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
BIO
Bio Rad Laboratories, Inc.

Healthcare
449
+ 45.77%
$241.95 - $303.82 $109K - $136K
1.43K $400K
IDEV
Ishares Core Msci Intl Develop

ETFs
371
+ 1.14%
$74.68 - $80.26 $27.7K - $29.8K
32.9K $2.64M
NDSN
Nordson Corp

Industrials
444
+ 8.86%
$209.25 - $227.98 $92.9K - $101K
5.46K $1.24M
TXG
10x Genomics, Inc.

Healthcare
13.5K
+ 26.22%
$11.34 - $14.64 $153K - $197K
64.8K $757K
EBR
Brazilian Electric Power CO

Utilities
1.42K
+ 2.38%
$6.75 - $9.92 $9.57K - $14.1K
61K $605K
SNOW
Snowflake Inc.

Technology
523
+ 2.08%
$191.73 - $241.0 $100K - $126K
25.7K $5.8M
CCK
Crown Holdings Inc

Consumer Cyclical
2.32K
+ 23.78%
$92.19 - $108.12 $214K - $251K
12.1K $1.17M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.84K
+ 26.35%
$22.64 - $23.22 $155K - $159K
32.8K $758K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.86K
+ 9.98%
$37.2 - $39.61 $106K - $113K
31.5K $1.25M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
6.07K
+ 16.4%
$24.39 - $24.93 $148K - $151K
43.1K $1.06M
ZI
Zoom Info Technologies Inc.

Technology
15.6K
+ 109.29%
N/A
29.8K $302K
DGX
Quest Diagnostics Inc

Healthcare
1.14K
+ 4.57%
N/A
26.1K $3.58M
OZK
Bank Ozk

Financial Services
664
+ 2.16%
$47.4 - $53.14 $31.5K - $35.3K
31.3K $1.6M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
11K
+ 76.14%
$12.9 - $13.59 $143K - $150K
25.6K $343K
SF
Stifel Financial Corp

Financial Services
440
+ 4.1%
$105.26 - $116.4 $46.3K - $51.2K
11.2K $1.27M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
3.18K
+ 12.68%
$61.15 - $64.13 $195K - $204K
28.3K $1.76M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.21K
+ 5.86%
$40.68 - $46.33 $49.2K - $56K
21.8K $991K
SEIC
Sei Investments CO

Financial Services
2.89K
+ 15.41%
$84.85 - $93.8 $245K - $271K
21.7K $1.84M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
12.2K
New
$12.11 - $12.64 $148K - $155K
12.2K $151K
BVN
Buenaventura Mining CO Inc

Basic Materials
652
+ 3.9%
$16.23 - $24.33 $10.6K - $15.9K
17.4K $423K
DT
Dynatrace, Inc.

Technology
4.58K
+ 42.77%
$46.04 - $56.64 $211K - $260K
15.3K $740K
NNN
National Retail Properties, Inc.

Real Estate
3.99K
+ 11.75%
$40.68 - $44.1 $162K - $176K
37.9K $1.61M
SWBI
Smith & Wesson Brands, Inc.

Industrials
15.2K
New
$7.74 - $9.83 $118K - $149K
15.2K $149K
JXN
Jackson Financial Inc.

Financial Services
24
+ 0.21%
$84.06 - $103.8 $2.02K - $2.49K
11.7K $1.18M
OMF
One Main Holdings, Inc.

Financial Services
2.85K
+ 11.14%
$55.61 - $62.61 $158K - $178K
28.4K $1.6M
WTFC
Wintrust Financial Corp

Financial Services
557
+ 6.36%
$122.55 - $139.81 $68.3K - $77.9K
9.32K $1.23M
PBRA
Petroleo Bras Ads (Ea Reptg 2
11.1K
+ 19.45%
N/A
68.1K $894K
RUN
Sunrun Inc.

Technology
1.91K
+ 15.41%
$8.99 - $18.18 $17.2K - $34.8K
14.3K $247K
TDS
Telephone & Data Systems Inc

Communication Services
2.53K
+ 19.85%
$35.43 - $40.72 $89.5K - $103K
15.2K $598K
FCNCA
First Citizens Bancshares Inc

Financial Services
178
+ 17.16%
$1789.16 - $2158.23 $318K - $384K
1.22K $2.17M
EHTH
E Health, Inc.

Financial Services
35.4K
+ 170.46%
$3.21 - $4.76 $114K - $169K
56.2K $234K
NVST
Envista Holdings Corp

Healthcare
6.41K
+ 39.97%
$18.89 - $21.72 $121K - $139K
22.4K $457K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
13K
New
$10.21 - $11.08 $132K - $144K
13K $143K
IEP
Icahn Enterprises L.P.

Industrials
15.9K
+ 68.49%
$8.14 - $9.68 $130K - $154K
39.2K $330K
GVA
Granite Construction Inc

Industrials
686
+ 16.55%
$92.28 - $111.29 $63.3K - $76.3K
4.83K $529K
MTZ
Mastec Inc

Industrials
286
+ 14.84%
$168.23 - $212.81 $48.1K - $60.9K
2.21K $470K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
15.5K
New
$8.7 - $9.11 $135K - $141K
15.5K $141K
EWBC
East West Bancorp Inc

Financial Services
517
+ 3.31%
$97.41 - $109.7 $50.4K - $56.7K
16.2K $1.72M
VIAV
Viavi Solutions Inc.

Technology
11K
New
$9.76 - $12.69 $107K - $140K
11K $139K
PFG
Principal Financial Group Inc

Financial Services
107
+ 0.29%
$75.53 - $82.95 $8.08K - $8.88K
37.2K $3.08M
ROLL
Rbc Bearings Inc

Industrials
564
+ 6.74%
N/A
8.94K $2.2M
VOD
Vodafone Group Public LTD CO

Communication Services
6.24K
+ 8.97%
$10.67 - $12.06 $66.6K - $75.2K
75.8K $879K
HYD
Vaneck High Yield Muni ETF

ETFs
2.59K
+ 38.9%
$48.85 - $50.94 $127K - $132K
9.26K $471K
SQ
Block, Inc.

Technology
2.38K
+ 10.37%
N/A
25.3K $1.45M
PEB
Pebblebrook Hotel Trust

Real Estate
3.08K
+ 4.35%
$9.39 - $12.21 $28.9K - $37.6K
73.9K $841K
SNDR
Schneider National, Inc.

Industrials
12.2K
+ 29.39%
$21.09 - $26.92 $257K - $328K
53.7K $1.14M
PPLT
Abrdn Platinum ETF Trust

ETFs
1.49K
New
N/A
1.49K $133K
FN
Fabrinet

Technology
9
+ 0.48%
$277.04 - $389.47 $2.49K - $3.51K
1.87K $680K
FHB
First Hawaiian, Inc.

Financial Services
5.43K
+ 52.68%
$23.66 - $26.43 $129K - $144K
15.7K $390K
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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