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 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
162+ 600.0% |
$13.9K - $16.8K
|
189
$19.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
161New |
$13.8K - $16.7K
|
161
$16.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
161+ 4.58% |
$13.8K - $16.7K
|
3.68K
$371K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
157+ 2.73% |
$13.4K - $16.2K
|
5.91K
$597K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
155+ 15.5% |
$13.3K - $16K
|
1.16K
$117K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
152+ 1.77% |
$13K - $15.7K
|
8.73K
$882K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
146+ 2.03% |
$12.5K - $15.1K
|
7.33K
$740K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
146+ 13.96% |
$12.5K - $15.1K
|
1.19K
$120K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
141New |
$12.1K - $14.6K
|
141
$14.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
135+ 5.37% |
$11.6K - $14K
|
2.65K
$267K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
120+ 87.59% |
$10.3K - $12.4K
|
257
$26K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
115+ 1.45% |
$9.84K - $11.9K
|
8.05K
$813K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
109+ 35.28% |
$9.33K - $11.3K
|
418
$42.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
104+ 2.13% |
$8.9K - $10.8K
|
4.99K
$504K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
103+ 4.1% |
$8.81K - $10.7K
|
2.62K
$264K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
102+ 1.3% |
$8.73K - $10.6K
|
7.95K
$803K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
102+ 510.0% |
$8.73K - $10.6K
|
122
$12.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
99New |
$8.47K - $10.2K
|
99
$10K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
97+ 197.96% |
$8.3K - $10K
|
146
$14.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
91+ 1.48% |
$7.79K - $9.42K
|
6.24K
$630K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
86+ 0.88% |
$7.36K - $8.9K
|
9.83K
$993K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
81New |
$6.93K - $8.38K
|
81
$8.18K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
78+ 2.37% |
$6.67K - $8.07K
|
3.37K
$340K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
77+ 1.31% |
$6.59K - $7.97K
|
5.97K
$603K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75+ 25.08% |
$6.42K - $7.76K
|
374
$37.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
74+ 26.06% |
$6.33K - $7.66K
|
358
$36.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
72+ 0.78% |
$6.16K - $7.45K
|
9.27K
$936K
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
65+ 2.55% |
$5.56K - $6.73K
|
2.61K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Edmp, Inc.
|
BUY
|
- |
65+ 0.67% |
$5.56K - $6.73K
|
9.76K
$986K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
61+ 1.11% |
$5.22K - $6.31K
|
5.56K
$561K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
58+ 1.31% |
$4.96K - $6K
|
4.5K
$455K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
57New |
$4.88K - $5.9K
|
57
$5.76K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
56+ 49.12% |
$4.79K - $5.8K
|
170
$17.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
56+ 19.11% |
$4.79K - $5.8K
|
349
$35.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Albert D Mason Inc
|
BUY
|
- |
55+ 1.41% |
$4.71K - $5.69K
|
3.94K
$398K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
55+ 0.78% |
$4.71K - $5.69K
|
7.12K
$719K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
54+ 1.94% |
$4.62K - $5.59K
|
2.84K
$286K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
54+ 1.97% |
$4.62K - $5.59K
|
2.8K
$282K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
51+ 2.37% |
$4.36K - $5.28K
|
2.2K
$222K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
50+ 3.57% |
$4.28K - $5.17K
|
1.45K
$146K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
48+ 1.97% |
$4.11K - $4.97K
|
2.49K
$251K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
45+ 0.65% |
$3.85K - $4.66K
|
6.95K
$702K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
44+ 5.47% |
$3.77K - $4.55K
|
848
$85.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
40+ 0.46% |
$3.42K - $4.14K
|
8.77K
$886K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
34+ 10.46% |
$2.91K - $3.52K
|
359
$36.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
33New |
$2.82K - $3.42K
|
33
$3.33K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
32+ 0.44% |
$2.74K - $3.31K
|
7.39K
$746K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
30+ 0.58% |
$2.57K - $3.1K
|
5.19K
$524K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
30+ 1.11% |
$2.57K - $3.1K
|
2.73K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
26+ 6.28% |
$2.22K - $2.69K
|
440
$44.4K
|