Ci Private Wealth, LLC Purchases in Q3 2025

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BPOP
Popular, Inc.

Financial Services
979
+ 7.14%
$111.3 - $128.04 $109K - $125K
14.7K $1.87M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
28.9K
+ 34.73%
$13.6 - $15.52 $393K - $448K
112K $1.64M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.68K
+ 11.88%
$126.64 - $135.65 $213K - $228K
15.8K $2.15M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
687
+ 7.58%
$64.22 - $99.03 $44.1K - $68K
9.75K $965K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
21.7K
New
$16.03 - $19.21 $348K - $417K
21.7K $349K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
198
+ 0.34%
$74.93 - $80.73 $14.8K - $16K
57.9K $4.67M
VONV
Vanguard Russell 1000 Value Et

ETFs
2.62K
+ 9.65%
$84.55 - $89.54 $222K - $235K
29.8K $2.66M
BOX
Box Inc

Technology
10.7K
New
$31.03 - $33.73 $333K - $362K
10.7K $346K
VOYA
Voya Financial, Inc.

Financial Services
3.35K
+ 13.2%
$67.31 - $77.62 $225K - $260K
28.7K $2.15M
IESC
Ies Holdings, Inc.

Industrials
72
+ 2.32%
$289.3 - $397.65 $20.8K - $28.6K
3.17K $1.26M
RF
Regions Financial Corp

Financial Services
3.71K
+ 4.33%
$24.03 - $27.41 $89.2K - $102K
89.4K $2.36M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
619
+ 3.63%
$14.71 - $34.49 $9.11K - $21.3K
17.7K $609K
FSS
Federal Signal Corp

Industrials
2.56K
+ 97.37%
$104.86 - $129.8 $268K - $332K
5.18K $616K
SIL
Global X Silver Miners ETF

ETFs
4.68K
New
$47.34 - $71.63 $221K - $335K
4.68K $334K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.62K
+ 1.93%
$24.02 - $27.91 $38.8K - $45.1K
85.5K $2.39M
TRN
Trinity Industries Inc

Industrials
11.9K
New
$23.3 - $29.03 $277K - $345K
11.9K $333K
ESLT
Elbit Systems LTD

Industrials
261
+ 7.92%
$429.99 - $509.8 $112K - $133K
3.56K $1.81M
GCI
Gannett Co., Inc.

Communication Services
80.4K
New
$3.54 - $4.38 $285K - $352K
80.4K $331K
ITA
Ishares Tr

ETFs
992
+ 16.58%
$184.73 - $209.26 $183K - $208K
6.98K $1.46M
LNC
Lincoln National Corp

Financial Services
2.83K
+ 7.51%
$33.37 - $43.29 $94.5K - $123K
40.5K $1.63M
BTU
Peabody Energy Corp

Energy
1.46K
+ 6.57%
$13.18 - $26.81 $19.2K - $39.1K
23.7K $627K
TRNO
Terreno Realty Corp

Real Estate
5.52K
+ 24.45%
$53.01 - $59.08 $293K - $326K
28.1K $1.59M
NTRA
Natera, Inc.

Healthcare
2.33K
+ 40.17%
$133.66 - $181.11 $311K - $422K
8.12K $1.31M
CRI
Carters Inc

Consumer Cyclical
11.6K
New
$23.65 - $33.93 $275K - $394K
11.6K $327K
HWKN
Hawkins Inc

Basic Materials
556
+ 10.06%
$144.17 - $184.75 $80.2K - $103K
6.09K $1.11M
GATX
Gatx Corp

Industrials
1.86K
New
$149.23 - $176.97 $278K - $330K
1.86K $325K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
8.46K
New
$32.29 - $38.12 $273K - $323K
8.46K $322K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.68K
+ 49.19%
$158.03 - $197.08 $265K - $330K
5.08K $851K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
5.18K
+ 33.35%
$23.52 - $33.89 $122K - $176K
20.7K $693K
SKYX
Skyx Platforms Corp.

Industrials
258K
+ 57.81%
$1.0 - $1.32 $258K - $341K
705K $790K
DOCS
Doximity, Inc.

Healthcare
3.69K
+ 86.81%
$57.33 - $75.12 $211K - $277K
7.93K $580K
PII
Polaris Inc.

Consumer Cyclical
2.82K
+ 31.41%
$44.87 - $59.95 $126K - $169K
11.8K $684K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
18.8K
+ 39.1%
$11.64 - $15.79 $218K - $296K
66.7K $979K
CMPS
Compass Pathways PLC

Healthcare
37.2K
New
N/A
37.2K $318K
SOXL
Direxion Daily Semiconductor B

ETFs
349
+ 1.11%
$23.99 - $34.84 $8.37K - $12.2K
31.7K $1.1M
TOST
Toast, Inc.

Technology
13.5K
+ 59.38%
$36.51 - $49.3 $494K - $666K
36.3K $1.32M
WES
Western Midstream Partners, LP

Energy
7.83K
+ 63.07%
$37.5 - $41.18 $293K - $322K
20.2K $794K
VST
Vistra Corp.

Utilities
155
+ 0.12%
$182.0 - $217.92 $28.2K - $33.8K
133K $26M
PRI
Primerica, Inc.

Financial Services
985
+ 11.77%
$255.46 - $285.58 $252K - $281K
9.36K $2.6M
AIQ
Global X Funds Global X Artifi

ETFs
6.14K
New
$43.2 - $49.66 $265K - $305K
6.14K $303K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.22K
+ 3.71%
$92.97 - $100.18 $113K - $122K
34.1K $3.39M
TSN
Tyson Foods, Inc.

Consumer Defensive
7.45K
+ 11.81%
$52.3 - $57.69 $390K - $430K
70.5K $3.83M
BEP
Brookfield Renewable Partners L.P.

Utilities
11.6K
New
$24.32 - $27.58 $283K - $321K
11.6K $300K
DYAI
Dyadic International Inc

Healthcare
250K
New
$0.75 - $1.19 $188K - $298K
250K $297K
CRSP
Crispr Therapeutics Ag

Healthcare
3.39K
+ 71.77%
$48.51 - $68.14 $164K - $231K
8.11K $525K
HL
Hecla Mining CO

Basic Materials
9.65K
+ 32.79%
$5.59 - $12.1 $53.9K - $117K
39.1K $472K
BANF
Bancfirst Corp

Financial Services
2.32K
New
$119.95 - $136.48 $278K - $316K
2.32K $292K
GCO
Genesco Inc

Consumer Cyclical
10.1K
New
$21.39 - $35.26 $216K - $356K
10.1K $292K
GNTY
Guaranty Bancshares Inc

Financial Services
6K
New
$42.63 - $52.33 $256K - $314K
6K $292K
Activity Summary
Buys All Purchases 1367 New Holdings 266 Increased Positions 1101 Sells All Sells 1053 Reductions 1053 Sold out 0 Options Calls 11 Puts 14
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