Ci Private Wealth, LLC Purchases in Q2 2025

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DDS
Dillard'S, Inc.

Consumer Cyclical
788
New
$294.77 - $422.75 $232K - $333K
788 $329K
IVZ
Invesco Ltd.

Financial Services
19.6K
+ 56.12%
$12.14 - $15.77 $238K - $309K
54.5K $858K
MTZ
Mastec Inc

Industrials
1.93K
New
$106.07 - $171.99 $204K - $331K
1.93K $328K
HYD
Vaneck High Yield Muni ETF

ETFs
6.67K
+ 100.21%
$49.08 - $51.35 $327K - $342K
13.3K $668K
EXAS
Exact Sciences Corp

Healthcare
3.75K
+ 28.86%
$40.31 - $58.08 $151K - $218K
16.7K $889K
SYNA
Synaptics Inc

Technology
5.06K
New
$42.92 - $66.11 $217K - $334K
5.06K $327K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.36K
+ 5.14%
$116.93 - $119.39 $276K - $282K
48.4K $5.76M
ADNT
Adient PLC

Consumer Cyclical
16.7K
New
$10.34 - $19.72 $173K - $329K
16.7K $324K
GKOS
Glaukos Corp

Healthcare
1.73K
+ 5.78%
$82.27 - $103.29 $142K - $178K
31.6K $3.27M
BEN
Franklin Resources Inc

Financial Services
10.2K
+ 59.29%
$16.66 - $23.85 $170K - $244K
27.4K $654K
NOMD
Nomad Foods LTD

Consumer Defensive
18.9K
New
$16.89 - $20.13 $320K - $381K
18.9K $321K
RXI
Ishares Tr

ETFs
1.51K
+ 46.02%
$157.03 - $192.24 $237K - $290K
4.79K $901K
BSRR
Sierra Bancorp

Financial Services
10.8K
New
$24.33 - $29.69 $262K - $320K
10.8K $319K
UPWK
Upwork, Inc

Industrials
19.6K
+ 13.95%
$11.8 - $17.5 $232K - $344K
160K $2.16M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
68.5K
New
$3.95 - $5.16 $271K - $353K
68.5K $319K
SSRM
Ssr Mining Inc.

Basic Materials
16.9K
+ 45.44%
$9.09 - $13.07 $154K - $221K
54.2K $690K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
2.5K
New
$101.11 - $126.55 $253K - $316K
2.5K $316K
RRX
Regal Rexnord Corp

Industrials
1.6K
+ 59.51%
$94.06 - $147.0 $150K - $235K
4.28K $620K
ICLN
Ishares

ETFs
19.5K
+ 56.06%
$10.56 - $13.31 $206K - $260K
54.3K $711K
LMND
Lemonade, Inc.

Financial Services
7.19K
New
$25.12 - $45.79 $181K - $329K
7.19K $314K
WGO
Winnebago Industries Inc

Consumer Cyclical
10.8K
New
$28.24 - $37.27 $306K - $404K
10.8K $314K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
6.58K
New
$37.93 - $47.69 $250K - $314K
6.58K $313K
PNR
Pentair PLC

Industrials
666
+ 4.17%
$76.17 - $103.58 $50.7K - $69K
16.6K $1.71M
SIGI
Selective Insurance Group Inc

Financial Services
3.59K
New
$82.37 - $92.83 $295K - $333K
3.59K $310K
HIW
Highwoods Properties, Inc.

Real Estate
8.58K
+ 31.72%
$25.31 - $31.85 $217K - $273K
35.6K $1.11M
SLGN
Silgan Holdings Inc

Consumer Cyclical
5.39K
+ 113.32%
$45.48 - $56.15 $245K - $302K
10.1K $549K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
12.5K
+ 83.55%
$16.12 - $20.75 $202K - $260K
27.6K $571K
NDSN
Nordson Corp

Industrials
1.2K
+ 31.43%
$167.51 - $223.5 $201K - $268K
5.01K $1.07M
PRGO
Perrigo CO PLC

Healthcare
11.4K
New
$24.36 - $27.91 $279K - $319K
11.4K $305K
ROKU
Roku, Inc

Communication Services
1.02K
+ 8.24%
$55.1 - $87.89 $56.1K - $89.6K
13.4K $1.18M
NICE
Nice Ltd.

Technology
1.38K
+ 28.39%
$141.3 - $178.32 $195K - $246K
6.23K $1.05M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.9K
+ 54.38%
$103.49 - $133.44 $196K - $253K
5.39K $710K
SWX
Southwest Gas Holdings, Inc.

Utilities
3.95K
+ 105.9%
$66.91 - $76.44 $264K - $302K
7.68K $571K
VIV
Telefonica Brasil S.A.

Communication Services
21.6K
+ 100.86%
$8.28 - $11.4 $179K - $246K
43K $490K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
8.05K
+ 118.88%
$30.28 - $36.05 $244K - $290K
14.8K $534K
ARCB
Arcbest Corp

Industrials
3.92K
New
$56.73 - $77.01 $222K - $301K
3.92K $301K
SIMO
Silicon Motion Technology Corp

Technology
3.99K
New
$38.95 - $75.77 $156K - $303K
3.99K $300K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4.08K
+ 40.85%
$60.29 - $71.77 $246K - $293K
14.1K $984K
GGG
Graco Inc

Industrials
2.69K
+ 9.71%
$74.02 - $87.26 $199K - $234K
30.3K $2.61M
FLSW
Franklin Templeton ETF Tr

ETFs
5.48K
+ 13.41%
$32.51 - $38.98 $178K - $213K
46.3K $1.76M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.15K
+ 96.21%
$72.61 - $88.75 $228K - $279K
6.42K $569K
TCBI
Texas Capital Bancshares Inc

Financial Services
3.76K
New
$61.24 - $79.4 $230K - $298K
3.76K $298K
SOXL
Direxion Daily Semiconductor B

ETFs
457
+ 1.47%
$8.25 - $25.2 $3.77K - $11.5K
31.6K $793K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.18K
+ 2.94%
$39.43 - $49.34 $46.6K - $58.4K
41.4K $1.96M
SLG
Sl Green Realty Corp

Real Estate
4.15K
+ 44.84%
$47.9 - $65.94 $199K - $274K
13.4K $830K
UE
Urban Edge Properties

Real Estate
15.9K
New
$16.3 - $19.42 $259K - $309K
15.9K $296K
GRFS
Grifols Sa

Healthcare
25.7K
+ 81.05%
$6.49 - $9.09 $167K - $234K
57.4K $519K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
7.25K
New
$36.65 - $42.44 $266K - $308K
7.25K $294K
DLY
Double Line Yield Opportunities Fund

N/A
18.8K
New
$14.45 - $16.11 $272K - $304K
18.8K $293K
Activity Summary
Buys All Purchases 1648 New Holdings 368 Increased Positions 1280 Sells All Sells 773 Reductions 773 Sold out 0 Options Calls 11 Puts 10
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