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
DIOD
Diodes Inc

Technology
808
+ 2.94%
$47.17 - $57.76 $38.1K - $46.7K
28.3K $1.5M
FBP
First Bancorp

Financial Services
627
+ 2.02%
$20.32 - $22.49 $12.7K - $14.1K
31.7K $699K
FKU
First Trust United Kingdom Alp

ETFs
21
+ 0.07%
$45.8 - $48.47 $962 - $1.02K
32K $1.55M
PNBK
Patriot National Bancorp Inc

Financial Services
39.1K
New
$1.3 - $1.84 $50.9K - $72K
39.1K $51K
UGP
Ultrapar Holdings Inc

Energy
10
+ 0.02%
$2.83 - $4.1 $28.3 - $41
61.5K $252K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
158
+ 1.92%
$27.54 - $32.98 $4.35K - $5.21K
8.38K $276K
GFF
Griffon Corp

Industrials
493
+ 16.78%
$67.97 - $82.65 $33.5K - $40.7K
3.43K $261K
URE
Proshares Ultra Real Estate

ETFs
226
+ 0.98%
$60.9 - $67.0 $13.8K - $15.1K
23.3K $1.5M
DDD
3 D Systems Corp

Technology
14
+ 0.04%
$1.56 - $3.11 $21.8 - $43.5
35K $101K
DHT
Dht Holdings, Inc.

Energy
2.02K
+ 9.67%
$10.72 - $12.95 $21.7K - $26.2K
22.9K $273K
REXR
Rexford Industrial Realty, Inc.

Real Estate
77
+ 0.96%
$35.43 - $43.53 $2.73K - $3.35K
8.07K $331K
SKYW
Skywest Inc

Industrials
511
+ 23.39%
$100.62 - $123.72 $51.4K - $63.2K
2.7K $271K
SUN
Sunoco LP

Energy
1.88K
+ 14.33%
$48.42 - $55.31 $91.1K - $104K
15K $750K
AER
Aer Cap Holdings N.V.

Industrials
131
+ 1.75%
$107.25 - $124.42 $14K - $16.3K
7.62K $921K
WSBC
Wesbanco Inc

Financial Services
972
+ 1.98%
$29.44 - $33.7 $28.6K - $32.8K
50.1K $1.6M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
7.33K
+ 10.24%
$9.11 - $10.03 $66.8K - $73.5K
78.9K $718K
IBOC
International Bancshares Corp

Financial Services
452
+ 7.22%
$67.44 - $72.68 $30.5K - $32.9K
6.72K $461K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
515
+ 1.22%
$46.86 - $48.27 $24.1K - $24.9K
42.8K $2.05M
OII
Oceaneering International Inc

Energy
170
+ 1.67%
$20.47 - $25.66 $3.48K - $4.36K
10.4K $256K
TRGP
Targa Resources Corp.

Energy
1.56K
+ 4.72%
$160.52 - $174.4 $251K - $273K
34.7K $5.81M
CALX
Calix, Inc

Technology
117
+ 2.63%
$50.08 - $64.04 $5.86K - $7.49K
4.56K $280K
SFBS
Servis First Bancshares, Inc.

Financial Services
450
+ 17.33%
$76.69 - $89.24 $34.5K - $40.2K
3.05K $245K
KRE
Spdr S&P Regional Banking ETF

ETFs
188
+ 2.24%
$58.82 - $66.17 $11.1K - $12.4K
8.59K $543K
TDW
Tidewater Inc

Energy
147
+ 2.92%
$46.32 - $63.19 $6.81K - $9.29K
5.19K $276K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
157
+ 0.82%
$18.0 - $24.76 $2.83K - $3.89K
19.2K $475K
CNO
Cno Financial Group, Inc.

Financial Services
628
+ 3.38%
$35.49 - $40.41 $22.3K - $25.4K
19.2K $758K
ENIC
Enel Chile S.A.

Utilities
5.18K
+ 6.34%
$3.12 - $3.89 $16.2K - $20.2K
87K $338K
WU
Western Union CO

Financial Services
6.4K
+ 30.01%
$7.88 - $8.84 $50.4K - $56.5K
27.7K $221K
APLE
Apple Hospitality Reit, Inc.

Real Estate
3.18K
+ 30.64%
$11.53 - $13.17 $36.7K - $41.9K
13.6K $162K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
44
+ 0.16%
$20.33 - $22.62 $895 - $995
27.6K $611K
PAXS
Pimco Access Income Fund

Financial Services
160
+ 0.5%
$14.97 - $16.42 $2.4K - $2.63K
32K $521K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
138
+ 1.09%
$27.42 - $31.65 $3.78K - $4.37K
12.8K $388K
SHG
Shinhan Financial Group CO LTD

Financial Services
1.11K
+ 5.51%
N/A
21.2K $733K
UBSI
United Bankshares Inc

Financial Services
892
+ 11.99%
$35.03 - $38.73 $31.2K - $34.5K
8.33K $310K
BRCC
Brc Inc.

Consumer Defensive
24.7K
New
$1.29 - $2.03 $31.8K - $50.1K
24.7K $38K
HAYW
Hayward Holdings, Inc.

Industrials
1.35K
+ 9.57%
$14.12 - $16.56 $19K - $22.3K
15.4K $232K
IIIN
Insteel Industries Inc

Industrials
23
+ 0.07%
$35.31 - $39.67 $812 - $912
32.3K $1.24M
SLF
Sun Life Financial Inc

Financial Services
2.31K
+ 14.7%
$56.54 - $66.41 $131K - $154K
18.1K $1.08M
TRU
Trans Union

Industrials
681
+ 14.78%
$83.78 - $99.22 $57.1K - $67.6K
5.29K $443K
DENN
Denny'S Corp

Consumer Cyclical
2.37K
+ 10.95%
$3.54 - $5.52 $8.38K - $13.1K
24K $125K
UDR
Udr, Inc.

Real Estate
2.03K
+ 19.14%
$36.71 - $41.37 $74.6K - $84K
12.6K $470K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
125
+ 3.06%
$87.95 - $94.49 $11K - $11.8K
4.2K $394K
OSIS
Osi Systems Inc

Technology
15
+ 1.11%
$208.12 - $249.24 $3.12K - $3.74K
1.36K $339K
EQNR
Equinor Asa

Energy
2.87K
+ 6.16%
$23.7 - $27.1 $68K - $77.8K
49.4K $1.21M
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
12K
New
$0.88 - $3.52 $10.6K - $42.2K
12K $34K
BKH
Black Hills Corp

Utilities
147
+ 3.3%
$55.87 - $61.62 $8.21K - $9.06K
4.6K $283K
INDB
Independent Bank Corp

Financial Services
186
+ 5.71%
$62.06 - $72.84 $11.5K - $13.5K
3.44K $238K
FNDC
Schwab Fundamental Intl Small

ETFs
505
+ 10.19%
$41.81 - $45.21 $21.1K - $22.8K
5.46K $242K
SLI
Standard Lithium Ltd.

Basic Materials
10.1K
New
$2.03 - $3.78 $20.5K - $38.2K
10.1K $34K
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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