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
AUB
Atlantic Union Bankshares Corp

Financial Services
139
+ 1.99%
$31.23 - $36.56 $4.34K - $5.08K
7.14K $251K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
843
+ 3.08%
$18.82 - $19.8 $15.9K - $16.7K
28.2K $548K
PATK
Patrick Industries Inc

Consumer Cyclical
19
+ 0.68%
$95.3 - $116.04 $1.81K - $2.2K
2.82K $291K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.21K
+ 3.98%
$24.69 - $25.26 $29.9K - $30.6K
31.6K $794K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
6K
+ 5.49%
$5.43 - $6.23 $32.6K - $37.4K
115K $694K
CCCC
C4 Therapeutics, Inc.

Healthcare
10K
+ 78.83%
$1.47 - $3.57 $14.7K - $35.7K
22.7K $50K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.05K
+ 1.65%
$8.55 - $9.1 $9.01K - $9.59K
65.1K $592K
JBLU
Jetblue Airways Corp

Industrials
4.79K
+ 36.67%
$4.23 - $5.49 $20.3K - $26.3K
17.8K $87K
KRG
Kite Realty Group Trust

Real Estate
1.61K
+ 13.77%
$20.94 - $23.26 $33.7K - $37.4K
13.3K $296K
LEG
Leggett & Platt Inc

Consumer Cyclical
3.91K
+ 5.85%
$8.08 - $10.59 $31.6K - $41.4K
70.7K $627K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
77
+ 0.62%
$29.8 - $32.29 $2.29K - $2.49K
12.5K $401K
HTZWW
Hertz Global Hldgs Inc New
7.76K
+ 48.31%
$2.84 - $4.2 $22K - $32.6K
23.8K $88K
ITUB
Itau Unibanco Holding S.A.

Financial Services
928
+ 2.31%
$6.18 - $7.41 $5.74K - $6.88K
41.1K $301K
VIV
Telefonica Brasil S.A.

Communication Services
56
+ 0.26%
$10.79 - $12.8 $604 - $717
21.5K $274K
HAIN
Hain Celestial Group Inc

Consumer Defensive
17.6K
New
$1.44 - $2.15 $25.3K - $37.8K
17.6K $27K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
15
+ 0.14%
$79.89 - $83.25 $1.2K - $1.25K
10.4K $858K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
1.12K
+ 8.61%
$14.33 - $15.38 $16K - $17.2K
14.1K $216K
FFBC
First Financial Bancorp

Financial Services
595
+ 5.34%
$23.55 - $26.79 $14K - $15.9K
11.7K $296K
GGB
Gerdau S.A.

Basic Materials
7.22K
+ 33.79%
$2.85 - $3.2 $20.6K - $23.1K
28.6K $88K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
7
+ 0.11%
$47.64 - $51.71 $333 - $362
6.59K $339K
LXP
Lxp Industrial Trust

Real Estate
2.13K
+ 19.5%
$7.75 - $9.34 $16.5K - $19.9K
13.1K $116K
NMG
Nouveau Monde Graphite Inc.

Basic Materials
10K
New
$1.61 - $2.73 $16.1K - $27.3K
10K $26K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
534
+ 3.31%
$12.48 - $14.83 $6.66K - $7.92K
16.7K $228K
BRY
Berry Corp (Bry)

Energy
14
+ 0.06%
$2.8 - $4.11 $39.2 - $57.5
24.6K $93K
WHD
Cactus, Inc.

Energy
1.14K
+ 24.41%
$38.17 - $47.92 $43.4K - $54.5K
5.79K $228K
GNW
Genworth Financial Inc

Financial Services
718
+ 4.32%
$7.26 - $9.11 $5.21K - $6.54K
17.3K $154K
SES
Ses Ai Corp

Consumer Cyclical
15K
New
$0.84 - $1.9 $12.6K - $28.5K
15K $25K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
24
+ 1.69%
$156.24 - $190.88 $3.75K - $4.58K
1.44K $239K
CBU
Community Bank System, Inc.

Financial Services
123
+ 1.27%
$51.46 - $62.05 $6.33K - $7.63K
9.8K $574K
MGNX
Macrogenics Inc

Healthcare
14.6K
New
$1.29 - $2.1 $18.9K - $30.7K
14.6K $24K
PTEN
Patterson Uti Energy Inc

Energy
8.29K
+ 33.22%
$5.18 - $6.6 $43K - $54.7K
33.3K $172K
STLA
Stellantis N.V.

Consumer Cyclical
4.74K
+ 14.92%
$8.74 - $10.37 $41.4K - $49.2K
36.5K $341K
LRN
Stride, Inc.

Consumer Defensive
117
+ 8.02%
$128.23 - $169.81 $15K - $19.9K
1.58K $234K
ABR
Arbor Realty Trust Inc

Real Estate
338
+ 2.87%
$10.7 - $12.21 $3.62K - $4.13K
12.1K $148K
GEVO
Gevo, Inc.

Basic Materials
11.5K
New
$1.15 - $2.09 $13.2K - $23.9K
11.5K $22K
RWL
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.24%
$102.17 - $110.66 $817 - $885
3.35K $370K
RDN
Radian Group Inc

Financial Services
476
+ 2.37%
$32.61 - $37.23 $15.5K - $17.7K
20.6K $746K
ST
Sensata Technologies Holding PLC

Technology
488
+ 3.14%
$29.37 - $33.52 $14.3K - $16.4K
16K $489K
ICUI
Icu Medical Inc

Healthcare
538
+ 15.28%
$108.1 - $137.26 $58.2K - $73.8K
4.06K $486K
MVV
Proshares Ultra Midcap400

ETFs
14
+ 0.39%
$63.1 - $71.89 $883 - $1.01K
3.58K $247K
QLYS
Qualys, Inc.

Technology
282
+ 18.89%
$127.89 - $150.07 $36.1K - $42.3K
1.78K $234K
RGP
Resources Connection, Inc.

Industrials
5.41K
+ 27.25%
$4.47 - $6.03 $24.2K - $32.6K
25.3K $127K
LOOP
Loop Industries, Inc.

Basic Materials
3.92K
+ 1.61%
$1.09 - $2.06 $4.27K - $8.07K
247K $365K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
450
+ 1.92%
$22.89 - $23.7 $10.3K - $10.7K
23.9K $563K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
10
+ 0.06%
$25.84 - $27.2 $258 - $272
17.6K $472K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
2.23K
+ 12.31%
$9.36 - $9.87 $20.9K - $22K
20.3K $193K
EPAC
Enerpac Tool Group Corp

Industrials
330
+ 4.08%
$36.95 - $43.71 $12.2K - $14.4K
8.43K $345K
LAD
Lithia Motors Inc

Consumer Cyclical
132
+ 11.74%
$284.47 - $356.6 $37.6K - $47.1K
1.26K $396K
SWX
Southwest Gas Holdings, Inc.

Utilities
35
+ 0.93%
$72.88 - $79.93 $2.55K - $2.8K
3.8K $297K
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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