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
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
38.3K
New
$19.14 - $25.0 $732K - $956K
38.3K $952K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.24K
+ 9.76%
$246.31 - $287.91 $304K - $356K
13.9K $4M
INCY
Incyte Corp

Healthcare
5.98K
+ 23.07%
$67.27 - $86.96 $402K - $520K
31.9K $2.7M
OMC
Omnicom Group Inc.

Communication Services
2.47K
+ 3.21%
$70.41 - $81.53 $174K - $201K
79.3K $6.46M
GNRC
Generac Holdings Inc.

Industrials
2.68K
+ 13.32%
$146.61 - $202.85 $392K - $543K
22.8K $3.81M
IONQ
Ion Q, Inc.

Technology
1.18K
+ 2.55%
$36.79 - $75.14 $43.3K - $88.5K
47.4K $2.92M
CPNG
Coupang, Inc.

Consumer Cyclical
26K
+ 64.83%
$27.67 - $33.53 $720K - $873K
66.2K $2.13M
RFG
Invesco Exchange Traded Fd Tr

ETFs
18K
+ 330.66%
$48.87 - $51.69 $879K - $929K
23.4K $1.19M
RIO
Rio Tinto PLC

Basic Materials
10.2K
+ 31.17%
$57.66 - $66.01 $589K - $674K
43K $2.84M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.59K
+ 3.79%
$100.63 - $112.27 $261K - $291K
71K $7.84M
OMER
Omeros Corp

Healthcare
78.1K
+ 14.73%
$3.06 - $4.48 $239K - $350K
609K $2.5M
CVLG
Covenant Logistics Group, Inc.

Industrials
41.3K
New
$21.54 - $26.21 $889K - $1.08M
41.3K $894K
GFI
Gold Fields LTD

Basic Materials
1.05K
+ 2.26%
$23.36 - $42.3 $24.5K - $44.4K
47.5K $1.99M
CWST
Casella Waste Systems Inc

Industrials
10.5K
+ 207.01%
$86.69 - $114.82 $909K - $1.2M
15.6K $1.48M
CRUS
Cirrus Logic, Inc.

Technology
5.95K
+ 86.32%
$97.25 - $127.45 $579K - $758K
12.8K $1.61M
MAS
Masco Corp

Industrials
10.3K
+ 37.57%
$64.44 - $76.07 $661K - $780K
37.5K $2.64M
IDCC
Inter Digital, Inc.

Communication Services
98
+ 1.41%
$221.35 - $349.23 $21.7K - $34.2K
7.05K $2.43M
CGNX
Cognex Corp

Technology
13.8K
+ 75.05%
$31.85 - $46.54 $439K - $642K
32.2K $1.46M
RY
Royal Bank Of Canada

Financial Services
2.61K
+ 8.44%
$128.46 - $148.6 $335K - $387K
33.5K $4.93M
CVNA
Carvana Co.

Consumer Cyclical
1.61K
+ 24.72%
$326.09 - $392.66 $523K - $630K
8.1K $3.06M
EVR
Evercore Inc.

Financial Services
806
+ 9.11%
$276.5 - $362.79 $223K - $292K
9.65K $3.26M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
4.68K
+ 24.05%
$112.94 - $129.99 $528K - $608K
24.1K $3.09M
SEB
Seaboard Corp

Industrials
164
+ 48.52%
$2915.52 - $4014.54 $478K - $658K
502 $1.83M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
5.24K
New
$104.99 - $166.52 $550K - $872K
5.24K $859K
OWL
Blue Owl Capital Inc.

Financial Services
66.9K
+ 55.17%
$16.93 - $20.8 $1.13M - $1.39M
188K $3.18M
LPL
Lg Display Co., Ltd.

Technology
101K
+ 55.91%
$3.31 - $5.23 $334K - $528K
282K $1.47M
ZION
Zions Bancorporation, National Association

Financial Services
4.42K
+ 3.4%
$51.2 - $59.15 $226K - $261K
134K $7.59M
SAN
Banco Santander, S.A.

Financial Services
20.9K
+ 7.21%
$8.27 - $10.48 $173K - $219K
311K $3.26M
ALV
Autoliv Inc

Consumer Cyclical
6.83K
New
$110.31 - $127.65 $754K - $872K
6.83K $843K
AL
Air Lease Corp

Industrials
4.47K
+ 4.16%
$54.35 - $64.28 $243K - $287K
112K $7.13M
KRC
Kilroy Realty Corp

Real Estate
13.2K
+ 38.52%
$34.55 - $44.44 $458K - $589K
47.6K $2.01M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
19.2K
+ 80.28%
$28.71 - $37.46 $550K - $718K
43K $1.52M
ABC
Amerisourcebergen Corp

Healthcare
4.44K
+ 11.44%
N/A
43.2K $8M
GRMN
Garmin LTD

Technology
236
+ 1.17%
$211.13 - $246.22 $49.8K - $58.1K
20.5K $5.04M
VTRS
Viatris Inc

Healthcare
40.3K
+ 9.47%
$8.74 - $10.69 $352K - $431K
466K $4.61M
CNM
Core & Main, Inc.

Industrials
15.9K
+ 218.41%
$48.56 - $66.98 $774K - $1.07M
23.2K $1.25M
IGF
Ishares Global Infrastructure

ETFs
12.7K
+ 71.59%
$58.29 - $61.43 $739K - $779K
30.4K $1.86M
FNDB
Schwab Fundamental U S Broad M

ETFs
27.8K
+ 56.59%
$23.83 - $25.77 $662K - $716K
76.8K $1.98M
EVRG
Evergy, Inc.

Utilities
5.93K
+ 12.07%
$67.73 - $76.02 $402K - $451K
55K $4.18M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.57K
+ 2.76%
$134.42 - $141.26 $345K - $363K
95.8K $13.5M
STKL
Sun Opta Inc.

Consumer Defensive
134K
+ 1245.84%
$5.19 - $6.73 $698K - $905K
145K $851K
EWL
Ishares Inc Msci Switzerlnd

ETFs
14.2K
+ 125.11%
$52.43 - $56.33 $744K - $799K
25.5K $1.41M
XLG
Invesco Exchange Traded Fd Tr

ETFs
13.7K
New
$51.78 - $57.89 $707K - $791K
13.7K $785K
TDSC
Exchange Listed Fds Tr Cabana

ETFs
21.8K
+ 9.53%
$24.04 - $25.31 $525K - $552K
251K $6.33M
PHG
Koninklijke Philips Nv

Healthcare
23.5K
+ 54.76%
$23.84 - $28.62 $560K - $672K
66.4K $1.81M
VALE
Vale S.A.

Basic Materials
71.9K
New
$9.53 - $10.95 $685K - $787K
71.9K $780K
SPOT
Spotify Technology S.A.

Communication Services
2.92K
+ 16.08%
$620.01 - $738.53 $1.81M - $2.16M
21.1K $14.7M
CHK
Chesapeake Energy Corp

Energy
9.06K
+ 43.66%
N/A
29.8K $2.56M
TDY
Teledyne Technologies Inc

Technology
893
+ 25.98%
$509.51 - $586.04 $455K - $523K
4.33K $2.54M
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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