - $150K
|
6.15K
$621K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.38K+ 3.26% |
$118K - $143K
|
43.7K
$4.41M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.34K+ 5.64% |
$114K - $138K
|
25K
$2.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.33K+ 21.0% |
$114K - $137K
|
7.65K
$773K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.22K+ 0.23% |
$105K - $127K
|
527K
$53.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.21K+ 435.25% |
$104K - $125K
|
1.49K
$150K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.18K+ 29.69% |
$101K - $122K
|
5.13K
$518K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.12K+ 38.62% |
$96.1K - $116K
|
4.03K
$407K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.05K+ 30.97% |
$90.2K - $109K
|
4.46K
$450K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.05K+ 10.59% |
$89.9K - $109K
|
11K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
999+ 13.56% |
$85.5K - $103K
|
8.37K
$845K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
974+ 24.78% |
$83.3K - $101K
|
4.91K
$495K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
931+ 38.11% |
$79.7K - $96.3K
|
3.37K
$341K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
931+ 99.68% |
$79.7K - $96.3K
|
1.87K
$188K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
930+ 5.21% |
$79.6K - $96.2K
|
18.8K
$1.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
925+ 36.79% |
$79.2K - $95.7K
|
3.44K
$347K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
886+ 21.39% |
$75.8K - $91.7K
|
5.03K
$508K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
875+ 1.74% |
$74.9K - $90.6K
|
51.1K
$5.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
858+ 1.24% |
$73.4K - $88.8K
|
70K
$7.07M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
828+ 16.18% |
$70.9K - $85.7K
|
5.94K
$600K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
820+ 5.32% |
$70.2K - $84.9K
|
16.2K
$1.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
770+ 1.92% |
$65.9K - $79.7K
|
40.8K
$4.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
743+ 6.87% |
$63.6K - $76.9K
|
11.6K
$1.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
740+ 4.05% |
$63.3K - $76.6K
|
19K
$1.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
732+ 0.28% |
$62.6K - $75.8K
|
259K
$26.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
714+ 11.77% |
$61.1K - $73.9K
|
6.78K
$685K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
706+ 10.42% |
$60.4K - $73.1K
|
7.48K
$756K
|
|
|
Oct 20, 2025
Q3 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
689+ 17.85% |
$59K - $71.3K
|
4.55K
$459K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
673+ 6.86% |
$57.6K - $69.6K
|
10.5K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
672New |
$57.5K - $69.5K
|
672
$67.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
609+ 3.67% |
$52.1K - $63K
|
17.2K
$1.74M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
604+ 12.44% |
$51.7K - $62.5K
|
5.46K
$551K
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
600+ 0.61% |
$51.3K - $62.1K
|
99.3K
$10M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
585+ 10.98% |
$50.1K - $60.5K
|
5.91K
$597K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
577+ 10.7% |
$49.4K - $59.7K
|
5.97K
$603K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
575+ 7.8% |
$49.2K - $59.5K
|
7.94K
$802K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
574+ 15.5% |
$49.1K - $59.4K
|
4.28K
$432K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
569+ 4.16% |
$48.7K - $58.9K
|
14.2K
$1.44M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
554+ 2.5% |
$47.4K - $57.3K
|
22.7K
$2.29M
|