Ci Private Wealth, LLC Sells in Q3 2025

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-693
- 1.84%
$23.48 - $24.44 $16.3K - $16.9K
37K $885K
JBT
John Bean Technologies Corp

Industrials
-227
- 1.04%
N/A
21.6K $2.71M
FTI
Technip Fmc PLC

Energy
-1.88K
- 20.44%
$32.19 - $40.89 $60.5K - $76.9K
7.32K $288K
HTGC
Hercules Capital, Inc.

Financial Services
-3.17K
- 5.73%
$18.34 - $19.53 $58K - $61.8K
52.1K $984K
AWR
American States Water CO

Utilities
-17
- 0.24%
$71.48 - $77.99 $1.22K - $1.33K
6.99K $512K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-2.95K
- 9.01%
$11.51 - $12.4 $33.9K - $36.6K
29.8K $365K
ADC
Agree Realty Corp

Real Estate
-159
- 2.65%
$70.53 - $75.05 $11.2K - $11.9K
5.84K $414K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-2.16K
- 10.19%
$10.03 - $10.4 $21.7K - $22.5K
19K $193K
TDIV
First Trust Nasdaq Technology

ETFs
-467
- 17.82%
$89.27 - $100.33 $41.7K - $46.9K
2.15K $212K
NTST
Netstreit Corp.

Real Estate
-3.82K
- 9.62%
$16.82 - $18.96 $64.3K - $72.5K
35.9K $649K
RNG
Ring Central, Inc.

Technology
-856
- 9.23%
$23.62 - $32.44 $20.2K - $27.8K
8.42K $238K
BDN
Brandywine Realty Trust

Real Estate
-1.95K
- 1.86%
$3.81 - $4.58 $7.44K - $8.94K
103K $429K
NAVI
Navient Corp

Financial Services
-162
- 0.88%
$12.41 - $15.59 $2.01K - $2.53K
18.2K $239K
BRX
Brixmor Property Group Inc.

Real Estate
-832
- 6.34%
N/A
12.3K $279K
SGOL
Abrdn Gold ETF Trust

ETFs
-5.06K
- 15.92%
$31.18 - $36.81 $158K - $186K
26.8K $984K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-444
- 2.88%
$14.19 - $15.82 $6.3K - $7.02K
15K $213K
FBT
First Trust Nyse Arca Biotechn

ETFs
-494
- 12.51%
$159.46 - $180.52 $78.8K - $89.2K
3.46K $619K
EHAB
Enhabit, Inc.

Healthcare
-110
- 1.08%
$6.52 - $8.28 $717 - $911
10K $80K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-296
- 6.98%
$51.82 - $60.27 $15.3K - $17.8K
3.94K $207K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-865
- 2.59%
$43.1 - $44.6 $37.3K - $38.6K
32.6K $1.44M
GVI
Ishares Tr

ETFs
-172
- 5.38%
$105.8 - $107.81 $18.2K - $18.5K
3.03K $325K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
-700
- 6.54%
$26.51 - $27.85 $18.6K - $19.5K
10K $275K
NWL
Newell Brands Inc.

Consumer Defensive
-2.38K
- 13.73%
$4.76 - $6.39 $11.3K - $15.2K
14.9K $78K
BVS
Bioventus Inc.

Healthcare
-2.15K
- 13.81%
$6.14 - $7.64 $13.2K - $16.4K
13.4K $89K
NOTV
Inotiv, Inc.

Healthcare
-1.5K
- 6.17%
$1.33 - $2.36 $2K - $3.54K
22.8K $31K
MNTK
Montauk Renewables, Inc.

Utilities
-5K
- 31.25%
$1.77 - $2.71 $8.85K - $13.6K
11K $22K
ILPT
Industrial Logistics Properties Trust

Real Estate
-7.62K
- 30.24%
$4.53 - $6.45 $34.5K - $49.1K
17.6K $102K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-300
- 8.23%
$81.61 - $86.58 $24.5K - $26K
3.34K $285K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-303
- 12.57%
$93.41 - $104.11 $28.3K - $31.5K
2.11K $216K
HBI
Hanesbrands Inc.

Consumer Cyclical
-6.49K
- 39.08%
$4.07 - $6.59 $26.4K - $42.8K
10.1K $66K
VUZI
Vuzix Corp

Technology
-12.1K
- 9.22%
$1.9 - $3.38 $22.9K - $40.8K
119K $371K
HIMX
Himax Technologies, Inc.

Technology
-586
- 2.64%
$7.16 - $9.76 $4.2K - $5.72K
21.6K $190K
AOK
Ishares Tr Core Conservative A

ETFs
-1.19K
- 3.3%
$38.64 - $40.17 $45.9K - $47.7K
34.8K $1.4M
EPOL
Ishares Tr Msci Poland ETF

ETFs
-231
- 2.03%
$31.29 - $34.07 $7.23K - $7.87K
11.1K $358K
KIO
Kkr Income Opportunities Fund

Financial Services
-841
- 2.73%
$12.34 - $12.82 $10.4K - $10.8K
30K $379K
CAPL
Cross America Partners LP

Energy
-441
- 1.73%
$19.62 - $22.22 $8.65K - $9.8K
25K $525K
BLFY
Blue Foundry Bancorp

Financial Services
-19
- 0.15%
$8.39 - $9.87 $159 - $188
12.6K $114K
IRBO
Ishares Robotics & Artificial

ETFs
-205
- 1.3%
N/A
15.6K $499K
BDC
Belden Inc.

Technology
-174
- 5.11%
$115.58 - $133.49 $20.1K - $23.2K
3.23K $388K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-6.29K
- 6.08%
$29.97 - $32.38 $188K - $204K
97.2K $3.1M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-1.15K
- 3.77%
$15.5 - $16.01 $17.8K - $18.4K
29.3K $466K
OLN
Olin Corp

Basic Materials
-4.52K
- 20.33%
$18.23 - $26.93 $82.5K - $122K
17.7K $442K
LAB
Standard Biotools Inc.

Healthcare
-4.98K
- 27.67%
$1.2 - $1.47 $5.98K - $7.32K
13K $16K
EWA
Ishares Msci Australia ETF

ETFs
-439
- 3.84%
$25.91 - $27.57 $11.4K - $12.1K
11K $296K
OGE
Oge Energy Corp.

Utilities
-852
- 4.5%
$43.46 - $46.27 $37K - $39.4K
18.1K $836K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-191
- 5.66%
$61.56 - $66.95 $11.8K - $12.8K
3.19K $212K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-94
- 8.39%
$208.95 - $229.72 $19.6K - $21.6K
1.03K $235K
GERN
Geron Corp

Healthcare
-1.05K
- 2.88%
$1.1 - $1.47 $1.16K - $1.54K
35.4K $48K
SPH
Suburban Propane Partners LP

Utilities
-220
- 1.51%
$17.47 - $19.0 $3.84K - $4.18K
14.4K $267K
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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