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
AM
Antero Midstream Corp

Energy
12.6K
New
$16.87 - $19.58 $213K - $247K
12.6K $245K
COLL
Collegium Pharmaceutical, Inc

Healthcare
7.01K
New
$29.75 - $39.59 $208K - $277K
7.01K $245K
CTS
Cts Corp

Technology
6.15K
New
$38.41 - $44.62 $236K - $274K
6.15K $245K
EQH
Equitable Holdings, Inc.

Financial Services
8.85K
+ 22.97%
$50.09 - $55.88 $443K - $494K
47.4K $2.41M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
4.36K
+ 18.94%
$41.58 - $44.7 $181K - $195K
27.4K $1.2M
WPC
W. P. Carey Inc.

Real Estate
14
+ 0.03%
$61.29 - $68.7 $858 - $962
46.8K $3.17M
UHT
Universal Health Realty Income Trust

Real Estate
6.15K
New
$38.01 - $42.04 $234K - $259K
6.15K $241K
FXE
Invesco Currency Shares Euro Trust

ETFs
2.26K
+ 13.03%
$105.31 - $109.29 $238K - $247K
19.6K $2.13M
OPEN
Opendoor Technologies Inc.

Real Estate
5.69K
+ 21.89%
$0.56 - $10.52 $3.18K - $59.8K
31.7K $252K
BEKE
Ke Holdings Inc.

Real Estate
12.6K
New
$17.51 - $20.36 $220K - $256K
12.6K $238K
CNP
Centerpoint Energy Inc

Utilities
3.12K
+ 5.57%
$35.77 - $39.16 $111K - $122K
59.1K $2.29M
JD
Jd.Com, Inc.

Consumer Cyclical
4.96K
+ 18.77%
$30.39 - $35.64 $151K - $177K
31.4K $1.1M
FIW
First Trust Water ETF

ETFs
2.09K
New
$107.54 - $115.08 $224K - $240K
2.09K $234K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
9.85K
+ 61.18%
$22.45 - $23.2 $221K - $229K
26K $599K
WDS
Woodside Energy Group LTD

Energy
16.1K
+ 60.71%
$15.05 - $17.66 $243K - $285K
42.7K $643K
DY
Dycom Industries Inc

Industrials
40
+ 0.86%
$244.32 - $294.01 $9.77K - $11.8K
4.69K $1.37M
SXI
Standex International Corp

Industrials
1.1K
New
$154.17 - $214.67 $169K - $236K
1.1K $232K
VICR
Vicor Corp

Technology
4.68K
New
$43.84 - $54.72 $205K - $256K
4.68K $232K
CORT
Corcept Therapeutics Inc

Healthcare
2.28K
+ 54.91%
$67.17 - $83.9 $153K - $191K
6.44K $534K
FIVE
Five Below, Inc

Consumer Cyclical
866
+ 21.2%
$128.78 - $155.44 $112K - $135K
4.95K $765K
INVH
Invitation Homes Inc.

Real Estate
9.95K
+ 55.78%
$28.9 - $32.78 $288K - $326K
27.8K $815K
UYG
Proshares Ultra Financials

ETFs
2.3K
New
$91.13 - $100.36 $210K - $231K
2.3K $228K
SOUN
Soundhound Ai, Inc.

Technology
1.27K
+ 3.28%
$10.11 - $18.05 $12.8K - $22.9K
39.9K $642K
WCN
Waste Connections, Inc.

Industrials
5.43K
+ 8.17%
$171.32 - $191.84 $931K - $1.04M
72K $12.7M
MSGS
Madison Square Garden Sports Corp.

Communication Services
1K
New
$192.65 - $230.03 $193K - $231K
1K $227K
R
Ryder System Inc

Industrials
68
+ 0.94%
$168.66 - $189.57 $11.5K - $12.9K
7.28K $1.37M
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.26K
+ 10.06%
$30.02 - $30.29 $218K - $220K
79.4K $2.41M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
2.65K
+ 65.24%
$107.28 - $125.1 $284K - $331K
6.7K $727K
TNL
Travel & Leisure Co.

Consumer Cyclical
2.58K
+ 28.22%
$53.72 - $63.45 $138K - $164K
11.7K $696K
UFPI
Ufp Industries Inc

Basic Materials
2.88K
+ 38.24%
$91.8 - $108.49 $265K - $313K
10.4K $973K
HE
Hawaiian Electric Industries Inc

Utilities
18.8K
+ 48.58%
$10.46 - $12.96 $197K - $244K
57.5K $635K
CSGS
Csg Systems International Inc

Technology
3.47K
New
$60.77 - $67.01 $211K - $233K
3.47K $223K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
11K
New
N/A
11K $223K
USFR
Wisdomtree Floating Rate Treas

ETFs
4.42K
New
$50.23 - $50.48 $222K - $223K
4.42K $222K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
3.14K
New
$68.92 - $72.06 $216K - $226K
3.14K $220K
CRDO
Credo Technology Group Holding LTD

Technology
1.51K
New
$87.59 - $172.31 $132K - $259K
1.51K $219K
SHC
Sotera Health CO

Healthcare
14K
New
$11.01 - $16.5 $154K - $230K
14K $219K
NJR
New Jersey Resources Corp

Utilities
278
+ 0.45%
$45.05 - $48.15 $12.5K - $13.4K
61.7K $2.97M
POST
Post Holdings, Inc.

Consumer Defensive
2.32K
+ 11.28%
$102.36 - $114.04 $237K - $264K
22.8K $2.45M
SR
Spire Inc

Utilities
2.67K
New
$72.83 - $81.52 $194K - $217K
2.67K $217K
WYNN
Wynn Resorts LTD

Consumer Cyclical
441
+ 9.61%
$101.96 - $132.43 $45K - $58.4K
5.03K $645K
PRME
Prime Medicine, Inc.
38.8K
New
$2.73 - $5.56 $106K - $216K
38.8K $214K
APPF
Appfolio Inc

Technology
775
New
$229.81 - $321.25 $178K - $249K
775 $213K
AX
Axos Financial, Inc.

Financial Services
2.53K
New
$78.32 - $92.31 $198K - $233K
2.53K $213K
FHN
First Horizon Corp

Financial Services
2K
+ 1.67%
$21.16 - $23.23 $42.3K - $46.4K
121K $2.74M
KOP
Koppers Holdings Inc.

Basic Materials
7.62K
New
$27.53 - $34.75 $210K - $265K
7.62K $213K
HP
Helmerich & Payne, Inc.

Energy
9.58K
New
$15.35 - $22.65 $147K - $217K
9.58K $211K
LYG
Lloyds Banking Group PLC

Financial Services
37.4K
+ 26.71%
$4.03 - $4.63 $151K - $173K
177K $805K
PK
Park Hotels & Resorts Inc.

Real Estate
9.63K
+ 7.94%
$10.17 - $12.13 $97.9K - $117K
131K $1.45M
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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