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
FOUR
Shift4 Payments, Inc.

Technology
-7.07K
- 6.34%
$77.4 - $106.81 $547K - $755K
104K $8.08M
IBB
Ishares Biotechnology ETF

ETFs
-27.4K
- 48.47%
$127.63 - $144.37 $3.5M - $3.96M
29.1K $4.21M
AON
Aon PLC

Financial Services
-8.1K
- 10.06%
$350.91 - $375.27 $2.84M - $3.04M
72.4K $25.8M
MELI
Mercadolibre Inc

Consumer Cyclical
-863
- 27.75%
$2292.04 - $2514.05 $1.98M - $2.17M
2.25K $5.25M
BCPC
Balchem Corp

Basic Materials
-3.79K
- 1.51%
$148.82 - $165.12 $564K - $625K
247K $37.1M
CTSH
Cognizant Technology Solutions Corp

Technology
-25.6K
- 25.44%
$66.67 - $80.98 $1.7M - $2.07M
74.9K $5.02M
DHR
Danaher Corp

Healthcare
-17.5K
- 1.71%
$181.46 - $212.2 $3.17M - $3.7M
1.01M $199M
NKE
Nike, Inc.

Consumer Cyclical
-27.7K
- 4.88%
$69.24 - $79.24 $1.92M - $2.19M
539K $37.6M
LNG
Cheniere Energy, Inc.

Energy
-9.86K
- 26.69%
$222.68 - $244.28 $2.19M - $2.41M
27.1K $6.36M
USB
Us Bancorp \De\

Financial Services
-85.7K
- 17.47%
$43.94 - $50.41 $3.76M - $4.32M
405K $19.6M
ETR
Entergy Corp

Utilities
-43.9K
- 30.0%
$80.93 - $93.55 $3.55M - $4.1M
102K $9.54M
IWR
Ishares Russell Mid Cap ETF

ETFs
-47.1K
- 11.16%
$92.26 - $97.51 $4.34M - $4.59M
375K $36.2M
GD
General Dynamics Corp

Industrials
-23.4K
- 21.34%
$293.92 - $341.0 $6.86M - $7.96M
86.1K $29.4M
SYY
Sysco Corp

Consumer Defensive
-49.4K
- 20.59%
$76.33 - $82.51 $3.77M - $4.07M
191K $15.7M
EMB
Ishares Tr

ETFs
-26.8K
- 87.55%
$91.52 - $95.59 $2.46M - $2.57M
3.82K $363K
MAA
Mid America Apartment Communities Inc.

Real Estate
-16K
- 64.23%
$138.38 - $153.2 $2.22M - $2.46M
8.93K $1.25M
AXS
Axis Capital Holdings LTD

Financial Services
-18.7K
- 23.72%
$93.33 - $102.44 $1.74M - $1.91M
60K $5.75M
ATR
Aptargroup, Inc.

Healthcare
-4.55K
- 5.75%
$130.82 - $161.82 $596K - $737K
74.6K $9.97M
JEF
Jefferies Financial Group Inc.

Financial Services
-53K
- 52.79%
$54.67 - $70.36 $2.9M - $3.73M
47.4K $3.1M
FRME
First Merchants Corp

Financial Services
-59.3K
- 75.46%
$37.07 - $41.88 $2.2M - $2.48M
19.3K $726K
TILT
Flexshares Tr

ETFs
-10.8K
- 57.48%
$224.75 - $242.86 $2.43M - $2.63M
8K $1.94M
CHTR
Charter Communications, Inc.

Communication Services
-2.42K
- 20.53%
$256.57 - $418.22 $621K - $1.01M
9.37K $2.58M
GEF
Greif, Inc

Consumer Cyclical
-28.2K
- 31.0%
$58.87 - $69.85 $1.66M - $1.97M
62.7K $3.74M
NEAR
Blackrock Short Maturity Bond

ETFs
-43.2K
- 14.09%
$50.8 - $51.32 $2.19M - $2.22M
263K $13.5M
IDU
Ishares Tr U S Utils ETF

ETFs
-20.4K
- 90.82%
$103.7 - $111.17 $2.11M - $2.27M
2.06K $228K
ADI
Analog Devices Inc

Technology
-22.7K
- 5.03%
$220.68 - $255.63 $5M - $5.8M
429K $105M
MSCI
Msci Inc.

