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
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
23+ 0.34% |
$1.97K - $2.38K
|
6.89K
$695K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
18+ 2.56% |
$1.54K - $1.86K
|
721
$72.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
18+ 0.71% |
$1.54K - $1.86K
|
2.54K
$256K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17+ 27.42% |
$1.45K - $1.76K
|
79
$7.98K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
17New |
$1.45K - $1.76K
|
17
$1.72K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
16+ 1.44% |
$1.37K - $1.66K
|
1.12K
$114K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
15New |
$1.28K - $1.55K
|
15
$1.51K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
12New |
$1.03K - $1.24K
|
12
$1.21K
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
11+ 0.35% |
$941 - $1.14K
|
3.13K
$316K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
10+ 0.13% |
$856 - $1.03K
|
7.61K
$768K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.74% |
$856 - $1.03K
|
1.36K
$138K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
9+ 0.35% |
$770 - $931
|
2.58K
$260K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
8New |
$685 - $828
|
8
$808
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7+ 0.23% |
$599 - $724
|
3.03K
$306K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5+ 0.16% |
$428 - $517
|
3.22K
$325K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5+ 0.1% |
$428 - $517
|
5.16K
$521K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
5+ 41.67% |
$428 - $517
|
17
$1.72K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.11% |
$428 - $517
|
4.5K
$455K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.11% |
$342 - $414
|
3.74K
$378K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
3+ 0.02% |
$257 - $310
|
16.5K
$1.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3+ 0.08% |
$257 - $310
|
3.82K
$386K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
2+ 4.88% |
$171 - $207
|
43
$4.34K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2+ 0.05% |
$171 - $207
|
4K
$404K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2+ 0.8% |
$171 - $207
|
253
$25.6K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.16% |
$85.6 - $103
|
612
$61.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.09% |
$85.6 - $103
|
1.12K
$113K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 2.08% |
$171 - $207
|
94
$9.49K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 7.5% |
$257 - $310
|
37
$3.74K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 0.55% |
$257 - $310
|
546
$55.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.02% |
$257 - $310
|
14.2K
$1.43M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-5- 0.13% |
$428 - $517
|
3.94K
$397K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-9- 9.68% |
$770 - $931
|
84
$8.48K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-12- 0.32% |
$1.03K - $1.24K
|
3.69K
$373K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-17- 0.11% |
$1.45K - $1.76K
|
15.1K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-18- 0.67% |
$1.54K - $1.86K
|
2.67K
$269K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-21- 0.55% |
$1.8K - $2.17K
|
3.76K
$380K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-25- 0.39% |
$2.14K - $2.59K
|
6.35K
$641K
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-25- 0.51% |
$2.14K - $2.59K
|
4.89K
$493K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-25- 0.04% |
$2.14K - $2.59K
|
64.2K
$6.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-26- 0.13% |
$2.22K - $2.69K
|
20.2K
$2.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-30- 0.09% |
$2.57K - $3.1K
|
32.4K
$3.27M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-31- 0.49% |
$2.65K - $3.21K
|
6.27K
$633K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-32- 0.41% |
$2.74K - $3.31K
|
7.68K
$776K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-34- 18.58% |
$2.91K - $3.52K
|
149
$15K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-38- 12.5% |
$3.25K - $3.93K
|
266
$26.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-38- 0.26% |
$3.25K - $3.93K
|
14.5K
$1.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41- 0.72% |
$3.51K - $4.24K
|
5.66K
$572K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-42- 1.9% |
$3.59K - $4.35K
|
2.16K
$219K
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-43- 12.57% |
$3.68K - $4.45K
|
299
$30.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-46- 0.76% |
$3.94K - $4.76K
|
6.01K
$607K
|