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
BIP
Brookfield Infrastructure Partners L.P.

Utilities
6.7K
+ 35.85%
$29.81 - $34.07 $200K - $228K
25.4K $835K
KWEB
Kraneshares Tr Csi China Inter

ETFs
4.99K
New
$33.63 - $42.59 $168K - $213K
4.99K $209K
APOG
Apogee Enterprises, Inc.

Industrials
4.77K
New
$40.4 - $45.4 $193K - $217K
4.77K $207K
BOTZ
Global X Fds

ETFs
4.65K
+ 31.36%
$32.14 - $35.96 $149K - $167K
19.5K $689K
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.8K
New
$67.1 - $74.29 $188K - $208K
2.8K $206K
FORM
Formfactor Inc

Technology
5.63K
New
$27.62 - $37.7 $156K - $212K
5.63K $205K
XPEV
Xpeng Inc.

Consumer Cyclical
594
+ 1.72%
$17.4 - $24.33 $10.3K - $14.5K
35.1K $821K
FELE
Franklin Electric CO Inc

Industrials
1.89K
+ 44.62%
$89.51 - $99.6 $170K - $189K
6.14K $584K
WWW
Wolverine World Wide Inc

Consumer Cyclical
7.43K
New
$18.93 - $32.4 $141K - $241K
7.43K $203K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3.22K
+ 3.56%
$14.53 - $17.13 $46.8K - $55.2K
93.9K $1.57M
DGII
Digi International Inc

Technology
5.49K
New
$31.14 - $38.11 $171K - $209K
5.49K $200K
SITM
Sitime Corp

Technology
664
New
$190.16 - $318.05 $126K - $211K
664 $200K
TREX
Trex CO Inc

Industrials
3.88K
New
$50.48 - $68.49 $196K - $266K
3.88K $200K
CXM
Sprinklr, Inc.

Technology
25.9K
New
$7.71 - $9.35 $199K - $242K
25.9K $199K
CWT
California Water Service Group

Utilities
4.24K
+ 90.62%
$44.32 - $47.59 $188K - $202K
8.93K $409K
IX
Orix Corp

Financial Services
3.18K
+ 10.07%
$22.28 - $27.06 $70.9K - $86.1K
34.7K $907K
TRP
Tc Energy Corp

Energy
363
+ 1.14%
$46.58 - $54.41 $16.9K - $19.8K
32.1K $1.74M
LUMN
Lumen Technologies, Inc.

Communication Services
22.7K
+ 69.93%
$3.7 - $6.22 $83.9K - $141K
55.1K $337K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
10.9K
+ 19.25%
$22.65 - $25.1 $247K - $273K
67.5K $1.54M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
519
+ 2.01%
$43.35 - $50.12 $22.5K - $26K
26.3K $1.32M
BGNE
Bei Gene, Ltd.

Healthcare
845
New
N/A
845 $191K
DORM
Dorman Products, Inc.

Consumer Cyclical
419
+ 11.08%
$119.13 - $166.34 $49.9K - $69.7K
4.2K $655K
GRAB
Grab Holdings LTD

Technology
12.8K
+ 11.26%
$4.77 - $6.45 $61.1K - $82.7K
127K $762K
CADE
Cadence Bank

Financial Services
1.27K
+ 5.1%
$33.44 - $38.12 $42.5K - $48.4K
26.2K $982K
XPO
Xpo Logistics, Inc.

Industrials
1.37K
+ 48.62%
$118.79 - $138.31 $163K - $189K
4.19K $540K
HIW
Highwoods Properties, Inc.

Real Estate
4.96K
+ 14.04%
$28.32 - $32.39 $140K - $161K
40.3K $1.28M
TFX
Teleflex Inc

Healthcare
1.43K
+ 55.66%
$109.79 - $132.5 $157K - $189K
3.99K $487K
NYT
New York Times CO

Communication Services
2.69K
+ 13.49%
$51.43 - $61.95 $138K - $166K
22.6K $1.3M
BMI
Badger Meter Inc

Technology
3.07K
+ 55.59%
$172.32 - $245.81 $530K - $755K
8.6K $1.54M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2.13K
+ 42.53%
$86.67 - $100.17 $185K - $213K
7.14K $645K
IYF
Ishares Tr

ETFs
98
+ 0.33%
$119.89 - $127.16 $11.7K - $12.5K
29.7K $3.77M
SSNC
Ss&C Technologies Holdings Inc

Technology
1.45K
+ 17.21%
$81.85 - $90.2 $119K - $131K
9.87K $875K
CM
Canadian Imperial Bank Of Commerce

Financial Services
643
+ 4.63%
$71.11 - $81.68 $45.7K - $52.5K
14.5K $1.16M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.28K
+ 42.06%
$50.73 - $52.47 $166K - $172K
11.1K $577K
SWKS
Skyworks Solutions, Inc.

Technology
1.17K
+ 3.36%
$67.52 - $82.97 $79.3K - $97.4K
36.1K $2.78M
VIR
Vir Biotechnology, Inc.

Healthcare
354
+ 0.14%
$4.28 - $5.93 $1.52K - $2.1K
260K $1.48M
ASX
Ase Technology Holding Co., Ltd.

Technology
4.29K
+ 2.57%
$9.5 - $11.71 $40.8K - $50.3K
171K $1.9M
AGO
Assured Guaranty LTD

Financial Services
2.54K
+ 15.06%
$80.41 - $86.64 $204K - $220K
19.4K $1.64M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.31K
+ 57.53%
$109.47 - $119.06 $143K - $156K
3.58K $423K
WD
Walker & Dunlop, Inc.

Financial Services
315
+ 2.82%
$72.06 - $87.6 $22.7K - $27.6K
11.5K $961K
CRON
Cronos Group Inc.

Healthcare
19.6K
+ 14.45%
$1.92 - $2.97 $37.7K - $58.3K
156K $432K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
23K
New
$5.54 - $8.76 $127K - $201K
23K $173K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
508
+ 5.28%
$54.83 - $84.09 $27.9K - $42.7K
10.1K $807K
NLOK
Norton Life Lock Inc.

Technology
7.99K
+ 5.57%
N/A
152K $3.26M
EURN
Euronav Nv

Energy
11K
New
N/A
11K $171K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
339
+ 0.55%
$57.15 - $62.12 $19.4K - $21.1K
61.8K $3.84M
NEP
Nextera Energy Partners, LP

Utilities
18.5K
New
N/A
18.5K $167K
ASH
Ashland Global Holdings Inc

Basic Materials
4.08K
+ 32.88%
$47.62 - $56.6 $194K - $231K
16.5K $789K
IXJ
Ishares Global Healthcare ETF

ETFs
1.79K
+ 65.28%
$82.73 - $89.14 $148K - $159K
4.52K $400K
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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