Ci Private Wealth, LLC Purchases in Q3 2024

Ci Private Wealth, LLC

  • $69.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JKHY
Henry Jack & Associates Inc

Technology
1.25K
+ 9.97%
$160.87 - $177.06 $201K - $221K
13.8K $2.43M
ESE
Esco Technologies Inc

Technology
2.74K
New
$102.11 - $128.98 $279K - $353K
2.74K $352K
INSM
Insmed Inc

Healthcare
4.22K
+ 62.47%
$62.0 - $79.01 $262K - $334K
11K $801K
SLV
I Shares Silver Trust

ETFs
8.41K
+ 13.98%
$24.33 - $29.38 $205K - $247K
68.5K $1.95M
SNDR
Schneider National, Inc.

Industrials
6.4K
+ 16.86%
$22.89 - $28.65 $146K - $183K
44.4K $1.27M
SHAK
Shake Shack Inc.

Consumer Cyclical
3.37K
New
$78.84 - $109.49 $265K - $369K
3.37K $347K
TDY
Teledyne Technologies Inc

Technology
249
+ 5.21%
$381.47 - $437.71 $95K - $109K
5.03K $2.2M
UBS
Ubs Group Ag

Financial Services
8.4K
+ 13.1%
$27.97 - $31.42 $235K - $264K
72.5K $2.24M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
18K
New
$17.08 - $20.64 $308K - $372K
18K $346K
EQH
Equitable Holdings, Inc.

Financial Services
7.04K
+ 16.29%
$37.05 - $43.61 $261K - $307K
50.2K $2.11M
WAFD
Washington Federal Inc

Financial Services
100
+ 0.18%
$27.9 - $36.89 $2.79K - $3.69K
54.2K $1.89M
ALGN
Align Technology Inc

Healthcare
457
+ 2.66%
$204.03 - $257.2 $93.2K - $118K
17.7K $4.49M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
5.86K
+ 98.24%
$49.82 - $55.29 $292K - $324K
11.8K $653K
STWD
Starwood Property Trust, Inc.

Real Estate
5.64K
+ 3.62%
$18.75 - $21.11 $106K - $119K
162K $3.29M
DASH
Door Dash, Inc.

Communication Services
491
+ 6.19%
$100.28 - $143.99 $49.2K - $70.7K
8.43K $1.2M
LUMN
Lumen Technologies, Inc.

Communication Services
47.8K
New
$1.03 - $7.28 $49.2K - $348K
47.8K $339K
AAON
Aaon, Inc.

Industrials
1.75K
+ 24.14%
$83.58 - $107.82 $146K - $189K
9K $970K
PICK
Ishares Inc Msci Global Select

ETFs
2.74K
+ 2.98%
$36.29 - $43.35 $99.5K - $119K
94.8K $4.1M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
5.46K
+ 137.74%
$54.38 - $59.77 $297K - $326K
9.42K $558K
KN
Knowles Corp

Technology
18.7K
New
$16.5 - $19.44 $308K - $363K
18.7K $336K
MC
Moelis & CO

Financial Services
4.88K
New
$57.14 - $70.62 $279K - $344K
4.88K $334K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
5.43K
+ 54.57%
$41.58 - $49.01 $226K - $266K
15.4K $753K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.82K
+ 131.29%
$44.9 - $47.55 $306K - $324K
12K $567K
LEG
Leggett & Platt Inc

Consumer Cyclical
15.6K
+ 28.5%
$10.67 - $14.12 $167K - $221K
70.4K $959K
AEIS
Advanced Energy Industries Inc

Industrials
3.36K
+ 49.87%
$92.85 - $119.61 $312K - $401K
10.1K $1.06M
AGR
Avangrid, Inc.

Utilities
9.07K
+ 51.99%
$35.27 - $36.04 $320K - $327K
26.5K $949K
VSTO
Vista Outdoor Inc.

Consumer Cyclical
8.35K
New
$36.41 - $40.8 $304K - $341K
8.35K $327K
IHF
Ishares Tr

ETFs
5.08K
+ 67.93%
$51.37 - $58.67 $261K - $298K
12.6K $717K
U
Unity Software Inc.

Technology
14.5K
New
$13.93 - $23.19 $201K - $335K
14.5K $326K
VECO
Veeco Instruments Inc

Technology
9.86K
New
$28.99 - $48.47 $286K - $478K
9.86K $326K
WHR
Whirlpool Corp

Consumer Cyclical
2.64K
+ 30.17%
$90.25 - $112.34 $238K - $296K
11.4K $1.22M
MANH
Manhattan Associates Inc

Technology
718
+ 20.79%
$218.59 - $286.0 $157K - $205K
4.17K $1.17M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6.59K
+ 15.8%
$40.48 - $45.39 $267K - $299K
48.3K $2.13M
EXPD
Expeditors International Of Washington Inc

Industrials
1.04K
+ 3.79%
$116.1 - $131.42 $120K - $136K
28.4K $3.73M
KBH
Kb Home

Consumer Cyclical
198
+ 1.03%
$65.35 - $89.63 $12.9K - $17.7K
19.4K $1.66M
STLD
Steel Dynamics Inc

Basic Materials
3.17K
+ 8.82%
N/A
39.1K $3.84M
EVH
Evolent Health, Inc.

Healthcare
10.9K
New
$18.41 - $32.97 $202K - $361K
10.9K $309K
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.6K
+ 40.92%
$48.4 - $50.91 $271K - $285K
19.3K $975K
FNDB
Schwab Fundamental U S Broad M

ETFs
3.61K
+ 32.55%
$64.17 - $70.37 $232K - $254K
14.7K $1.04M
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
83.9K
+ 20.27%
$3.47 - $3.89 $291K - $326K
498K $1.81M
PJUL
Innovator U.S. Equity Power Bu

ETFs
7.53K
New
$37.89 - $40.48 $285K - $305K
7.53K $304K
KIND
Nextdoor Holdings, Inc.

Communication Services
123K
New
$2.26 - $2.93 $277K - $360K
123K $304K
ROLL
Rbc Bearings Inc

Industrials
1.23K
+ 12.52%
N/A
11.1K $2.73M
CBT
Cabot Corp

Basic Materials
156
+ 1.09%
$86.96 - $111.73 $13.6K - $17.4K
14.5K $1.62M
AVLV
American Centy ETF Tr Avantis
327
+ 0.35%
$60.05 - $65.83 $19.6K - $21.5K
93.8K $6.17M
OGN
Organon & Co.

Healthcare
22.2K
+ 28.04%
$18.65 - $23.03 $415K - $512K
102K $1.94M
VALE
Vale S.A.

Basic Materials
21.7K
+ 23.26%
$9.9 - $11.8 $214K - $256K
115K $1.34M
TECL
Direxion Daily Technology Bull

ETFs
3.43K
New
$61.27 - $112.11 $210K - $384K
3.43K $300K
FDIS
Fidelity Covington Tr Msci Con

ETFs
3.4K
New
$75.81 - $88.73 $258K - $301K
3.4K $300K
Activity Summary
Buys All Purchases 1443 New Holdings 234 Increased Positions 1209 Sells All Sells 845 Reductions 845 Sold out 0 Options Calls 21 Puts 25
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