Ci Private Wealth, LLC Purchases in Q1 2025

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JOBY
Joby Aviation, Inc.

Industrials
18.9K
+ 160.34%
$5.99 - $10.27 $113K - $194K
30.7K $184K
CUZ
Cousins Properties Inc

Real Estate
3.22K
+ 49.09%
$28.06 - $31.21 $90.5K - $101K
9.79K $288K
CHX
Champion X Corp

Energy
331
+ 1.13%
$27.3 - $31.27 $9.04K - $10.4K
29.7K $884K
NEU
Newmarket Corp

Basic Materials
114
+ 19.32%
$482.93 - $570.11 $55.1K - $65K
704 $398K
BBD
Bank Bradesco

Financial Services
38.6K
New
$1.85 - $2.32 $71.5K - $89.6K
38.6K $86K
UGP
Ultrapar Holdings Inc

Energy
21.9K
+ 55.35%
$2.56 - $3.2 $56K - $69.9K
61.3K $188K
SGOL
Abrdn Gold ETF Trust

ETFs
482
+ 3.28%
$25.14 - $29.82 $12.1K - $14.4K
15.2K $453K
VSH
Vishay Intertechnology Inc

Technology
6K
+ 53.05%
$15.9 - $19.1 $95.4K - $115K
17.3K $275K
SWK
Stanley Black & Decker, Inc.

Industrials
1.81K
+ 11.36%
$76.43 - $90.41 $138K - $163K
17.7K $1.36M
DNP
Dnp Select Income Fund Inc

Financial Services
4.48K
+ 12.66%
$8.93 - $9.92 $40K - $44.4K
39.8K $393K
JNK
Spdr Bloomberg High Yield Bond

ETFs
868
+ 32.09%
$94.86 - $97.12 $82.3K - $84.3K
3.57K $340K
POST
Post Holdings, Inc.

Consumer Defensive
365
+ 1.81%
$104.57 - $116.92 $38.2K - $42.7K
20.5K $2.38M
BRX
Brixmor Property Group Inc.

Real Estate
3.47K
+ 20.82%
N/A
20.1K $457K
EPR
Epr Properties

Real Estate
169
+ 2.03%
$43.98 - $53.81 $7.43K - $9.09K
8.48K $446K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
1.7K
+ 4.43%
$20.96 - $23.51 $35.7K - $40K
40.2K $898K
ASND
Ascendis Pharma A/S

Healthcare
123
+ 3.76%
$119.49 - $168.84 $14.7K - $20.8K
3.39K $528K
MATV
Schweitzer Mauduit International Inc

Basic Materials
12.6K
New
$5.67 - $10.97 $71.3K - $138K
12.6K $78K
SF
Stifel Financial Corp

Financial Services
1.74K
+ 23.41%
$91.62 - $117.6 $160K - $205K
9.19K $866K
DBX
Dropbox, Inc.

Technology
6.17K
+ 23.19%
$24.55 - $33.27 $151K - $205K
32.8K $874K
PATH
Ui Path, Inc.

Technology
11.4K
+ 66.58%
$9.97 - $15.19 $114K - $173K
28.5K $293K
REXR
Rexford Industrial Realty, Inc.

Real Estate
1.84K
+ 29.29%
$37.17 - $41.44 $68.4K - $76.2K
8.12K $317K
DDD
3 D Systems Corp

Technology
35.2K
New
$2.12 - $4.72 $74.7K - $166K
35.2K $74K
ADC
Agree Realty Corp

Real Estate
462
+ 8.32%
$68.36 - $77.19 $31.6K - $35.7K
6.01K $464K
EEFT
Euronet Worldwide, Inc.

Technology
567
+ 19.92%
$94.42 - $110.06 $53.5K - $62.4K
3.41K $364K
ENTA
Enanta Pharmaceuticals Inc

Healthcare
12.9K
New
$4.82 - $8.49 $62.1K - $109K
12.9K $71K
JWN
Nordstrom Inc

Consumer Cyclical
2.61K
+ 11.04%
$24.01 - $24.46 $62.6K - $63.8K
26.2K $641K
NWS
News Corp New Cl B Com Stk (De

Communication Services
2.34K
+ 24.25%
$29.66 - $35.0 $69.3K - $81.8K
12K $363K
HESM
Hess Midstream LP

Energy
462
+ 5.04%
$37.59 - $43.88 $17.4K - $20.3K
9.62K $406K
WTM
White Mountains Insurance Group LTD

Financial Services
41
+ 6.42%
$1818.58 - $1983.07 $74.6K - $81.3K
680 $1.31M
BIGZ
Black Rock Innovation & Growth Trust
10K
New
$6.4 - $8.25 $64K - $82.5K
10K $66K
TRIN
Trinity Capital Inc.

Financial Services
718
+ 0.9%
$14.26 - $16.56 $10.2K - $11.9K
80.8K $1.23M
SAM
Boston Beer CO Inc

Consumer Defensive
487
+ 59.46%
$219.16 - $301.26 $107K - $147K
1.31K $311K
FPH
Five Point Holdings, LLC

Real Estate
12.2K
New
$3.68 - $6.53 $45K - $79.8K
12.2K $65K
FVD
First Tr Value Line Divid Inde

ETFs
1.31K
+ 19.88%
$42.61 - $45.51 $56K - $59.8K
7.93K $353K
MLPA
Global X Mlp ETF

ETFs
252
+ 1.96%
$49.83 - $54.53 $12.6K - $13.7K
13.1K $697K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.85K
+ 25.48%
$51.45 - $58.51 $95.2K - $108K
9.12K $471K
APG
A Pi Group Corp

Industrials
2.11K
+ 3.35%
$35.67 - $40.88 $75.3K - $86.3K
65.1K $2.33M
PCOR
Procore Technologies, Inc.

Technology
1.38K
+ 42.4%
$65.21 - $88.33 $89.7K - $122K
4.62K $305K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
21.8K
New
$2.86 - $9.78 $62.2K - $213K
21.8K $62K
WOLF
Wolfspeed, Inc.

Technology
20.4K
New
$2.59 - $7.48 $52.9K - $153K
20.4K $62K
FTI
Technip Fmc PLC

Energy
963
+ 10.34%
$25.3 - $32.57 $24.4K - $31.4K
10.3K $325K
FSTA
Fidelity Covington Tr Msci Con

ETFs
785
+ 10.79%
$48.3 - $52.85 $37.9K - $41.5K
8.06K $412K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
7.8K
+ 6.79%
$11.22 - $11.8 $87.5K - $92.1K
123K $1.38M
PII
Polaris Inc.

Consumer Cyclical
2.94K
+ 71.59%
$40.9 - $58.36 $120K - $172K
7.05K $288K
AZZ
Azz Inc

Industrials
573
+ 19.56%
$82.13 - $99.01 $47.1K - $56.7K
3.5K $292K
GNK
Genco Shipping & Trading LTD

Industrials
4.5K
+ 25.0%
$13.16 - $14.85 $59.2K - $66.8K
22.5K $300K
MDU
Mdu Resources Group Inc

Industrials
4.05K
+ 23.63%
$16.45 - $18.61 $66.6K - $75.4K
21.2K $358K
PDI
Pimco Dynamic Income Fund

Financial Services
1.67K
+ 15.13%
$18.51 - $20.05 $30.9K - $33.5K
12.7K $251K
ST
Sensata Technologies Holding PLC

Technology
3.06K
+ 37.71%
$24.27 - $30.0 $74.3K - $91.8K
11.2K $271K
Activity Summary
Buys All Purchases 925 New Holdings 132 Increased Positions 793 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 1 Puts 4
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