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 01, 2025
Q3 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
505+ 16.42% |
$43.2K - $52.3K
|
3.58K
$362K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
500New |
$42.8K - $51.7K
|
500
$50.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
493+ 17.37% |
$42.2K - $51K
|
3.33K
$336K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
491+ 17.37% |
$42K - $50.8K
|
3.32K
$335K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
488+ 90.37% |
$41.8K - $50.5K
|
1.03K
$104K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
474+ 4.04% |
$40.6K - $49.1K
|
12.2K
$1.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
457+ 10.18% |
$39.1K - $47.3K
|
4.95K
$500K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
455+ 11.02% |
$38.9K - $47.1K
|
4.58K
$463K
|
|
|
Oct 14, 2025
Q3 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
449+ 6.77% |
$38.4K - $46.5K
|
7.09K
$716K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
445+ 2.1% |
$38.1K - $46.1K
|
21.7K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
432+ 31.08% |
$37K - $44.7K
|
1.82K
$184K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
431+ 13.77% |
$36.9K - $44.6K
|
3.56K
$360K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
429+ 1.06% |
$36.7K - $44.4K
|
40.9K
$4.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
400+ 1.97% |
$34.2K - $41.4K
|
20.8K
$2.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
398+ 4.05% |
$34.1K - $41.2K
|
10.2K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
386+ 6.88% |
$33K - $39.9K
|
6K
$606K
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
361+ 9.65% |
$30.9K - $37.4K
|
4.1K
$414K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
361+ 53.8% |
$30.9K - $37.4K
|
1.03K
$104K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
351+ 7.07% |
$30K - $36.3K
|
5.32K
$537K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
350+ 10.16% |
$29.9K - $36.2K
|
3.8K
$383K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
349+ 2.28% |
$29.9K - $36.1K
|
15.7K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
348+ 0.76% |
$29.8K - $36K
|
46.2K
$4.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
344+ 12.65% |
$29.4K - $35.6K
|
3.06K
$309K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
343+ 45.55% |
$29.4K - $35.5K
|
1.1K
$111K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
338+ 4.73% |
$28.9K - $35K
|
7.48K
$756K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
325+ 3.02% |
$27.8K - $33.6K
|
11.1K
$1.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
321+ 10.04% |
$27.5K - $33.2K
|
3.52K
$355K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
320+ 3.05% |
$27.4K - $33.1K
|
10.8K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
312+ 1.75% |
$26.7K - $32.3K
|
18.2K
$1.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
304+ 0.81% |
$26K - $31.5K
|
37.7K
$3.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
285+ 9.15% |
$24.4K - $29.5K
|
3.4K
$343K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
261+ 1.2% |
$22.3K - $27K
|
22K
$2.23M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
236+ 3.08% |
$20.2K - $24.4K
|
7.91K
$798K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
234+ 1.34% |
$20K - $24.2K
|
17.7K
$1.79M
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
234+ 3.79% |
$20K - $24.2K
|
6.41K
$647K
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
233+ 1.39% |
$19.9K - $24.1K
|
17K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
220+ 10.05% |
$18.8K - $22.8K
|
2.41K
$243K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
216+ 2.84% |
$18.5K - $22.4K
|
7.84K
$791K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
202+ 7.74% |
$17.3K - $20.9K
|
2.81K
$284K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
200+ 1.71% |
$17.1K - $20.7K
|
11.9K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
197+ 2.86% |
$16.9K - $20.4K
|
7.09K
$716K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
188+ 4.83% |
$16.1K - $19.5K
|
4.08K
$412K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
186New |
$15.9K - $19.2K
|
186
$18.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
185+ 11.72% |
$15.8K - $19.1K
|
1.76K
$178K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
183+ 1.89% |
$15.7K - $18.9K
|
9.89K
$998K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
182+ 3.75% |
$15.6K - $18.8K
|
5.03K
$508K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
178+ 33.71% |
$15.2K - $18.4K
|
706
$71.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
178+ 3.48% |
$15.2K - $18.4K
|
5.29K
$534K
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
170+ 0.63% |
$14.5K - $17.6K
|
27.1K
$2.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
163+ 1.42% |
$13.9K - $16.9K
|
11.6K
$1.17M
|