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
FITB
Fifth Third Bancorp

Financial Services
1.75K
+ 0.86%
$40.91 - $46.28 $71.5K - $80.9K
206K $9.18M
DCI
Donaldson CO Inc

Industrials
3.38K
+ 8.52%
$69.82 - $82.14 $236K - $278K
43.1K $3.53M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
29.3K
New
$23.52 - $28.77 $689K - $843K
29.3K $771K
AVAV
Aero Vironment Inc

Industrials
2.29K
+ 150.82%
$226.08 - $314.89 $519K - $722K
3.82K $1.2M
ALB
Albemarle Corp

Basic Materials
7.18K
+ 72.92%
$62.9 - $88.1 $452K - $633K
17K $1.38M
FSEC
Fidel Merrimack Str Tr

ETFs
17.3K
New
$43.0 - $44.55 $745K - $771K
17.3K $763K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
9.59K
New
$76.2 - $83.34 $731K - $799K
9.59K $755K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
11.4K
+ 22.71%
$30.06 - $36.69 $342K - $418K
61.5K $2.26M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
9.28K
+ 73.44%
$73.94 - $78.51 $686K - $729K
21.9K $1.7M
SNPS
Synopsys Inc

Technology
2.46K
+ 10.07%
$387.78 - $645.35 $952K - $1.58M
26.8K $13.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
174
+ 1.01%
$534.91 - $598.71 $93.1K - $104K
17.4K $9.77M
HUM
Humana Inc

Healthcare
1.22K
+ 4.57%
$220.41 - $312.0 $270K - $382K
28K $7.28M
RL
Ralph Lauren Corp

Consumer Cyclical
1.58K
+ 26.13%
$272.1 - $320.75 $431K - $508K
7.65K $2.4M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
7.1K
+ 250.92%
$94.73 - $102.36 $672K - $726K
9.92K $1M
INSM
Insmed Inc

Healthcare
536
+ 3.57%
$96.14 - $147.2 $51.5K - $78.9K
15.6K $2.24M
ENFR
Alerian Energy Infrastructure

ETFs
22.1K
+ 34.58%
$31.23 - $32.68 $689K - $721K
85.9K $2.78M
CLPT
Clear Point Neuro, Inc.

Healthcare
33.3K
New
$10.0 - $21.79 $333K - $726K
33.3K $726K
JHG
Janus Henderson Group PLC

Financial Services
4.33K
+ 4.67%
$39.46 - $45.37 $171K - $196K
97.1K $4.32M
HGER
Harbor ETF Tr All Weather Infl
27.4K
New
$24.26 - $25.91 $664K - $709K
27.4K $706K
RNR
Renaissancere Holdings LTD

Financial Services
2.52K
+ 41.87%
$231.95 - $253.93 $585K - $640K
8.54K $2.17M
AYI
Acuity Brands Inc

Industrials
491
+ 4.22%
$287.07 - $344.52 $141K - $169K
12.1K $4.18M
OSBC
Old Second Bancorp Inc

Financial Services
40.8K
New
$16.56 - $19.08 $675K - $778K
40.8K $704K
AVB
Avalonbay Communities Inc

Real Estate
6.13K
+ 13.16%
$182.72 - $204.51 $1.12M - $1.25M
52.7K $10.2M
ALK
Alaska Air Group, Inc.

Industrials
14K
+ 73.16%
$49.73 - $63.86 $696K - $893K
33.1K $1.65M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
8.44K
+ 6.12%
$14.73 - $19.31 $124K - $163K
146K $2.81M
VRNS
Varonis Systems Inc

Technology
12.1K
New
$49.58 - $59.83 $602K - $726K
12.1K $697K
CIEN
Ciena Corp

Technology
1.03K
+ 12.21%
$77.75 - $145.67 $80.4K - $151K
9.5K $1.38M
MTCH
Match Group, Inc.

Communication Services
18.3K
+ 182.83%
$31.83 - $38.77 $584K - $711K
28.4K $1M
AN
Autonation, Inc.

Consumer Cyclical
1.25K
+ 6.08%
$189.27 - $227.18 $237K - $285K
21.9K $4.79M
WRBY
Warby Parker Inc.

Healthcare
15
+ 0.01%
$21.37 - $28.56 $321 - $428
121K $3.34M
AIZ
Assurant, Inc.

Financial Services
832
+ 3.2%
$184.56 - $218.69 $154K - $182K
26.9K $5.82M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
5.64K
New
$113.73 - $121.28 $642K - $685K
5.64K $674K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
11.3K
+ 1.9%
$28.42 - $30.45 $322K - $345K
608K $17.9M
FIX
Comfort Systems Usa Inc

Industrials
222
+ 13.39%
$521.66 - $825.18 $116K - $183K
1.88K $1.55M
ING
Ing Groep Nv

Financial Services
15.1K
+ 23.84%
$22.0 - $26.08 $332K - $393K
78.4K $2.04M
PRIM
Primoris Services Corp

Industrials
4.81K
New
$79.61 - $137.33 $383K - $660K
4.81K $660K
EEMA
Ishares Msci Emerging Markets

ETFs
4.67K
+ 18.66%
$81.98 - $92.25 $383K - $431K
29.7K $2.73M
LFUS
Littelfuse Inc

Technology
1.49K
+ 17.56%
$228.23 - $271.17 $340K - $404K
9.96K $2.58M
IMO
Imperial Oil LTD

Energy
5.38K
+ 35.64%
$80.03 - $95.16 $430K - $512K
20.5K $1.86M
MLI
Mueller Industries Inc

Industrials
2.46K
+ 13.18%
$82.07 - $101.7 $202K - $250K
21.1K $2.14M
LYV
Live Nation Entertainment, Inc.

Communication Services
2.02K
+ 7.78%
$143.56 - $174.06 $290K - $351K
28K $4.57M
TNC
Tennant CO

Industrials
7.92K
New
$79.52 - $85.34 $630K - $676K
7.92K $641K
KWR
Quaker Chemical Corp

Basic Materials
4.49K
+ 199.47%
$114.42 - $145.36 $514K - $653K
6.74K $888K
VICI
Vici Properties Inc.

Real Estate
19.4K
+ 5.25%
$31.43 - $33.93 $609K - $657K
388K $12.6M
BMO
Bank Of Montreal

Financial Services
1.45K
+ 6.37%
$110.44 - $130.66 $160K - $189K
24.1K $3.14M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.96K
+ 7.96%
$91.28 - $97.59 $362K - $387K
53.8K $5.15M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11.2K
+ 12.79%
$52.39 - $53.11 $587K - $596K
98.9K $5.24M
ARGX
Argenx Se

Healthcare
455
+ 30.11%
$538.64 - $768.0 $245K - $349K
1.97K $1.45M
CTRE
Care Trust Reit, Inc.

Real Estate
15.3K
+ 73.89%
$30.29 - $34.8 $464K - $533K
36K $1.25M
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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