Financial Services
-2.38K
- 2.96%
$526.48 - $588.0 $1.25M - $1.4M
78K $44.2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-125K
- 82.73%
$16.46 - $17.1 $2.05M - $2.13M
26K $442K
TAP
Molson Coors Beverage CO

Consumer Defensive
-35.9K
- 29.28%
$44.09 - $52.81 $1.58M - $1.9M
86.7K $3.93M
K
Kellogg CO

Consumer Defensive
-25.5K
- 49.91%
$76.96 - $82.02 $1.96M - $2.09M
25.6K $2.1M
IRM
Iron Mountain Inc

Real Estate
-17.8K
- 8.06%
$89.46 - $104.46 $1.59M - $1.85M
203K $20.6M
ZBRA
Zebra Technologies Corp

Technology
-2.19K
- 1.92%
$296.92 - $341.36 $650K - $747K
112K $33.2M
MOH
Molina Healthcare, Inc.

Healthcare
-3.8K
- 34.08%
$152.31 - $306.29 $579K - $1.16M
7.36K $1.41M
ENS
Ener Sys

Industrials
-48.5K
- 36.99%
$86.09 - $112.96 $4.17M - $5.48M
82.6K $9.33M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-29.8K
- 73.03%
$64.58 - $69.94 $1.93M - $2.09M
11K $764K
YUM
Yum Brands Inc

Consumer Cyclical
-16.8K
- 9.52%
$139.5 - $153.94 $2.35M - $2.59M
160K $24.3M
OEF
Ishares S&P 100 ETF

ETFs
-7.04K
- 16.78%
N/A
34.9K $9.28M
BNDX
Vanguard Total International B

ETFs
-37K
- 4.93%
$49.0 - $49.51 $1.81M - $1.83M
714K $35.3M
SRE
Sempra Energy

Utilities
-108K
- 19.49%
$74.14 - $89.98 $8.02M - $9.74M
447K $40.2M
CTVA
Corteva, Inc.

Basic Materials
-5.85K
- 2.92%
$67.08 - $77.12 $392K - $451K
195K $13.2M
GNL
Global Net Lease, Inc.

Real Estate
-379K
- 16.74%
$6.85 - $8.33 $2.6M - $3.16M
1.88M $15.3M
AWK
American Water Works Company, Inc.

Utilities
-12.7K
- 13.92%
$135.05 - $147.0 $1.72M - $1.87M
78.7K $11M
MIDD
Middleby Corp

Industrials
-11.6K
- 59.76%
$118.3 - $150.16 $1.38M - $1.75M
7.83K $1.04M
WAL
Western Alliance Bancorporation

Financial Services
-24.2K
- 59.25%
$76.33 - $91.49 $1.85M - $2.21M
16.6K $1.44M
LMT
Lockheed Martin Corp

Industrials
-18.1K
- 8.94%
$410.74 - $499.21 $7.45M - $9.05M
185K $92.2M
CR
Crane Holdings, Co.

Industrials
-8.66K
- 45.94%
$178.73 - $198.45 $1.55M - $1.72M
10.2K $1.88M
ILMN
Illumina, Inc.

Healthcare
-16.8K
- 57.32%
$91.69 - $109.88 $1.54M - $1.85M
12.5K $1.19M
VDC
Vanguard Consumer Staples ETF

ETFs
-7.06K
- 38.69%
$212.64 - $225.25 $1.5M - $1.59M
11.2K $2.39M
HYG
Ishares Tr

ETFs
-20.3K
- 16.93%
$79.85 - $81.32 $1.62M - $1.65M
99.6K $8.09M
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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